智通财经获悉，作为耐克(NKE.US)旗下陷入困境的品牌，匡威已正式通知员工执行居家办公安排，并 即将启动裁员与重组计划。据匡威首席执行官亚伦·凯恩发布的内部通知显示，此次结构性调整将涉及 部分员工的新角色分配及团队架构重组。凯恩在通知中坦言，匡威"不得不做出艰难抉择"，其中便包 括"与并肩作战的伙伴告别"。 该备忘录未明确具体裁撤岗位数量，耐克方面亦拒绝就此置评。另据了解，此前发布的另一份备忘录显 示，匡威首席执行官亚伦·凯恩曾宣布多名高管将离职。与此同时，匡威向全体员工通知称，本月晚些 时候将召开全体员工会议，就后续安排进行说明。 在耐克首席执行官埃利奥特·希尔的领导下，匡威正面临经营困境。希尔于2024年正式履职，其核心使 命便是帮助这家运动服装公司扭转局面。然而现实情况不容乐观——匡威至今仍高度依赖其标志性产品 查克·泰勒经典帆布鞋款，而在其他产品线的拓展尝试中始终未能站稳脚跟。据最新财报披露，该品牌 在最近一个财季的营收同比暴跌30%。 数据显示，截至上周五的过去12个月内，耐克股价累计下跌7%;而本周一，其股价再度收跌2.36%，延 续了近期的疲软态势。 希尔在12月与分析师沟通时强调："在新领导 ...

智通财经APP获悉，作为耐克(NKE.US)旗下陷入困境的品牌，匡威已正式通知员工执行居家办公安 排，并即将启动裁员与重组计划。据匡威首席执行官亚伦·凯恩发布的内部通知显示，此次结构性调整 将涉及部分员工的新角色分配及团队架构重组。凯恩在通知中坦言，匡威"不得不做出艰难抉择"，其中 便包括"与并肩作战的伙伴告别"。 该备忘录未明确具体裁撤岗位数量，耐克方面亦拒绝就此置评。另据了解，此前发布的另一份备忘录显 示，匡威首席执行官亚伦·凯恩曾宣布多名高管将离职。与此同时，匡威向全体员工通知称，本月晚些 时候将召开全体员工会议，就后续安排进行说明。 在耐克首席执行官埃利奥特·希尔的领导下，匡威正面临经营困境。希尔于2024年正式履职，其核心使 命便是帮助这家运动服装公司扭转局面。然而现实情况不容乐观——匡威至今仍高度依赖其标志性产品 查克·泰勒经典帆布鞋款，而在其他产品线的拓展尝试中始终未能站稳脚跟。据最新财报披露，该品牌 在最近一个财季的营收同比暴跌30%。 数据显示，截至上周五的过去12个月内，耐克股价累计下跌7%;而本周一，其股价再度收跌2.36%，延 续了近期的疲软态势。 希尔在12月与分析师沟通时强调："在 ...

Core Insights - Nike is undergoing a significant turnaround strategy under CEO Elliott Hill, focusing on rebuilding retail partnerships, emphasizing sports, and driving innovation [1] - Converse, acquired by Nike in 2003, has been struggling with declining sales, with a 30% drop in revenue to $300 million in the most recent quarter, marking a continued trend of negative growth [2][4] - Layoffs are anticipated at Converse due to prolonged revenue declines, with the CEO indicating difficult decisions ahead, including potential departures of senior executives [4][5] Financial Performance - Converse's revenue decline is part of a broader issue, with sales at a 15-year low, prompting discussions of layoffs as a cost-cutting measure [4] - Converse currently accounts for only 2.5% of Nike's total revenue, suggesting it is a minor component of Nike's overall business [8] - Nike's stock experienced a 2.4% decline, although it is uncertain if this is directly related to the issues at Converse [8] Strategic Considerations - There is speculation about the potential sale of Converse, as Nike has previously divested other brands, raising questions about Converse's future within Nike's portfolio [8][9] - Management has not confirmed any plans to sell Converse but has indicated a need for significant changes to return the brand to growth [9] - Nike anticipates ongoing challenges for Converse throughout the fiscal year, suggesting that investors should remain patient regarding the brand's turnaround efforts [10]

