海外运动行业研究:耐克:巨头转身,期待二次增长

国金证券
08 Mar

(以下内容从国金证券《海外运动行业研究:耐克:巨头转身,期待二次增长》研报附件原文摘录)耐克业绩持续下滑,背后有自身和行业双重原因推动:从运动行业竞争三维度看:①产品:运动行业历史上反复出现受新产品冲击领先者份额大幅下滑案例,1970-1980年耐克美国市场份额从0%升至35%,而Adidas份额从70%降至5%以下。1980-1987年英国品牌锐步Reebok在美国5年之内拿到超25%份额,而...

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