Illustrative · public data. Built from public sources to illustrate the analysis — not a client engagement, and not affiliated with or endorsed by Nike, Inc. or Accenture.
OneMind Strata Intelligence
Nike, Inc.
Strategy Scan Report — Restricted Access
Confidential · April 2026 · Public Data Only
Reviewed · Dr. Dodi Mossafer, DBA, MSF, MBA, MHA
Nike, Inc. · Enterprise Intelligence
NYSE: NKE · April 2026
Confidential
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Enterprise Intelligence  ·  Strategy Scan Report  ·  April 2026
Nike, Inc.
Turnaround, Technology Platform & Competitive Repositioning — FY2025–FY2026
Sportswear & Footwear NYSE: NKE Global Fortune 500 Beaverton, Oregon
ONEMIND STRATA READ — Nike is a $46B brand in a high-stakes turnaround. Revenue down $5B, net income down 44%, margins compressed by tariffs. Elliott Hill's Win Now thesis is structurally sound. The execution question — and the Accenture opportunity — is now.
FY2025 Revenue
$46.3B
Down 10% YoY — FY2024 was $51.4B
CEO
Elliott Hill
Appointed Oct 2024 · Nike lifer · 30 years
Accenture Addressable
$225–435M
7 engagement tracks · 12–36 month horizon
FY2025 Revenue
$46.3B
↓10% YoY from $51.4B
Net Income Change
−44%
$3.2B — EPS $2.16 vs $3.73
N. America Q2 FY26
+9%
Wholesale +24% — leading recovery
Running Growth
>20%
Two consecutive quarters
Tariff Headwind FY26
$1.5B
Annualized — Vietnam/China
Greater China Q2
−16%
5th consecutive quarterly decline
01
Company Profile
TickerNYSE: NKE — Beaverton, Oregon
CEOElliott Hill — appointed Oct 2024
CFOMatthew Friend — Exec VP & CFO
New COOV. Alagirisamy — Dec 8, 2025
FY25 Revenue$46.3B (↓10% YoY)
Net Income$3.2B (↓44% YoY)
NIKE Direct$18.8B (↓13% — digital ↓20%)
Wholesale$25.9B (↓7%; recovering FY26)
Converse$1.7B (↓19% all territories)
Tariff Cost$1.5B annualized — Vietnam/China
Dividend$0.41/share — 42 consecutive years
02
Win Now — 4 Pillars
1
Re-engage WholesaleFoot Locker, Dick's, Amazon relaunch. N. America wholesale +24% Q2 FY26.
2
Lead With SportSport Offense org model. Running >20% two consecutive quarters.
3
Rebalance PortfolioReset Air Force 1, Dunks, Jordans. $550M intentional headwind.
4
Reconnect Athletes2026 FIFA World Cup platform. NikeSkims. Nike ACG outdoor.
Key Competitors
Adidas
+13.5%
On Running
+30%
New Balance
+19%
Hoka
Running
Lululemon
$10B
Anta /
Li-Ning CN
03
2026 Market Signals
Running Recovery — Nike's Defining Battlefield
Running >20% two consecutive quarters. On, Hoka, New Balance took share 2020–2024. Nike is winning it back — but it is not won.
2026 FIFA World Cup — Rare Home Platform
USA/Canada/Mexico hosting. Nike sponsors majority of elite national teams. Biggest brand moment of the Hill turnaround era.
Tariffs — $1.5B Structural Margin Risk
~99% of Nike shoes made outside US. Vietnam-heavy sourcing. Price increases 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.
China Reset — Long Timeline, High Stakes
15% of revenue (~$6.9B+) declining 5 consecutive quarters. No public investor timeline — a credibility gap Hill must address.
05
Recommendations
1
Accelerate SAP S/4HANA — supply chain visibility is the margin recovery engine
Now
2
Commit to public China recovery indicators — restore investor confidence
30–60 Days
3
Build unified consumer AI platform — 150M+ app members, RFID, retail data fragmented
12–24 Months
4
Launch comprehensive women's sport strategy — NikeSkims is a signal, not a strategy
6–18 Months
5
Maximize 2026 World Cup as the turnaround platform moment
Now–Jun 2026
04
Gap Analysis
G1
SAP ERP Behind Schedule
Nike's largest tech investment at execution risk. Real-time supply chain is the margin recovery lever.
G2
China — 5 Declines, No Timeline
Domestic brands entrenched. No public framework for recovery — a credibility gap.
