NIKE, Inc. (Rubber & Plastics Footwear)

Rubber & Plastics Footwear

China Revenue ExposedTariff / Trade Exposed

Filing Clarity monitors every SEC filing for NIKE, Inc. — Form 4 insider transactions, 8-K material events, and quarterly reports — and delivers plain-English signals with historical context.

Recent SEC filing signals

Filing Clarity delivers plain-English signals for each new filing, with historical context showing what changed from prior periods.

Earnings SynthesisNIKE, Inc. Q4-2024: "transition year" First appearance in recent calls; explicitly frames FY25 expectations.2026-08-17

Earnings SynthesisNIKE, Inc. Q2-2025: "obsession with sport" First appearance under new CEO; central to new strategy2026-08-17

Earnings SynthesisNIKE, Inc. Q3-2025: "Win Now" Increased frequency; now used as a formal strategic framework ('5535') encompassing fiv…2026-08-17

Earnings SynthesisNIKE, Inc. Q1-2025: "Consumer Direct Acceleration" first appearance in available transcript record2026-08-17

Earnings SynthesisNIKE, Inc. Q4-2025: "marketplace reset" decreased frequency from prior quarter2026-08-17

Earnings SynthesisNIKE, Inc. Q2-2026: "early progress" first appearance since strategic plan announcement2026-08-17

Ecosystem

Adidas (competitor)Lululemon Athletica Inc (competitor)Puma SE (competitor)Deckers Outdoor (competitor)V F Corporation (competitor)Under Armour (competitor)

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