Nike Posted $11.2 Billion, Down 4%. The Score Is Still 75.

By BuyWokeFree Editorial

On October 3 this site said the loud Nike posts had views and no dollars. If a later caption put a figure on the drop, that was the day to quote it. The figure is here. It is an earnings print, not a slogan, and it is not the lawsuit clip that out-viewed it.

Nike reported Q1 fiscal 2027 revenue of $11.2 billion, down 4 percent, about 5 percent on a currency-neutral basis. India Today carried that number on October 2, 2026. Vogue and USA Times covered the same print. A Radar like-count is not a 10-K, and a 10-K is not a woke-score update.

The Nike post on yesterday's first Radar screen was @bennyjohnson, October 3: 455 replies, 1,843 reposts, 11.5K likes, 173K views. A named brand plus an earnings-shaped caption is what actually collected likes. Do not import the percentages next to it. Not 50 percent as a closing price. Not 77 percent. Not 82 percent. Not $230 billion erased. If the caption needs a bigger number than the close, it is decorating.

What left the index, and what did not

Nike left the S&P 100 on September 21, 2026, after nearly 18 years. Vogue and Bethany Beacon both date the exit to that day. It is still in the S&P 500. An index reshuffle is not a delisting, not a court ruling, and not proof that a slogan moved the tape. The dollar print arrived after the exit, not before it.

The stock math that matches the coverage: Nike ended 2025 at $63.71. The October 1 close was $35.15, about 45 percent lower. After-hours that day was about $32.09, near 50 percent. India Today is the source. "About 50 percent" matches the after-hours print, not the close. Peak-to-recent market cap in that coverage runs from about $264 billion to roughly $53 to $57 billion. That is a large drop. It is not a $230 billion erasure.

Pace is a savings target. It is not a headcount.

The same earnings coverage describes a plan Nike calls Pace: $2.5 billion in cumulative savings through fiscal 2031. Role-cut decisions begin in calendar 2027. No job-cut total was named. About $300 million more in severance is expected in fiscal 2027. Quote the savings target. Do not invent a layoff number. Until Nike names a headcount, there is no layoff receipt.

Yesterday's 437.2K-view Nike post is not today's figure, and neither is the 243.2K one. Those posts were not on this Radar screen. The October 4 capture's Nike number is 173K views. Use that, or use none.

The score on file did not move

Nike is published at 75 out of 100, extremely woke. The brand-page summary cites ESG reporting, a formal DEI program, Pride product through the Be True collection and a No Pride No Sport campaign, PAC money that leans Democratic, and a CEO Action pledge. The same file notes Nike did not receive a perfect Human Rights Campaign Corporate Equality Index score. A down quarter does not edit that row. This article is not a new finding on any federal probe, and it does not claim the quarter closed one.

Seventy-five is a conduct score, not a causal model of the stock. Hold both facts: the quarter was $11.2 billion and down 4 percent, and the woke file is still 75. You are not shopping a blank brand while a slogan grows a footnote.

The 3.9 million-view line is a different company

The hottest brand-adjacent post on yesterday's Top tabs was not the shoe print. It was JPMorgan Chase, @remarks on September 28: 1,043 replies, 583 reposts, 19.6K likes, 3.9 million views. That line is a discrimination-lawsuit allegation, filed in the Southern District of New York around September 23. The bank says an internal investigation did not substantiate it. Do not state the boss quote as fact. Do not punch at the employee.

JPMorgan Chase is already published at 100 out of 100, extremely woke: a $30 billion racial-equity commitment, Pride sponsorship for 15-plus years, perfect HRC scores for 16-plus consecutive years, and more than $8 million in 2024 political donations. The score was 100 before the clip. The clip did not raise it, and a denial did not lower it. Allegation versus denial is already written. This post is the shopping receipt. Start the category at Non-Woke Banking Services Brands. A published 100 is not a maybe.

The published swap is 20. Twenty is not zero.

The published alternative on this site is New Balance, 20 out of 100, mildly woke. Privately held, Boston-based, known for U.S. factories. The file notes that owner Jim Davis gave $500,000 to the GOP Senate Leadership Fund in October 2024, that the brand runs no Pride campaign and holds no perfect HRC score, and that an Empowering People DE&I platform plus modest ESG reporting are what keep it off zero. Mildly woke means mildly woke. It is not a claim that every pair is sewn in Massachusetts.

The next logo is not a downgrade. HOKA is published at 42, labeled woke. Brooks is published at 45, labeled woke. Skechers is published at 35, labeled woke, mostly on environmental reporting; 3G Capital took it private in 2025. Adidas sits at 75 in content review, the same band as Nike, and it is not a swap. Read Non-Woke Footwear Brands before you call a switch a win.

What to quote, and what to drop

October 4 Radar, seven-day volume: Woke Pulse 1 million posts, DEI Watch 525.4K, Boycott Tracker 240.6K, Go Woke Go Broke 16.6K, Woke Brands Talk 5,081. The quiet query names products. The loud ones do not. Volume is not a verdict.

  • Quote $11.2 billion, down 4 percent. Quote the S&P 100 exit on September 21, and the fact Nike is still in the S&P 500.
  • Quote the October 1 close of $35.15, about 45 percent under the 2025 close of $63.71. After-hours near $32.09 is a different print.
  • Quote Pace as $2.5 billion through fiscal 2031, decisions in 2027, no headcount, about $300 million more severance expected in fiscal 2027.
  • Do not quote a $230 billion erasure, a 77 percent drop, or an 82 percent drop. The coverage range is about $264 billion to roughly $53 to $57 billion.
  • Do not quote 437.2K or 243.2K as today's Nike views. Do not call the JPMorgan allegation a finding.

Nike called the cuts Pace. The S&P 100 called it an exit. The published score is still 75. If you are still paying full price, you at least have the number — and a 20 on the swap shelf that is not a zero.

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