Nike Has Robust Sales, But Rising Inventory

The transcript discusses Nike's recent financial performance, highlighting strong revenue across most business lines but noting challenges in Greater China due to ongoing lockdowns. Inventory levels remain high, leading to increased markdowns, especially during the holiday quarter. Nike's management is praised for its resilience and strategic execution, with a focus on reducing inventory through aggressive markdowns. The company is expected to continue investing in demand creation and innovation to maintain its market leadership.

What are the main challenges Nike is facing in the Greater China market?

What factors contribute to the expectation of improved performance in the next fiscal year for Nike?

How do inventory levels impact Nike's pricing strategy?

In what ways does Nike's management team respond to macroeconomic challenges?

Why is innovation important for Nike's brand leadership in the athleisure market?