Nike's inventory drop is the turnaround signal investors needed
As seen on the 24/7 Wall St. homepage on October 1, 2026.
Cramer's read on Nike's first-quarter results lands on the one line that decides whether the turnaround is real: cleaner inventory means less discounting and better margins ahead.
I will say this: Nike inventories are down!
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Nike's inventories are down, and that single detail from the first-quarter results carries real weight for anyone watching the stock, per Jim Cramer's October 1 post on X.
Bloated inventory has been one of the central drags on Nike's margins, forcing heavy discounting to clear product. Cleaner shelves mean less promotional pressure and healthier gross margins ahead.
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The post drew dozens of replies and likes, a sign the inventory read landed with investors.
The direction of inventory is often a leading indicator of where margins go next. If the trend holds, the margin recovery case becomes harder to dismiss.
Mentioned: NKE