Nike

Nike Direct Fell 7% While Wholesale Grew 5%. The 'Comeback' Is a Channel Story.

Nike reported $11.3 billion in flat Q3 FY2026 revenue on March 31, with Nike Direct down 7% currency-neutral while wholesale grew 5%. The 1,400 April layoffs and $230 million severance charge cut deepest in tech and supply chain, not marketing. The 'comeback' coverage focused on a

Nike's 'Walkers Tolerated' Sign Cleared Every Approval and Lasted 24 Hours

Nike hung a red vinyl sign reading "Runners Welcome. Walkers Tolerated." at its Newbury Street flagship in Boston on Thursday, three days before the 2026 Boston Marathon. The sign came down within 24 hours after adaptive athletes and run coaches publicly called it pace-shaming. The copy was bad.

Nike Optimized Converse Into a 15-Year Revenue Low

Converse just posted $264 million in quarterly revenue. That's a 35% drop year over year, the steepest decline in 15 years, and the third consecutive quarter of accelerating losses. The trajectory: down 27%, then 30%, then 35%. The coverage has mostly framed this as "heritage brand struggles