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2021-03-15

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Nike Earnings: What to Watch<blockquote>耐克财报：值得关注</blockquote>

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The business returned to growth in each of its key regions through November, management said in late December.<blockquote>过去的一年对于股东来说是疯狂的一年，但至少耐克（纽约证券交易所股票代码：NKE）收盘表现强劲。管理层在12月底表示，截至11月，该业务在每个关键地区都恢复了增长。</blockquote>Nike at the time boosted its cautious outlook, though at the same time it warned investors to brace for volatility thanks to rising pandemic limits on shopper traffic and continued supply chain disruptions. Those issues might pressure results for the fiscal third-quarter report, set for March 18, but shouldn't have any long-term impact on Nike's growth prospects.<blockquote>耐克当时提高了谨慎的前景，但同时警告投资者要做好应对波动的准备，因为疫情对购物者流量的限制不断增加以及供应链持续中断。这些问题可能会给定于3月18日发布的第三财季报告结果带来压力，但不会对耐克的增长前景产生任何长期影响。</blockquote>Let's take a closer look.<blockquote>让我们仔细看看。</blockquote>Sales trends<blockquote>销售趋势</blockquote>CEO John Donahoe and his team celebrated Nike'simproved posturelast quarter, and they backed up that claim with strong growth metrics. Sales inched higher in the U.S. market just two quarters following a 46% dive during COVID-19 lockdowns. China, its other main growth market, grew 19% after currency exchange swings are adjusted for. \"Nike's results during a dynamic environment show the power of staying on the offense,\" Donahoe said.<blockquote>首席执行官约翰·多纳霍(John Donahoe)和他的团队庆祝了耐克上个季度的改善态势，并用强劲的增长指标支持了这一说法。在COVID-19封锁期间下降46%后，美国市场的销售额仅两个季度就小幅上升。其另一个主要增长市场中国在调整汇率波动后增长了19%。“耐克在动态环境中的成绩显示了保持进攻的力量，”多纳霍说。</blockquote><img src=\"https://static.tigerbbs.com/af74c0b051463e4f6a6923b071e7840c\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\">NKE REVENUE (QUARTERLY YOY GROWTH) DATA BY YCHARTS<blockquote>YCHARTS提供的NKE收入（季度同比增长）数据</blockquote>The fiscal third quarter started in early December, meaning it covers most of the key holiday shopping surge. More growth improvements are expected, but that success will depend on Nike executing well on pricing, inventory, and supply during the peak volume period. Most investors are betting on a continuing growth rebound, with sales rising 9% this quarter.<blockquote>第三财季于12月初开始，这意味着它涵盖了大部分关键的假日购物激增。预计会有更多的增长改善，但这一成功将取决于耐克在销量高峰期在定价、库存和供应方面的良好执行。大多数投资者押注增长将持续反弹，本季度销售额将增长9%。</blockquote>Profit pinches<blockquote>利润紧缩</blockquote>The news wasn't as positive on earnings last quarter. Rising expenses and elevated inventory levels hurt profitability through the fall selling months. Net income still rose in Q2, but that increase was mainly due to a slump in marketing and advertising costs that's not expected to repeat itself now that sporting events are running again.<blockquote>上个季度的盈利消息并不那么乐观。费用上升和库存水平上升损害了秋季销售月份的盈利能力。第二季度净利润仍有所增长，但这一增长主要是由于营销和广告成本下降，由于体育赛事再次举办，预计这种情况不会重演。</blockquote>Nike also entered the holiday period with higher inventory than normal, and so executives predicted another weak outing for gross profit margin. Yet the bigger picture trend is positive on this score, especially as demand keeps tilting toward those highly profitable e-commerce sales.<blockquote>耐克也以高于正常水平的库存进入假期，因此高管们预测毛利率将再次疲软。然而，在这一点上，更大的趋势是积极的，特别是当需求不断向那些高利润的电子商务销售倾斜时。</blockquote>Nike gets almost twice as high a margin from direct-to-consumer sales as it does from bulk sales to retailers. A steady drumbeat of innovative footwear and apparel launches should combine with this shift to push Nike's margins significantly higher over the next few years.<blockquote>耐克从直接面向消费者的销售中获得的利润几乎是向零售商批量销售的两倍。创新鞋类和服装的稳步推出应该会与这一转变相结合，从而在未来几年大幅提高耐克的利润率。</blockquote>The new outlook<blockquote>新展望</blockquote>Donahoe said in December, during a global surge in COVID-19 cases, that the short-term outlook was unusually cloudy. That uncertainty was reflected in Nike's decision to&nbsp;limit inventory purchases&nbsp;and pause stock buyback spending. The company saw plenty of reasons to be optimistic about the broader recovery, even if the next few quarters will be volatile.<blockquote>多纳霍去年12月表示，在全球COVID-19病例激增期间，短期前景异常阴云密布。耐克限制库存购买和暂停股票回购支出的决定反映了这种不确定性。该公司认为有很多理由对更广泛的复苏持乐观态度，即使未来几个季度将会出现波动。</blockquote>We'll find out this week whether some of those clouds have lifted. Sure, the fiscal fourth quarter will be an easy one for Nike given that sales dove almost 50% in the year-ago period. But Nike's updated outlook should show whether management believes the company will start setting annual earnings and&nbsp;sales records&nbsp;again in the next year or that it might take more time to work through the demand and supply chain disruptions from the pandemic.