$Nike(NKE.US) -3.0% AH to $39.80 after posting 4Q revs and earnings that modestly beat WS consensus, excluding one time items. 2027 1Q rev and gross margin guidance will be announced on the earnings call which begins at 5pm ET.
4Q results:- EPS of $0.20 (excluding $.52 of one time tariff recovery) which beat analyst estimates of $.13.- Revs of $10.972B (-1.1% YoY) vs analyst consensus of $10.863B (-2% YoY). - At constant currency (CC), Nike revs -4.0% vs -3.9% exp- Gross margin 40.2% (excl 900bp of tariff recovery) vs 39.9% expected- Wholesale revs of $6.6B vs $6.5B est- Direct revs of $4.1B vs $4.1B est- North America in constant currency (CC) revs +3.0% YoY vs +3.1% exp- China revs -17.0% CC YoY vs -21.7% exp - Europe revs -6.0% CC YoY vs -5.0% expThe copyright of this article belongs to the original author/organization.
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