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IP属地:浙江
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melodyky
melodyky
·
2024-12-21
$耐克(NKE)$
太废了怎么可以这么废
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melodyky
melodyky
·
2024-12-20
$耐克(NKE)$
你怎么做到一片红的就你绿
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melodyky
melodyky
·
2024-12-20
可怕
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melodyky
melodyky
·
2024-12-20
你会不会说话啊
耐克财报“勉强及格”,CEO继续降预期:扭转局面将是一个漫长的过程
耐克第二财季营收和净利润双双超出市场预期,但远未扭转下滑趋势,预警三财季营收的降幅将超过两位数,重回正轨“需要时间”。
耐克财报“勉强及格”,CEO继续降预期:扭转局面将是一个漫长的过程
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melodyky
melodyky
·
2024-12-11
$Rocket Lab USA, Inc.(RKLB)$
发现这个票每次盘前涨开盘就是跌,盘前跌盘中就涨[笑哭]
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melodyky
melodyky
·
2024-11-22
$吉利汽车(00175)$
看着像双头,昨天卖了小米买这个……
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13:37","market":"hk","language":"zh","title":"耐克财报“勉强及格”,CEO继续降预期:扭转局面将是一个漫长的过程","url":"https://stock-news.laohu8.com/highlight/detail?id=2492651834","media":"华尔街见闻","summary":"耐克第二财季营收和净利润双双超出市场预期,但远未扭转下滑趋势,预警三财季营收的降幅将超过两位数,重回正轨“需要时间”。","content":"<html><body><p><a href=\"https://laohu8.com/S/NKE\">耐克</a>第二财季业绩超出市场预期,但距离走出泥潭还遥遥无期,预警三财季营收的降幅将超过两位数。</p>\n<p>最新财报显示:</p>\n<blockquote>\n<p>耐克第二财季(截至11月30日的三个月)净收入同比下降7.7%至123.5亿美元,高于分析师预期的121.3亿美元;</p>\n<p>净利润同比下降25.6%至11.6亿美元,即每股78美分,同样超过分析师预期。</p>\n</blockquote>\n<p>报告公布后,耐克股价立即飙升11%,但在CEO发表悲观表态后,股价回吐了大部分涨幅。今年迄今为止,耐克股价已下跌近30%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/967b5f2b-7534-483f-8a3a-dd71c822fec2.png\"/></p>\n<div>耐克新任首席执行官Elliott Hill在回归后的首次电话会上表示,<strong>耐克为夺回失去的市场份额所做的努力将带来一些短期痛苦,公司“已经失去了对运动的执着”。</strong></div>\n<p>Hill誓言要将耐克的业务重点重新集中在体育运动上,并以高价出售更多产品,从而使耐克重回正轨,但他补充说<strong>“这种转变需要时间”。</strong></p>\n<p>根据财报,耐克实体店和线上销售额下降了13%,批发收入下降了3%。大幅折扣导致毛利率下降1个百分点,为43.6%,但略高于Street Account分析师预期的43.3%。</p>\n<p>分市场来看,耐克在四个国际市场的销售额出现了不同程度的下滑,其中北美销售额下降8%,欧洲、中东和非洲下降7%,亚太和拉丁美洲下降3%。</p>\n<h2>释放所有坏消息,再从低起点重建</h2>\n<p>“我发现,耐克的直接流量(无论是线上还是实体)都出现了下滑,因为我们的产品缺乏新意,而且没有提供鼓舞人心的故事,”Hill在电话会上说,“结果是我们过度促销……进入今年,我们的数字平台的全价和促销销售比例大致为50/50。降价幅度不仅影响了我们的品牌,还扰乱了整个市场和我们合作伙伴的盈利能力。”</p>\n<p>因此,<strong>耐克预计假日季毛利率将下降3至3.5个百分点。</strong>此外,<strong>耐克还预计销售额将下降两位数,这比华尔街的预期更糟糕。</strong></p>\n<p>Hill对其前任John Donahoe担任首席执行官期间采取的策略进行了严厉谴责。</p>\n<p>他说,公司投入了太多资源来推动在线销售、支付绩效营销费用以及孤立批发合作伙伴——他现在计划取消这些策略。他承认,关键批发合作伙伴认为耐克已经背弃了这些合作关系,并表示公司目前正在努力重建他们的信任。</p>\n<p>“我们知道,我们的销售团队必须赚到每一分‘开放购买’的钱,但我们投资是为了确保我们的合作伙伴感受到支持,”Hill说,“我们所做的不仅仅是销售我们的产品。我们将积极支持互利的销售。简而言之,当我们的合作伙伴获利时,我们才会获利。”</p>\n<p>问题是,业绩明明没有外界想象的那么差,为何高层还向外界频频释放悲观信号?</p>\n<p>华尔街见闻此前文章指出,<strong>耐克新管理层可能正在采用一种叫“厨房水槽”(Kitchen-sink)的财务策略。</strong>该策略指公司在一段时间内将所有可能的负面信息和损失一次性公布,以便在未来的财务报告中展示更好的业绩。这与A股上市公司“财务洗澡”行为的目的有些许类似。</p>\n<p><strong>相比硬着头皮坚持不切实际的目标,并在一次次miss中令投资者失望,暂停指引并以可实现的目标取代被认为是明智的。</strong></p>\n<p>Hill于20世纪80年代在耐克担任实习生,2020年离开公司。现在摆在他面前的首要问题是,如何扭转这家全球最大运动服装公司的颓势。过去很长一段时间,耐克在创新方面落后,销售策略陆续失败,将市场份额拱手让给竞争对手。</p>\n<p>“我对这家公司有着一种莫名的爱。我对耐克了如指掌,为这个品牌所代表的意义感到自豪,并希望看到公司取得成功,”Hill表示,“在我们的团队、品牌和业务面临挑战的时刻,我唯一的关注点就是帮助我们重回正轨,重获胜利。”