汇丰分析师在一份报告中表示，耐克和阿迪达斯都再次提供了良好的上涨机会。分析师指出："双寡头垄断格局回归了"，并提到他们很少对这两只股票给出相同的评级。
分析师表示，阿迪达斯在未来18个月内销售额应该以两位数速度增长，而耐克从现在开始也没有理由不能快速恢复增长。他们指出，该公司第一季度销售额增长是在18个月零增长之后实现的。
分析师称，耐克的利润率也应该会得到改善，这得益于关税缓解策略、与上一财年下半年的轻松对比，以及全价销售占比提高等因素的帮助。
分析师表示："尽管面临关税压力以及竞争对手阿迪达斯实现两位数营收增长，耐克股票仍应表现出色。"他们维持对这两只股票的买入评级。
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