Janelovesapp
04-01 08:23
真是,业绩好了,指引不好,跌。都好,预期不好,跌。
耐克第三财季业绩超预期,但预计第四财季销售将出现下滑
2025 Q4财报:耐克第三财季业绩超预期,但预计第四财季销售将出现下滑
汇集明星公司最新一季度业绩报告。
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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逐梦飞翔
04-01 11:34
逐梦飞翔
刚买入一晚不到,财报指引一杀抵挡不住😂
什么也没有了~
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Friend预计当前季度销售将下降2%至4%,而根据LSEG汇编的数据,华尔街此前预计将增长1.9%。</p><p>在中国市场,由于运营失误与激烈的本土竞争叠加,耐克销售额已下滑10%。Friend在财报电话会议上表示,第四季度销售预计将下降20%,并提及油价上涨及中东持续冲突带来的波动性影响。</p><p>由于产品组合较弱,加之创新速度放缓,耐克在其第二大市场(占年度销售约15%)表现不佳,市场份额被本土竞争对手Anta(安踏)和Li Ning(李宁)蚕食。</p><p>Friend还表示,耐克预计将在第四季度结束时仍存在过剩库存。</p><h2 id=\"id_2829050069\">营收基本持平</h2><p><strong>截至2月28日的第三财季,这家运动服饰零售商的营收为112.8亿美元,同比基本持平,但仍高于分析师平均预期的112.4亿美元(</strong>原预期下降0.3%,数据来源:LSEG)。</p><p>Hill在财报电话会议上表示:“我们的工作尚未完成”,并补充称团队正“专注且紧迫地推进”。</p><p>在这一表现不均的季度中,亮点包括批发业务收入增长5%至65亿美元,受益于北美市场销售稳定。但直面消费者(DTC)销售额下降4%,主要受欧洲和中国需求疲软拖累。</p><p><strong>耐克当季每股收益为0.35美元,高于预期的0.28美元。</strong></p><p>M Science分析师Drake MacFarlane表示:“在我们的观察范围内,美国一直是耐克表现最好的地区,因此一旦美国消费者信心受挫,将削弱耐克的复苏努力。”</p><p>公司毛利率已连续第六个季度下滑,下降130个基点至40.2%,主要受到关税影响。</p><p>作为耐克资深高管,Hill获得了投资者较大的耐心支持,市场普遍认可其让公司回归体育核心定位的努力。</p><p>但正如Hill在周二电话会议中承认,耐克的转型所需时间比预期更长,晨星分析师David Swartz表示:“疲弱的股价表明,许多投资者可能已经对他失去信心。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n耐克第三财季业绩超预期,但预计第四财季销售将出现下滑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-01 07:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NKE\">耐克</a> (Nike,NKE)周二预测第四财季销售将出现意外下滑,受中国市场持续疲软以及清理旧库存进展缓慢的影响,其股价在盘后交易中下跌逾8%,转型努力受挫。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/807b5a49c882ec691f165ce735ff60aa\" title=\"\" tg-width=\"520\" tg-height=\"157\"/></p><p>在首席执行官Elliott Hill的领导下,耐克已减少促销活动、加强产品创新,并重新聚焦跑步等核心品类,试图在经历多年库存过剩以及北美和中国需求不均之后重塑业务。</p><p>然而,这些举措尚未见效。首席财务官Matt Friend预计当前季度销售将下降2%至4%,而根据LSEG汇编的数据,华尔街此前预计将增长1.9%。</p><p>在中国市场,由于运营失误与激烈的本土竞争叠加,耐克销售额已下滑10%。Friend在财报电话会议上表示,第四季度销售预计将下降20%,并提及油价上涨及中东持续冲突带来的波动性影响。</p><p>由于产品组合较弱,加之创新速度放缓,耐克在其第二大市场(占年度销售约15%)表现不佳,市场份额被本土竞争对手Anta(安踏)和Li Ning(李宁)蚕食。</p><p>Friend还表示,耐克预计将在第四季度结束时仍存在过剩库存。</p><h2 id=\"id_2829050069\">营收基本持平</h2><p><strong>截至2月28日的第三财季,这家运动服饰零售商的营收为112.8亿美元,同比基本持平,但仍高于分析师平均预期的112.4亿美元(</strong>原预期下降0.3%,数据来源:LSEG)。</p><p>Hill在财报电话会议上表示:“我们的工作尚未完成”,并补充称团队正“专注且紧迫地推进”。</p><p>在这一表现不均的季度中,亮点包括批发业务收入增长5%至65亿美元,受益于北美市场销售稳定。但直面消费者(DTC)销售额下降4%,主要受欧洲和中国需求疲软拖累。</p><p><strong>耐克当季每股收益为0.35美元,高于预期的0.28美元。