NKENike, Inc.

Consumer discretionary · Footwear · NYSE

NKE and 9 peers, year by year

The 9 Consumer discretionary companies closest to NKE in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

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Each company's latest fiscal year
Company	Year	Revenue	Sales growth	Gross margin	Operating margin	Net margin	FCF margin	Return on equity	Debt / equity
NKE Nike, Inc.	FY2026	$46.4B	+0.2%	42.9%	-	6.7%	4.7%	20.9%	0.53
BBY Best Buy	FY2026	$41.7B	+0.4%	22.5%	3.3%	2.6%	3.0%	36.1%	0.40
SBUX Starbucks	FY2025	$37.2B	+2.8%	-	7.9%	5.0%	6.6%	n/m	n/m
DHI D. R. Horton	FY2025	$34.3B	−6.9%	-	-	10.5%	9.6%	14.8%	-
LEN Lennar	FY2025	$34.2B	−3.5%	-	-	6.1%	0.1%	9.5%	0.27
TJX TJX Companies	FY2026	$60.4B	+7.1%	-	-	9.1%	8.1%	53.9%	0.28
BKNG Booking Holdings	FY2025	$26.9B	+13.4%	-	32.8%	20.1%	33.8%	n/m	n/m
MCD McDonald's	FY2025	$26.9B	+3.7%	-	46.1%	31.9%	26.7%	n/m	n/m
CCL Carnival Corporation	FY2025	$26.6B	+6.4%	-	16.8%	10.4%	9.8%	22.5%	2.23
CVNA Carvana	FY2025	$20.3B	+48.6%	20.6%	9.3%	6.9%	4.4%	40.9%	1.43

Revenuepeer median $34.2B

Sales growthpeer median +3.7%

Gross margin

NKE 42.9%
BBY 22.5%
CVNA 20.6%
SBUX -
DHI -
LEN -
TJX -
BKNG -
MCD -
CCL -

Operating marginpeer median 13.0%

MCD 46.1%
BKNG 32.8%
CCL 16.8%
CVNA 9.3%
SBUX 7.9%
BBY 3.3%
NKE -
DHI -
LEN -
TJX -

Net marginpeer median 9.1%

FCF marginpeer median 8.1%

Return on equitypeer median 29.3%

Debt / equitypeer median 0.40

CCL 2.23
CVNA 1.43
NKE 0.53
BBY 0.40
TJX 0.28
LEN 0.27
SBUX n/m
DHI -
BKNG n/m
MCD n/m

RevenueSales growthGross marginOperating marginNet marginFree cash flowFCF marginReturn on equityDebt / equityEPS (diluted)

Revenue, FY2017 to FY2026

Revenue as reported in the 10-K.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	$34.4B	$36.4B	$39.1B	$37.4B	$44.5B	$46.7B	$51.2B	$51.4B	$46.3B	$46.4B
BBY Jan	$39.4B	$42.2B	$42.9B	$43.6B	$47.3B	$51.8B	$46.3B	$43.5B	$41.5B	$41.7B
SBUX Sep	$22.4B	$24.7B	$26.5B	$23.5B	$29.1B	$32.3B	$36.0B	$36.2B	$37.2B	-
DHI Sep	$14.1B	$16.1B	$17.6B	$20.3B	$27.8B	$33.5B	$35.5B	$36.8B	$34.3B	-
LEN Nov	$12.6B	$20.6B	$22.3B	$22.5B	$27.1B	$33.7B	$34.2B	$35.4B	$34.2B	-
TJX Jan	-	$39.0B	$41.7B	$32.1B	-	$48.5B	$49.9B	$54.2B	$56.4B	$60.4B
BKNG Dec	$12.7B	$14.5B	$15.1B	$6.8B	$11.0B	$17.1B	$21.4B	$23.7B	$26.9B	-
MCD Dec	$22.8B	$21.3B	$21.4B	$19.2B	$23.2B	$23.2B	$25.5B	$25.9B	$26.9B	-
CCL Nov	$17.5B	$18.9B	$20.8B	$5.6B	$1.9B	$12.2B	$21.6B	$25.0B	$26.6B	-
CVNA Dec	$858.9M	$2.0B	$3.9B	$5.6B	$12.8B	$13.6B	$10.8B	$13.7B	$20.3B	-
Peer median	$15.8B	$20.6B	$21.4B	$20.3B	$25.2B	$32.3B	$34.2B	$35.4B	$34.2B	-

