评级机构穆迪将耐克高级无抵押债券评级从A1下调至A2，惟评级展望由负面调整为稳定，以反映关税带来的成本压力。报告指出，尽管耐克的策略有望逐步推动市场份额和利润率恢复，但由于包括关税上涨、消费者对可自由支配支出更加谨慎，以及市场竞争日益激烈等因素，成本压力仍然严峻，改善速度将低于预期。该机构预计，耐克的营业收入将于2026财年第四财季开始复苏，但在2027财年的表现仍将低于2018至2019财年同期水平，加上资本支出增加及股息支付额较高，预计将导致现金流下降。
评级机构穆迪将耐克高级无抵押债券评级从A1下调至A2，惟评级展望由负面调整为稳定，以反映关税带来的成本压力。报告指出，尽管耐克的策略有望逐步推动市场份额和利润率恢复，但由于包括关税上涨、消费者对可自由支配支出更加谨慎，以及市场竞争日益激烈等因素，成本压力仍然严峻，改善速度将低于预期。该机构预计，耐克的营业收入将于2026财年第四财季开始复苏，但在2027财年的表现仍将低于2018至2019财年同期水平，加上资本支出增加及股息支付额较高，预计将导致现金流下降。
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