耐克第二财季净利润同比下降32%,中国市场与匡威品牌持续疲软

老虎资讯综合
Dec 19, 2025

虽然耐克在最新季度公布的销售额超出预期,显示出其扭转经营困境的努力取得了进展,但中国市场和匡威品牌的疲软态势依然存在。

在第二财季,公司营收增长1%至124亿美元,高于分析师的平均预期。每股收益也超出了预期。然而,直接面向消费者的销售额未达到预期。但在第二财季净利润7.92亿美元,同比下降32%;第二财季每股收益0.53美元,同比下降32%。公司毛利率40.6%,上年同期43.6%,预估40.6%。

受此影响,耐克股价盘后交易中下跌了5%。该股今年以来已累计下跌13%,并可能创下连续第四年的年度跌幅。耐克目前正加强对核心运动项目和重点城市的关注,同时重建与零售伙伴的关系,以期重新实现增长并赢回投资者和消费者的青睐。尽管公司正在重获动力,但管理层仍面临有关匡威品牌(本期销售额下降30%)及中国市场表现的质疑。

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