Nike (NKE)
Designs performance and lifestyle footwear, apparel and equipment across Nike, Jordan and Converse.
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Nike designs athletic shoes, clothing and gear, while outside contractors make nearly all of it. Nike-branded footwear still carries the business, but its familiar casual styles are shrinking as running and training grow. Wholesale is recovering while Nike's own stores and apps are being pushed away from discount-heavy selling.
Item facts: FY2026 · year ended May 31, 2026, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
6 in detail · 17 more below
NIKE Sportswear
Everyday shoe families such as Air Force 1, Dunk and Air Max remain enormous, but Nike cut their supply by more than $2 billion and May-quarter sales still fell sharply. Watch whether fewer pairs restore full-price demand.
Competes with Originals and Samba (adidas) · Old Skool (Vans)
In plain English
These are the Nike shoes and clothes worn more for everyday style than for a timed race or match. Air Force 1, Dunk and Air Max are the familiar families, sold by outside retailers and through Nike's own shops and apps.
Nike earns when shoppers buy each release. Lately, too many familiar shoes and too much discounting made them feel ordinary, so the company deliberately pulled back supply by more than $2 billion. The wager is simple: leave more breathing room between releases, make the shoes feel special again and sell more of them at full price.
Jordan Brand
Basketball performance and streetwear produced $7.034 billion in FY2026, but the brand is still shrinking. The next test is whether fresher releases can revive streetwear without flooding stores again.
Competes with Anthony Edwards and Harden lines (adidas) · Curry Brand (Under Armour)
In plain English
A basketball label that grew into a streetwear business. Jordan sells shoes, clothing and accessories to players as well as people drawn to its history and limited releases; leagues and endorsed athletes keep it visible on court.
The money arrives one product sale at a time through retailers and Nike's own shops. Carefully paced releases can support demand, while too much familiar stock leads to discounts. Sales fell again in FY2026 after a much steeper drop the year before, so Jordan now has to refresh the product line while keeping supply disciplined.
NIKE Running
Race, road and trail shoes are Nike's clearest growth engine, adding roughly $1 billion across five straight quarters of strong growth. Watch whether that momentum survives while the wider company remains soft.
Competes with Adizero (adidas) · METASPEED (ASICS)
In plain English
Running is the part moving fastest. Nike sells race, road and trail shoes plus clothing, with three road families aimed at a springy ride, extra cushioning or added support. Runners pay for comfort and performance, then return as shoes wear out or their needs change.
Specialty running shops matter because fitting and advice help turn curiosity into a purchase; Nike's own channels reach the same runner directly. Five straight quarters of strong growth added roughly $1 billion, making this the most visible counterweight to the fading casual classics.
NIKE Training
Shoes and clothing for gyms, strength work and mixed running-and-lifting events form Nike's second-largest performance category. New models widen the offer; watch whether they create durable repeat buying beyond launch interest.
Competes with Dropset (adidas) · Nano (Reebok)
In plain English
The gym floor needs a different shoe from the open road. Nike Training sells footwear and clothing for lifting, workouts and events that mix running with strength exercises; the shoes balance a steady base under weight with enough lightness to move quickly.
Customers buy through gyms, retailers and Nike itself, often after a trainer or event shows why the product fits the job. Nike calls Training its second-largest performance category and is adding models, but the company does not reveal its sales. The proof will be repeat purchases, not just excitement around launches.
NIKE Brand Apparel
Performance clothing, casualwear and team garments made under league agreements brought in $13.449 billion in FY2026. It grew while footwear was flat; watch fabrics, seasonal bets and discounting because unsold clothing loses value quickly.
Competes with Performance apparel (adidas) · Sportswear (PUMA)
In plain English
Shirts, shorts, jackets and team clothing make up Nike's second large product engine. Outside factories cut and sew the pieces, then sporting-goods stores, department stores, specialist shops and Nike's own channels put them in front of athletes, fans and everyday buyers.
Nike gets paid when those goods reach a retailer or shopper. A timely team moment or shared shoe-and-clothing collection can lift demand, but colors, sizes and seasons make forecasting unforgiving. Apparel grew in FY2026, helped by both more items sold and a higher average price, while the much larger footwear line stayed flat.
NIKE Brand Equipment
Bags, socks, balls, eyewear, watches and protective gear generated $2.199 billion in FY2026 and went nowhere. Its job is to complete the kit; watch whether bundles lift sales alongside shoes and clothing.
Competes with NBA Official Game Basketball (Wilson) · footballs and accessories (adidas)
In plain English
The extras beside the shoes. Nike's equipment line covers bags, socks, balls, eyewear, watches and protective gear—things a player needs to carry, wear or use around the main purchase. Some nearby products are made by companies paying for permission to use Nike's name.
Revenue comes from selling the equipment itself or collecting those permission payments. A ball can stand alone, while socks or a bag often ride along with a bigger footwear or team purchase. The line was flat in FY2026, so its practical role is to round out the kit rather than lead growth.