Sales growth, FY2017 to FY2026

Revenue against the fiscal year before.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	+6.1%	+6.0%	+7.5%	−4.4%	+19.1%	+4.9%	+9.6%	+0.3%	−9.8%	+0.2%
BBY Jan	−0.3%	+7.0%	+1.7%	+1.8%	+8.3%	+9.5%	−10.6%	−6.1%	−4.4%	+0.4%
SBUX Sep	+5.0%	+10.4%	+7.2%	−11.3%	+23.6%	+11.0%	+11.6%	+0.6%	+2.8%	-
DHI Sep	+15.9%	+14.0%	+9.5%	+15.5%	+36.7%	+20.5%	+5.9%	+3.8%	−6.9%	-
LEN Nov	+15.5%	+62.7%	+8.2%	+1.0%	+20.6%	+24.1%	+1.7%	+3.5%	−3.5%	-
TJX Jan	-	+8.7%	+7.0%	−23.0%	-	+51.1%	+2.9%	+8.6%	+4.0%	+7.1%
BKNG Dec	+18.0%	+14.6%	+3.7%	−54.9%	+61.2%	+56.0%	+25.0%	+11.1%	+13.4%	-
MCD Dec	−7.3%	−7.9%	+0.5%	−10.1%	+20.9%	−0.2%	+10.0%	+1.7%	+3.7%	-
CCL Nov	+6.8%	+7.8%	+10.3%	−73.1%	−65.9%	+538%	+77.5%	+15.9%	+6.4%	-
CVNA Dec	+135%	+128%	+101%	+41.8%	+129%	+6.2%	−20.8%	+26.9%	+48.6%	-
Peer median	+11.2%	+10.4%	+7.2%	−10.1%	+22.2%	+20.5%	+5.9%	+3.8%	+3.7%	-

Gross margin, FY2017 to FY2026

Gross profit / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	44.6%	43.8%	44.7%	43.4%	44.8%	46.0%	43.5%	44.6%	42.7%	42.9%
BBY Jan	24.0%	23.4%	23.2%	23.0%	22.4%	22.5%	21.4%	22.1%	22.6%	22.5%
SBUX Sep	-	-	-	-	-	-	-	-	-	-
DHI Sep	-	-	-	-	-	-	-	-	-	-
LEN Nov	-	-	-	-	-	-	-	-	-	-
TJX Jan	-	-	-	-	-	-	-	-	-	-
BKNG Dec	98.1%	-	-	-	-	-	-	-	-	-
MCD Dec	-	-	-	-	-	-	-	-	-	-
CCL Nov	-	-	-	-	-	-	-	-	-	-
CVNA Dec	7.9%	10.1%	12.9%	14.2%	15.1%	9.2%	16.0%	21.0%	20.6%	-
Peer median	24.0%	-	-	-	-	-	-	-	-	-

Operating margin, FY2017 to FY2026

Operating income / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	-	-	-	-	-	-	-	-	-	-
BBY Jan	4.7%	4.4%	4.4%	4.6%	5.1%	5.9%	3.9%	3.6%	3.0%	3.3%
SBUX Sep	18.5%	15.7%	15.4%	6.6%	16.8%	14.3%	16.3%	15.0%	7.9%	-
DHI Sep	-	-	-	-	-	-	-	-	-	-
LEN Nov	11.7%	12.0%	12.5%	15.5%	-	-	-	-	-	-
TJX Jan	-	12.2%	-	-	-	-	-	-	-	-
BKNG Dec	35.8%	36.8%	35.5%	−9.3%	22.8%	29.9%	27.3%	31.8%	32.8%	-
MCD Dec	41.9%	41.5%	42.5%	38.1%	44.6%	40.4%	45.7%	45.2%	46.1%	-
CCL Nov	16.0%	17.6%	15.7%	−158.4%	−371.5%	−36.0%	9.1%	14.3%	16.8%	-
CVNA Dec	-	-	-	-	-	−17.3%	−0.7%	7.2%	9.3%	-
Peer median	17.3%	15.7%	15.6%	5.6%	16.8%	10.1%	12.7%	14.6%	13.0%	-

