Topline The uniforms designed by Nike for the USA women’s Olympic track and field team have been met with harsh criticism from current and former athletes alleging an unnecessarily skimp design and sexist undertones that have drawn the ire of women across the world, including those on competing Olympic teams. Sha'Carri Richardson modeled the shorts version of the new Team USA track and field uniform at the ... [+] Nike Air Innovation Summit in Paris on April 11, 2024. WWD via Getty Images Key Facts Nike on ...

远程办公影响 - 公司员工在家工作两年半[4] - 公司团队18个月前开始重新聚集[5] 公司创新挑战 - 远程办公导致公司创新落后[1] - 在Zoom上很难进行大胆的创新[5] 生产受影响 - 越南的鞋类工厂在疫情期间关闭[4] 创新管道重建 - 公司专注于重建创新管道[5]

Illuminated trademark of the American athletic footwear and apparel corporation Nike, Inc. seen on the Nike Store window in Antwerp, Belgium. (Photo by Karol Serewis/SOPA Images/LightRocket via Getty Images) Nike CEO John Donahoe acknowledged Friday that the company moved too far away from wholesale partners like Macy's and DSW in its quest to become a retailer that primarily sells merchandise to shoppers through its own stores and website. "We recognize that in our movement toward digital, we had over rota ...

Key Takeaways Bank of America Securities upgraded Nike and raised its price target, saying the athletic apparel retailer's earnings estimates now appear to be achievable. Bank of America lifted its rating for Nike to "buy" from "neutral," and increased its price target to $113 from $110. Analyst Lorraine Hutchinson cited Nike's efforts to transform, cost cuts and the expected benefit from this summer's Paris Olympic Games. Nike (NKE) shares rose 3.4% Thursday after Bank of America Securities upgraded its ra ...

One analyst is warming to this long-term winner. Nike (NKE 3.72%) shares have been on the defensive of late, but at least one Wall Street analyst believes the stock has bottomed out. Shares of Nike climbed 3% on Thursday after the stock was upgraded at Bank of America. Better days ahead? It's been a rough few years for Nike holders, with the stock losing about half of its value since mid-2021. The company is in the process of rethinking a lot of its retail initiatives, including its focus on direct-to-consu ...

Proactive新闻团队 - Josh Lamb在2022年毕业于肯特大学历史专业，后加入Proactive担任英国编辑团队的记者[1] - Proactive的新闻团队遍布全球主要金融和投资中心，设有办事处和工作室[2] Proactive的专业领域 - Proactive是中小市值市场的专家，同时也关注蓝筹公司、大宗商品和更广泛的投资故事，旨在激发和吸引有动力的个人投资者[3] - Proactive团队提供跨市场的新闻和独特见解，涵盖生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术等领域[4]

BofA Securities upgraded Nike Inc (NYSE:NKE) stock to "buy" from "neutral" this morning, hiking its price target to $113 from $110. The shares were last seen up 2.5% to trade at $91.19, as they work to rebound from their lowest levels since September. Pressure from the 20-day moving average appears to be keeping today's gains in check, however, and a ceiling may be forming at the $92 level. Despite NKE's 15.9% year-to-date deficit, options bulls are also chiming in. So far today, 21,000 calls have already c ...

Nike股票表现 - Nike股票在周四早盘上涨，因为道琼斯体育服装巨头获得了BofA证券的升级评级，认为巴黎奥运会是催化剂[1] - BofA证券将Nike的评级从中性调高至买入，并将目标股价从110美元提高至113美元，预计业绩正在触底并“终于看起来可实现”[2] Nike业绩展望 - Nike在3月底发布的第三季度业绩超出预期，预计2025财年上半年收入将下降个位数，过去三个季度盈利增长加速，而收入增长在过去五个时期放缓[3]

财报数据 - Nike公司2024财年三季度营业收入124.3亿美元，同比持平[1] - 公司全年目标收入增速为1%，25财年上半年收入预计低个位数增长[1] - 公司毛利率为44.8%，同比+1.5pp，总费用率为34%，同比+2pp[1] - 公司库存为77.3亿美元，同比下降13%[1] - 公司预计Q4营收略微增长，全年营收增长1%[7] 品牌表现 - Nike品牌低个位数增长、Converse品牌下滑[1] - Nike品牌批发模式收入同比+3%，直销模式收入同比基本持平[8] - 运动器材品类增速显著高于其他品类[11] 地区表现 - 2024Q3直营收入同比略有增长，北美/EMEA/大中华/APLA四个主要地区收入分别变动+3%/-4%/+6%/+4%（剔除汇率影响）[1] - 耐克2024财年三季度营收表现稳健，北美、大中华、APLA地区均录得正增长[12][15][16] 策略展望 - 公司将加强在品牌文化宣传、社群营销、商业合作上的费用投入[9] - 公司将全面发力产品创新，下半年将会有新品和新系列问世[9] - 公司毛利率提升主要得益于策略性定价措施和供应链优化[18]

业绩总结 - NIKE集团3QFY24收入和利润超预期，北美区域表现强劲，收入达124.3亿美元，同比增长0.3%[1] - NIKE品牌在北美/EMEA/大中华区/APAL区域的收入分别为50.7/31.4/20.8/16.5亿美元，同比增长3%/-4%/+6%/+4%[1] - 3QFY24毛利率扩张至44.8%，SG&A费用扩张至34%，营业利润率下降至10.9%[2] - NIKE公司加大对加盟渠道的投入和支持，加盟渠道产品销售表现优于DTC渠道[5] - FY25年业绩指引预计1HFY25收入下跌低单位数，全年收入略有增长，利润率将扩展[6] 未来展望 - 预期NIKE集团FY2024-FY2026财年净利润分别为55.3/60.2/67.3亿美元，PE为24.7X/22.7X/20.3X[7] - NIKE集团预计2024-2026财年的营收分别为516.6/525.9/558.9亿美元，净利润分别为55.3/60.2/67.3亿美元[12] 市场扩张和并购 - 海通国际股票研究评级分布显示，优于大市的股票占比为89.4%，中性为9.6%，弱于大市为1.0%[30] - 投资银行客户在各评级类别中的占比分别为3.9%，5.1%，5.6%[30] 其他新策略 - 买入、中性和卖出评级分别对应当前的优于大市、中性和落后大市评级[33] - 之前的评级系统定义中，买入指未来12-18个月内预期相对基准指数涨幅在10%以上，中性指变化不大，卖出指跌幅在10%以上[31]