This recent earnings cycle has been full of companies talking about how supply chains have slowed due to port congestion and equipment shortages in recent months.
Experts have suggested that retails retool their supply chains and take these longer lead times into account.
Nike President and CEO John Donahoe said the company has been able to do just that and shift its operations to absorb the longer lead times.
"And so, we do expect a more consistent flow of inventory in the fourth quarter, recognizing that transit times are elevated versus the prior year," Donahoe said last week.
Data emailed from S&P Global Panjiva shows that Nike's imports slid 29% YoY for the three months up until Feb. 28 and were down 39% YoY in February.
Retailers and manufacturers such as Foot Locker and Honda have said port congestion has affected their inventory levels. Honda even scaled back production, as a result.
In some cases, these delays resulted in retailers getting their holiday inventory late, leaving them with too much rather than too little.
"Much of this inventory came in later than expected, which resulted in not being able to fully support demand during the holidays, and higher inventory levels exiting the year," Nordstrom CFO Anne Bramman said on the company's Q4 earnings call this month.
Bramman said Nordstrom will deal with the inventory through markdowns, and it expects the situation to normalize by the company's Q2.
The inventory struggles for retailers come as they're experiencing high demand from consumers, which is expected to continue with a new round of stimulus.
"There is strong demand for that inventory across our strategic partners and Nike Direct ... we intend to continue to fulfill that demand in both of those locations," Donahoe said.