Thursday, June 27th, 2024 Market indices closed in the green today. Not by much — except for the small-cap Russell 2000, which was up +0.76% — but it’s a winning session nevertheless. The Dow gained +0.09% (following +0.04% yesterday), a mere +36 points. The S&P 500 was also up +0.09% today, while the Nasdaq gained another +53 points, or +0.30%. Bond yield rates reflect a confidence that an easing of interest rates is on the horizon: the 10-year is at +4.288% and the 2-year (still inverted) hit +4.714%. Pen ...

财务数据和关键指标变化 - 2024财年全年收入增长约1%,不考虑汇率影响,每股收益增长15% [7] - 第四季度收入持平,其中运动产品表现强劲,但生活方式产品下降抵消了这一增长 [7] - 公司预计2025财年收入将下降中个位数,第一半年下降高个位数 [42][43] - 2025财年毛利率预计将增长10-30个基点,主要受益于定价策略和原材料成本下降,但部分被渠道结构变化和汇率影响所抵消 [44] - 2025财年销售费用预计将略有增长,因为公司将增加品牌推广投入,但运营费用将基本持平 [44] 各条业务线数据和关键指标变化 - 运动产品第四季度实现双位数增长,包括篮球、健身和跑步等关键品类 [12][13][14] - 生活方式产品第四季度下降,抵消了运动产品的增长,也拖累了数字业务的表现 [24][25][26] - 公司将加快减少三大生活方式鞋履产品的供给,同时加快推出新的生活方式产品以抵消这一影响 [20] 各个市场数据和关键指标变化 - 北美市场第四季度收入下降1%,其中直营店下降9%,电商下降11%,批发渠道增长6% [38] - 大中华区第四季度收入增长7%,但剔除天猫6.18提前带来的时间性影响,实际低于预期,线下门店流量下降 [40] - 欧洲中东非洲地区第四季度收入增长1%,线下门店增长1%,电商下降14%,批发渠道增长7% [39] - 亚太及拉美地区第四季度收入增长4%,线下门店增长11%,电商下降12%,批发渠道增长9% [41] 公司战略和发展方向及行业竞争 - 公司正在加快创新步伐,包括加速推出新产品,提高产品上市速度,并加强品牌营销和零售渠道建设 [8][9][10][11] - 公司将重点聚焦运动产品,加快创新节奏,提升品牌影响力,优化整个销售渠道 [9] - 公司正在建立新的"速度通道"加快产品开发和上市,并利用奥运会等重大营销机会提升品牌形象 [11][21] - 公司将加大对健身等高增长领域的投入,并利用自身丰富的产品库存,推出新的复古跑步系列产品 [13][19] 管理层对经营环境和未来前景的评论 - 2025财年将是公司业务转型的过渡期,公司正在采取一系列调整措施应对 [7][23] - 宏观环境不确定性加剧,加上汇率波动等因素,公司下调了2025财年的业绩指引 [7][27] - 公司有信心通过加快创新、优化产品组合、提升品牌影响力等措施,重拾强劲增长 [23][30][31] - 管理层对公司团队的执行能力和积极进取的心态给予高度评价,认为是公司最大的竞争优势 [95][96] 其他重要信息 - 公司正在通过"安全投资"计划,优化成本结构,为2025财年增加近10亿美元的品牌推广投入 [32][33] - 公司将在2025财年第二半年推出更多创新产品,并借助奥运会等重大营销机会提升品牌影响力 [21] - 公司正在加强与批发渠道的合作,与合作伙伴分享3年产品创新路线图,获得积极反馈 [52] 问答环节重要的提问和回答 问题1 **Matthew Boss 提问** 提问了宏观环境和公司执行力对2025财年指引变化的影响 [48] **John Donahoe 和 Matthew Friend 回答** - 公司在执行既定的"重振计划"方面进展良好,但宏观环境和部分经典产品线管理的影响导致了指引下调 [49][50][53][54] 问题2 **Lorraine Hutchinson 提问** 询问了公司在第二半年业绩改善方面的具体数据支撑 [58] **John Donahoe 和 Matthew Friend 回答** - 公司正在采取更积极的措施管理经典产品线,预计第二半年新产品推广将超过这一影响 [59][60][61] - 公司对春季订单情况和新产品反馈持乐观态度,相信能够实现业绩的显著改善 [61] 问题3 **Brooke Roach 提问** 询问了经典产品线在公司销售中的重要性以及未来的规划 [77] **John Donahoe 和 Matthew Friend 回答** - 这些经典产品线是行业历史上最大的产品线,公司将谨慎管理这些产品线的供给,以腾出空间推广新产品 [78][79] - 公司有信心通过新产品的推广,在未来能够弥补经典产品线收缩带来的短期影响 [85][86]

Nike (NKE) came out with quarterly earnings of $1.01 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.66 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 18.82%. A quarter ago, it was expected that this athletic apparel maker would post earnings of $0.69 per share when it actually produced earnings of $0.98, delivering a surprise of 42.03%. Over the last four quarters, the co ...

