运动用品巨头耐克(NKE)公布的2025财年第一季度业绩令市场失望。财报显示，报告期内耐克营收115.9亿美元，同比下滑约10.4%，低于市场预期。尽管毛利率上升120个基点至45.4%，但净利润却下滑27.5%至10.5亿美元。
耐克首席财务官马修·弗兰德表示，第一季度业绩基本符合预期，但大规模复苏仍需时日。各主要地区营收均出现不同程度下滑，其中北美区下跌11%、欧洲/中东/非洲地区下降13%、大中华区下滑4%。
令市场最为关注的是，耐克因即将上任的新任CEO埃利奥特·希尔接手而撤回了2025财年全年业绩指引。弗兰德解释，这将让希尔有更大的灵活性重新评估公司的战略和业务趋势。耐克还将推迟原定于11月举行的投资者日活动。
耐克预计第二财季营收将下滑8%至10%，毛利率将下降约150个基点。分析师认为耐克仍深陷扭亏为盈的困境，虽然早期迹象看起来积极,但仍未转化为业绩实际数据。
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