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Nike shares slide on Q2 results despite beat on earnings and revenue
CNBC Television· 2025-12-18 22:43
Let's get back to Nike. Those shares falling now more than 4% in overtime. Let's bring in Oppenheimer senior analyst Brian Nagel for his reaction to the results.Got an outperform rating. $120 price target on the stock. Brian, which is more important here for investors in these results, the China weakness or the wholesale strength.>> Well, good afternoon, John. Look, I tend to think the wholesale strength. And I and the reason I say that I mean one it's a much bigger business but probably more importantly yo ...
隔夜美股 | 11月核心通胀意外放缓 三大指数收涨 特朗普媒体科技集团(DJT.US)大涨41.93%
Zhi Tong Cai Jing· 2025-12-18 22:40
【亚太股市】日经225指数跌超1%,韩国KOSPI指数跌超1.5%,印尼综合指数跌0.68%。 【外汇】衡量美元对六种主要货币的美元指数当天上涨0.06%,在汇市尾市收于98.425。截至纽约汇市 尾市,1欧元兑换1.1725美元,低于前一交易日的1.1745美元;1英镑兑换1.3386美元,高于前一交易日 的1.3378美元。1美元兑换155.52日元,低于前一交易日的155.63日元;1美元兑换0.7940瑞士法郎,低于 前一交易日的0.7953瑞士法郎;1美元兑换1.3781加元,低于前一交易日的1.3789加元;1美元兑换9.2846 瑞典克朗,低于前一交易日的9.2984瑞典克朗。 智通财经APP获悉,周四,三大指数收涨,美国11月核心通胀同比增幅创2021年初以来最低水平,通胀 形势意外出现改善,但经济学家怀疑数据因政府停摆而失真。 美国劳工统计局周四公布的数据显示,11月剔除波动性较大的食品和能源的核心消费者价格指数 (CPI)同比上升2.6%,11月整体CPI同比涨幅为2.7%。然而,几位经济学家指出,作为CPI最大组成部 分之一的住房类价格在两个月内基本持平,使得整个估算遭到质疑。 凯投宏观 ...
耐克季度营收超预期 但中国市场与匡威品牌持续疲软
Ge Long Hui A P P· 2025-12-18 22:40
Core Viewpoint - Nike's latest quarterly sales exceeded expectations, indicating progress in overcoming operational challenges, but weaknesses in the Chinese market and the Converse brand persist [1] Financial Performance - In the second fiscal quarter, the company's revenue grew by 1% to $12.4 billion, surpassing analysts' average expectations [1] - Earnings per share also exceeded forecasts, although direct-to-consumer sales fell short of expectations [1] Market Reaction - Following the earnings report, Nike's stock dropped by 5% in after-hours trading [1] - The stock has declined by 13% year-to-date and may face its fourth consecutive annual decline [1] Strategic Focus - The company is intensifying its focus on core sports categories and key cities while rebuilding relationships with retail partners to regain growth and investor confidence [1] - Despite regaining some momentum, management faces scrutiny regarding the performance of the Converse brand, which saw a 30% decline in sales during the period, and the Chinese market [1]
美股异动|耐克盘后大跌近10%,第二财季净利润7.92亿美元同比下降32%
Ge Long Hui· 2025-12-18 22:40
耐克盘后大跌近10%,报59.2美元。耐克第二财季营收124.3亿美元,同比增长0.6%,预估122.4亿美 元;第二财季净利润7.92亿美元,同比下降32%;第二财季每股收益0.53美元,同比下降32%。公司毛 利率40.6%,上年同期43.6%,预估40.6%。 ...
