Nike Inventory – ARCH-USA

Black Friday Sneaker Data 2022 Part 2: Nike’s 44% Inventory Woes Should Contract Considerably by Spring 2023

Chris Burns2 years ago2 years ago012 mins

Read Part 1: Black Friday Sneaker Data 2022 Part 1 | How Resale Platforms are Being Shaped by Nike: eBay Sneakers In Part 1 of this series I looked at eBay’s Black Friday data. Here I utilize a microset of data from StockX. NIKE, Inc. Reports Fiscal 2023 First Quarter Results — NIKE, Inc. In…

Why the Panic Around Nike’s Q1 2023 44% Increase in Inventory is Overblown

Chris Burns2 years ago2 years ago06 mins

Nike’s share price took a tumble on this note from Nike’s Balance Sheet Inventories for NIKE, Inc. were $9.7 billion, up 44 percent compared to the prior year period, driven by elevated in-transit inventories from ongoing supply chain volatility, partially offset by strong consumer demand during the quarter. I’m not diminishing that taking on this type…

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