这一裁员动作是耐克现任首席执行官埃利奥特·希尔(Elliott Hill)自上任以来所推行的"Win Now(即刻 赢)"转型战略的延续。在此之前，耐克已经历多轮组织架构调整，包括2024年初裁员约1600人以及2025 年8月针对总部非业务部门的微调。 分析认为，早前过度向"直面消费者"(DTC)模式倾斜导致了物流设施和人力资本的扩张过快，而当前的 策略则转向重塑批发渠道与直营业务的平衡，利用人工智能和机器人技术提升现有配送资产的效能。 从财务背景来看，耐克目前面临着错综复杂的市场环境。受大中华区销售疲软以及部分核心品类市场份 额被竞品蚕食的影响，公司毛利率在2026财年第二季度连续下滑，急需通过更具竞争力的成本结构来支 撑长期盈利增长目标。 随着亚马逊(AMZN.US)和联合包裹(UPS.US)等行业巨头纷纷加大对仓储机器人的投入，耐克此次向自 动化转型的决策被视为行业加速技术替代人工趋势的又一典型案例，反映出零售巨头在数字化转型深水 区寻求突破的迫切需求。 智通财经APP获悉，据知情人士透露，耐克(NKE.US)计划在其配送中心裁减 775 个岗位，旨在精简供 应链布局并加速自动化应用。 此次裁员与去年 ...

Core Viewpoint - Nike plans to cut 775 employees primarily from its distribution centers in Tennessee and Mississippi to enhance operational efficiency and improve growth and margins [1][2] Group 1: Operational Changes - The layoffs are part of Nike's strategy to accelerate the use of automation in its distribution operations [1][2] - The company aims to strengthen and streamline operations to better serve athletes and consumers, focusing on advanced technology and automation [3] - Nike's distribution centers and staff expanded under former CEO John Donahoe's direct-to-consumer strategy, but current CEO Elliott Hill is shifting back to wholesale partnerships [3] Group 2: Recent Layoffs and Financial Performance - Last summer, Nike cut 1,000 corporate jobs, which was less than 1% of its corporate staff, following a previous layoff of over 1,500 jobs in February 2024 [4][5] - Nike's Direct sales were down 12% and consolidated digital sales down 15%, while wholesale sales experienced a more muted decline [4] - The company is repositioning its digital strategy by reducing promotional days and markdown rates, shifting closeout liquidation to factory stores [4]

Nike Inc. is laying off about 775 workers at distribution centers as the sportswear company integrates automation into its operations, according to a person familiar with the matter. The consolidation of operations at US distribution centers will impact workers in Tennessee and Mississippi, the person said. In a statement, Nike said it's “accelerating the use of advanced technology and automation, and investing in the skills our teams need for the future.” The company is looking to “reduce complexity, impro ...

Core Viewpoint - Nike is consolidating its US distribution center operations, resulting in the layoff of 775 employees in Tennessee and Mississippi as part of a strategy to streamline operations and enhance efficiency [1][2]. Group 1: Job Cuts and Operational Changes - The company plans to cut 775 jobs to sharpen its supply chain footprint and accelerate the use of advanced technology and automation [1]. - This move is part of CEO Elliott Hill's "win now" strategy aimed at returning Nike's revenue to growth after facing challenges such as declining sales and increased competition [2]. - Previous workforce reductions included a 1% cut in corporate staff in 2025 and a shake-up in senior leadership, eliminating roles such as chief technology officer and chief commercial officer [3]. Group 2: Future Outlook and AI Concerns - Nike expects these job cuts to support its path back to long-term, profitable growth [4]. - The company is responding to growing concerns about AI potentially replacing human workers, as seen in workforce reductions by other companies like HP and Amazon [4]. - A study from MIT indicates that AI's skills overlap with over 11.7% of the US labor market, highlighting the broader implications of automation in the workforce [4].

Nike Inc. plans to lay off around 775 people in an effort to make its warehouse and distribution network faster and more automated. ...

Group 1 - Nike plans to cut nearly 800 jobs, specifically 775 positions, primarily affecting distribution centers in Tennessee and Mississippi as part of an automation initiative [1][5] - The company aims to strengthen and streamline operations to enhance speed, discipline, and service to athletes and consumers, focusing on advanced technology and automation [2][5] - These layoffs are part of a broader strategy to reduce complexity and improve operational efficiency, contributing to long-term profitable growth and improved EBIT margins [5] Group 2 - Nike's recent job cuts follow a previous announcement in August 2022 to reduce less than 1% of its corporate workforce, and a planned cut of 2% of its workforce, equating to over 1,600 workers, in February 2024 [6] - Under CEO Elliott Hill's leadership, Nike is investing in its running shoe and sneaker lines to regain market share lost to competitors, despite facing challenges such as declining gross margins and poor sales in China [9] - The company's stock closed at $64.99, reflecting a 2% increase year to date [9]

The layoffs, which amount to about 1% of Nike's overall workforce, are part of the company's efforts to strengthen and streamline operations. ...

耐克公司为了提升利润和加速" 自动化"，计划裁减775个岗位。据悉，此次裁员主要影响田纳西州和密 西西比州分销中心的岗位。耐克表示裁员旨在"降低复杂性、提高灵活性"。 ...

By Neil J Kanatt and Nicholas P. Brown Jan 26 (Reuters) - Nike is laying off 775 employees, a source familiar with the matter told Reuters on Monday, as ​the sportswear giant looks to boost profits and accelerate its use of automation. The ‌cuts will primarily impact distribution center roles in Tennessee and Mississippi, where the sneaker giant operates large warehouses, ‌the person said. Nike, whose business is struggling, is trying to reestablish itself as the world's leading sportswear brand after ...

Nike is laying off 775 employees in a bid to boost profits and accelerate its use of automation, CNBC reported on Monday, citing people familiar with the matter. ...