</strong></p><p>M Science分析师Drake MacFarlane表示:“在我们的观察范围内,美国一直是耐克表现最好的地区,因此一旦美国消费者信心受挫,将削弱耐克的复苏努力。”</p><p>公司毛利率已连续第六个季度下滑,下降130个基点至40.2%,主要受到关税影响。</p><p>作为耐克资深高管,Hill获得了投资者较大的耐心支持,市场普遍认可其让公司回归体育核心定位的努力。</p><p>但正如Hill在周二电话会议中承认,耐克的转型所需时间比预期更长,晨星分析师David Swartz表示:“疲弱的股价表明,许多投资者可能已经对他失去信心。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b1d5c7c9d853e94601159db38d7645e","relate_stocks":{"NKE":"耐克"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194825700","content_text":"耐克 (Nike,NKE)周二预测第四财季销售将出现意外下滑,受中国市场持续疲软以及清理旧库存进展缓慢的影响,其股价在盘后交易中下跌逾8%,转型努力受挫。在首席执行官Elliott Hill的领导下,耐克已减少促销活动、加强产品创新,并重新聚焦跑步等核心品类,试图在经历多年库存过剩以及北美和中国需求不均之后重塑业务。然而,这些举措尚未见效。首席财务官Matt Friend预计当前季度销售将下降2%至4%,而根据LSEG汇编的数据,华尔街此前预计将增长1.9%。在中国市场,由于运营失误与激烈的本土竞争叠加,耐克销售额已下滑10%。Friend在财报电话会议上表示,第四季度销售预计将下降20%,并提及油价上涨及中东持续冲突带来的波动性影响。由于产品组合较弱,加之创新速度放缓,耐克在其第二大市场(占年度销售约15%)表现不佳,市场份额被本土竞争对手Anta(安踏)和Li Ning(李宁)蚕食。Friend还表示,耐克预计将在第四季度结束时仍存在过剩库存。营收基本持平截至2月28日的第三财季,这家运动服饰零售商的营收为112.8亿美元,同比基本持平,但仍高于分析师平均预期的112.4亿美元(原预期下降0.3%,数据来源:LSEG)。Hill在财报电话会议上表示:“我们的工作尚未完成”,并补充称团队正“专注且紧迫地推进”。在这一表现不均的季度中,亮点包括批发业务收入增长5%至65亿美元,受益于北美市场销售稳定。但直面消费者(DTC)销售额下降4%,主要受欧洲和中国需求疲软拖累。耐克当季每股收益为0.35美元,高于预期的0.28美元。M Science分析师Drake MacFarlane表示:“在我们的观察范围内,美国一直是耐克表现最好的地区,因此一旦美国消费者信心受挫,将削弱耐克的复苏努力。”公司毛利率已连续第六个季度下滑,下降130个基点至40.2%,主要受到关税影响。作为耐克资深高管,Hill获得了投资者较大的耐心支持,市场普遍认可其让公司回归体育核心定位的努力。但正如Hill在周二电话会议中承认,耐克的转型所需时间比预期更长,晨星分析师David Swartz表示:“疲弱的股价表明,许多投资者可能已经对他失去信心。”","news_type":1,"symbols_score_info":{"NKE":2}},"isVote":1,"tweetType":1,"viewCount":84,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":43,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":548826884474712,"commentId":"548826884474712","gmtCreate":1775014493053,"gmtModify":1775017967452,"authorId":3499086704993883,"author":{"id":3499086704993883,"idStr":"3499086704993883","authorId":3499086704993883,"name":"逐梦飞翔","avatar":"https://static.tigerbbs.com/ca5c9bb1da5a4622b93d9781e65477d0","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.26","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":548779947517832,"objectIdStr":"548779947517832","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"刚买入一晚不到,财报指引一杀抵挡不住😂","text":"刚买入一晚不到,财报指引一杀抵挡不住😂","html":"刚买入一晚不到,财报指引一杀抵挡不住😂","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/548779947517832"}
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