纺织服饰行业周报:NIKE FY25Q2业绩超市场预期

华西证券股份有...
21 Dec 2024

主要观点本周Nike 发布FY25Q2(截至24/11/30)业绩,收入同比下滑 8%至 124 亿美元(货币中性口径下滑 9%),净利润同比下滑 26%至 11.63 亿美元,处于FY25Q1 指引的降幅下限, 超市场一致预期; FY25Q2 毛利率同减 1pct 至 43.6%,主要是由于较高的折扣和渠道组合的变化,部分被较低的产品投入成本以及较低的仓储和物流成本所抵消。公司库存与去年同期持平...

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