EXAMPLE · ILLUSTRATIVE
Sample OneMindStrata One-Pager · Nike, Inc.
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ONEMINDSTRATA · STRATEGY SCAN ONE-PAGER · NIKE, INC.
CONFIDENTIAL · MAY 2026
STRATENITY · STRATENAI · ONEMINDSTRATA
Nike, Inc.
Strategy Scan · Brand Turnaround · Sportswear & Footwear · NYSE: NKE · May 2026
SCAN TYPE
Fortune 100 Snapshot
Demonstrates OneMindStrata intelligence on a Fortune 100 turnaround for client engagement strategy.
PRESIDENT & CEO
Elliott Hill
Appointed Oct 2024 · 30-year Nike lifer · Win Now thesis
ONEMINDSTRATA READ — Nike is a $46B global brand in active turnaround, not a company in terminal decline. Revenue is down 10%, net income down 44%, margins compressed by $1.5B in tariffs. Elliott Hill's Win Now thesis is structurally sound: wholesale recovery is real (+24% N. America Q2), running has reaccelerated (>20% two consecutive quarters), the operating model is being reset around sport. The classics reset is intentional. The China decline and digital fragmentation are not. The execution window, and the client engagement window, is now.
$46.3B
FY25 Revenue
↓10% YoY · vs $51.4B FY24
−44%
Net Income Δ
$3.2B · EPS $2.16 vs $3.73
+9%
N. America Q2 FY26
Wholesale +24% · leading recovery
>20%
Running Growth
Two consecutive quarters · category back
$1.5B
Tariff Headwind
FY26 annualized · Vietnam / China
−16%
Greater China Q2
5th consecutive quarterly decline
01 Company Profile
CompanyNike, Inc.
Ticker · TypeNYSE: NKE · Public C-Corp
Fortune 500#89 (2025 list)
Sector · IndustryConsumer · Sportswear & Footwear
Sub-industryAthletic Footwear, Apparel, Equipment
HQBeaverton, Oregon
Websitenike.com
CEO · CFOElliott Hill · Matthew Friend
New COOV. Alagirisamy · Dec 2025
Employees~80,000+ (Mega-enterprise)
FY25 Revenue$46.3B (↓10% YoY)
FY25 Net Income$3.2B (↓44% YoY)
NIKE Direct$18.8B · digital ↓20%
Wholesale$25.9B · recovering FY26
Converse$1.7B (↓19%)
Tariff Cost FY26$1.5B annualized
Dividend$0.41 · 42 yrs consecutive
02 Win Now, 4 Pillars
1
Re-engage Wholesale
Foot Locker, Dick's, Amazon relaunch. North America wholesale +24% Q2 FY26 — leading edge of recovery.
2
Lead With Sport
Sport Offense org model. Running >20% two consecutive quarters. Performance credibility being rebuilt.
3
Rebalance Portfolio
Reset Air Force 1, Dunks, Jordans. $550M intentional headwind to restore brand heat and scarcity.
4
Reconnect Athletes
2026 FIFA World Cup platform. NikeSkims partnership. Nike ACG outdoor expansion. Athlete-first.
Key Competitors
Performance: Adidas (+13.5%) · On Running (+30%) · New Balance (+19%) · Hoka (Deckers)
Athleisure: Lululemon ($10B women's) · Alo Yoga · Vuori
China: Anta (Fila/Salomon/Arc'teryx) · Li-Ning (domestic share gainers)
03 Market Signals
▸ Running Recovery, Defining Battlefield
>20% growth two consecutive quarters. On, Hoka, New Balance took share 2020–2024. Nike is winning it back — not won. Pegasus, Vomero, Alphafly carrying the category.
▸ 2026 FIFA World Cup, Rare Home Platform
USA / Canada / Mexico hosting. Nike sponsors majority of elite national teams. Largest brand moment of the Hill turnaround era.
▸ Tariffs, $1.5B Structural Margin Risk
~99% of Nike footwear made outside the US. Vietnam-heavy sourcing. Pricing and supplier negotiations are partial offsets only.
▸ Wholesale Rebound, North America Leading
Wholesale +24% N. America Q2 FY26. Spring order books up. Amazon launch exceeding expectations. Channel breadth restored.
▸ China Reset, 5 Declines and No Public Timeline
~15% of revenue (~$6.9B+) declining 5 consecutive quarters. Anta and Li-Ning entrenched. Credibility gap with the Street.
05 Recommendations
1
Accelerate SAP S/4HANASupply chain visibility is the margin recovery engine; tariff offset hinges on real-time inventory
Now
2
Publish China recovery indicatorsOperating-milestone framework to restore investor confidence after five quarters of decline
30–60d
3
Build unified consumer AI platform150M+ app members fragmented across Nike.com, SNKRS, NRC, NTC, RFID, loyalty
12–24mo
4
Launch women's sport strategyNikeSkims is a signal, not a strategy. Lululemon owns $10B that was historically Nike's
6–18mo
5
Maximize 2026 World Cup as turnaround platformHome-host year. Largest brand moment of the Hill era. Define the turnaround moment around it
Now
04 Gap Analysis
G1
SAP ERP Behind Schedule
Largest tech investment at execution risk. Real-time supply chain visibility is the margin recovery lever and the tariff offset.