<blockquote>我们将在本周发现这些乌云是否已经消散。当然，鉴于销售额较去年同期下降了近50%，第四财季对耐克来说将是轻松的一个季度。但耐克更新后的前景应该表明管理层是否认为该公司将在明年再次开始创下年度盈利和销售记录，或者可能需要更多时间来解决疫情造成的需求和供应链中断。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike Earnings: What to Watch<blockquote>耐克财报：值得关注</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike Earnings: What to Watch<blockquote>耐克财报：值得关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-03-15 15:40\n\n</h4>\n</header>\n<article>\nThe footwear giant will announce its results in just a few days.<blockquote>这家鞋类巨头将在几天后公布业绩。</blockquote>The past year was a wild one for shareholders, but at least&nbsp;Nike(NYSE:NKE)&nbsp;ended it on a strong note. The business returned to growth in each of its key regions through November, management said in late December.<blockquote>过去的一年对于股东来说是疯狂的一年，但至少耐克（纽约证券交易所股票代码：NKE）收盘表现强劲。管理层在12月底表示，截至11月，该业务在每个关键地区都恢复了增长。</blockquote>Nike at the time boosted its cautious outlook, though at the same time it warned investors to brace for volatility thanks to rising pandemic limits on shopper traffic and continued supply chain disruptions. Those issues might pressure results for the fiscal third-quarter report, set for March 18, but shouldn't have any long-term impact on Nike's growth prospects.<blockquote>耐克当时提高了谨慎的前景，但同时警告投资者要做好应对波动的准备，因为疫情对购物者流量的限制不断增加以及供应链持续中断。这些问题可能会给定于3月18日发布的第三财季报告结果带来压力，但不会对耐克的增长前景产生任何长期影响。</blockquote>Let's take a closer look.<blockquote>让我们仔细看看。</blockquote>Sales trends<blockquote>销售趋势</blockquote>CEO John Donahoe and his team celebrated Nike'simproved posturelast quarter, and they backed up that claim with strong growth metrics. Sales inched higher in the U.S. market just two quarters following a 46% dive during COVID-19 lockdowns. China, its other main growth market, grew 19% after currency exchange swings are adjusted for. \"Nike's results during a dynamic environment show the power of staying on the offense,\" Donahoe said.<blockquote>首席执行官约翰·多纳霍(John Donahoe)和他的团队庆祝了耐克上个季度的改善态势，并用强劲的增长指标支持了这一说法。在COVID-19封锁期间下降46%后，美国市场的销售额仅两个季度就小幅上升。其另一个主要增长市场中国在调整汇率波动后增长了19%。“耐克在动态环境中的成绩显示了保持进攻的力量，”多纳霍说。</blockquote><img src=\"https://static.tigerbbs.com/af74c0b051463e4f6a6923b071e7840c\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\">NKE REVENUE (QUARTERLY YOY GROWTH) DATA BY YCHARTS<blockquote>YCHARTS提供的NKE收入（季度同比增长）数据</blockquote>The fiscal third quarter started in early December, meaning it covers most of the key holiday shopping surge. More growth improvements are expected, but that success will depend on Nike executing well on pricing, inventory, and supply during the peak volume period. Most investors are betting on a continuing growth rebound, with sales rising 9% this quarter.<blockquote>第三财季于12月初开始，这意味着它涵盖了大部分关键的假日购物激增。预计会有更多的增长改善，但这一成功将取决于耐克在销量高峰期在定价、库存和供应方面的良好执行。大多数投资者押注增长将持续反弹，本季度销售额将增长9%。</blockquote>Profit pinches<blockquote>利润紧缩</blockquote>The news wasn't as positive on earnings last quarter. Rising expenses and elevated inventory levels hurt profitability through the fall selling months. Net income still rose in Q2, but that increase was mainly due to a slump in marketing and advertising costs that's not expected to repeat itself now that sporting events are running again.<blockquote>上个季度的盈利消息并不那么乐观。费用上升和库存水平上升损害了秋季销售月份的盈利能力。第二季度净利润仍有所增长，但这一增长主要是由于营销和广告成本下降，由于体育赛事再次举办，预计这种情况不会重演。</blockquote>Nike also entered the holiday period with higher inventory than normal, and so executives predicted another weak outing for gross profit margin. Yet the bigger picture trend is positive on this score, especially as demand keeps tilting toward those highly profitable e-commerce sales.<blockquote>耐克也以高于正常水平的库存进入假期，因此高管们预测毛利率将再次疲软。然而，在这一点上，更大的趋势是积极的，特别是当需求不断向那些高利润的电子商务销售倾斜时。</blockquote>Nike gets almost twice as high a margin from direct-to-consumer sales as it does from bulk sales to retailers. A steady drumbeat of innovative footwear and apparel launches should combine with this shift to push Nike's margins significantly higher over the next few years.<blockquote>耐克从直接面向消费者的销售中获得的利润几乎是向零售商批量销售的两倍。创新鞋类和服装的稳步推出应该会与这一转变相结合，从而在未来几年大幅提高耐克的利润率。</blockquote>The new outlook<blockquote>新展望</blockquote>Donahoe said in December, during a global surge in COVID-19 cases, that the short-term outlook was unusually cloudy. That uncertainty was reflected in Nike's decision to&nbsp;limit inventory purchases&nbsp;and pause stock buyback spending. The company saw plenty of reasons to be optimistic about the broader recovery, even if the next few quarters will be volatile.