纺织服饰行业全球观察之耐克:FY25Q2:北美、大中华区动销承压 库存水平保持平稳

广发证券股份有...
31 Dec 2024

核心观点:耐克公布FY2025Q2 业绩(2024 年9 月-2024 年11 月)。(1)收入:FY25Q2 实现123.5 亿美元,上年同期133.88 亿美元,经汇率调整后同比减少9%。NIKE 品牌收入119.5 亿美元,经汇率调整后同比减少8%,其中北美、欧洲、中东和非洲地区、大中华区经汇率调整后下降均超过了8%,但被亚太和拉美的小幅度下滑部分抵消。Converse 实现收入4.29 ...

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