just do it_老虎社区_美港股上老虎

珍珠红茶
2021-06-23

just do it

Nike Reports Earnings Thursday. Don’t Expect a Beat.<blockquote>耐克周四公布财报。不要期待节拍。</blockquote>

When Nike reports fiscal fourth-quarter earningson Thursday, investors won’t just be looking for a b

Nike Reports Earnings Thursday. Don’t Expect a Beat.<blockquote>耐克周四公布财报。不要期待节拍。</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":123741504,"tweetId":"123741504","gmtCreate":1624441168508,"gmtModify":1631889271396,"author":{"id":3585106836389433,"idStr":"3585106836389433","authorId":3585106836389433,"authorIdStr":"3585106836389433","name":"珍珠红茶","avatar":"https://static.tigerbbs.com/4d6e91e04e081fb064f81fbacc753ce1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>just do it</body></html>","htmlText":"<html><head></head><body>just do it</body></html>","text":"just do it","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/123741504","repostId":1189714454,"repostType":4,"repost":{"id":"1189714454","kind":"news","pubTimestamp":1624440264,"share":"https://www.laohu8.com/m/news/1189714454?lang=zh_CN&edition=full","pubTime":"2021-06-23 17:24","market":"us","language":"en","title":"Nike Reports Earnings Thursday. Don’t Expect a Beat.<blockquote>耐克周四公布财报。不要期待节拍。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189714454","media":"Barron's","summary":"When Nike reports fiscal fourth-quarter earningson Thursday, investors won’t just be looking for a b","content":"When&nbsp;Nike&nbsp;reports&nbsp;fiscal fourth-quarter earningson Thursday, investors won’t just be looking for a beat. They’ll also be looking for signs of digital sales growth, improvements in supply chain execution, and, critically, assurance thatgeopolitical risks in China can be contained.<blockquote>当耐克周四公布第四财季收益时，投资者不仅仅是在寻找一个节拍。他们还将寻找数字销售增长、供应链执行改善的迹象，以及最重要的是，确保中国的地缘政治风险得到遏制。</blockquote> Nike (ticker: NKE) is expected to report a profit of 51 cents during its fiscal fourth quarter after losing 51 cents during the same quarter one year ago. Sales are expected to rise to $11.08 billion, up from $6.3 billion one year ago.<blockquote>耐克（股票代码：NKE）预计第四财季利润为51美分，此前一年前同季度亏损51美分。销售额预计将从一年前的63亿美元增至110.8亿美元。</blockquote> Hitting its numbers won’t be the biggest challenge for Nike, however. Back in March, in response to allegations of using forced labor, Nike announced that it would review its supply chain to assess risks related to the Xinjiang Uyghur Autonomous Region. Subsequently, the company released a statement affirming its code of conduct and confirming it “has not found evidence of employment of Uyghurs.” The move prompted widespread calls to boycott the brand in China, and the boycott may have had an impact: A report from Morningstar found that Nike’s Tmall e-commerce storefront experienced sales declines of 59% in April compared with the previous year.<blockquote>然而，达到数字并不是耐克面临的最大挑战。早在3月份，针对使用强迫劳动的指控，耐克宣布将审查其供应链，以评估与新疆维吾尔自治区相关的风险。随后，该公司发布声明，肯定其行为准则，并确认“没有发现雇佣维吾尔族人的证据”。此举促使评级在华广泛抵制该品牌，抵制可能产生了影响：晨星公司的一份报告发现，耐克的天猫电商店面4月份销售额同比下降59%。</blockquote> All of this has added a layer of complexity for investors to consider. China has increasingly become an important part of Nike’s future; between 2015 and 2020, China went from accounting for 11% of revenue up to 19%, and it remains one of the fastest-growing regions, consistently outpacing the company’s global top-line growth rate by twofold. Because of the issue, Nike could take a conservative approach to fiscal 2022 guidance, according to UBS analysts, who also lowered fourth-quarter revenue growth projections in China from 25% to 8%.<blockquote>所有这些都增加了投资者需要考虑的复杂性。中国日益成为耐克未来的重要组成部分；2015年至2020年间，中国占收入的比例从11%上升至19%，并且仍然是增长最快的地区之一，始终是该公司全球营收增长率的两倍。瑞银分析师表示，由于这个问题，耐克可能会对2022财年指引采取保守态度，他们还将中国第四季度收入增长预测从25%下调至8%。</blockquote> China isn’t the only issue facing Nike. Struggles with supply chain delays hindered Nike’s third-quarter earnings, causing the company to miss out on around $500 million in revenue, according to UBS. And while supply chain execution has likely improved thanks to reduced Covid restrictions, the analysts warned investors to remain cautious about supply chain issues in North America that may continue to pose constraints on sales.<blockquote>中国并不是耐克面临的唯一问题。瑞银表示，供应链延误的困境阻碍了耐克第三季度的盈利，导致该公司损失了约5亿美元的收入。尽管由于新冠疫情限制的减少，供应链执行可能有所改善，但分析师警告投资者对北美的供应链问题保持谨慎，这些问题可能会继续对销售构成限制。