瑞银发表研究报告指，耐克在未来数个季度仍有可能传出更多利淡消息，因此仍有显著下调的风险。不过，该行相信，长远而言，耐克有反弹的能力，因此维持予其“中性”评级，目标价由80美元下调至73美元。
瑞银下调耐克的2025至27财年各年每股盈测分别15%、23%及16%，至分别2.05美元、2.2美元及2.9美元，是由于相信集团须采取较原先预期为多的行动来降低库存，加上新任执行长Elliott Hill提出改变集团策略，迈向高端化，而集团仍有一半产品正在打折，因此对品牌地位复苏前景未明。至于利润率，该行相信集团调整存货规模及恢复全价销售，最终应有助其毛利率。然而，疲弱的销售增长率，加上集团对产品、营销及人才的再投资需求，将导致庞大的成本去杠杆效应。
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