NIKE SportswearEveryday shoe families such as Air Force 1, Dunk and Air Max remain enormous, but Nike cut their supply by more than $2 billion and May-quarter sales still fell sharply. Watch whether fewer pairs restore full-price demand.Everyday shoe families such as Air Force 1, Dunk and Air Max remain enormous, but Nike cut their supply by more than $2 billion and May-quarter sales still fell sharply. Watch whether fewer pairs restore full-price demand.
In plain English
These are the Nike shoes and clothes worn more for everyday style than for a timed race or match. Air Force 1, Dunk and Air Max are the familiar families, sold by outside retailers and through Nike's own shops and apps.
Nike earns when shoppers buy each release. Lately, too many familiar shoes and too much discounting made them feel ordinary, so the company deliberately pulled back supply by more than $2 billion. The wager is simple: leave more breathing room between releases, make the shoes feel special again and sell more of them at full price.
Competes with Originals and Samba (adidas) · Old Skool (Vans)
Jordan BrandBasketball performance and streetwear produced $7.034 billion in FY2026, but the brand is still shrinking. The next test is whether fresher releases can revive streetwear without flooding stores again.Basketball performance and streetwear produced $7.034 billion in FY2026, but the brand is still shrinking. The next test is whether fresher releases can revive streetwear without flooding stores again.
In plain English
A basketball label that grew into a streetwear business. Jordan sells shoes, clothing and accessories to players as well as people drawn to its history and limited releases; leagues and endorsed athletes keep it visible on court.
The money arrives one product sale at a time through retailers and Nike's own shops. Carefully paced releases can support demand, while too much familiar stock leads to discounts. Sales fell again in FY2026 after a much steeper drop the year before, so Jordan now has to refresh the product line while keeping supply disciplined.
Competes with Anthony Edwards and Harden lines (adidas) · Curry Brand (Under Armour)
NIKE RunningRace, road and trail shoes are Nike's clearest growth engine, adding roughly $1 billion across five straight quarters of strong growth. Watch whether that momentum survives while the wider company remains soft.Race, road and trail shoes are Nike's clearest growth engine, adding roughly $1 billion across five straight quarters of strong growth. Watch whether that momentum survives while the wider company remains soft.
In plain English
Running is the part moving fastest. Nike sells race, road and trail shoes plus clothing, with three road families aimed at a springy ride, extra cushioning or added support. Runners pay for comfort and performance, then return as shoes wear out or their needs change.
Specialty running shops matter because fitting and advice help turn curiosity into a purchase; Nike's own channels reach the same runner directly. Five straight quarters of strong growth added roughly $1 billion, making this the most visible counterweight to the fading casual classics.
Competes with Adizero (adidas) · METASPEED (ASICS)
NIKE TrainingShoes and clothing for gyms, strength work and mixed running-and-lifting events form Nike's second-largest performance category. New models widen the offer; watch whether they create durable repeat buying beyond launch interest.Shoes and clothing for gyms, strength work and mixed running-and-lifting events form Nike's second-largest performance category. New models widen the offer; watch whether they create durable repeat buying beyond launch interest.
In plain English
The gym floor needs a different shoe from the open road. Nike Training sells footwear and clothing for lifting, workouts and events that mix running with strength exercises; the shoes balance a steady base under weight with enough lightness to move quickly.
Customers buy through gyms, retailers and Nike itself, often after a trainer or event shows why the product fits the job. Nike calls Training its second-largest performance category and is adding models, but the company does not reveal its sales. The proof will be repeat purchases, not just excitement around launches.
Competes with Dropset (adidas) · Nano (Reebok)
NIKE Brand ApparelPerformance clothing, casualwear and team garments made under league agreements brought in $13.449 billion in FY2026. It grew while footwear was flat; watch fabrics, seasonal bets and discounting because unsold clothing loses value quickly.Performance clothing, casualwear and team garments made under league agreements brought in $13.449 billion in FY2026. It grew while footwear was flat; watch fabrics, seasonal bets and discounting because unsold clothing loses value quickly.
In plain English
Shirts, shorts, jackets and team clothing make up Nike's second large product engine. Outside factories cut and sew the pieces, then sporting-goods stores, department stores, specialist shops and Nike's own channels put them in front of athletes, fans and everyday buyers.
Nike gets paid when those goods reach a retailer or shopper. A timely team moment or shared shoe-and-clothing collection can lift demand, but colors, sizes and seasons make forecasting unforgiving. Apparel grew in FY2026, helped by both more items sold and a higher average price, while the much larger footwear line stayed flat.
Competes with Performance apparel (adidas) · Sportswear (PUMA)
NIKE Brand EquipmentBags, socks, balls, eyewear, watches and protective gear generated $2.199 billion in FY2026 and went nowhere. Its job is to complete the kit; watch whether bundles lift sales alongside shoes and clothing.Bags, socks, balls, eyewear, watches and protective gear generated $2.199 billion in FY2026 and went nowhere. Its job is to complete the kit; watch whether bundles lift sales alongside shoes and clothing.
