Verified peer comparison

NKE vs AMZN

NIKE, Inc. compared with Amazon.com, Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.

NKE

NIKE, Inc.

$189.43

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High: --
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Market Cap: --

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AMZN

Amazon.com, Inc.

$178.92

Open: --
High: --
Low: --
Market Cap: --

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Company-specific comparison

Business exposure

NKE: Footwear

AMZN: Broadline Retail

Upside lens

NKE: Management's reported progress in performance products can improve brand relevance and support a return to sustainable demand growth. Fourth-quarter wholesale growth indicates that marketplace-partner relationships can help stabilize revenue while NIKE Direct is reset. Portfolio management, marketplace elevation, and operating-cost actions can improve underlying profitability as the company scales successful products.

AMZN: cloud demand, advertising growth, and logistics efficiency

Risk lens

NKE: Continued declines in digital and owned-store revenue show that direct-consumer demand and channel productivity remain under pressure. Revenue declines in Greater China and EMEA can slow the recovery and signal uneven brand momentum outside North America. The expected recovery of IEEPA tariffs accounted for nearly all fourth-quarter gross-margin expansion, obscuring the underlying margin trajectory.

AMZN: capex intensity and retail demand swings