G3
Classics Reset Vacuum
$550M intentional headwind. Innovation pipeline must fill the gap before the brand feels it.
G4
Digital Platform Fragmented
Nike.com, SNKRS, NRC, NTC — separate data. Unified consumer intelligence missing.
G5
Women's Market Gap
Lululemon owns $10B that was Nike's. NikeSkims is one partnership — not a strategy.
G6
Commercial Talent Risk Post-Reorg
Dec 2025 reorg removed proven commercial leaders. Ops under CFO — agility risk.
G7
Tariff Supply Chain Exposure
99% offshore manufacturing. $1.5B annual cost. No near-term structural solution.
06
Accenture Opportunities
ACCENTURE PRODUCTS BUSINESS $24.3B FY2024
Retail PEAK Matrix Leader 2025 · SAP Ecosystem Partner · Retail & CPG Supply Chain Leader
#Engagement TrackEst. Value
1Supply Chain AI + SAP ERP Acceleration$80–150M+
2China Market Reset Strategy$30–60M
3Consumer Data & AI Platform$40–80M
4Digital Commerce Modernization$25–50M
5Women's Sport — Accenture Song$15–30M
62026 World Cup Activation$20–40M
7Org Effectiveness + Sport Offense$15–25M
Total Addressable Engagement
$225M – $435M
across 7 tracks · 12–36 month horizon
The 10 OneMind Strata Reports
Every report generated from the same intelligence base. Delivered as standalone artifacts or a full engagement program.
Evidence → Design → Build → Execute
01
Client Scan
10-section intelligence brief — profile, leadership, product architecture, market, gaps, recommendations. The entry point for every engagement.
BD · Account Teams
Nike: Win Now status, Hill thesis, 7-gap analysis
02
Snapshot Report
One-to-two page executive summary. C-suite prep, board briefings, pre-meeting intelligence packs.
C-Suite · Partners
Nike: revenue, tariff risk, Win Now pillars, Accenture entry
03
Business Intelligence
Deep-dive 12–16 section report. Financials, exec mapping, tech stack, M&A, 8–10 prioritized engagement opportunities.
Senior Partners · Strategy
Full Nike technology, China, competitive landscape — 60+ pages
04
Industry Outlook
Sector intelligence: market size, CAGR, trends, regulatory environment, technology drivers, top players, M&A activity.
Industry Leads · BD Pipeline
Global sportswear: $500B market, CAGR, competitive map
05
Orbit Report
Stakeholder mapping — decision makers, influencers, buying centers, org structure, reporting lines, budget authority.
Account Teams · Partners
Nike: Hill, Friend, Alagirisamy, sport offense leads
06
Competitor Scan
Deep-dive on a specific competitor using the 10-section Client Scan structure. For competitive positioning and differentiation.
Strategy · BD · Account
On Running, Adidas, New Balance — running category vs. Nike
07
Executive Profile
C-suite intelligence — career history, strategic worldview, published positions, known priorities, recommended engagement approach.
Partners · Senior MDs
Elliott Hill: 30-yr Nike lifer, Win Now thesis, first 60 days
08
Deal & Opportunity Scan
Pre-pitch intelligence scoping an RFP. Maps buyer's stated and unstated priorities, competitive landscape, differentiation thesis.
BD · Bid Teams · Account
Nike SAP ERP — $80–150M supply chain AI track
09
Market Entry Intelligence
Intelligence for expansion into a new geography, segment, or account. Market sizing, white space, distribution dynamics.
Growth Strategy · New Markets
Nike China reset — Anta/Li-Ning analysis, city-tier entry
10
Quarterly Brief
Standing subscription — monthly or quarterly cadence. Tracks a client, sector, or market through earnings, exec moves, and competitive signals.
Account Leads · Practice Heads
Nike Q3 FY2026 preview, tariff developments, World Cup
ONEMIND STRATA · STRATENITY · STRATEN AI · VELOR STRATEGY
advisory@velorstrategy.com
stratenity.com · onemindstrata.com · stratenai.com
Reviewed · Dr. Dodi Mossafer, DBA, MSF, MBA, MHA
Public data only. Sources: Nike SEC 8-K FY2025–FY2026; earnings call transcripts Q1–Q2 FY2026; CNBC; Retail Dive; Yahoo Finance; Accenture.com Products Business; Everest Group PEAK Matrix 2025. Accenture engagement value ranges are OneMind Strata estimates based on publicly available benchmarks — not proprietary Accenture data. Not investment or financial advice. Confidential — April 2026.