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11月18日 - ** 耐克 股价下跌约 3%,报收于 74.38 美元,此前券商 TD Cowen 将预期盈利从 78 美元下调至 73 美元。
** 券商称耐克品牌看起来 "疲惫不堪",并且在市场执行方面出现失误
** 注意到耐克在跑步、网球和生活方式领域失去了市场份额,而HOKA、On、Asics和Saucony等小型竞争对手则表现出色
** TD Cowen 说,NKE 需要像 Nike Air 在 90 年代初那样的创新,才能在竞争中突围。
** 认为乔丹品牌需要重新设定增长预期,因为它在零售和转售市场上库存过剩
** 41 家券商中有 20 家对该股的评级为 "买入 "或更高,19 家为 "持有",2 家为 "卖出 "或更低,预测价格中值为 94.16 美元。
** 包括盘中走势在内,该股今年已累计下跌 31
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