Group 1 - A company associated with self-heating pots, Hangzhou Jinlingyang, is facing bankruptcy with a total execution amount exceeding 1.4 billion yuan [2] - The company has multiple legal issues, including 6 execution records and 9 instances of being listed as a dishonest executor [2] - The legal representative, Cai Hongliang, has been restricted from high consumption due to these issues [2] Group 2 - Xiaohongshu is developing an AI video editing product named OpenStoryline, currently in testing and may be open-sourced in the future [2] Group 3 - A certain e-commerce platform has launched a limited edition gold phone case priced at 139,999 yuan, which includes a free iPhone 17 Pro Max with the purchase [3][4] - The gold phone case is available in various weights, starting from 10g to 100g, with the highest priced version at 139,999 yuan [3][4] Group 4 - Memory prices are expected to surge by 80%-90% by the first quarter of 2026, driven by a significant increase in DRAM prices for general servers [6] - The price of 64GB RDIMM contracts has risen from 450 USD in the fourth quarter to over 900 USD in the first quarter, with expectations to exceed 1000 USD in the second quarter [6] Group 5 - Apple is preparing to celebrate its 50th anniversary, with CEO Tim Cook confirming that a commemorative event will take place, although details are not yet disclosed [7] - Cook emphasized the importance of reflecting on the company's history while looking forward to future innovations [7] Group 6 - Tesla's FSD (Full Self-Driving) technology does not have a specific launch date in China, but local training centers have been established to support its deployment [8] - The company aims to ensure that the technology will perform at a level comparable to or better than local drivers [8] Group 7 - Alphabet's dollar bond issuance has attracted over 100 billion USD in demand, indicating strong investor interest in AI-related bonds [9] - The expected issuance size is around 15 billion USD, showcasing a rare level of enthusiasm in corporate bond markets [9] Group 8 - Seres plans to divest significant assets, resulting in a loss of control over Blue Electric Vehicles, with the local government and other investors taking a substantial stake in the new entity [10] - The agreement indicates that Seres will only hold a minority interest in Blue Electric Vehicles post-divestment [10] Group 9 - Playboy has signed an agreement to sell 50% of its China business to UTG Group for a total of 122 million USD, which includes cash payments and guaranteed dividends [12] - This deal allows UTG to manage Playboy's operations in mainland China, Hong Kong, and Macau [12]

Nike-owned Converse brand's employees were instructed to work from home this week as the sportswear giant makes strategic changes to recapture sales growth, Bloomberg News reported on Monday, citing a... ...

2026.02.08 本文字数：3884，阅读时长大约6.5分钟 作者 |第一财经 刘晓颖 刚进入2026年，体育消费用品圈就先迎来一波震荡。 "老大哥"耐克集团在1月下旬一口气公布了全球四大区域中三个区域的高层管理人士调整。其中，现任 大中华区CEO董炜将于3月31日正式卸任。同期，耐克也公布了欧洲、中东及非洲分部的管理层调整。 董炜的离任让人意外但又或是早晚之事。业绩承压成为高管们"下课"最直接导火索。作为全球体育消费 品牌的领头羊，耐克近两年深陷业绩困局，其大中华区业务持续低迷：2025财年（2024年6月1日至2025 年5月31日），大中华区营收同比降幅达13%，也是耐克全球跌幅最大的市场。2026财年第二季度 （2025年9月1日11月30日），耐克大中华区业绩同比下降17%。 但耐克的问题又岂止大中华区。过去两年，耐克总部也是各种动荡。2024年10月，面对危机已有一段时 间的耐克召回了退休四年的贺雁峰（Elliott Hill）重新担任集团总裁兼CEO。此后，总部高层便开始大 规模重组，品牌、产品、营销、战略、人力资源等关键岗位纷纷换帅。 事实上，这个行业不止耐克一家产生了危机感。全球的体育鞋 ...

