美股异动 | 耐克(NKE.US)盘初涨近16% 高管释放乐观信号

智通财经
Jun 27, 2025

智通财经APP获悉,截至发稿,耐克(NKE.US)周五盘初上涨15.82%。耐克公司表示,其全年销售额的下滑趋势开始缓解,这表明首席执行官埃利奥特·希尔的战略举措正在取得成效。

集团新任首席执行官埃利奥特·希尔在财报声明中强调:"随着新财年帷幕拉开,我们正通过组织架构调整与“体育进攻”战略重塑增长动能。

渠道结构变化透露出市场新特征:直营业务14%的同比降幅大于批发渠道9%的下滑幅度,显示消费者正重新向经销商渠道回流。品类表现分化明显:鞋类业务以72亿美元营收领跑各板块,但13%的跌幅超过服装(降10%至30亿美元)和装备(降2%至5.67亿美元)。不过三大品类均高于分析师预期的68.3亿美元,29.1亿美元、和5.38亿美元,其中鞋类超出预期值达5.4%。

耐克最新披露的第四财季财务数据显示,当季耐克实现营收111亿美元,同比下滑12%,但仍较市场预测的107.2亿美元高出3.8%。调整后每股收益0.14美元的降幅达86%,却以2美分的优势跑赢预期。

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