轻工制造行业动态报告:25W26:NIKE或将迎来拐点 指引1QFY26收入降幅收窄至中单位数

中信建投证券
Yesterday

核心要点Nike或将迎来拐点,指引1QFY26收入降幅收窄至中单位数。当地时间6月26日,Nike发布4QFY25经营结果(截至2025.5.31),单季度实现收入111亿美元/同比-12%(固定汇率下同比-11%),分地区看,其中北美、EMEA、大中华区、ASLA地区收入分别同比-11%、-9%、-21%、-8% (固定汇率下同比分别-11%、-10%、-20%、-3%)。公司认为4QFY25...

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