耐克去年12月公布的财报显示，2026财年第二季度销售额同比增长1%至124.3亿美元，净利润同比下降 32%至7.92亿美元。对耐克来说，大中华区带来的挑战依然显著，当季大中华区营收同比下降17%至17 亿美元，息税前利润更是大幅缩水49%。 耐克股价在纽约盘后交易中下跌不到1%。该股去年下跌了16%，已是连续第四年下跌。 智通财经APP获悉，耐克(NKE.US)大中华区最高负责人董炜(Angela Dong)将卸任。耐克在一份声明中 表示，董炜将于3月31日离职。她的职位将由此前领导亚太及拉丁美洲业务的凯茜·斯帕克斯(Cathy Sparks)接替。耐克同时宣布了欧洲、中东及非洲分部的领导层变动。 这家运动服装公司正寻求扭转其在大中华区销售下滑的局面。此番领导层变动意味着耐克正为大中华区 寻求新的战略。首席执行官埃利奥特·希尔(Elliott Hill)自上任以来已重振耐克的部分增长势头，但中国 地区仍是一个关键挑战。他去年12月曾表示，大中华区是公司"优先事项清单上的首位"，并强调公司需 要加快行动步伐。 ...

Key Points Nike's stock is down over 50% in the past five years. Nike's business suffered when it began focusing on selling directly to consumers and not wholesalers. Younger brands like On and Hoka have introduced more viable competition in the athletic footwear industry. 10 stocks we like better than Nike › There aren't too many companies with the global brand and reach of Nike (NYSE: NKE). Billions of people around the world could look at its iconic checkmark logo and know the brand. Unfortun ...

The Nike leadership shuffle continues. In a note sent to employees on Tuesday, Nike president and chief executive officer Elliott Hill announced three new moves. More from WWD In the EMEA region, Hill noted that Carl Grebert has decided to retire after nearly 30 years of service and leadership across global, country and geography roles across the company. “Carl shared his thinking with me some time ago, and I’m deeply grateful he helped guide us through my first year and thoughtfully worked with us to ...

Core Viewpoint - NIKE, Inc. announced significant leadership changes in its Senior Leadership Team, specifically in the EMEA, Greater China, and APLA regions, to enhance its operational effectiveness and connection with athletes globally [1][2]. EMEA - Carl Grebert, a long-serving leader with nearly 30 years at Nike, is retiring, and César Garcia will succeed him as VP/GM of EMEA effective February 2 [3][5]. - César Garcia has a 25-year history with Nike, known for integrating product, sport, and marketplace strategies, and is recognized for his ability to navigate complex situations and drive momentum [6][7]. Greater China - Angela Dong, who has led Greater China for over 20 years, will transition from her role effective March 31, having played a pivotal role during significant events like the Beijing Olympics and the rise of the Chinese consumer [8][9][10]. - Cathy Sparks, a 25-year Nike veteran, will take over as VP/GM of Greater China, bringing extensive experience and a strong understanding of the market dynamics [11][12][13]. APLA - Cristin "Crissy" Campbell will serve as Interim VP/GM of APLA following Cathy's transition, ensuring continuity and stability in this important geography [14][15]. - Crissy Campbell has over 15 years of experience at Nike, with a focus on business leadership roles, making her well-suited for this interim position [15]. Strategic Direction - The leadership changes are part of NIKE, Inc.'s strategy to accelerate its "Sport Offense" initiatives and enhance its market impact [16].

Market Overview - The Dow Jones Industrial Average declined by 559.24 points (-1.13%) on January 20th, 2026, due to escalating geopolitical tensions and the threat of new tariffs from President Trump on eight NATO allies [1] - Investor confidence was shaken, leading to a sell-off in equities and a shift towards safe-haven assets like gold and silver [1] Company Performance - Technology and industrial stocks were significantly affected, with 3M Company (MMM) experiencing the largest drop at -6.50%, influenced by post-earnings movements [2] - IBM (IBM) also faced a notable decline of -4.47%, while Nvidia (NVDA) and Amazon (AMZN) fell by -2.57% and -1.77% respectively, indicating a broader sell-off among major tech firms [2] Resilient Stocks - Despite the overall market downturn, some Dow components showed gains, with UnitedHealth Group (UNH) rising by +1.05% [3] - Travelers Companies (TRV) increased by +0.71%, and Procter & Gamble (PG) gained +0.70%, demonstrating resilience in a challenging market [3] - Boeing (BA) and Nike (NKE) also recorded modest increases of +0.14% each, highlighting pockets of strength amidst the decline [3]

Core Insights - NIKE Inc. and adidas AG are two leading brands in the global sportswear industry, each with distinct strategies and market positions [1][2] - NIKE holds a dominant market share, leveraging its scale and direct-to-consumer model, while adidas focuses on heritage and lifestyle integration [2][3] NIKE's Positioning - NIKE's investment case is supported by its significant market share and brand equity, with a diversified portfolio that includes Running, Basketball, and Training [5] - The company is focusing on sport-led innovation and portfolio discipline, prioritizing major franchises and enhancing digital engagement [6] - Despite its strengths, NIKE faces challenges such as uneven growth across geographies and margin pressures from promotions and inventory management [7] adidas's Positioning - adidas is experiencing renewed brand momentum and growth across various regions and categories, positioning itself as a significant player in the sportswear market [8][10] - The company emphasizes a balance between Performance and Lifestyle, with strong growth in Running and Football, and a focus on connecting sport with street culture [11] - adidas has shown improved margins and operating leverage, indicating effective expense management and brand investments [12] Financial Estimates - The Zacks Consensus Estimate for NIKE's fiscal 2026 sales indicates a modest growth of 1%, with a significant EPS decline of 28.2% [13] - In contrast, adidas's estimates suggest a robust year-over-year growth of 13.5% in sales and an impressive 88.7% in EPS for 2025 [14] Stock Performance and Valuation - Both NIKE and adidas have seen stock declines in the past three months, with NIKE down 5.8% and adidas down 17.6% [17] - NIKE's forward price-to-sales (P/S) multiple is 1.98X, while adidas's is 1.05X, indicating a more attractive valuation for adidas [20][19] Conclusion - NIKE and adidas present distinct strengths, but adidas currently shows better momentum and profitability improvements, making it a more favorable investment option [22][24] - NIKE remains a long-term player, but adidas's current positioning offers a compelling risk-reward profile for investors [25]

We came across a bullish thesis on NIKE, Inc. on Valuations’ Substack. In this article, we will summarize the bulls’ thesis on NKE. NIKE, Inc.'s share was trading at $64.38 as of January 19th. NKE’s trailing and forward P/E were 37.65 and 41.32, respectively according to Yahoo Finance. Nike (NKE) is widely regarded as the most iconic apparel and footwear brand globally, commanding dominant market positions across basketball and running, with 85% share in basketball footwear and 65% of NBA players wearing ...

每经AI快讯，1月20日，美股体育运动品牌盘前普跌。耐克股价下跌2.5%，安德玛、Lululemon下跌 2.8%。 ...

格隆汇1月20日｜耐克盘前跌2.5%，安德玛、Lululemon跌2.8%。 ...

Core Viewpoint - QinetiQ is aligning its U.S. business with the priorities of the current administration, following President Trump's call for significant changes in American defense and security policies [1] Group 1 - QinetiQ is a British defense and security group that is adapting its strategies to meet the expectations set by the U.S. administration [1] - The company is responding to recent directives from President Trump, indicating a shift in focus towards aligning with governmental priorities [1]