Net margin, FY2017 to FY2026

Net income / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	12.3%	5.3%	10.3%	6.8%	12.9%	12.9%	9.9%	11.1%	7.0%	6.7%
BBY Jan	3.1%	2.4%	3.4%	3.5%	3.8%	4.7%	3.1%	2.9%	2.2%	2.6%
SBUX Sep	12.9%	18.3%	13.6%	3.9%	14.5%	10.2%	11.5%	10.4%	5.0%	-
DHI Sep	7.4%	9.1%	9.2%	11.7%	15.0%	17.5%	13.4%	12.9%	10.5%	-
LEN Nov	6.4%	8.2%	8.3%	11.0%	16.3%	13.7%	11.5%	11.1%	6.1%	-
TJX Jan	-	7.9%	7.8%	0.3%	-	6.8%	7.0%	8.3%	8.6%	9.1%
BKNG Dec	18.5%	27.5%	32.3%	0.9%	10.6%	17.9%	20.1%	24.8%	20.1%	-
MCD Dec	22.8%	27.9%	28.2%	24.6%	32.5%	26.6%	33.2%	31.7%	31.9%	-
CCL Nov	14.9%	16.7%	14.4%	−182.9%	−498.0%	−50.1%	−0.3%	7.7%	10.4%	-
CVNA Dec	−7.3%	−2.8%	−2.9%	−3.1%	−1.1%	−11.7%	4.2%	1.5%	6.9%	-
Peer median	10.1%	9.1%	9.2%	3.5%	12.5%	10.2%	11.5%	10.4%	8.6%	-

Free cash flow, FY2017 to FY2026

Cash from operations minus capital spending.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	$2.7B	$3.9B	$4.8B	$1.4B	$6.0B	$4.4B	$4.9B	$6.6B	$3.3B	$2.2B
BBY Jan	$2.0B	$1.5B	$1.6B	$1.8B	$4.2B	$2.5B	$894.0M	$675.0M	$1.4B	$1.3B
SBUX Sep	$2.7B	$10.0B	$3.2B	$114.2M	$4.5B	$2.6B	$3.7B	$3.3B	$2.4B	-
DHI Sep	$337.5M	$477.1M	$764.9M	$1.3B	$440.9M	$413.6M	$4.2B	$2.0B	$3.3B	-
LEN Nov	$870.6M	$1.6B	$1.4B	$4.1B	$2.5B	$3.2B	$5.1B	$2.2B	$28.2M	-
TJX Jan	-	$3.0B	$2.8B	$4.0B	-	$2.0B	$2.6B	$4.3B	$4.2B	$4.9B
BKNG Dec	$4.4B	$4.9B	$4.5B	−$201.0M	$2.5B	$6.2B	$7.0B	$7.9B	$9.1B	-
MCD Dec	$3.7B	$4.2B	$5.7B	$4.6B	$7.1B	$5.5B	$7.3B	$6.7B	$7.2B	-
CCL Nov	$2.4B	$1.8B	$46.0M	−$9.9B	−$7.7B	−$6.6B	$997.0M	$1.3B	$2.6B	-
CVNA Dec	−$278.4M	−$558.0M	−$988.0M	−$968.0M	−$3.2B	−$1.8B	$716.0M	$827.0M	$889.0M	-
Peer median	$2.2B	$1.8B	$1.6B	$1.3B	$2.5B	$2.5B	$3.7B	$2.2B	$2.6B	-

FCF margin, FY2017 to FY2026

Free cash flow / revenue.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	8.0%	10.8%	12.2%	3.7%	13.4%	9.5%	9.5%	12.9%	7.1%	4.7%
BBY Jan	5.0%	3.4%	3.7%	4.2%	8.9%	4.9%	1.9%	1.6%	3.4%	3.0%
SBUX Sep	12.2%	40.3%	12.2%	0.5%	15.6%	7.9%	10.2%	9.2%	6.6%	-
DHI Sep	2.4%	3.0%	4.3%	6.5%	1.6%	1.2%	11.7%	5.5%	9.6%	-
LEN Nov	6.9%	7.6%	6.3%	18.3%	9.1%	9.5%	14.8%	6.3%	0.1%	-
TJX Jan	-	7.6%	6.8%	12.4%	-	4.1%	5.3%	8.0%	7.4%	8.1%
BKNG Dec	34.5%	33.7%	29.8%	−3.0%	23.0%	36.2%	32.8%	33.3%	33.8%	-
MCD Dec	16.2%	19.9%	26.8%	24.1%	30.6%	23.7%	28.5%	25.7%	26.7%	-
CCL Nov	13.6%	9.5%	0.2%	−177.3%	−404.4%	−54.3%	4.6%	5.2%	9.8%	-
CVNA Dec	−32.4%	−28.5%	−25.1%	−17.3%	−24.6%	−13.5%	6.6%	6.0%	4.4%	-
Peer median	9.5%	7.6%	6.3%	4.2%	9.0%	4.9%	10.2%	6.3%	7.4%	-

