Athletic Footwear & Apparel
Athletic Footwear Brands
What sits inside the portfolios
Nike is still one brand plus a shrinking Converse. Deckers is a running brand and a lifestyle brand of similar size. Anta is a China group: ANTA, FILA China, and a fast-growing other-brands bucket.
Nike FY2026, USD BDeckers FY2026, USD BAnta 2025, RMB B
NIKE BrandConverseCorporate
Reported gross margin
On, Anta, Deckers, and lululemon sit in the high 50s to low 60s. Nike is in the low 40s. Under Armour's 45.5% print is the tariff year.
Nike Brand by geography
North America re-accelerated in FY2026. Greater China did not: $7.55B in FY2024, $5.85B in FY2026.
North AmericaEMEAAPLAGreater China
VF: Outdoor vs Active
The North Face and Timberland (Outdoor, $5.74B) now dwarf Vans and the rest of Active ($2.72B). VF is on this page because Nike names it as a competitor, not because it is a pure athletic brand.
Footwear vs apparel
On is still a shoe company (93% of 2025 sales). Nike and Adidas are mixed, with apparel a real second engine. Equipment and accessories sit in Other.
FootwearApparelOther
Jordan Brand inside Nike
Jordan sales were $8.70B in FY2024, $7.27B in FY2025, and $7.03B in FY2026. The line sits inside NIKE Brand geographies, not as its own segment.
Adidas by market
Europe is still the largest adidas market. Greater China grew in euros and faster currency-neutral. North America was slightly down in euros and up 10% currency-neutral for the brand.
20242025
Under Armour by region
North America is still most of the company and fell 7.9% in FY2026. EMEA grew. Asia-Pacific declined 4.8%. That Asia-Pacific line is not a Greater China cut.
FY2025FY2026
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