In plain English
The extras beside the shoes. Nike's equipment line covers bags, socks, balls, eyewear, watches and protective gear—things a player needs to carry, wear or use around the main purchase. Some nearby products are made by companies paying for permission to use Nike's name.
Revenue comes from selling the equipment itself or collecting those permission payments. A ball can stand alone, while socks or a bag often ride along with a bigger footwear or team purchase. The line was flat in FY2026, so its practical role is to round out the kit rather than lead growth.
Competes with NBA Official Game Basketball (Wilson) · footballs and accessories (adidas)
Named in filings, launches and programs
- NIKE DirectPlatform$17.720 billion from Nike's apps, website and owned stores, down as the company reduced discount-driven traffic; this channel cuts across every Nike product line.
- ConverseBrand$1.174 billion casual-shoe brand, down 31%, now refocusing on Chuck Taylor and Jack Purcell while its headline basketball athlete moves to Nike.
- NIKE BasketballProduct linePerformance shoes and clothing spanning G.T., Kobe, Sabrina and other athlete-linked families.
- Global FootballProduct lineBoots, uniforms, balls and fan clothing led by Mercurial and relationships with major clubs and national teams.
- NikeSKIMSProduct line · RampingWomen's training and lifestyle clothing launched in September 2025 with seven collections and 58 initial designs.
- ACG PicklejusProduct · AnnouncedMountain-running shoe with a new grip system, scheduled for late 2027.
- Nike HybridProduct line · AnnouncedShoes built for competitions mixing running and lifting, with the first release scheduled after this map's date.
- Nike AirProductNike's own air-filled cushioning system, used across several shoe families and supplied both internally and by contractors.
- Air MaxProduct lineCasual footwear family that also received eight limited-run, three-dimensionally printed interpretations in 2026.
- Nike MembershipEcosystemFree account connecting shipping, returns, product access, guidance and experiences; Nike does not disclose subscription revenue because there is no fee.
- SNKRSPlatformMember app for release calendars, purchase drawings, passes and scarce sneaker launches.
- Nike Run ClubServiceFree running guidance and community app inside Nike Membership.
- Nike Training ClubServiceFree workout-content app inside Nike Membership.
- Nike By YouServiceProduct-customization service for Nike members.
- NBA, WNBA and NBA G League partnershipCustomer programRuns through 2037 and covers on-court uniforms, fan clothing, content and joint membership work.
- FC Barcelona partnershipCustomer programMulti-year product, supply, store and permission-to-use-the-name collaboration effective from the 2024/25 season; financial terms are undisclosed.
- Nike x NFL RivalriesCustomer programA 2025–2028 uniform and fan-clothing program whose associated fan goods are made and sold by Fanatics.
NIKE DirectPlatform
$17.720 billion from Nike's apps, website and owned stores, down as the company reduced discount-driven traffic; this channel cuts across every Nike product line.
ConverseBrand
$1.174 billion casual-shoe brand, down 31%, now refocusing on Chuck Taylor and Jack Purcell while its headline basketball athlete moves to Nike.
NIKE BasketballProduct line
Performance shoes and clothing spanning G.T., Kobe, Sabrina and other athlete-linked families.
Global FootballProduct line
Boots, uniforms, balls and fan clothing led by Mercurial and relationships with major clubs and national teams.
NikeSKIMSProduct line · Ramping
Women's training and lifestyle clothing launched in September 2025 with seven collections and 58 initial designs.
ACG PicklejusProduct · Announced
Mountain-running shoe with a new grip system, scheduled for late 2027.
Nike HybridProduct line · Announced
Shoes built for competitions mixing running and lifting, with the first release scheduled after this map's date.
Nike AirProduct
Nike's own air-filled cushioning system, used across several shoe families and supplied both internally and by contractors.
Air MaxProduct line
Casual footwear family that also received eight limited-run, three-dimensionally printed interpretations in 2026.
Nike MembershipEcosystem
Free account connecting shipping, returns, product access, guidance and experiences; Nike does not disclose subscription revenue because there is no fee.
SNKRSPlatform
Member app for release calendars, purchase drawings, passes and scarce sneaker launches.
Nike Run ClubService
Free running guidance and community app inside Nike Membership.
Nike Training ClubService
Free workout-content app inside Nike Membership.
Nike By YouService
Product-customization service for Nike members.
NBA, WNBA and NBA G League partnershipCustomer program
Runs through 2037 and covers on-court uniforms, fan clothing, content and joint membership work.
FC Barcelona partnershipCustomer program
Multi-year product, supply, store and permission-to-use-the-name collaboration effective from the 2024/25 season; financial terms are undisclosed.
Nike x NFL RivalriesCustomer program
A 2025–2028 uniform and fan-clothing program whose associated fan goods are made and sold by Fanatics.