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JUST DO IT. GLOBALLY.

Global Brand Keynote · FY2025

Prepared for Nike Leadership

We exist to bring inspiration and innovation to every athlete* in the world.

* If you have a body, you are an athlete.

Inspire Movement — Fuel human potential at every level of sport and fitness, from elite competition to first steps.

Drive Innovation — Build technologies, materials, and platforms that change what the human body can do.

Build Community — Connect athletes globally through product, sport, and a shared sense of limitless possibility.

1.5B+
Athletes Worldwide

55M+
Active Users on NTC
190+
Countries
26
Avg. Age of Nike Consumer
01
01 — FOOTWEAR
FOOT
WEAR
$28.8B

The foundation of Nike. From Pegasus to Air Max, footwear drives 57% of total revenue and defines athletic culture.

02
02 — APPAREL
AP
PAREL
$14.7B

Performance and lifestyle gear worn by millions. Dri-FIT, ACG, and Jordan apparel lines lead the category.

03
03 — EQUIPMENT
EQUIP
MENT
$7.9B

Bags, accessories, and sport-specific gear completing the athlete ecosystem from training to competition.

We don't sponsor athletes.
We partner with them.

Hurdler athlete
NO. 01
● RUNNING
Runners on track
NO. 02
● BASKETBALL
Man running on track
NO. 03
● FOOTBALL
Sprinter on track
NO. 04
● TRAINING

Digital
First.
Always.

Nike's direct-to-consumer flywheel — the Nike App, Nike.com, SNKRS, and NTC — now serves over 160 million active members. Every interaction is personalized, every product drop is an event, every training session is a data point that makes us smarter.

44%
D2C Share of Total Revenue
New Drop — SNKRS
AIR MAX
PULSE 2025
My Training
12.4K
This Week
5 Runs
Members
160M
NTC Users
55M+
📷
🛒
👤

Move to Zero.
No Excuses.

Our commitment to a zero carbon, zero waste future — because sport needs a planet to happen on.

25%
Recycled
Materials
78%
Renewable
Energy
ZERO
Carbon Goal
by 2050

North America leads.
Asia accelerates.

North America
$21.4B
▲ 6.2% YoY
EMEA
$13.8B
▲ 7.8% YoY
Greater China
$7.7B
▲ 11.4% YoY
APLA
$6.8B
▲ 9.1% YoY

The future is
built in the lab.

💨
AIR TECH

Next-generation Air cushioning engineered with AI-optimized geometry — 40% more responsive, 20% lighter. Launching across 14 models in FY2025.

🧰
FLY KNIT NEXT

Precision-engineered fiber placement using ML pattern recognition. Creates zone-specific support maps unique to individual athlete biomechanics.

👁
ADAPTIVE FIT

Self-tightening upper technology using micro-motors and biometric feedback. Pilot program with 12 elite athletes across 3 sports in 2025.

2025 2026 2027 2028
$51.4B
Total Revenue FY2025
8.3%
Revenue Growth YoY
44%
Direct-to-Consumer Share
190+
Countries & Territories

Faster.
More Personal.
More Direct.

01
HYPER-PERSONALIZATION AT SCALE

Deploy AI-driven product recommendation and fit engines across all Nike digital touchpoints — from the app to retail — delivering truly individual athlete experiences for 200M+ members by 2026.

02
DTC TO 50% BY 2027

Accelerate the direct-to-consumer channel past wholesale to capture greater margin, richer data, and tighter athlete relationships. New Nike Live stores and digital-native retail concepts lead the charge.

03
WINNING THE NEXT BILLION

Southeast Asia, Sub-Saharan Africa, and Tier 2 Chinese cities represent the highest-growth athletic consumer markets of the next decade. Localized product, local athletes, local stories.

JUST.
DO.
IT.

Nike, Inc. · FY2025 Global Brand Keynote

Concept deck designed by Noel Monet · noelmonet.design