耐克“刮骨疗伤”之后:北美批发回暖,中国胶着难解

涌流商业
Dec 20, 2025

出品/涌流商业撰文/李伟“我们正处于反击战的中局(middle innings)。”12月18日,在耐克2026财年第二季度电话会议上,重返公司掌舵一年的CEO贺雁峰(Elliott Hill)用一个棒球术语来形容公司目前的处境。一场标准的棒球赛有9局,Middle Innings通常指第4、5、6局。这一术语在商业语境下有它的深意,贺雁峰以此描述公司处境,传递了几层关键信息:这不再是“开局”,...

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