本周，美国多家大型企业公布裁员数万人的计划，这是企业在历经多年大举招聘后开始精简员工队伍的最新信号。 亚马逊（Amazon）、联合包裹服务公司（UPS）、陶氏化学（Dow）、耐克（Nike）、家得宝（Home Depot）等企业表示，合计将裁员逾5.2万人，其中数 家企业称，受经济不确定性持续影响，且人工智能领域的投资压力不断加大，公司需要精简组织架构。 | Large US companies/groups have | | --- | | announced lay-offs of at least 52,000 | | employees in the past week | | Company | Employees impacted | | | --- | --- | --- | | UPS | | 30,000 | | Amazon | | 16,000 | | Dow | | 4,500 | | Home Depot | | 800 | | Nike | | 775 | | Source: Company announcements | FINANCIAL TIME | | 各大型企业公布的裁员 ...

美国多家大型企业本周集中宣布大规模裁员计划，合计将削减超过5.2万个工作岗位。 高盛首席美国经济学家David Mericle表示，企业越来越多地讨论裁员，并似乎希望利用人工智能降低劳 动力成本。 但过去一年，劳动力市场陷入停滞，贸易和人工智能的不确定性使雇主不愿招聘或解雇员工。失业和失 业救济申请有所上升，但两者仍低于疫情前水平。 数据显示，美国12月仅新增5万个就业岗位，失业时长中位数升至11.4周，创2021年以来最长。 企业明确指向降本增效 亚马逊、UPS、陶氏化学、耐克、家得宝等企业纷纷披露裁员方案。企业大多表示削减岗位是为了让组 织更精简、更高效。 周二，UPS首席财务官Brian Dykes对分析师表示，该物流公司将向司机提供买断方案，今年将裁员多达 3万人，以"帮助我们调整规模"，因其为亚马逊配送的包裹数量减少。 亚马逊次日宣布三个月内的第二轮裁员，将裁减1.6万名员工，高级副总裁Beth Galetti在给员工的邮件 中写道，此举旨在"消除官僚主义"。 陶氏化学首席执行官Jim Fitterling周四表示，该化工公司将推进"全面彻底简化运营模式"，将裁减4500 名员工。 就业市场在疫情后 ...

格隆汇1月30日｜据英国金融时报，本周，美国的一些大型企业公布了裁员计划，预计将裁减数万名员 工。这是雇主们在经历了多年强劲招聘之后开始削减员工人数的最新迹象。亚马逊、联合包裹、陶氏化 学、耐克、家得宝等公司宣布将合计裁员逾5.2万人，多家企业表示，在经济持续不确定和人工智能投 资压力加剧的背景下，需要精简组织架构。最近一轮的裁员主要集中在少数几家大型企业当中，但这一 情况凸显出一些美联储的政策制定者以及私人经济学家的担忧，即此前炙热的就业市场正在逐渐降温。 高盛集团美国首席经济学家David Mericle表示："企业正越来越多地讨论裁员事宜，并且似乎急于利用 人工智能来降低劳动力成本。" ...

Core Insights - The sports brand industry is experiencing a duality, with a strong growth in overall market demand but intense price competition, leading to a critical point in the product lifecycle [1][2] Industry Overview - The sports and outdoor market continues to grow, with apparel showing a clear "volume and price increase" trend driven by high-priced brands, while footwear is experiencing a "volume increase and price drop" trend [2][3] - In Q4 2025, the overall sports category saw a slight price increase of 0.9% but a sales volume decline of 1.7%, with outdoor products achieving a sales growth of 13.5% [3] International Brands - Nike is undergoing significant adjustments, with a 15.5% year-on-year sales decline and a market share drop to 9.7%, while Adidas also saw a 6.2% sales decline but maintained a market share of 8.5% [4] - Adidas' basketball shoes and casual shoes are experiencing growth despite overall declines in other categories [4] Domestic Brands - Domestic brands are facing substantial price competition, with a slight decline in market share across four major brands, while professional products are receiving positive market feedback [5] - The pricing strategy of domestic brands has led to only marginal sales increases, particularly in footwear [5] Key Takeaways - The industry shows strong growth potential, with a stable penetration rate in the sports and outdoor sector, while price competition intensifies [6] - Nike is under pressure with ongoing product adjustments, while Adidas stabilizes its market share with specific product growth [6] - Domestic brands are leveraging professional product lines to maintain market presence amidst increasing price competition [6]

Core Viewpoint - NIKE, Inc. is facing challenges in recovering market share and is implementing layoffs and operational changes to improve profitability and efficiency [2][3][4]. Group 1: Financial Adjustments - KeyBanc has reduced its price target for NIKE from $90 to $75 while maintaining an Overweight rating, indicating early signs of business stabilization [2]. - The company is undergoing layoffs, with approximately 775 employees being cut, primarily from distribution centers in Tennessee and Mississippi [3][5]. Group 2: Operational Changes - The layoffs are part of a broader strategy to strengthen and streamline operations, allowing NIKE to operate with greater discipline and speed [5]. - Previous rounds of job cuts included a reduction of nearly 1% of the corporate workforce in August and about 2% in February 2024, totaling over 1,600 roles [4]. Group 3: Market Position - NIKE is under pressure to regain lost market share to competitors, which has prompted these operational and workforce adjustments [4]. - As of May 2025, NIKE employed around 77,800 people globally, including retail and part-time staff [5].

