>>> NIKE beats by $0.15, misses on revs, gross margin increased 110 bps, North A

NIKE beats by $0.15, misses on revs, gross margin increased 110 bps, North America revenue decreased 1% (94.19 +0.13)
  • Reports Q4 (May) earnings of $0.99 per share, excluding non-recurring items, $0.15 better than the FactSet Consensus of $0.84; revenues fell 1.6% year/year to $12.6 bln vs the $12.86 bln FactSet Consensus.
  • Revenues for the NIKE Brand were $12.1 billion, down 1 percent on a reported basis and up 1 percent on a currency-neutral basis, with currency-neutral growth in Greater China, APLA and EMEA, partially offset by a decline in North America.
  • North America revenue down 1%.
  • Greater China revenue up 7% in constant currency.
  • Wholesale revenues for the fourth quarter were $7.1 billion, up 5 percent on a reported basis and up 8 percent on a currency-neutral basis.
  • Gross margin for the fourth quarter increased 110 basis points to 44.7 percent.
  • Inventories for NIKE, Inc. were $7.5 billion, down 11 percent compared to the prior year, reflecting a decrease in units.