1300 ET - 尽管耐克的利润指引看似令人失望,但根据摩根大通的报告,这实际上暗示了一些改善。分析师表示,公司F3财季的预期毛利率将下降75个基点,扣除约100个基点的关税影响。这与F2财季的下降125个基点(扣除175个基点的关税影响)以及F1财季的220个基点下降相比有所好转。分析师指出,耐克开始从以全价销售更多产品中获得好处,整体库存状况也在改善。然而,耐克预期的收入低单位数百分比下滑仍低于分析师预测的1.5%的增长。耐克股价下跌10%。
1300 ET - 尽管耐克的利润指引看似令人失望,但根据摩根大通的报告,这实际上暗示了一些改善。分析师表示,公司F3财季的预期毛利率将下降75个基点,扣除约100个基点的关税影响。这与F2财季的下降125个基点(扣除175个基点的关税影响)以及F1财季的220个基点下降相比有所好转。分析师指出,耐克开始从以全价销售更多产品中获得好处,整体库存状况也在改善。然而,耐克预期的收入低单位数百分比下滑仍低于分析师预测的1.5%的增长。耐克股价下跌10%。
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