在库克出手的几乎同一时间，耐克董事会另一位成员、英特尔第七任首席执行官罗伯特・斯旺（Robert Swan，2019 年 1 月至 2021 年 2 月 15 日）也采取了 类似行动，斯旺于周一以每股 57.54 美元的均价购入了 8691 股耐克股票。 该媒体认为，在公司股价因市场情绪低迷而承压的背景下，多位核心高管密集地"自掏腰包"，旨在向外界展示管理层与公司利益的深度绑定，并试图以此提 振市场信心，暗示股价可能已接近底部。 耐克目前的处境并不乐观，其股价较 2021 年 11 月创下的 166.19 美元历史高点已累计下跌了 65.49%。为扭转颓势，耐克正处于转型的关键期。 公司总裁兼 CEO 埃利奥特・希尔（Elliott Hill）表示，耐克正处于复苏的"中局阶段"，并将继续推进优先考虑跑步品类、北美市场及批发渠道的"赢在当 下"（Win Now）战略。 IT之家 12 月 24 日消息，苹果公司首席执行官蒂姆・库克（Tim Cook）于本周二（12 月 23 日）向美国证券交易委员会（SEC）提交文件，披露其斥资约 295 万美元（约合人民币 2100 万元），以平均每股 58.97 美元的价格 ...

经营承压但符合预期，全年利润持平目标面临挑战 事件 公司于12月22日盘后公告三季度运营表现并举行了经营电话交流会。公司FY2025/26第三季度（9-11 月），零售及批发业务销售金额同比高单位数下跌，毛销售面积环比上季度末-1.3%，同比-13.4%。 智通财经APP获悉，国元国际发布研报称，滔搏(06110)经营层面一定程度经过拐点，主要体现包括，净 关店数量基本稳定、单位坪效持续改善、核心品牌加大实质性支持。滔搏核心品牌耐克(NKE.US)新品 逐步推出市场，建议关注。 国元国际主要观点如下： 该行认为，未来仍需考虑消费环境的恢复程度，后期耐克新产品的终端市场成效以判断公司实质性经营 恢复情况。该行会着重观察公司下半财年的利润率改善情况和耐克新产品未来的终端市场反馈。 Q3销售同比下滑高单位数，零售表现优于批发。线下受低基数带动略有改善，但线上因高基数增速放 缓。折扣方面，受线上占比提升影响，同比略有加深，但环比上半财年收窄。管理层坦言，宏观环境及 线下客流依旧低迷，财年利润额同比持平的目标面临一定压力，但公司预计最终业绩可能存在偏差，但 在可控范围内。 耐克品牌加大对大中华区库存和老旧货品占比较高的 ...

国元国际发布研报称，滔搏(06110)经营层面一定程度经过拐点，主要体现包括，净关店数量基本稳 定、单位坪效持续改善、核心品牌加大实质性支持。滔搏核心品牌耐克(NKE.US)新品逐步推出市场， 建议关注。 国元国际主要观点如下： Q3销售同比下滑高单位数，零售表现优于批发。线下受低基数带动略有改善，但线上因高基数增速放 缓。折扣方面，受线上占比提升影响，同比略有加深，但环比上半财年收窄。管理层坦言，宏观环境及 线下客流依旧低迷，财年利润额同比持平的目标面临一定压力，但公司预计最终业绩可能存在偏差，但 在可控范围内。 耐克支持力度增强，对大中华区库存问题加大重视 耐克品牌加大对大中华区库存和老旧货品占比较高的问题的重视，通过加大核心零售商的旧货回购力 度、回收后核销。一方面降低零售伙伴运营资金压力，同时也改善品牌在大中华区新旧货品比例。公司 在经营层面已在一定程度上度过拐点，主要体现包括，净关店数量基本稳定、单位坪效持续改善、核心 品牌加大实质性支持。分别对应，公司经营调改基本稳定、公司新业务模型具有成效、伙伴支持有望反 映在报表端。 该行认为，未来仍需考虑消费环境的恢复程度，后期耐克新产品的终端市场成效以判断 ...

Core Insights - Urban Outfitters has shown significant stock performance improvement, with a 238% increase over the last three years, while Nike's stock has decreased by 50% in the same period [2][4] - Urban Outfitters appointed a new CEO, Elliott Hill, in October 2024, and is focusing on growth through innovative retail experiences, while Nike is shifting its strategy towards direct-to-consumer sales [4][6] - Nike's direct-to-consumer sales have declined, reporting an 8% decrease in its latest Q2 2026 earnings [4] Company Performance - Urban Outfitters' current stock price is $77.24, with a market cap of $6.9 billion and a trailing P/E ratio of 15.40, indicating it is a more affordable investment compared to Nike [5][7] - Nike's stock price has a trailing P/E ratio of 34.33, suggesting that its stock price has outpaced earnings growth [7] Strategic Initiatives - Nike is exploring partnerships, such as with Urban Outfitters for the "On Rotation" retail experience, which targets Gen Z consumers and aims to enhance its market presence [6] - Urban Outfitters has successfully implemented subscription-based infrastructure and immersive retail experiences, contributing to its growth strategy [6]