耐克盘后跌幅扩大至7%,CFO称预计今年耐克与匡威业务将面临更多阻力
Jin Rong Jie· 2025-12-18 22:40
Core Viewpoint - Nike's stock price fell by 7% in after-hours trading, with the CFO indicating that both Nike and Converse are expected to face more challenges this year [1] Group 1 - The CFO's comments suggest a cautious outlook for Nike's business performance in the upcoming year [1] - The anticipated challenges may impact both Nike's and Converse's operations and financial results [1]
耐克盘后跌幅扩大至7%
Mei Ri Jing Ji Xin Wen· 2025-12-18 22:38
每经AI快讯,12月19日,耐克盘后跌幅扩大至7%。 (文章来源:每日经济新闻) ...
Trump signs order to expedite marijuana reschedules, Kevin Hassett vs. Kevin Warsh in Fed chair race
Youtube· 2025-12-18 22:04
Hello and welcome to Market Domination Overtime. Stocks closing higher here after that cooler than expected November CPI print. Our very own Enz Fay joins us with the latest market moves.Nez. Josh. Uh stocks closing higher though off the highs of the session.There seems to be a little bit of selling in those last few minutes of trading. Taking a look at the Dow ended up uh onetenth of a percent. The Nasdaq Composite ending up 1.4% and the S&P 500 ending up about 8/10en of a percent.But there you see some of ...
耐克第二财季营收124.3亿美元,同比增长0.6%
Mei Ri Jing Ji Xin Wen· 2025-12-18 21:53
每经AI快讯,12月19日消息,耐克第二财季营收124.3亿美元,同比增长0.6%;第二财季每股收益0.53 美元,上年同期0.78美元。公司毛利率40.6%,上年同期43.6%。 ...
Nike says turnaround plans are ‘in the middle innings,' but investor worries remain
MarketWatch· 2025-12-18 21:45
Core Insights - Nike Inc. reported fiscal second-quarter results that exceeded Wall Street's expectations, indicating strong performance despite challenges in the market [1] - The company's margins have contracted, suggesting potential pressures on profitability moving forward [1] - Management described the current phase of the business as being "in the middle innings," implying that there is still significant progress to be made in their strategic initiatives [1] Financial Performance - The fiscal second-quarter results showed a positive surprise compared to analyst forecasts, highlighting the company's ability to outperform expectations [1] - The contraction in margins indicates that while revenue may be growing, costs are also rising, which could impact future earnings [1] Strategic Outlook - Management's comment about being "in the middle innings" suggests that the company is still in the process of executing its long-term strategy, with more developments expected in the future [1]
Nike’s North American Sales on the Upswing, But Q2 Results Impacted by China Declines
Yahoo Finance· 2025-12-18 21:42
Core Insights - Nike Inc. shares fell over 4 percent in after-market trading despite beating earnings estimates and showing improvement in North America for Q2 of fiscal 2026 [1] Financial Performance - Net income decreased by 32 percent to $792 million from $1.16 billion year-over-year [2] - Diluted earnings per share dropped to 53 cents from 78 cents [2] - Net sales reached $12.43 billion, a 1 percent increase from $12.35 billion on a reported basis, remaining flat on a currency-neutral basis [2][3] Business Segment Analysis - Nike brand revenues for Q2 were $12.1 billion, up 1 percent, driven by growth in North America, but offset by declines in Greater China and APLA [4] - Nike Direct revenues fell by 8 percent to $4.6 billion, with a 14 percent decrease in Nike Brand Digital and a 3 percent decrease in Nike-owned stores [4] - Wholesale channel revenues increased by 8 percent to $7.5 billion, while Converse revenues dropped by 30 percent to $300 million [5] - Footwear revenues remained flat at $7.7 billion, while apparel sales increased by 4 percent to $3.9 billion [5] Management Commentary - CEO Elliott Hill stated that the company is in the "middle innings" of its comeback [6] - Hill expressed confidence in the company's actions to drive long-term growth and profitability, emphasizing the importance of realigning teams and strengthening partner relationships [7] - CFO Matthew Friend highlighted the resilience of the company's portfolio, achieving modest top-line growth while managing headwinds [7]