Verified peer comparison

NKE vs HD

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

NKE

NIKE, Inc.

$189.43

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

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The Home Depot, Inc.

$189.43

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

Open stock research

Company-specific comparison

Business exposure

NKE: Footwear

HD: Home Improvement 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.

HD: housing turnover recovery and pro demand

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.

HD: high rates and weaker big-ticket projects