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Janelovesapp

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- JanelovesappJanelovesapp
  ·04-01
  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
  耐克预测销售意外下滑，中国市场疲软拖累转型进程耐克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。Friend还表示，耐克预计将在第四季度结束时仍存在过剩库存。
  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
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- JanelovesappJanelovesapp
  ·2025-11-03
  $法拉利(RACE)$
  1,561 评论
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- JanelovesappJanelovesapp
  ·2025-10-13
  $联合健康(UNH)$ 继续加油！
  1,300 评论
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- JanelovesappJanelovesapp
  ·2025-10-06
  $美国超微公司(AMD)$
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- JanelovesappJanelovesapp
  ·2025-09-08
  $联合健康(UNH)$ 加油呀
  1,533 评论
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- JanelovesappJanelovesapp
  ·2025-09-02
  $小米集团-W(01810)$ 嚯嚯哈，这次不知能否在上60+
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- JanelovesappJanelovesapp
  ·2025-08-25
  $迪士尼(DIS)$ 希望占上125+
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- JanelovesappJanelovesapp
  ·2025-08-18
  $联合健康(UNH)$ 还是坚持看多
  1,764 评论
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- JanelovesappJanelovesapp
  ·2025-08-11
  $迪士尼(DIS)$ 重上120+吧，加油！
  1.39万评论
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- JanelovesappJanelovesapp
  ·2025-08-07
  $美国超微公司(AMD)$
  1,794 评论
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07:22","market":"us","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=1194825700","media":"老虎资讯综合","summary":"耐克预测销售意外下滑，中国市场疲软拖累转型进程耐克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。Friend还表示，耐克预计将在第四季度结束时仍存在过剩库存。","content":"<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>","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 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