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2021-12-20
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Nike Earnings Preview: Is Supply Chain 'Congestion' Behind Nike?<blockquote>耐克财报预览：耐克背后是供应链“拥堵”吗？</blockquote>
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The company said that supply chain i","content":"<p>Nike saw revenue fall sequentially in the fiscal first quarter. The company said that supply chain issues were the problem, not demand.TONY OWUSU</p><p><blockquote>耐克第一财季收入环比下降。该公司表示，供应链问题才是问题所在，而不是需求。托尼·奥武苏</blockquote></p><p> Nike is facing a pivotal earnings release on Monday as investors wait to see whether the slowdown in revenue growth in the fiscal first quarter will become a trend for the iconic sneaker and athletic apparel maker.</p><p><blockquote>耐克周一将面临关键的财报发布，投资者正在等待第一财季收入增长放缓是否会成为这家标志性运动鞋和运动服装制造商的趋势。</blockquote></p><p> The Beaverton, Ore., company reported year over year increase in revenue of about 12%, but when compared with the previous quarter, its $12.25 billion in revenue eased 0.8%.</p><p><blockquote>俄勒冈州比弗顿。该公司报告收入同比增长约12%，但与上一季度相比，其122.5亿美元的收入下降了0.8%。</blockquote></p><p> Demand isn't the problem, Chief Financial Officer Matthew Friend said on the company's first quarter earnings call in September.</p><p><blockquote>首席财务官Matthew Friend在9月份公司第一季度收益看涨期权上表示，需求不是问题。</blockquote></p><p> Inventory has been the issue thanks to supply-chain issues that caused \"congestion.\"</p><p><blockquote>由于供应链问题导致“拥堵”，库存一直是一个问题。</blockquote></p><p> Analysts at UBS, who have a buy rating and $185 price target on the stock, do not believe Nike will raise its guidance. The company had made a downward revision, due much to that congestion.</p><p><blockquote>瑞银分析师对该股给予买入评级和185美元的目标价，但他们不认为耐克会提高指引。该公司做出了下调，很大程度上是由于拥堵。</blockquote></p><p> \"On one hand, Vietnam factories likely opened sooner than what Nike assumed in its guidance and favorable pricing trends suggest potential gross margin upside,\" UBS analysts said in a preview note Friday, according to MarketWatch.</p><p><blockquote>据MarketWatch报道，瑞银分析师在周五的预览报告中表示：“一方面，越南工厂的开业时间可能比耐克在其指导中假设的要早，有利的定价趋势表明毛利率有潜在的上升空间。”</blockquote></p><p> Earlier last week, analysts at Wells Fargo resumed coverage of Nike with an equal-weight rating and $175 price target.</p><p><blockquote>上周早些时候，富国银行分析师恢复了对耐克的评级，给予等权重评级和175美元的目标价。</blockquote></p><p> \"We're intrigued by NKE shares, as we see that the negative supply chain data points are largely behind us, with Vietnam factory shutdowns recovering into early [calendar year 2022] and elongated transit times,\" Wells Fargo analyst Kate Fitzsimons said.</p><p><blockquote>富国银行分析师凯特·菲茨西蒙斯(Kate Fitzsimons)表示：“我们对NKE股票很感兴趣，因为我们看到负面的供应链数据点已基本过去，越南工厂停工情况已恢复到[2022日历年]年初，运输时间也有所延长。”</blockquote></p><p> Analysts polled by FactSet are expecting the company's revenue to continue to drop for the just concluded second quarter and the next quarter before returning to growth in their fiscal fourth period, which ends in May.</p><p><blockquote>FactSet调查的分析师预计，该公司在刚刚结束的第二季度和下一季度的收入将继续下降，然后在5月份结束的第四财季恢复增长。</blockquote></p><p> Nike shares closed lower 0.84% at $161.36 on Friday.</p><p><blockquote>耐克股价周五收盘下跌0.84%，至161.36美元。</blockquote></p><p></p>","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 Preview: Is Supply Chain 'Congestion' Behind Nike?<blockquote>耐克财报预览：耐克背后是供应链“拥堵”吗？</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 Preview: Is Supply Chain 'Congestion' Behind Nike?<blockquote>耐克财报预览：耐克背后是供应链“拥堵”吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-20 14:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nike saw revenue fall sequentially in the fiscal first quarter. The company said that supply chain issues were the problem, not demand.TONY OWUSU</p><p><blockquote>耐克第一财季收入环比下降。该公司表示，供应链问题才是问题所在，而不是需求。托尼·奥武苏</blockquote></p><p> Nike is facing a pivotal earnings release on Monday as investors wait to see whether the slowdown in revenue growth in the fiscal first quarter will become a trend for the iconic sneaker and athletic apparel maker.</p><p><blockquote>耐克周一将面临关键的财报发布，投资者正在等待第一财季收入增长放缓是否会成为这家标志性运动鞋和运动服装制造商的趋势。</blockquote></p><p> The Beaverton, Ore., company reported year over year increase in revenue of about 12%, but when compared with the previous quarter, its $12.25 billion in revenue eased 0.8%.</p><p><blockquote>俄勒冈州比弗顿。该公司报告收入同比增长约12%，但与上一季度相比，其122.5亿美元的收入下降了0.8%。