Nike’s Running Business Is a Definitive Bright Spot, but Some Market Watchers Want to See More Growth

July 2, 2026

Nike‘s running business has been a bright spot, but analysts still want to see more from the brand.

During the fourth-quarter conference call Tuesday, chief executive officer Elliott Hill said “Running grew $5 billion — $1 billion over the last five quarters, and we gained five market share points.”

He also noted that those five quarters were “consecutive quarters of double-digit growth in Nike Running,” and that the points gained in the running market share in statement footwear during fiscal-year 2026 across Western Europe and North America was “more than any other top five brand.”

Building on that momentum, Hill said Nike launched the After Dark Tour in Shanghai, which will reach seven cities this fall. WOMEN’S WEAR DAILY