Return on equity, FY2017 to FY2026

Net income / shareholders' equity at the year end.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	34.2%	19.7%	44.6%	31.5%	44.9%	39.6%	36.2%	39.5%	24.4%	20.9%
BBY Jan	26.1%	27.7%	44.3%	44.3%	39.2%	81.3%	50.8%	40.6%	33.0%	36.1%
SBUX Sep	52.9%	n/m	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
DHI Sep	13.4%	16.3%	16.2%	20.0%	28.1%	30.2%	20.9%	18.8%	14.8%	-
LEN Nov	10.3%	11.6%	11.6%	13.7%	21.3%	19.1%	14.8%	14.1%	9.5%	-
TJX Jan	-	60.6%	55.0%	1.5%	-	54.7%	55.0%	61.3%	58.0%	53.9%
BKNG Dec	20.8%	45.5%	82.0%	1.2%	18.9%	109.9%	n/m	n/m	n/m	-
MCD Dec	n/m	n/m	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
CCL Nov	10.8%	12.9%	11.8%	−49.8%	−78.2%	−86.2%	−1.1%	20.7%	22.5%	-
CVNA Dec	−50.0%	−69.6%	−117.2%	−44.1%	−44.1%	n/m	185.2%	16.7%	40.9%	-
Peer median	13.4%	16.3%	16.2%	1.5%	20.1%	42.4%	35.8%	19.8%	27.8%	-

Debt / equity, FY2017 to FY2026

Total debt / shareholders' equity at the year end.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	0.31	0.39	0.38	1.20	0.74	0.62	0.64	0.62	0.60	0.53
BBY Jan	0.25	0.38	0.42	0.37	0.30	0.41	0.42	0.38	0.41	0.40
SBUX Sep	0.72	8.07	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
DHI Sep	-	-	-	-	-	-	-	-	-	-
LEN Nov	-	-	0.60	0.41	-	-	-	0.15	0.27	-
TJX Jan	-	0.44	0.38	1.04	-	0.56	0.53	0.39	0.34	0.28
BKNG Dec	0.78	0.98	1.29	2.46	1.77	4.49	n/m	n/m	n/m	-
MCD Dec	n/m	n/m	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
CCL Nov	0.38	0.42	0.45	1.31	2.74	5.07	4.55	3.05	2.23	-
CVNA Dec	2.40	3.65	7.31	3.11	8.96	n/m	n/m	4.20	1.43	-
Peer median	0.72	0.71	0.53	1.18	2.25	2.52	0.53	0.39	0.41	-

EPS (diluted), FY2017 to FY2026

Diluted earnings per share, on today's share count after splits.

Company	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025	FY2026
NKE May	$2.51	$1.17	$2.49	$1.60	$3.56	$3.75	$3.23	$3.73	$2.16	$2.10
BBY Jan	$3.81	$3.26	$5.20	$5.75	$6.84	$9.84	$6.29	$5.68	$4.28	$5.04
SBUX Sep	$1.97	$3.24	$2.92	$0.79	$3.54	$2.83	$3.58	$3.31	$1.63	-
DHI Sep	$2.74	$3.81	$4.29	$6.41	$11.41	$16.51	$13.82	$14.34	$11.57	-
LEN Nov	$3.38	$5.44	$5.74	$7.85	$14.27	$15.72	$13.73	$14.31	$7.98	-
TJX Jan	-	$2.43	$2.67	$0.07	-	$2.70	$2.97	$3.86	$4.26	$4.87
BKNG Dec	$46.86	$83.26	$111.82	$1.44	$28.17	$76.35	$117.40	$172.69	$165.57	-
MCD Dec	$6.37	$7.54	$7.88	$6.31	$10.04	$8.33	$11.56	$11.39	$11.95	-
CCL Nov	$3.59	$4.44	$4.32	−$13.20	−$8.46	−$5.16	−$0.06	$1.44	$2.02	-
CVNA Dec	-	-	−$2.45	−$2.63	−$1.63	−$15.74	$0.75	$1.59	$8.45	-
Peer median	$3.59	$4.12	$4.32	$1.44	$8.44	$8.33	$6.29	$5.68	$7.98	-

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out NKE and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more →

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