Should Nike’s New COO-Centric Structure and Tech Reorg Require Action From NIKE (NKE) Investors?

• In early December 2025, NIKE, Inc. overhauled its senior leadership, creating a new EVP and Chief Operating Officer role for long-time supply chain leader Venkatesh Alagirisamy, eliminating the Chief Technology Officer and Chief Commercial Officer positions, and elevating regional heads to report directly to the CEO.
• This restructuring concentrates supply chain, technology, and marketplace decisions under a tighter group of leaders, aiming to speed up execution and better align digital, wholesale, and direct-to-consumer channels with Nike’s sport-focused product strategy.
• We’ll now examine how elevating operations and technology under a single COO could reshape Nike’s investment narrative and future execution.

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NIKE Investment Narrative Recap

To own NIKE today, you need to believe its brand, product engine, and global reach can translate a leadership reset into cleaner execution and improving profitability after a difficult few years. The new COO structure is designed to speed decisions across supply chain and technology, but it does not materially change the near term catalysts around margin recovery and inventory clean up, or the key risk from weaker demand in major regions and digital.

Among recent developments, NIKE’s decision to elevate Venkatesh Alagirisamy to COO and place technology under his remit is most relevant here, because it directly targets operational complexity that has contributed to margin pressure. If successful, tighter coordination between operations, tech, and the marketplace could support existing efforts to reduce markdowns and discounts, but execution risk remains high given the relatively new management team.

Yet even long term shareholders should be aware that if demand in key regions weakens further while inventories stay elevated, the pressure on margins and earnings could...

Read the full narrative on NIKE (it's free!)

NIKE's narrative projects $50.7 billion revenue and $4.4 billion earnings by 2028. This requires 3.1% yearly revenue growth and a $1.2 billion earnings increase from $3.2 billion today.

Uncover how NIKE's forecasts yield a $83.30 fair value, a 27% upside to its current price.

Exploring Other Perspectives

Forty members of the Simply Wall St Community place NIKE’s fair value between US$58.49 and US$96.60, highlighting a wide spread of expectations. Set this against the current concern that persistent inventory and margin pressure could strain earnings longer than some forecasts imply, and you can see why it pays to consider several different viewpoints before making a decision.

Explore 40 other fair value estimates on NIKE - why the stock might be worth 11% less than the current price!

Build Your Own NIKE Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your NIKE research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free NIKE research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NIKE's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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