Core Insights - Tim Cook, CEO of Apple Inc., has made a personal investment in Nike Inc. by acquiring 50,000 shares at an average price of $58.97, totaling $2.95 million [1] - Following this purchase, Cook's total holdings in Nike have reached 105,480 shares, valued at $6.04 million based on the stock's closing price of $57.34 [2] - This marks Cook's first open market purchase of Nike shares, despite having received stock awards worth $179,453 during his tenure on Nike's board [3] Insider Activity - Cook's investment follows a significant purchase by Nike Director Robert Swan, who bought 8,691 shares at an average price of $57.54 [3] - Insider purchases like these can indicate potential stock turnarounds and may boost market confidence [4] Company Performance - Nike's shares have declined 65.49% from their all-time high of $166.19 on November 5, 2021, as the company focuses on a turnaround strategy [5] - The company's President and CEO, Elliott Hill, stated that Nike is in the "middle innings" of its comeback, aiming for long-term growth and profitability [5][6] Market Sentiment - Despite beating analyst estimates in its second-quarter results, Nike's stock fell 11% due to ongoing tariff concerns [7] - Analysts have recently revised their price targets downward, but the consensus target remains at $80.25 per share, indicating a potential upside of 39.95% from current levels [8] Stock Performance - Nike's shares closed at $57.34, up 0.21% on Tuesday, and have increased by 2.48% overnight [9] - The stock currently scores poorly on Momentum, Value, and Quality in Benzinga's Edge Stock Rankings, reflecting an unfavorable price trend [9]

Shares of Nike down nearly 13% since it gave disappointing guidance during its earnings call last Thursday. The stock has lost almost a quarter of its value this year, but Oppenheimer ranks the athletic wear maker a top play for 2026 and its $120 price target is the highest on the street. This according to Faxet.Oenheimer senior analyst Brian Nagel is behind that call. He joins us now. Brian, great to see you. >> Nice to see you, too.>> What did you hear on the earnings call that makes you think that it's t ...

Core Viewpoint - Nike's shares have declined nearly 13% following disappointing guidance during its earnings call, with the stock losing almost a quarter of its value this year, yet Oppenheimer maintains a bullish outlook, ranking Nike as a top play for 2026 with a price target of $120, the highest on Wall Street [1] Group 1: Earnings Call Insights - The management team at Nike is focusing on areas where they are seeing success, particularly in wholesale growth in North America, which is a positive sign for the company's turnaround efforts [2][3] - New product introductions, especially in the running category, are resonating well with consumers, contributing to improved performance in North America [3] - Despite ongoing weakness in China and direct-to-consumer (DTC) sales, there are still significant opportunities for Nike to turn around its performance in other regions [4][5] Group 2: Future Outlook and Price Target - Oppenheimer's price target of $120 is based on expectations of earnings recovery, with a projected earnings per share (EPS) growth from depressed levels to normalized levels over time [7][10] - Nike is currently facing challenges such as tariffs, which are expected to cost the company $1.5 billion, impacting profitability in the short term [8][9] - The company is working to offset these tariffs over the next year and a half, which is anticipated to improve earnings and market respect for its long-term earnings potential [9][10]

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by earnings reports, retail hype, AI developments, and corporate news [1] PayPal Holdings Inc. (NASDAQ:PYPL) - PayPal announced on December 15 its application to establish "PayPal Bank," a Utah-chartered industrial loan company, aiming to accept deposits and issue loans in a favorable regulatory environment for fintechs [5] - Following the announcement, shares experienced a slight dip, and Morgan Stanley downgraded the stock on December 18, citing sluggish growth prospects through 2028 [5] - The stock is trading around $58 to $60 per share, down 31.03% year-to-date and 31.50% over the year, with a 52-week range of $55.85 to $93.24 [6] Trump Media & Technology Group Corp. (NASDAQ:DJT) - DJT announced a $6 billion all-stock merger with TAE Technologies, aimed at developing utility-scale fusion power plants to meet AI-driven energy demands, expected to close in mid-2026 [6] - Shareholders of both companies will own about 50% of the combined entity, with TMTG serving as the holding company for Truth Social and TAE's operations [6] - Despite the merger news, some retail investors remain bullish on DJT [6] Micron Technology Inc. (NASDAQ:MU) - Micron's fiscal first quarter 2026 results, released on December 17, showed strong revenue and EPS beats, driven by high demand for AI-related memory and tight supply [8] - The stock is trading around $14 to $16 per share, down 56.32% year-to-date and 58.03% over the year, with a 52-week range of $10.18 to $43.45 [9]

瑞银将耐克的目标价从71美元下调至62美元，维持"中性"评级。(格隆汇) ...

Group 1 - The market may have overlooked positive signals for Shenzhou International from Nike's performance, as Nike's apparel sales grew by 4% year-on-year, despite being lower than the previous quarter's 7% growth due to a high base effect [1] - Nike's apparel sales in North America and Europe recorded positive growth during the period, which is beneficial for Shenzhou International, as approximately 40% of its sales come from these regions [1] - In the Greater China region, Nike's apparel sales only declined by 6% year-on-year, significantly less than the 20% drop in footwear sales; this region now accounts for only 11% of Nike's total sales, limiting its impact on Shenzhou International [1] Group 2 - Morgan Stanley's report indicates that Nike's Q2 FY2026 performance negatively affected Shenzhou International's stock performance; however, the market tends to view Shenzhou International as a representative of the domestic sportswear sector in China, while over 75% of its sales come from markets outside China, suggesting resilience in other markets [2] - The recent decline in Shenzhou International's stock price presents a good buying opportunity, with a target price set at HKD 72 and a rating of "Overweight" [2]