异动解读 | 耐克财报超预期盘中股价大涨11.59%,未来展望乐观

异动解读
Jun 27

周五(6月27日)盘中,耐克股价大涨11.59%,主要受益于公司第四财季业绩超出市场预期以及对未来业务的乐观展望。耐克公布的第四财季营收为111亿美元,虽同比下降12%,但高于分析师预期的107.2亿美元;调整后每股收益为0.14美元,也超出市场预期的0.13美元。

耐克首席执行官Elliott Hill表示,公司正在实施"Win Now"计划以重振业务,预计未来业绩将持续改善。公司计划通过强化核心运动领域的品牌差异化、完善产品矩阵等措施来推动增长。尽管面临关税等挑战,但耐克表示将通过调整供应链、与合作伙伴协作以及提高价格来应对这些压力。

多家券商对耐克给予积极评价,纷纷上调其目标价。分析师认为,耐克在运动品类的稳健业绩是整体需求的一个积极信号,公司正在采取正确措施清理库存、重新平衡产品组合,并加强与批发合作伙伴的关系。市场对耐克未来业绩改善的预期推动了股价的大幅上涨。

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