For the three months ended August 31, 2024, NIKE, Inc. reported total revenues of $11,589 million, a decline of 10% compared to $12,939 million for the same period in 2023. This decrease was attributed to lower sales across various segments, particularly in North America and Europe, where revenues fell by 11% and 13%, respectively. The NIKE Brand generated $11,111 million in revenues, down from $12,353 million in the prior year, while Converse revenues decreased to $501 million from $588 million.

Gross profit for the quarter was $5,257 million, an 8% decrease from $5,720 million in the previous year. The gross margin improved by 120 basis points to 45.4%, driven by lower product costs and strategic pricing actions, although this was partially offset by increased inventory obsolescence reserves.

Net income for the quarter was $1,051 million, down 28% from $1,450 million in the same period last year. Basic earnings per share decreased to $0.70 from $0.95. The effective tax rate rose to 19.6% from 12.0%, influenced by a one-time benefit recognized in the prior year.

Total assets as of August 31, 2024, were $37,867 million, a slight decrease from $38,110 million as of May 31, 2024. Cash and equivalents fell to $8,485 million from $9,860 million, while accounts receivable increased to $4,764 million from $4,427 million. Inventories rose to $8,253 million, reflecting a 10% increase primarily due to higher finished goods.

In terms of operational efficiency, cash provided by operations was $394 million, a significant improvement from an outflow of $66 million in the same quarter of the previous year. The company also recognized cash payments of $217 million related to employee severance as part of a multi-year initiative aimed at accelerating future growth.

The company faced challenges in consumer spending, attributed to macroeconomic uncertainties, which negatively impacted traffic across NIKE Brand digital and retail stores. Additionally, NIKE is strategically reducing the supply of certain footwear products to focus on new innovations, which has also affected revenues.

Overall, NIKE's performance in the first quarter of fiscal 2025 reflects a combination of revenue declines across key segments, strategic adjustments in inventory and product offerings, and a focus on operational efficiency amidst challenging market conditions.

About NIKE, Inc.

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