耐克集团2026财年Q2财报解析:战略定力下的基本面修复与区域分化

华衣网
Dec 24, 2025

北京时间12月19日,耐克公布的2026财年第二季度财报显示,公司营收达到124亿美元,同比增长8%,超出分析师预期。其中,自营业务营收46亿美元,经销商业务营收75亿美元。更为关键的是,集团库存资产降至77亿美元,同比下降3%,连续多个财季保持显著下降趋势。战略定力下的基本面修复耐克集团总裁兼首席执行官贺雁峰(Elliott Hill)在财报电话会议中明确表示:“耐克的复苏进程正进入关键阶段。”...

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