</blockquote> However, Nike’s third-quarter earnings report still gives reason for investors to remain optimistic heading into fourth-quarter earnings. The company reported year-over-year digital sales growth of 54% on a currency-neutral basis. Investors will be looking to see whether Nike can maintain momentum in digital and direct-to-consumer sales where it is more profitable.<blockquote>然而，耐克第三季度财报仍然让投资者有理由对第四季度财报保持乐观。该公司报告称，在货币中性的基础上，数字销售额同比增长54%。投资者将关注耐克能否在利润更高的数字和直接面向消费者的销售领域保持势头。</blockquote> Of the analysts who cover Nike, 87% rate it a Buy, 10% rate it a Hold, and 3% rate it a Sell with an average price target of $163.68, up 25.9% from Tuesday’s close of $132.39.<blockquote>在关注耐克的分析师中，87%的分析师将其评级为买入，10%的分析师将其评级为持有，3%的分析师将其评级为卖出，平均目标价为163.68美元，较周二收盘价132.39美元上涨25.9%。</blockquote> Shares of the sports apparel and equipment company are up 30.72% over the past year compared to a 35.5% gain in theS&amp;P 500index over the same period of time.<blockquote>这家运动服装和装备公司的股价在过去一年中上涨了30.72%，而同期标准普尔500指数上涨了35.5%。</blockquote>","source":"lsy1610680873436","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 Reports Earnings Thursday. Don’t Expect a Beat.<blockquote>耐克周四公布财报。不要期待节拍。</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 Reports Earnings Thursday. Don’t Expect a Beat.<blockquote>耐克周四公布财报。不要期待节拍。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-06-23 17:24\n\n</h4>\n</header>\n<article>\nWhen&nbsp;Nike&nbsp;reports&nbsp;fiscal fourth-quarter earningson Thursday, investors won’t just be looking for a beat. They’ll also be looking for signs of digital sales growth, improvements in supply chain execution, and, critically, assurance thatgeopolitical risks in China can be contained.<blockquote>当耐克周四公布第四财季收益时，投资者不仅仅是在寻找一个节拍。他们还将寻找数字销售增长、供应链执行改善的迹象，以及最重要的是，确保中国的地缘政治风险得到遏制。</blockquote> Nike (ticker: NKE) is expected to report a profit of 51 cents during its fiscal fourth quarter after losing 51 cents during the same quarter one year ago. Sales are expected to rise to $11.08 billion, up from $6.3 billion one year ago.<blockquote>耐克（股票代码：NKE）预计第四财季利润为51美分，此前一年前同季度亏损51美分。销售额预计将从一年前的63亿美元增至110.8亿美元。</blockquote> Hitting its numbers won’t be the biggest challenge for Nike, however. Back in March, in response to allegations of using forced labor, Nike announced that it would review its supply chain to assess risks related to the Xinjiang Uyghur Autonomous Region. Subsequently, the company released a statement affirming its code of conduct and confirming it “has not found evidence of employment of Uyghurs.” The move prompted widespread calls to boycott the brand in China, and the boycott may have had an impact: A report from Morningstar found that Nike’s Tmall e-commerce storefront experienced sales declines of 59% in April compared with the previous year.<blockquote>然而，达到数字并不是耐克面临的最大挑战。早在3月份，针对使用强迫劳动的指控，耐克宣布将审查其供应链，以评估与新疆维吾尔自治区相关的风险。随后，该公司发布声明，肯定其行为准则，并确认“没有发现雇佣维吾尔族人的证据”。此举促使评级在华广泛抵制该品牌，抵制可能产生了影响：晨星公司的一份报告发现，耐克的天猫电商店面4月份销售额同比下降59%。</blockquote> All of this has added a layer of complexity for investors to consider. China has increasingly become an important part of Nike’s future; between 2015 and 2020, China went from accounting for 11% of revenue up to 19%, and it remains one of the fastest-growing regions, consistently outpacing the company’s global top-line growth rate by twofold. Because of the issue, Nike could take a conservative approach to fiscal 2022 guidance, according to UBS analysts, who also lowered fourth-quarter revenue growth projections in China from 25% to 8%.<blockquote>所有这些都增加了投资者需要考虑的复杂性。中国日益成为耐克未来的重要组成部分；2015年至2020年间，中国占收入的比例从11%上升至19%，并且仍然是增长最快的地区之一，始终是该公司全球营收增长率的两倍。瑞银分析师表示，由于这个问题，耐克可能会对2022财年指引采取保守态度，他们还将中国第四季度收入增长预测从25%下调至8%。</blockquote> China isn’t the only issue facing Nike. Struggles with supply chain delays hindered Nike’s third-quarter earnings, causing the company to miss out on around $500 million in revenue, according to UBS. And while supply chain execution has likely improved thanks to reduced Covid restrictions, the analysts warned investors to remain cautious about supply chain issues in North America that may continue to pose constraints on sales.<blockquote>中国并不是耐克面临的唯一问题。瑞银表示，供应链延误的困境阻碍了耐克第三季度的盈利，导致该公司损失了约5亿美元的收入。尽管由于新冠疫情限制的减少，供应链执行可能有所改善，但分析师警告投资者对北美的供应链问题保持谨慎，这些问题可能会继续对销售构成限制。