<blockquote>多纳霍去年12月表示，在全球COVID-19病例激增期间，短期前景异常阴云密布。耐克限制库存购买和暂停股票回购支出的决定反映了这种不确定性。该公司认为有很多理由对更广泛的复苏持乐观态度，即使未来几个季度将会出现波动。</blockquote>We'll find out this week whether some of those clouds have lifted. Sure, the fiscal fourth quarter will be an easy one for Nike given that sales dove almost 50% in the year-ago period. But Nike's updated outlook should show whether management believes the company will start setting annual earnings and&nbsp;sales records&nbsp;again in the next year or that it might take more time to work through the demand and supply chain disruptions from the pandemic.<blockquote>我们将在本周发现这些乌云是否已经消散。当然，鉴于销售额较去年同期下降了近50%，第四财季对耐克来说将是轻松的一个季度。但耐克更新后的前景应该表明管理层是否认为该公司将在明年再次开始创下年度盈利和销售记录，或者可能需要更多时间来解决疫情造成的需求和供应链中断。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/03/14/nike-earnings-what-to-watch/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克"},"source_url":"https://www.fool.com/investing/2021/03/14/nike-earnings-what-to-watch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156379483","content_text":"The footwear giant will announce its results in just a few days.The past year was a wild one for shareholders, but at least Nike(NYSE:NKE) ended it on a strong note. The business returned to growth in each of its key regions through November, management said in late December.Nike at the time boosted its cautious outlook, though at the same time it warned investors to brace for volatility thanks to rising pandemic limits on shopper traffic and continued supply chain disruptions. Those issues might pressure results for the fiscal third-quarter report, set for March 18, but shouldn't have any long-term impact on Nike's growth prospects.Let's take a closer look.Sales trendsCEO John Donahoe and his team celebrated Nike'simproved posturelast quarter, and they backed up that claim with strong growth metrics. Sales inched higher in the U.S. market just two quarters following a 46% dive during COVID-19 lockdowns. China, its other main growth market, grew 19% after currency exchange swings are adjusted for. \"Nike's results during a dynamic environment show the power of staying on the offense,\" Donahoe said.NKE REVENUE (QUARTERLY YOY GROWTH) DATA BY YCHARTSThe fiscal third quarter started in early December, meaning it covers most of the key holiday shopping surge. More growth improvements are expected, but that success will depend on Nike executing well on pricing, inventory, and supply during the peak volume period. Most investors are betting on a continuing growth rebound, with sales rising 9% this quarter.Profit pinchesThe news wasn't as positive on earnings last quarter. Rising expenses and elevated inventory levels hurt profitability through the fall selling months. Net income still rose in Q2, but that increase was mainly due to a slump in marketing and advertising costs that's not expected to repeat itself now that sporting events are running again.Nike also entered the holiday period with higher inventory than normal, and so executives predicted another weak outing for gross profit margin. Yet the bigger picture trend is positive on this score, especially as demand keeps tilting toward those highly profitable e-commerce sales.Nike gets almost twice as high a margin from direct-to-consumer sales as it does from bulk sales to retailers. A steady drumbeat of innovative footwear and apparel launches should combine with this shift to push Nike's margins significantly higher over the next few years.The new outlookDonahoe said in December, during a global surge in COVID-19 cases, that the short-term outlook was unusually cloudy. That uncertainty was reflected in Nike's decision to limit inventory purchases and pause stock buyback spending. The company saw plenty of reasons to be optimistic about the broader recovery, even if the next few quarters will be volatile.We'll find out this week whether some of those clouds have lifted. Sure, the fiscal fourth quarter will be an easy one for Nike given that sales dove almost 50% in the year-ago period. But Nike's updated outlook should show whether management believes the company will start setting annual earnings and sales records again in the next year or that it might take more time to work through the demand and supply chain disruptions from the pandemic.","news_type":1,"symbols_score_info":{"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":329,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/322815105"}