NIKE, Inc.

Nike faces significant headwinds due to declining revenue and profits (down 9% and 32% respectively in Q3 2025) driven by lower traffic and inventory reduction efforts [12]. Increased tariffs on imports from Asian countries, where a majority of Nike's products are manufactured, pose a major threat to profit margins and revenue, particularly in the US and China [1], [2], [3], [4], [5], [6]. While a 90-day tariff pause on some key supplier nations offers temporary relief [10], the company faces pressure to diversify its supply chain [2] and navigate anti-American sentiment in China, a crucial growth market experiencing declining sales [5], [6]. Despite these challenges, positive indicators include continued brand popularity among teenagers [7], support from key partner JD Sports [8], a director's stock purchase [11], and ongoing efforts to revitalize the brand through marketing and product innovation [12].