G2
China — 5 Declines, No Timeline
Domestic brands entrenched. No public framework for recovery. Five consecutive declines without a roadmap is a credibility gap.
G3
Classics Reset Vacuum
$550M intentional headwind. Innovation pipeline (Air Max Dn, Pegasus Premium, Alphafly) must fill the gap before the brand feels it.
G4
Digital Platform Fragmented
Nike.com, SNKRS, NRC, NTC, RFID, retail loyalty — separate data environments. Unified consumer intelligence is missing.
G5
Women's Market Gap
Lululemon owns $10B that was Nike's category to lead. NikeSkims is one partnership — not a comprehensive women's sport strategy.
G6
Commercial Talent Risk Post-Reorg
Dec 2025 reorg removed proven commercial leaders. Operations under new COO. Sport Offense rollout is a leadership-bench stress test.
G7
Tariff Supply Chain Exposure
99% offshore manufacturing. $1.5B annual cost. No near-term structural solution — only operational mitigation.
OneMindStrata Signal Profile, schema-aligned intelligence profile · feeds OneMindStrata routing
Strategic Pressure
Turnaround / Margin & Brand Recovery
AI Readiness
Foundational · 150M+ app members · data fragmented
ERP Signal
SAP S/4HANA in flight · margin recovery hinges on visibility
Transformation
Active · multi-year sport-led operating reset
GTM Expansion
Wholesale +24% N. America · China constrained · Running ↑
Regulatory Pressure
Moderate · tariff & trade exposure · $1.5B FY26
Primary OneMindStrata Domain
Pareto, benchmarking vs Adidas, On, Lululemon, Anta
Recommended Module
Business Intelligence Report (20–60 pg, scope-based) + Orbit Report
OS Fit Score
9 / 10 — high-confidence, engagement-ready
Suggested Assets: Client Scan · Business Intelligence Report · Orbit Report (Hill, Friend, Alagirisamy, Sport Offense leads, board) · Competitor Scan (Adidas, On, Lululemon, Anta) · Industry Outlook (Sportswear & Footwear)
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Data Confidence: High · Fortune 500 · abundant SEC and earnings disclosure
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Last Reviewed: 8 May 2026
06 Strategic Engagement Opportunities For our clients pursuing Nike
Sized for major consulting, advisory, technology integrator, and PE engagement with Nike in the 2026 turnaround window. Indicative ranges based on comparable Fortune 100 brand-and-margin recovery transformations.
| # | Engagement Track | Strategic Thesis | Range |
|---|
| 1 | Supply Chain AI + SAP ERP Acceleration | Margin recovery, tariff mitigation, inventory visibility tied to wholesale rebound and World Cup readiness | $80–150M |
| 2 | China Market Reset Strategy | Recovery framework, domestic competitor response (Anta, Li-Ning), channel strategy, investor confidence | $30–60M |
| 3 | Consumer Data & AI Platform | Unified intelligence across Nike.com, SNKRS, NRC, NTC, RFID, retail, loyalty — multiplier on every other bet | $40–80M |
| 4 | Digital Commerce Modernization | Rebuild digital growth after Nike Direct (-13%) and digital (-20%) declines · personalization & pricing | $25–50M |
| 5 | Women's Sport Strategy | Brand, category, community, commerce — full women's playbook to compete with Lululemon's $10B | $15–30M |
| 6 | 2026 World Cup Activation Platform | Turn the home-host World Cup into a measurable brand, commerce, and athlete engagement platform | $20–40M |
| 7 | Org Effectiveness + Sport Offense | Stabilize operating model, governance, decision rights, and execution cadence post-Dec 2025 reorg | $15–25M |
Total Addressable Engagement 7 tracks · 12–36 month program horizon · Fortune 100 turnaround scale
$225M – $435M
How OneMindStrata Supports Your Engagement
This snapshot is one of ten reports in the OneMindStrata Report Suite, designed to give your team the strategic intelligence layer beneath every Nike pursuit.
Client Scan
10-section intelligence brief on the prospect · each pursuit, each track
Business Intelligence Report
20–60 page deep dive based on scope · tech stack, M&A, regulatory, exec map
Orbit Report
Stakeholder map · Hill, Friend, Alagirisamy, board, Sport Offense leads
Competitor Scan
Adidas / On / Lululemon / Anta scans · same 10-section structure applied
This is what you would receive on a target of your choice
We can build this for your own company, or any client you want to engage, partner with, or pursue.
48-hour turnaround on the snapshot. The full report suite, including the 20 to 60 page Business Intelligence Report (sized to scope) and the Orbit decision-lattice map, layers on top. Same rigor, your target.