- Jane Ewing will oversee Nike’s global marketplace strategy across wholesale partners and direct-to-consumer channels, restoring a role that had been removed.
- Nike is reducing promotional activity, tightening buys and cutting off-price distribution; EMEA full-price realization improved 15% after the company reduced its off-price business by more than half in fiscal Q4 2026.
- The margin-led reset carries near-term revenue pressure: management expects sportswear and Jordan sell-through to remain negative across FY27, with improvement targeted for the back half.
Quotes
“The company is repositioning NIKE Digital within an integrated marketplace to reduce promotional days and markdown rates…”