</p><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE 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{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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n耐克财报“勉强及格”,CEO继续降预期:扭转局面将是一个漫长的过程\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-20 13:37 北京时间 <a href=https://wallstreetcn.com/articles/3737406><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>耐克第二财季业绩超出市场预期,但距离走出泥潭还遥遥无期,预警三财季营收的降幅将超过两位数。\n最新财报显示:\n\n耐克第二财季(截至11月30日的三个月)净收入同比下降7.7%至123.5亿美元,高于分析师预期的121.3亿美元;\n净利润同比下降25.6%至11.6亿美元,即每股78美分,同样超过分析师预期。\n\n报告公布后,耐克股价立即飙升11%,但在CEO发表悲观表态后,股价回吐了大部分涨幅。今年...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737406\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/84cd10cb-4a85-479a-afa7-6aa25e0f61da.jpeg","relate_stocks":{"NKE":"耐克"},"source_url":"https://wallstreetcn.com/articles/3737406","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492651834","content_text":"耐克第二财季业绩超出市场预期,但距离走出泥潭还遥遥无期,预警三财季营收的降幅将超过两位数。\n最新财报显示:\n\n耐克第二财季(截至11月30日的三个月)净收入同比下降7.7%至123.5亿美元,高于分析师预期的121.3亿美元;\n净利润同比下降25.6%至11.6亿美元,即每股78美分,同样超过分析师预期。\n\n报告公布后,耐克股价立即飙升11%,但在CEO发表悲观表态后,股价回吐了大部分涨幅。今年迄今为止,耐克股价已下跌近30%。\n\n耐克新任首席执行官Elliott Hill在回归后的首次电话会上表示,耐克为夺回失去的市场份额所做的努力将带来一些短期痛苦,公司“已经失去了对运动的执着”。\nHill誓言要将耐克的业务重点重新集中在体育运动上,并以高价出售更多产品,从而使耐克重回正轨,但他补充说“这种转变需要时间”。\n根据财报,耐克实体店和线上销售额下降了13%,批发收入下降了3%。大幅折扣导致毛利率下降1个百分点,为43.6%,但略高于Street Account分析师预期的43.3%。\n分市场来看,耐克在四个国际市场的销售额出现了不同程度的下滑,其中北美销售额下降8%,欧洲、中东和非洲下降7%,亚太和拉丁美洲下降3%。\n释放所有坏消息,再从低起点重建\n“我发现,耐克的直接流量(无论是线上还是实体)都出现了下滑,因为我们的产品缺乏新意,而且没有提供鼓舞人心的故事,”Hill在电话会上说,“结果是我们过度促销……进入今年,我们的数字平台的全价和促销销售比例大致为50/50。降价幅度不仅影响了我们的品牌,还扰乱了整个市场和我们合作伙伴的盈利能力。”\n因此,耐克预计假日季毛利率将下降3至3.5个百分点。此外,耐克还预计销售额将下降两位数,这比华尔街的预期更糟糕。\nHill对其前任John Donahoe担任首席执行官期间采取的策略进行了严厉谴责。\n他说,公司投入了太多资源来推动在线销售、支付绩效营销费用以及孤立批发合作伙伴——他现在计划取消这些策略。他承认,关键批发合作伙伴认为耐克已经背弃了这些合作关系,并表示公司目前正在努力重建他们的信任。\n“我们知道,我们的销售团队必须赚到每一分‘开放购买’的钱,但我们投资是为了确保我们的合作伙伴感受到支持,”Hill说,“我们所做的不仅仅是销售我们的产品。我们将积极支持互利的销售。简而言之,当我们的合作伙伴获利时,我们才会获利。”\n问题是,业绩明明没有外界想象的那么差,为何高层还向外界频频释放悲观信号?\n华尔街见闻此前文章指出,耐克新管理层可能正在采用一种叫“厨房水槽”(Kitchen-sink)的财务策略。该策略指公司在一段时间内将所有可能的负面信息和损失一次性公布,以便在未来的财务报告中展示更好的业绩。这与A股上市公司“财务洗澡”行为的目的有些许类似。\n相比硬着头皮坚持不切实际的目标,并在一次次miss中令投资者失望,暂停指引并以可实现的目标取代被认为是明智的。\nHill于20世纪80年代在耐克担任实习生,2020年离开公司。现在摆在他面前的首要问题是,如何扭转这家全球最大运动服装公司的颓势。过去很长一段时间,耐克在创新方面落后,销售策略陆续失败,将市场份额拱手让给竞争对手。\n“我对这家公司有着一种莫名的爱。我对耐克了如指掌,为这个品牌所代表的意义感到自豪,并希望看到公司取得成功,”Hill表示,“在我们的团队、品牌和业务面临挑战的时刻,我唯一的关注点就是帮助我们重回正轨,重获胜利。”风险提示及免责条款\n\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1,"symbols_score_info":{"NKE":1}},"isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380491251605928,"gmtCreate":1733927524309,"gmtModify":1733927766528,"author":{"id":"4194058395345442","authorId":"4194058395345442","name":"melodyky","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194058395345442","idStr":"4194058395345442"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> 发现这个票每次盘前涨开盘就是跌,盘前跌盘中就涨[笑哭] ","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> 发现这个票每次盘前涨开盘就是跌,盘前跌盘中就涨[笑哭] ","text":"$Rocket Lab USA, Inc.(RKLB)$ 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