耐克第三财季营收下滑9%，净利跌超三成，中国区销售额大幅下滑17%
3月21日，耐克发布2025财年第三财季业绩。财报显示，第三财季营收112.69亿美元，市场预期110.1亿美元，去年同期124.3亿美元；净利润7.94亿美元，市场预期4.19亿美元，去年同期11.7亿美元；每股收益0.54美元，市场预期0.28美元，去年同期0.77美元。
第三财季大中华区EBIT为4.21亿美元，分析师预期5.594亿美元；第三财季总体耐克品牌营收108.9亿美元，分析师预期106亿美元。
第三财季毛利润率41.5%，分析师预期41.9%；第三财季库存75亿美元，分析师预期74.8亿美元。
值得注意的是，耐克在中国市场的收入大幅下滑17%，反映出该公司在其第二大市场面临严峻挑战。北美市场收入也出现4%的下滑。
耐克没有对下一季度和全年业绩作出具体预测，仅表示下半年业务展望与去年12月的看法大致相同。这种谨慎态度加剧了投资者对公司未来增长前景的担忧。分析人士指出，耐克需要在激烈的市场竞争中重新获得主导地位，但这可能需要数年时间才能实现。在全球经济不确定性和消费者支出趋紧的背景下，耐克面临着重振增长的巨大压力。
财报发布后，耐克美股盘后走低，截至发稿，现跌超5%。
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