NYSE$NKE

NIKE · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Nike's Q4 2024 earnings reflected a mix of challenges and progress, with revenue slightly down but gross margin improved.

Nike reported Q4 2024 revenues of $12.6 billion, a 2% decrease year-over-year, but flat on a currency-neutral basis. Diluted earnings per share was $0.99, including $0.02 of restructuring charges, net of tax benefit. Gross margin increased to 44.7%.

  • Revenues decreased by 2 percent on a reported basis and were flat on a currency-neutral basis.
  • NIKE Direct revenues decreased by 8 percent on a reported basis.
  • Wholesale revenues increased by 5 percent on a reported basis.
  • Gross margin increased to 44.7 percent, up 110 basis points.

Headline financials

Total Revenue

$12.6B

Previous: $12.8B-1.7%
EPS (adj)

$1.01

Previous: $0.66+53.0%
Gross Margin

44.7%

Previous: 43.6%+2.5%
Demand Creation Expense

$1.09B

Previous: $1.09B-0.1%
Operating Overhead Expense

$3B

Previous: $3.28B-8.7%
Effective Tax Rate

13.1%

Previous: 17.3%-24.3%
Capital Expenditures

$213M

Previous: $269M-20.8%
Net Income

$1.5B

Previous: $1.03B+45.5%
Operating Income

$1.67B

Previous: $1.22B+37.4%
Gross Profit

$5.63B

Previous: $5.6B+0.7%
Stock-Based Comp

$186M

Previous: $199M-6.5%

Revenue & EPS history

Nike · Revenue · Quarterly

$12.6B

Q4 2024-1.7%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Nike · $13.4B total across 2 segments · Q2 2024

  • NIKE Brand
    $12.9B+1.2%
  • Converse
    $519M-11.4%

Forward guidance

The fourth quarter results highlighted challenges that have led the company to update Fiscal '25 outlook and are taking actions to reposition NIKE to be more competitive, and to drive sustainable, profitable long-term growth

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.5%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+1.3%

Avg return

30 days after

56%

40 / 72 earnings

Positive

+25.8%

Q3 2020

Best reaction

-19.9%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-6.0%-6.4%
Q2 2026-5.3%-8.6%-1.9%
Q1 2026+4.9%+2.1%-7.4%
Q4 2025+0.2%+2.8%+6.9%
Q3 2025-5.5%-8.5%-22.4%
Q2 2025+0.1%-0.1%-7.9%
Q1 2025-6.0%-7.0%-12.7%
Q4 2024-19.9%-19.2%-22.9%
Q3 2024-6.4%-7.7%-5.7%
Q2 2024-11.0%-11.0%-16.2%
Q1 2024+6.9%+6.3%+9.6%
Q4 2023-2.4%-3.5%-3.9%
Q3 2023-1.4%-0.4%+2.7%
Q2 2023+12.4%+12.8%+20.8%
Q1 2023-15.8%-10.2%-4.9%
Q4 2022-9.0%-10.4%-4.5%
Q3 2022+1.4%+1.9%+3.5%
Q2 2022+3.3%+2.7%-10.1%
Q1 2022-5.0%-7.7%+3.8%
Q4 2021+16.0%+17.2%+25.0%
Q3 2021-5.1%-5.3%-7.3%
Q2 2021+2.5%+0.9%+0.2%
Q1 2021+12.1%+9.6%+14.7%
Q4 2020-6.4%-2.0%-1.6%
Q3 2020+25.8%+32.5%+39.1%
Q2 2020-0.6%-0.4%+3.9%
Q1 2020+3.6%+5.3%+4.3%
Q4 2019+1.7%+2.9%+6.0%
Q3 2019-5.2%-3.8%+2.9%
Q2 2019+4.9%-1.3%+16.6%
Q1 2019-0.7%+0.5%-13.3%
Q4 2018+11.7%+6.9%+7.8%
Q3 2018-2.6%-0.3%-0.4%
Q2 2018-0.5%+0.1%+5.7%
Q1 2018-1.1%-2.6%+6.7%
Q4 2017+10.6%+9.9%+10.0%
Q3 2017-8.1%-4.0%-3.9%
Q2 2017+2.9%+2.1%+4.1%
Q1 2017-2.1%-3.2%-4.6%
Q4 2016+6.2%+7.2%+6.9%
Q3 2016-3.5%
Q2 2016-0.8%
Q1 2016+8.3%
Q4 2015+3.3%
Q3 2015+4.6%
Q2 2015+0.4%
Q1 2015+10.7%
Q4 2014+1.6%
Q3 2014-5.0%
Q2 2014-1.6%
Q1 2014+6.8%
Q4 2013+2.9%
Q3 2013+8.6%
Q2 2013+7.5%
Q1 2013-0.6%
Q4 2012-10.5%
Q3 2012-2.7%
Q2 2012+3.2%
Q1 2012+3.4%
Q2 2011-1.0%
Q4 2011-1.0%
Q3 2011+0.2%
Q1 2011-0.4%
Q4 2010+1.5%
Q3 2010+0.1%
Q3 2009+0.1%
Q2 2009+0.4%
Q2 2010+0.4%
Q1 2010+0.3%
Q4 2009+0.3%
Q4 2008+0.3%
Q1 2009+0.3%

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