纺织与服装行业周报:NIKE新任CEO公布改革计划 收入端仍将承压2个季度

海通证券股份有...
23 Dec 2024

投资要点:Nike FY25Q2 业绩好于市场预期,新CEO 公布改革计划。Nike 发布FY25Q2(9-11 月)业绩,收入同比下降7.8%至123.5 亿美元,毛利率下降1pct 至43.6%,净利润同比下降26.3%至11.6 亿美元,净利率下降2.3pct 至9.4%。收入下降主因自营渠道削减经典鞋履线持续,自营收入同比下降14%,毛利率受自营及经销渠道折扣加深拖累。收入及毛利率降幅小于...

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