Any investor who even remotely follows the business knows that Nike (NYSE: NKE) is not even close to operating at its best right now. While it's still a leader in the global sportswear market, the company made some notable mistakes in recent years. Nike is working to fix things, but shares have gotten hammered. They are trading 63% below their peak (as of Jan. 23). This is an interesting business to pay attention to. Here are three metrics that investors in this consumer discretionary stock need to know ab ...

Investment Rating - The investment rating for the sports brand industry is "Outperform the Market" (maintained) [1] Core Insights - The industry is experiencing a bifurcation, necessitating innovation to break through. The outdoor sports market continues to grow, but there is a contrasting price trend between apparel and footwear. Apparel shows a clear trend of "volume and price rising," driven by high-priced brands, while footwear has seen "volume increase and price decrease" [5][3] - The overall market growth is slowing down in Q4, with apparel showing volume and price increases, while footwear prices are under pressure. The outdoor category has achieved a 13.5% increase in sales, while sports shoes have seen a decline in growth [5][4] - International brands like Nike are facing significant adjustment pains, with a 15.5% year-on-year decline in sales. Adidas, on the other hand, has seen growth in basketball and casual shoes despite an overall decline in sales [5][4] - Domestic brands are under pressure from price competition, but the professional product market is performing well. Brands like Li Ning and Anta are experiencing mixed results, with some product lines performing better than others [5][4] Summary by Sections 1. Industry Overview - The sports apparel market is showing a stable penetration rate, with a slight increase in average prices and a decrease in sales volume. The outdoor apparel category has achieved a double-digit growth in sales [5][60] 2. International Brands - Nike's sales have dropped significantly, with a 15.5% year-on-year decline, while Adidas has seen a slight decrease in sales but growth in specific categories like basketball shoes [5][4] 3. Domestic Brands - Domestic brands are facing price competition, with some brands like Li Ning and Anta experiencing mixed results. The professional product lines are performing well, but overall sales are under pressure [5][4] 4. Key Company Profit Forecasts and Investment Ratings - Li Ning: Outperform the Market, with an EPS forecast of 1.17 RMB for 2024A [7] - Anta Sports: Outperform the Market, with an EPS forecast of 5.58 RMB for 2024A [7] - Xtep International: Outperform the Market, with an EPS forecast of 0.44 RMB for 2024A [7] - 361 Degrees: Outperform the Market, with an EPS forecast of 0.56 RMB for 2024A [7] 5. Key Takeaways - The industry shows favorable growth potential, with brand premium and product price competition occurring simultaneously. The overall market is expected to maintain good growth, but brands that can lead new market demands are likely to show significant growth and profitability [5][8]

NORDICS YouGov Best Brand Rankings 2026 Discover the top performing global brands over the last 12 months, with country -specific deep dives for Denmark, Finland, Norway, Sweden, and additional 9 key markets. /Research Reality 2 YouGov Best Brand Rankings 2026 Contents 1 Introduction 2 Methodology 3 YouGov Best Brand Rankings 2026 4 Top brands by market : Denmark, Finland, Norway, and Sweden 5 Top brands by additional market : Australia, France, Germany Indonesia, Kingdom of Saudi Arabia Singapore, Spain Un ...

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Industry Overview - Consumers are cautious due to economic challenges such as high inflation and a potentially weakening job market, leading to reduced spending [1] - The S&P 500 consumer discretionary sector has returned 4.8% over the past year, significantly lower than the S&P 500's overall return of 15.1% [1] Nike - Nike has historically been a dominant player in the sportswear market, with approximately 65% of its sales coming from footwear [4] - Recent sales have been declining due to increased competition, lack of innovative products, and a strategic shift to direct-to-consumer sales, which has impacted relationships with wholesale partners [5] - In the fiscal third quarter, Nike's sales growth was stagnant after adjusting for foreign-currency effects, with wholesale revenue increasing by 8% but direct revenue declining by 9% [6] TJX Companies - TJX Companies operates an off-price retail business under brands like TJ Maxx and Marshalls, capitalizing on purchasing excess inventory at attractive prices [7] - The company has benefited from economic conditions that allow it to source a wider selection of discounted goods, particularly during challenging times [8] - In the fiscal third quarter, TJX reported a 5% increase in same-store sales, achieving positive comps across all its business segments [8]