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Anisha Sherman

Senior Analyst at Sanford C. Bernstein & Co., LLC

Aneesha Sherman is a Senior Analyst at Sanford C. Bernstein & Co., LLC (Bernstein Research), specializing in US Apparel & Specialty Retail equity research. She covers the US apparel and specialty retail industry universe for institutional clients, building on more than 15 years of hands-on consumer and retail operating and consulting experience at firms including Ross Stores, Boston Consulting Group, InterContinental Hotels Group, Kraft, and Mars. Aneesha joined Bernstein in 2019, initially covering European General Retail for two years before assuming leadership of US Apparel & Specialty Retail coverage, and she is registered with FINRA as a broker with Bernstein Institutional Services LLC, holding the Series 7 and 63 licenses. She holds dual BA degrees in International Relations and Business from the University of Pennsylvania and the Wharton School, where she was a Joseph Wharton Scholar, and an MBA from the Kellogg School of Management at Northwestern University, where she was an F.C. Austin Scholar.

Anisha Sherman's questions to NIKE (NKE) leadership

Question · Q2 2026

Anisha Sherman asked Elliott Hill about the phasing of growth across Nike's product verticals beyond running, inquiring where the company holds similar conviction for rapid business ramp-up. She also followed up with Matt Friend and Elliott Hill on North America's wholesale growth, asking if they are satisfied with the current partner mix or if the goal is to continue expanding new distribution points into the next fiscal year.

Answer

Elliott Hill, President and CEO, Nike, stated that teams are building a diverse portfolio, with innovation flowing across Nike, Jordan, and Converse through the Sport Offense. He highlighted global football as furthest along with strong order books (40% up for World Cup '22), and anticipated growth in training, women's basketball (Sabrina, A'ja, Caitlin), and men's basketball (JAW, GT Future). He also mentioned new innovations like Nike Mind and AeroFit. Matthew Friend, EVP and CFO, Nike, addressed the North America marketplace, expressing satisfaction with current partners and a balanced order book for the back half of the year, with growth from both new and existing partners. He noted that while new distribution isn't strictly "needed" to sustain momentum, the consumer-based marketplace strategy means they are always looking for opportunities. Elliott Hill added that setting three-year visions by account, by sport, with partners is key to driving profitable, sustainable growth.

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