New York, June 20, 2025 – Nike is scheduled to release its Q4 FY2025 earnings report on Thursday evening U.S. time. The report is drawing significant market attention as the global sportswear giant continues to implement its recovery strategy amid tariff pressures and slowing growth.
Analysts expect Nike’s financial performance to decline, both in revenue and profit. Quarterly revenue is projected to fall 15% year-over-year to $10.73 billion, while earnings per share (EPS) are forecasted to plummet from $0.99 last year to just $0.13.
This decline doesn’t come as a surprise. Nike’s new CEO, Elliott Hill, who took office in October last year, emphasized the need for a major overhaul—refocusing on product innovation and reducing inventory of older products that have begun to weigh on performance.
Analyst Sentiment Remains Divided
Despite the weak financial outlook, most analysts still see long-term recovery potential. Of the 17 analysts tracked by Visible Alpha:
- 8 recommend a buy
- 8 recommend a hold
- 1 recommends a sell
The average price target for Nike’s stock is $72—indicating that the market still expects the stock to recover from its nearly 20% decline in 2025.
Main Focus: Not This Quarter, But the Outlook Ahead
Some analysts believe this quarter’s results are not the primary concern. A report by Bank of America stated that the key focus will be on how Nike’s management guides its forward-looking strategy.
Morgan Stanley analysts even lowered their price target for Nike from $70 to $61, warning that the recovery may take longer than initially expected.
“We’re seeing early signs that management’s strategy is being executed well, but full recovery remains distant and vulnerable to volatility,” they wrote.
One of the most anticipated questions from investors is: when will excess inventory be cleared, and will sales resume sustainable growth?
Conclusion
This earnings report will be a critical test for Nike’s leadership. Although current conditions are challenging—particularly due to external factors such as tariffs and weakening consumer spending—market expectations still leave room for long-term recovery. The answers provided in the earnings release and upcoming press conference will be key in determining Nike’s stock trajectory going forward.
Earning Projection Prediction
WHAT THE ANALYST STATED