</blockquote></p><p> Demand isn't the problem, Chief Financial Officer Matthew Friend said on the company's first quarter earnings call in September.</p><p><blockquote>首席财务官Matthew Friend在9月份公司第一季度收益看涨期权上表示，需求不是问题。</blockquote></p><p> Inventory has been the issue thanks to supply-chain issues that caused \"congestion.\"</p><p><blockquote>由于供应链问题导致“拥堵”，库存一直是一个问题。</blockquote></p><p> Analysts at UBS, who have a buy rating and $185 price target on the stock, do not believe Nike will raise its guidance. The company had made a downward revision, due much to that congestion.</p><p><blockquote>瑞银分析师对该股给予买入评级和185美元的目标价，但他们不认为耐克会提高指引。该公司做出了下调，很大程度上是由于拥堵。</blockquote></p><p> \"On one hand, Vietnam factories likely opened sooner than what Nike assumed in its guidance and favorable pricing trends suggest potential gross margin upside,\" UBS analysts said in a preview note Friday, according to MarketWatch.</p><p><blockquote>据MarketWatch报道，瑞银分析师在周五的预览报告中表示：“一方面，越南工厂的开业时间可能比耐克在其指导中假设的要早，有利的定价趋势表明毛利率有潜在的上升空间。”</blockquote></p><p> Earlier last week, analysts at Wells Fargo resumed coverage of Nike with an equal-weight rating and $175 price target.</p><p><blockquote>上周早些时候，富国银行分析师恢复了对耐克的评级，给予等权重评级和175美元的目标价。</blockquote></p><p> \"We're intrigued by NKE shares, as we see that the negative supply chain data points are largely behind us, with Vietnam factory shutdowns recovering into early [calendar year 2022] and elongated transit times,\" Wells Fargo analyst Kate Fitzsimons said.</p><p><blockquote>富国银行分析师凯特·菲茨西蒙斯(Kate Fitzsimons)表示：“我们对NKE股票很感兴趣，因为我们看到负面的供应链数据点已基本过去，越南工厂停工情况已恢复到[2022日历年]年初，运输时间也有所延长。”</blockquote></p><p> Analysts polled by FactSet are expecting the company's revenue to continue to drop for the just concluded second quarter and the next quarter before returning to growth in their fiscal fourth period, which ends in May.</p><p><blockquote>FactSet调查的分析师预计，该公司在刚刚结束的第二季度和下一季度的收入将继续下降，然后在5月份结束的第四财季恢复增长。</blockquote></p><p> Nike shares closed lower 0.84% at $161.36 on Friday.</p><p><blockquote>耐克股价周五收盘下跌0.84%，至161.36美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/nike-second-quarter-earnings-preview\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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.thestreet.com/investing/nike-second-quarter-earnings-preview","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193812309","content_text":"Nike saw revenue fall sequentially in the fiscal first quarter. The company said that supply chain issues were the problem, not demand.TONY OWUSU\nNike is facing a pivotal earnings release on Monday as investors wait to see whether the slowdown in revenue growth in the fiscal first quarter will become a trend for the iconic sneaker and athletic apparel maker.\nThe Beaverton, Ore., company reported year over year increase in revenue of about 12%, but when compared with the previous quarter, its $12.25 billion in revenue eased 0.8%.\nDemand isn't the problem, Chief Financial Officer Matthew Friend said on the company's first quarter earnings call in September.\nInventory has been the issue thanks to supply-chain issues that caused \"congestion.\"\nAnalysts at UBS, who have a buy rating and $185 price target on the stock, do not believe Nike will raise its guidance. The company had made a downward revision, due much to that congestion.\n\"On one hand, Vietnam factories likely opened sooner than what Nike assumed in its guidance and favorable pricing trends suggest potential gross margin upside,\" UBS analysts said in a preview note Friday, according to MarketWatch.\nEarlier last week, analysts at Wells Fargo resumed coverage of Nike with an equal-weight rating and $175 price target.\n\"We're intrigued by NKE shares, as we see that the negative supply chain data points are largely behind us, with Vietnam factory shutdowns recovering into early [calendar year 2022] and elongated transit times,\" Wells Fargo analyst Kate Fitzsimons said.\nAnalysts polled by FactSet are expecting the company's revenue to continue to drop for the just concluded second quarter and the next quarter before returning to growth in their fiscal fourth period, which ends in May.\nNike shares closed lower 0.84% at $161.36 on Friday.","news_type":1,"symbols_score_info":{"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/693138231"}
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