Nike Trends & Statistics

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GLP-1 boom could add $13 billion annually to apparel sales

GLP-1 boom could add $13 billion annually to apparel sales

Article
Mar 23, 2026

Overall apparel spending is expected to grow, but plus-size chains feel near-term pain.

February's retail winners: CeraVe’s viral moment moment, Jordan’s cultural activation, and H-E-B’s under-the-radar play

Article
Mar 02, 2026

Retailers that broke through the noise in February didn't necessarily spend the most, they just understood the moment better than their competitors. Here are the three winners from this month’s Unofficial Monthly Retailer Awards, according to a recent episode of “Reimagining Retail.”

FAQ on Gen Alpha: How marketers can reach this generation in 2026

Article
Feb 26, 2026

This FAQ explores how marketers can reach Gen Alpha amid tightening privacy rules and growing household influence.

How retailers can follow Jordan Brand’s playbook for an All-Star experiential takeover

Article
Feb 20, 2026

Sneaker fans experienced a full-court press at the NBA’s All-Star weekend in Los Angeles this month. Nike's Jordan Brand unleashed a series of activations throughout the city, putting in action a playbook for marketers looking to make a real-world impact on brand enthusiasts.

Why CPG brands are raising and cutting prices at the same time

Why CPG brands are raising and cutting prices at the same time

Article
Feb 13, 2026

CPG firms are raising prices where they have to while cutting prices with promos elsewhere to address shopper revolt.

FAQ on direct-to-consumer commerce: How to make D2C profitable in 2026

FAQ on direct-to-consumer commerce: How to make D2C profitable in 2026

Article
Feb 12, 2026

This FAQ examines how the D2C model has evolved and what brands must do to make it profitable in 2026.

Lululemon’s merchandising missteps hurt its premium positioning

Article
Jan 21, 2026

The athleisure retailer pulled yet another line of leggings after complaints that they were too sheer.

Super Bowl LX exposes widening gap in advertising strategies

Super Bowl LX exposes widening gap in advertising strategies

Article
Jan 16, 2026

Super Bowl campaigns aren’t one-size-fits-all; brands are now splitting between full-scale TV buys and multi-channel activations that extend beyond the broadcast.

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Nike rebounds as wholesale partnerships and women’s focus begin to pay off

Article
Sep 30, 2025

Nike returned to growth in fiscal Q1, snapping a four-quarter streak of declining sales. Nike is beginning to see the light at the end of the tunnel, as Hill’s turnaround plan begins to make headway despite considerable uncertainty. While tariffs are weighing on margins, investments in new product lines are beginning to restore brand heat.

Nike hopes Skims partnership will win back women shoppers

Article
Sep 22, 2025

Shoppers will be able to buy the much-hyped Nike-Skims collaboration starting Friday, seven months after the partnership was announced. While an unusual pairing on paper, the collaboration between Nike and Skims plays to both companies’ strengths, and positions the new brand to become an athletic powerhouse. The collection’s versatility and innovation are likely to appeal to consumers who want both performance and style from their clothing—as well as those who lean more heavily toward either.

Local focus helps rivals outpace Nike, Under Armour in China

Article
Sep 08, 2025

Nike and Under Armour are leaning on the star power of LeBron James and Steph Curry to restore flagging sales in China and stay culturally relevant. Their ongoing struggles in the region show that brands can no longer expect to coast on their reputations to win over global customers—especially now, as US trade policies sour relations with even its closest allies.

Apparel winners and losers in 2025

Article
Aug 29, 2025

Nike, H&M, and Louis Vuitton will see their share of the global apparel market fall this year, according to a report by GlobalData. Meanwhile, adidas, Shein, Uniqlo, and Skechers will be the biggest winners as shifting trends and tariffs reshape the apparel industry. This year’s apparel winners share two key traits: agility in responding to consumer trends and the ability to offer products that are either affordable or that shoppers deem to be worth the expense. These factors are emerging as critical competitive advantages, especially amid economic and tariff pressures.

FYQ4 results show Nike’s reset is far from finished

Article
Jun 26, 2025

The situation: Nike’s turnaround will likely take some time. In FYQ4, the company’s sales fell 12% YoY (11% on a constant-currency basis), reflecting what CFO Matthew Friend called the “largest financial impact” from the company’s reset strategy. Still, he expressed confidence that “headwinds will moderate from here,” emphasizing Nike’s focus on execution and controlling what it can. Our take: Turning around a company the size of Nike is like trying to turn around an ocean liner in rough waters. Change takes time, especially amid headwinds like tariffs and shaky demand, and execution missteps keep dragging on performance. Nike is adjusting course—leaning back into wholesale, cleaning up its inventory, and getting more surgical with product drops—but calm seas are still a ways off.

New Balance drafts Cooper Flagg to elevate its game

Article
Jun 25, 2025

The scene: When Cooper Flagg—the odds-on favorite to be the NBA Rookie of the Year next season—steps onto the court for the first time, he’ll be wearing New Balance basketball shoes. Our take: New Balance’s push to sign Flagg, along with its other star-powered ambassadors, underscores its clear ambition to break into the top tier of global sportswear brands. While Nike and Adidas still lead by a wide margin, New Balance has its sights set on Puma, which reported $9.5 billion in sales last year—well ahead of New Balance’s $7.8 billion. To close the gap, New Balance needs to turn its growing visibility into demand, which is far from a sure thing. From there, it must maintain that momentum with consistent sales across both its performance and lifestyle lines. If Flagg lives up to the hype and the brand finds ways to ride that momentum, New Balance could take a meaningful step up the sneaker hier

The State of France Fashion Ecommerce 2025

The State of France Fashion Ecommerce 2025

Report
Jun 24, 2025

Online fashion sales growth in France is stabilizing as global competitors capture market share and social platforms become more influential.

McDonald’s maintains its inclusion focus, while Target and others pull back

McDonald’s maintains its inclusion focus, while Target and others pull back

Article
Jun 06, 2025

Despite political pressure, McDonald’s is standing by its commitment to inclusion. While it recently replaced “DEI” language with “inclusion,” its initiatives remain intact, per Bloomberg. That contrasts with brands like Target, Nike, and JPMorgan Chase, which have scaled back DEI and climate efforts amid conservative backlash. McDonald’s cosmetic rebranding reflects a strategic calculation: investing in programs it views as beneficial for business and essential to long-term brand equity, especially with key demographics. If it avoids major backlash, McDonald’s could offer a model for other brands weighing how to uphold values while managing political and reputational risk.

Regulatory rollbacks and tariffs eat into consumers’ spending power

Regulatory rollbacks and tariffs eat into consumers’ spending power

Article
Jun 02, 2025

Shifting policies erode consumer spending bit by bit: Looser bank fee rules, weakening appliance and insurance standards, and rising tariffs all combine to strain household budgets.

Nike returns to Amazon as tariff impact starts to hit

Nike returns to Amazon as tariff impact starts to hit

Article
May 22, 2025

Nike resumes selling on Amazon as tariffs threaten its turnaround: The brand is betting that an expanded retail presence will soften the blow of higher prices.

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