文章核心观点 - 尽管耐克是一个标志性品牌,但也面临着市场挑战和战略转型[3][4][5][6] - 耐克的直接面向消费者(DTC)战略未能完全实现预期,线上和实体店销售均有下滑[4] - 耐克的创新优势正在被新兴品牌所侵蚀,需要不断自我革新以保持相关性[5] - 耐克在全球范围内的表现参差不齐,北美和欧洲市场均有下滑,中国市场有所增长[6] - 耐克正采取成本节约措施,包括大规模裁员,以应对当前挑战,并寄希望于未来的创新和2024年巴黎奥运会[7] 公司层面 - 耐克正努力平衡其雄心勃勃的直接面向消费者目标与零售市场现实之间的平衡[7] - 耐克正在采取成本节约措施,包括大规模裁员,以应对当前挑战[7] - 耐克寄希望于未来的创新和2024年巴黎奥运会来扭转局面[7] 行业层面 - 耐克面临着来自新兴品牌的竞争压力,需要不断创新以保持优势[5] - 耐克在全球范围内的表现参差不齐,北美和欧洲市场均有下滑,中国市场有所增长[6]

Key Takeaways Nike shares fell in extended trading Thursday after the company reported fourth-quarter revenue that fell short of analysts' estimates and said it would update its fiscal 2025 guidance. Revenue fell from the year-ago period and was below expectations, while net income rose and came in above estimates. Nike CEO John Donahoe said the company is taking on "near-term challenges head-on." Nike (NKE) reported fourth-quarter revenue that missed analysts' estimates and said the results drove the compa ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

Loading... Loading... Apparel and footwear company Nike Inc NKE reported fourth-quarter financial results after the market close Thursday. Here are the key highlights. What Happened: Nike reported fourth-quarter revenue of $12.6 billion, down 2% year-over-year. The revenue total missed a Street consensus estimate of $12.91 billion, according to data from Benzinga Pro. Nike Direct revenue was $5.1 billion in the fourth quarter, down 8% year-over-year. Wholesale revenues were $7.1 billion in the fourth quarte ...

Nike shoes and logo are seen at a store in Nice, France on May 28, 2024. Nike on Thursday reported its slowest annual sales growth in 14 years, excluding the Covid-19 pandemic, as the sneaker giant warned of "challenges" that led it to cut its current year outlook. "We are driving better balance across our portfolio. While we are encouraged by our progress, our fourth quarter results highlighted challenges that have led us to update our Fiscal '25 outlook," finance chief Matthew Friend said in a news releas ...

财报总览 - NIKE, Inc. 2024财年第四季度营收为126亿美元，同比下降2%[2] - NIKE, Inc. 2024财年全年营收为514亿美元，同比增长1%[10] - NIKE, Inc. 2024财年第四季度净利润为15亿美元，同比增长45%[9] - NIKE, Inc. 2024财年全年净利润为57亿美元，同比增长12%[19] 毛利率 - NIKE, Inc. 2024财年第四季度毛利率为44.7%，同比增加110个基点[6] - NIKE, Inc. 2024财年全年毛利率为44.6%，同比增加110个基点[14] 销售和管理费用 - NIKE, Inc. 2024财年第四季度销售和管理费用为41亿美元，同比减少7%[7] - NIKE, Inc. 2024财年全年销售和管理费用为166亿美元，同比增加1%[15] 每股收益 - NIKE, Inc. 2024财年第四季度每股收益为0.99美元[9] - NIKE, Inc. 2024财年全年每股收益为3.73美元[19] 地区收入 - 北美地区NIKE品牌总收入为122.49亿美元，同比增长1%[31] - 欧洲、中东和非洲地区NIKE品牌总收入为36.07亿美元，同比增长1%[31] - 大中华地区NIKE品牌总收入为75.45亿美元，同比增长4%[31] - 亚太地区和拉丁美洲地区NIKE品牌总收入为67.29亿美元，同比增长5%[31] 销售收入 - NIKE品牌批发客户销售收入为277.58亿美元，同比增长2%[34] - NIKE品牌直销销售收入为215.19亿美元，同比增长1%[34] - NIKE品牌净收入为493.22亿美元，同比增长1%[34] 男女装批发等价收入 - NIKE品牌男装批发等价收入为208.68亿美元，同比增长1%[34] - NIKE品牌女装批发等价收入为85.86亿美元，同比增长1%[34]

SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- Robbins LLP reminds investors that a shareholder filed a class action on behalf of persons and entities that purchased or otherwise acquired NIKE, Inc. (NYSE: NKE) Class B Common stock between March 19, 2021 and March 21, 2024. NIKE is a global athletic footwear and apparel company that designs, markets, and sells products for its NIKE, Jordan, and Converse brands. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 35 ...