Headline–confidence gap
Mixed evidence
The headline and management signals do not point in one direction (confidence falling).
NKE · Q2 2026
NIKE, Inc.
31EarnIQ signal
↘
Confidence falling
Moderate quarter-over-quarter shiftUnderlying top-line weakness persists, masking profitability improvements driven by tariff recoveries and cost control.
- ✓Guidance was none, with low specificity.
- ✓Management tone registered as mixed (55/100).
- ✓EarnIQ detected 0 potential management deflections.
EPS: reported vs expected—— vs —
Revenue: reported vs expected—— vs —
Guidance specificityLowChange not comparable
Market expectations are being matched to this report.
In fiscal 2026, we took decisive actions to strengthen the foundation of NIKE, Inc. and reposition our business for long-term growth.
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Guidance specificityPressure pointNarrative breakSource evidence