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大行评级丨花旗:对滔搏开展为期30日的上行催化剂观察期 目标价3.75港元
Ge Long Hui· 2025-12-04 03:48
花旗发表研究报告指,对滔搏开展为期30日的上行催化剂观察期,指出耐克近日宣布推行重大高层调 整,将品牌总裁与地区领导置于同一层级,旨在精简架构。花旗预料,耐克中国领导团队未来将可取得 更多全球授权、更大的营运灵活性及更丰富的品牌资源,推动中国市场业务(占滔搏销售额约50%至 60%)在明年复苏。花旗给予滔搏目标价3.75港元,评级为"买入"。 ...
Nike Before Q2: The Turnaround Story Everyone Wants, But Still Can’t Quite See (NKE)
Seeking Alpha· 2025-12-03 19:15
The last time I wrote about Nike, Inc. ( NKE ) was at the end of June , when they reported their fiscal Q4 and full-year results . Back then, the whole narrative was very much aboutI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned ...
Nike Before Q2: The Turnaround Story Everyone Wants, But Still Can't Quite See
Seeking Alpha· 2025-12-03 19:15
The last time I wrote about Nike, Inc. ( NKE ) was at the end of June , when they reported their fiscal Q4 and full-year results . Back then, the whole narrative was very much aboutI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned ...
What's Going On With Nike Stock Wednesday? - Nike (NYSE:NKE)
Benzinga· 2025-12-03 17:31
Nike, Inc. (NYSE:NKE) is facing regulatory pressure after U.K. authorities ruled that one of its online ads included a misleading sustainability claim.The decision puts the sportswear giant at the center of a growing crackdown on green marketing across the fashion industry.The ruling, issued by the U.K.’s Advertising Standards Authority (ASA), is part of a broader investigation into environmental claims made by retailers.Also Read: Levi’s CEO Michelle Gass Reveals New Pricing Strategies To Offset ‘Very High ...
Designer Kevin Bethune: Collaboration is how leaders can 'problem solve the future'
Fortune· 2025-12-03 17:30
“Uncertainty” is the word of 2025—whether its macroeconomic uncertainty, geopolitical uncertainty, policy uncertainty or technological uncertainty. “We’re all navigating choppy waters,” said Kevin Bethune, founder and chief creative officer of dreams • design + life, a “think tank” focused on design and innovation services, at the Fortune Brainstorm Design conference in Macau on Dec. 2.In a presentation delivered to Fortune’s audience, Bethune argued for a nonlinear approach to design and innovation. Part o ...
Can NIKE Stay Ahead as Global Sportswear Faces Tariff Headwinds?
ZACKS· 2025-12-03 16:51
Key Takeaways NIKE faces FY26 with slowing demand and a 120 bps gross-margin hit from new tariffs.NKE seeks relief through supply-chain gains, pricing mix and tighter marketplace execution.NIKE sees stronger running and wholesale orders supporting its sport-led innovation strategy.NIKE Inc. (NKE) enters fiscal 2026 confronting a sportswear landscape shaped by slowing consumer demand and escalating tariff pressures, yet its latest quarter shows a company determined to reassert leadership. Management reiterat ...
Wall Street Breakfast Podcast: Nike Makes Big 'Sport Offense' Roster Moves (undefined:NKE)
Seeking Alpha· 2025-12-03 11:58
JHVEPhoto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16) The following is an abridged transcript: Nike (NKE) is reshuffling its senior leadership team as part of a broader turnaround plan aimed at removing layers of management, strengthening leadership alignment with con ...
Wall Street Breakfast Podcast: Nike Makes Big 'Sport Offense' Roster Moves
Seeking Alpha· 2025-12-03 11:58
Nike Leadership Restructuring - Nike is implementing a senior leadership reshuffle as part of a turnaround plan aimed at streamlining management and enhancing alignment with consumer needs [2][3] - A new Chief Operating Officer role has been created, with Venkatesh Alagirisamy set to oversee Technology along with supply chain and operations starting December 8 [3] - The restructuring includes the elimination of the Chief Technology Officer position, leading to the departure of Dr. Muge Dogan [3] Geographic Leadership Changes - Heads of Nike's four major geographies will now report directly to CEO Elliott Hill, joining the senior leadership team [4] - The role of Executive Vice President and Chief Commercial Officer, held by Craig Williams, has been eliminated [4] - Global Sales and Nike Direct will now report to CFO Matt Friend, enhancing the connection between marketplace strategy and company investments [4] Comcast and Warner Bros. Merger - Comcast is pursuing a merger of its NBCUniversal division with Warner Bros., offering a combination of cash and stock to WBD shareholders [5][6] - The merger aims to create a larger entertainment entity, enhancing NBC's Peacock streaming service by acquiring HBO Max [6] Netflix and HBO Max Bundle Proposal - Netflix proposes a streaming bundle with HBO Max that could be cheaper than individual subscriptions, addressing regulatory concerns over competition [6][7] YouTube User Restrictions in Australia - YouTube will enforce a ban on users under 16 in Australia starting December 10, resulting in automatic sign-outs for affected users [7][8] - Users under 16 will lose access to features such as likes, subscriptions, and their channels will not be visible to others [9]
耐克任命首席运营官,取消首席技术官职位
Jin Rong Jie· 2025-12-02 23:45
本文源自:金融界AI电报 耐克当地时间12月2日公告称,设立执行副总裁兼首席运营官一职,该职位将直接向CEO汇报,现任首 席供应链官Venkatesh Alagirisamy将于12月8日正式履新。除继续负责供应链、规划、运营、制造及可持 续发展事务外,Alagirisamy还将领导技术部门工作。此外,公司取消了执行副总裁兼首席技术官职位, Muge Dogan将离开公司。 ...
Nike Shakes Up Leadership Team as Turnaround Plan Continues
WSJ· 2025-12-02 22:59
The retailer will create a new role of chief operating officer and name the heads of its geographic regions to senior leadership as it aims to refocus on performance sportswear. ...