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10-KPeriod: FY2010

NIKE, Inc. Annual Report, Year Ended May 31, 2010

Filed July 20, 2010For Securities:NKE

Summary

NIKE, Inc. reported fiscal year 2010 revenues of $19.0 billion, a slight decrease of 1% from the prior year, reflecting challenging global economic conditions. Despite the revenue dip, net income increased by a robust 28% to $1.9 billion, driven by a significant improvement in gross margin percentage to 46.3% and a lower effective tax rate. This margin expansion was attributed to favorable product mix, cost reduction initiatives, and growth in NIKE-owned retail, which more than offset the revenue decline and increased selling and administrative expenses. The company's financial health remains strong, with a substantial increase in cash flow from operations and a continued commitment to returning capital to shareholders through dividends and share repurchases. Looking ahead, NIKE anticipates continued revenue growth, supported by a 7% increase in futures orders for NIKE Brand footwear and apparel. The company remains focused on its long-term strategy of high single-digit revenue growth and mid-teens earnings per share growth, emphasizing operational excellence, innovation, and strong brand connections with consumers. Despite potential headwinds from currency fluctuations and input cost changes, NIKE is well-positioned to navigate the macroeconomic landscape.

Financial Statements
Beta

Key Highlights

  • 1Revenues for fiscal year 2010 were $19.0 billion, a 1% decrease compared to fiscal year 2009.
  • 2Net income increased by 28% to $1.9 billion, driven by a 140 basis point improvement in gross margin percentage to 46.3%.
  • 3Diluted earnings per share grew by 27% to $3.86, reflecting the strong net income performance.
  • 4Cash flow from operations significantly increased to $3.2 billion, up from $1.7 billion in fiscal year 2009, aided by working capital reductions.
  • 5NIKE returned $1.1 billion to shareholders through share repurchases and dividends in fiscal year 2010, initiating a new $5 billion share repurchase program.
  • 6Worldwide futures and advance orders for NIKE Brand footwear and apparel increased by 7% for delivery in the first six months of fiscal 2011.
  • 7The company saw revenue growth in its 'Other Businesses' segment (Converse, Hurley, etc.) by 4% (excluding currency), offsetting declines in NIKE Golf and Cole Haan.

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