NKE Stock Outlook 2026: Nike's DTC Retreat and the Real Cost of Going Back to Wholesale
Nike (NKE) 2026 analysis: DTC strategy reversal and gross margin dilution, wholesale channel restoration, Hoka and On Running competitive encroachment, China SSSG recovery pace under guochao pressure, and inventory normalization. Position: watchful/neutral with SSSG transaction-count triggers.
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