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Tristan

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Greater China Down 17%, North America Up 3%. Sneaker Demand Is Splitting by Region.
Greater China Down 17%, North America Up 3%. Sneaker Demand Is Splitting by Region.

Nike's fiscal 2026 fourth quarter shows the same brand performing very differently depending on where the buyer is standing. For anyone holding inventory in one place, that is a liquidity problem.

Nike Booked a $986 Million Tariff Refund. Consider What That Does to the Retail Anchor.
Nike Booked a $986 Million Tariff Refund. Consider What That Does to the Retail Anchor.

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