记者 姚勤毅 昨天，2025上海国际赛事文化及体育用品博览会（以下简称"体博会"）在上海世博展览馆启幕， 200余个海内外品牌集中亮相。开幕式上发布了"2025年上海体育消费节"阶段成果：2024年全市体育产 业总产出达3169亿元，较"十四五"初接近翻番，体育产业增加值突破1000亿元，占全市GDP比重为 1.9%。 展馆之外，本届体博会还通过"票根经济"把体育体验延伸到城市空间——联动世博源、世博天地和 全市18个城市地标，观众凭展会门票即可参与消费优惠、城市打卡和特色体验。 据第三方机构测算，自5月消费节启动以来，全市体育产业商户交易额同比增长13.89%；在市级层 面统筹的"尚嗨运动"联动资源库中，22宗市场资源价值约2.6亿元、52宗体育资源价值超过6000万元， 通过"赛事+商圈""IP+社群"等方式导入城区街区与线上平台，撬动更大范围的消费增量。 世界赛艇锦标赛、上海劳力士大师赛、世界摩托车越野锦标赛、沃尔沃中国公开赛、英雄亚洲冠军 联赛等一批顶级赛事，将门票、场馆、IP授权等权益打包放入"资源库"，由商业主体在城市空间中二次 开发，直接带动消费超35亿元，部分项目的消费带动效应同比增幅超过10 ...

Core Insights - Greater China is crucial for NIKE Inc.'s long-term growth, but the region experienced a 10% revenue decline in the first quarter of fiscal 2026, marking a significant setback for the brand [1][10] - Despite challenges in China, management emphasized the region's strategic importance and noted growth in specific categories like running, supported by product innovations [2] Revenue Performance - NIKE Direct and digital sales in Greater China saw a double-digit decline, while wholesale revenue decreased by 9%, attributed to softer traffic and elevated promotions [1] - North America showed a 4% revenue growth, driven by strong performance in running, training, and basketball, alongside improved wholesale relationships [3][10] - EMEA and APLA regions experienced modest revenue growth, although they faced increased promotional activities and weaker digital demand [3][10] Strategic Initiatives - The implementation of the Sport Offense operating model is yielding clearer consumer insights and faster innovation cycles, enhancing retail experiences and contributing to revenue growth [4] - NIKE plans to synchronize its global product engine and improve storytelling around key sports moments to balance performance across different regions [5] Competitive Landscape - lululemon athletica inc. reported a 25% revenue increase in Mainland China, showcasing resilience in its international strategy despite pressures in the U.S. market [7] - adidas AG achieved a 10% growth in Greater China, supported by strong direct-to-consumer momentum and a balanced global strategy [8] Financial Metrics - NIKE's shares have declined by 14.4% year-to-date, compared to a 17.1% decline in the industry [9] - The company trades at a forward price-to-earnings ratio of 30.99X, higher than the industry average of 26.74X [11] - The Zacks Consensus Estimate indicates a 24.1% year-over-year decline in fiscal 2026 earnings, with a projected growth of 54.2% for fiscal 2027 [12]

The Swiss sneaker brand On outran Nike. Now it’s betting it can beat tariffs, too. https://t.co/BWugHI7HQ4 ...

Company Performance - Nike's stock increased by 1.02% to $64.33, outperforming the S&P 500's daily gain of 0.69% [1] - Over the last month, Nike's shares decreased by 5.56%, compared to a 4.51% loss in the Consumer Discretionary sector and a 0.31% loss in the S&P 500 [1] Upcoming Earnings - Nike's earnings report is scheduled for December 18, 2025, with an expected EPS of $0.37, reflecting a 52.56% decline from the same quarter last year [2] - Revenue is forecasted at $12.15 billion, indicating a 1.64% decrease compared to the previous year [2] Full Year Estimates - For the full year, earnings are projected at $1.64 per share, a decrease of 24.07%, while revenue is expected to be $46.69 billion, showing a slight increase of 0.82% [3] - Recent revisions to analyst forecasts are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [3] Valuation Metrics - Nike's Forward P/E ratio is 38.83, significantly higher than the industry average of 15.25 [6] - The PEG ratio for Nike is 2.26, compared to the industry average of 0.81, indicating a premium valuation relative to expected earnings growth [6] Industry Context - The Shoes and Retail Apparel industry is part of the Consumer Discretionary sector, currently ranked 176 out of over 250 industries, placing it in the bottom 29% [7] - The Zacks Industry Rank suggests that the top 50% of rated industries outperform the bottom half by a factor of 2 to 1 [7]

The sportswear and sneaker giant has been trailing the market in a big way for the past five years.Nike (NKE +0.97%) is still the largest athletic wear company in the world, and the largest apparel company of any type in the U.S. However, this retail giant's stock has been a big loser for investors over the past few years.  Headwinds and competitionNike still has incredible brand value. However, it's been struggling to grow in part due to the inflationary environment. Management made several missteps in rec ...