</blockquote> However, Nike’s third-quarter earnings report still gives reason for investors to remain optimistic heading into fourth-quarter earnings. The company reported year-over-year digital sales growth of 54% on a currency-neutral basis. Investors will be looking to see whether Nike can maintain momentum in digital and direct-to-consumer sales where it is more profitable.<blockquote>然而，耐克第三季度财报仍然让投资者有理由对第四季度财报保持乐观。该公司报告称，在货币中性的基础上，数字销售额同比增长54%。投资者将关注耐克能否在利润更高的数字和直接面向消费者的销售领域保持势头。</blockquote> Of the analysts who cover Nike, 87% rate it a Buy, 10% rate it a Hold, and 3% rate it a Sell with an average price target of $163.68, up 25.9% from Tuesday’s close of $132.39.<blockquote>在关注耐克的分析师中，87%的分析师将其评级为买入，10%的分析师将其评级为持有，3%的分析师将其评级为卖出，平均目标价为163.68美元，较周二收盘价132.39美元上涨25.9%。</blockquote> Shares of the sports apparel and equipment company are up 30.72% over the past year compared to a 35.5% gain in theS&amp;P 500index over the same period of time.<blockquote>这家运动服装和装备公司的股价在过去一年中上涨了30.72%，而同期标准普尔500指数上涨了35.5%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/nike-earnings-preview-51624392988?siteid=yhoof2\">Barron's</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.barrons.com/articles/nike-earnings-preview-51624392988?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189714454","content_text":"When Nike reports fiscal fourth-quarter earningson Thursday, investors won’t just be looking for a beat. They’ll also be looking for signs of digital sales growth, improvements in supply chain execution, and, critically, assurance thatgeopolitical risks in China can be contained.\nNike (ticker: NKE) is expected to report a profit of 51 cents during its fiscal fourth quarter after losing 51 cents during the same quarter one year ago. Sales are expected to rise to $11.08 billion, up from $6.3 billion one year ago.\nHitting its numbers won’t be the biggest challenge for Nike, however. Back in March, in response to allegations of using forced labor, Nike announced that it would review its supply chain to assess risks related to the Xinjiang Uyghur Autonomous Region. Subsequently, the company released a statement affirming its code of conduct and confirming it “has not found evidence of employment of Uyghurs.” The move prompted widespread calls to boycott the brand in China, and the boycott may have had an impact: A report from Morningstar found that Nike’s Tmall e-commerce storefront experienced sales declines of 59% in April compared with the previous year.\nAll of this has added a layer of complexity for investors to consider. China has increasingly become an important part of Nike’s future; between 2015 and 2020, China went from accounting for 11% of revenue up to 19%, and it remains one of the fastest-growing regions, consistently outpacing the company’s global top-line growth rate by twofold. Because of the issue, Nike could take a conservative approach to fiscal 2022 guidance, according to UBS analysts, who also lowered fourth-quarter revenue growth projections in China from 25% to 8%.\nChina isn’t the only issue facing Nike. Struggles with supply chain delays hindered Nike’s third-quarter earnings, causing the company to miss out on around $500 million in revenue, according to UBS. And while supply chain execution has likely improved thanks to reduced Covid restrictions, the analysts warned investors to remain cautious about supply chain issues in North America that may continue to pose constraints on sales.\nHowever, Nike’s third-quarter earnings report still gives reason for investors to remain optimistic heading into fourth-quarter earnings. The company reported year-over-year digital sales growth of 54% on a currency-neutral basis. Investors will be looking to see whether Nike can maintain momentum in digital and direct-to-consumer sales where it is more profitable.\nOf the analysts who cover Nike, 87% rate it a Buy, 10% rate it a Hold, and 3% rate it a Sell with an average price target of $163.68, up 25.9% from Tuesday’s close of $132.39.\nShares of the sports apparel and equipment company are up 30.72% over the past year compared to a 35.5% gain in theS&P 500index over the same period of time.","news_type":1,"symbols_score_info":{"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":534,"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":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}