耐克公司(Nike)在2024年12月20日盘前大幅下挫5.15%,引发市场广泛关注。
尽管公司刚刚公布的2025财年第二财季营收和利润均超出华尔街预期,但新任首席执行官Elliott Hill在财报发布后发表了相当消极的言论,警告耐克走出困境并恢复增长的道路将是漫长的。
据财报数据显示,耐克第二财季营收同比下滑8%至123.54亿美元,但超出预期的121.3亿美元。净利润则同比下滑26%至11.63亿美元,但每股收益78美分胜于分析师预期的63美分。
不过,Hill在财报电话会议上直言,耐克已经"失去了对运动的痴迷",偏离了一直以来瞄准运动员和运动表现的品牌定位。他誓言重新将重心放在运动领域,通过提高零售价格来实现提振品牌。
更糟糕的是,Hill预计耐克在未来一季度的营收将出现两位数百分比的下滑,毛利率也会因大幅折扣导致下滑3至3.5个百分点。这一系列言论无疑引发了投资者对耐克的短期前景的担忧。
分析师指出,尽管Hill正朝着正确的方向引导耐克,但重新走上复兴之路仍需时日。短期内,耐克势必承受利润率下滑以及库存调整的压力,需要投资者有足够的耐心等待效果显现。
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