Both companies are facing challenges. But only one of the two is trading at a price low enough to make it a clear buy.The sportswear giant Nike (NKE +2.83%) and yoga-inspired apparel specialist Lululemon Athletica (LULU +4.57%) have both seen their share prices reset over the past year as investors reassess the premium athletic wear's potential in a market with fast-changing consumer tastes and tariffs. Nike is struggling in China and its important digital channel, while Lululemon is dealing with softer U.S ...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. Stocks were mixed on Tuesday, with the S & P 500 and Dow Jones Industrial Average up and the Nasdaq Composite down slightly, with Big Tech names under pressure. Nvidia shares fell more than 6% after The Information reported that Meta may use Google's tensor processing units (TPUs) in its data centers starting in 2027. Broadcom , which helps Google design i ...

Core Insights - The article discusses three stocks that are recommended as long-term investments for the holiday season, focusing on companies with wide economic moats [2][3]. Group 1: Stock Recommendations - The first recommended stock is Pepsi, a global leader in snacks and beverages, with a wide economic moat due to its strong brand portfolio [3]. - Pepsi's growth has stalled recently, but a renewed focus on health-oriented product innovation and cost-cutting measures is expected to yield positive results in the coming decade. The stock is valued at $166 per share [4]. - The second stock is Nike, the largest athletic footwear and apparel brand, which has also established a wide economic moat. Despite facing challenges such as lack of product innovation and increased competition, Nike's "win now" plan aims to enhance operating margins through strategic partnerships and product releases. The stock is valued at $14 [5]. - The final stock recommended is Alphabet, known for its brands like Google Search and YouTube. Alphabet is viewed as a conglomerate with diverse successful businesses, and despite antitrust concerns, it is expected to maintain its leadership in various sectors including search, AI, and cloud computing. The stock is valued at $340 [6][7].

2025.11. 25 本文字数：2093，阅读时长大约4分钟 作者 | 第一财经 刘晓颖 高校体育赛事的热度在不断上升。 在上周末的上海徐汇滨江赛道上，一场由42所高校组成的2025CURA全国接力总决赛火热举行。 这场校园路跑由阿迪达斯冠名赞助。记者采访了解到，近些年随着校园体育赛事的升温，不少体育品 牌开始竞相赞助一些校园体育赛事，甚至进入校园联合开展多个项目的运动装备研发工作，与校园体 育深度绑定。 有业内人士认为，Z世代既注重体育用品的专业性，又追求个性化与社交属性，且运动与时尚绑定的 需求明显。而学生时期形成的品牌偏好，大概率会延续到职场阶段。 体育品牌集体进校园 校园体育赛事的热度飙升，源于政策支持与青少年需求的双重驱动。 近年来，"学生体质强健计划"的深入实施，推动校园体育从课堂走向赛场，形成了覆盖跑步、篮 球、网球等多项目的赛事体系。 教育部数据显示，我国高校学生每周体育锻炼时长达标率已达85%，超过60%的大学生会主动关注 校园体育赛事。 （CURA）。过去两年多，全国共有超过40所大学参加这个比赛，开展跑步活动1万余场，参与的学 生超过3万余人，累计参与人次超过40万人。"阿迪达斯大中华 ...

高校体育赛事的热度在不断上升。 在上周末的上海徐汇滨江赛道上，一场由42所高校组成的2025CURA 全国接力总决赛火热举行。 高校体育赛事的热度不断上升。 这场校园路跑由阿迪达斯冠名赞助。记者采访了解到，近些年随着校园体育赛事的升温，不少体育品牌 开始竞相赞助一些校园体育赛事，甚至进入校园联合开展多个项目的运动装备研发工作，与校园体育深 度绑定。 有业内人士认为，Z世代既注重体育用品的专业性，又追求个性化与社交属性，且运动与时尚绑定的需 求明显。而学生时期形成的品牌偏好，大概率会延续到职场阶段。 体育品牌集体进校园 校园体育赛事的热度飙升，源于政策支持与青少年需求的双重驱动。 近年来，"学生体质强健计划"的深入实施，推动校园体育从课堂走向赛场，形成了覆盖跑步、篮球、网 球等多项目的赛事体系。 教育部数据显示，我国高校学生每周体育锻炼时长达标率已达 85%，超过 60% 的大学生会主动关注校 园体育赛事。 "支持大学体育也不是从今天开始。2023年，我们已经展开阿迪达斯中国大学生路跑联赛（CURA）。 过去两年多，全国共有超过40所大学参加这个比赛，开展跑步活动1万余场，参与的学生超过3万余人， 累计参与人次 ...