2026.02. 08 换人！品牌高层大洗牌 耐克高层团队的洗牌并非个案。 本文字数：3884，阅读时长大约6.5分钟 作者 | 第一财经 刘晓颖 刚进入2026年，体育消费用品圈就先迎来一波震荡。 "老大哥"耐克集团在1月下旬一口气公布了全球四大区域中三个区域的高层管理人士调整。其中，现 任大中华区CEO董炜将于3月31日正式卸任。同期，耐克也公布了欧洲、中东及非洲分部的管理层调 整。 董炜的离任让人意外但又或是早晚之事。业绩承压成为高管们"下课"最直接导火索。作为全球体育消 费品牌的领头羊，耐克近两年深陷业绩困局，其大中华区业务持续低迷：2025财年（2024年6月1日 至2025年5月31日），大中华区营收同比降幅达13%，也是耐克全球跌幅最大的市场。2026财年第 二季度（2025年9月1日11月30日），耐克大中华区业绩同比下降17%。 但耐克的问题又岂止大中华区。过去两年，耐克总部也是各种动荡。2024年10月，面对危机已有一 段时间的耐克召回了退休四年的贺雁峰（Elliott Hill）重新担任集团总裁兼CEO。此后，总部高层便 开始大规模重组，品牌、产品、营销、战略、人力资源等关键岗位纷纷换帅 ...

事实上，这个行业不止耐克一家产生了危机感。全球的体育鞋服用品消费市场在过去几年里经历了一轮 洗牌，格局与十年前大不一样。对于消费者而言，这个市场变得更精彩、更有趣了：品牌、产品层出不 穷，选择也更多元。但对于企业来说，无疑更残酷了。行业竞争格局发生剧烈重构，新兴的、垂类的新 玩家不断跑出来分食那些老牌企业的蛋糕，"我们的客户正在被抢走"。 刚进入2026年，体育消费用品圈就先迎来一波震荡。 "老大哥"耐克集团在1月下旬一口气公布了全球四大区域中三个区域的高层管理人士调整。其中，现任 大中华区CEO董炜将于3月31日正式卸任。同期，耐克也公布了欧洲、中东及非洲分部的管理层调整。 董炜的离任让人意外但又或是早晚之事。业绩承压成为高管们"下课"最直接导火索。作为全球体育消费 品牌的领头羊，耐克近两年深陷业绩困局，其大中华区业务持续低迷：2025财年（2024年6月1日至2025 年5月31日），大中华区营收同比降幅达13%，也是耐克全球跌幅最大的市场。2026财年第二季度 （2025年9月1日11月30日），耐克大中华区业绩同比下降17%。 但耐克的问题又岂止大中华区。过去两年，耐克总部也是各种动荡。2024年10 ...

Company Performance - Nike's stock closed at $63.91, reflecting a +1.93% change from the previous day's closing price, but lagged behind the S&P 500's daily gain of 2.05% [1] - Over the past month, Nike's shares experienced a loss of 3.92%, outperforming the Consumer Discretionary sector's loss of 5.61% and underperforming the S&P 500's loss of 1.49% [1] Upcoming Earnings Report - Nike is projected to report earnings of $0.32 per share, indicating a year-over-year decline of 40.74%, with expected revenue of $11.29 billion, representing a 0.17% increase compared to the same quarter last year [2] Annual Forecast - Zacks Consensus Estimates forecast earnings of $1.57 per share and revenue of $46.83 billion for the year, reflecting changes of -27.31% and +1.12% respectively compared to the previous year [3] Analyst Estimates and Stock Price Correlation - Recent changes to analyst estimates for Nike are crucial as they correlate with near-term stock prices, with positive revisions indicating optimism about the business outlook [3][4] Zacks Rank and Performance - Nike currently holds a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate having decreased by 0.33% in the past month [5] - The Zacks Rank system has shown that 1 stocks have contributed an average annual return of +25% since 1988 [5] Valuation Metrics - Nike is trading at a Forward P/E ratio of 40.05, significantly higher than the industry average of 15.76, indicating a premium valuation [6] - The company has a PEG ratio of 3.21, compared to the average PEG ratio of 1.46 for Shoes and Retail Apparel stocks [7] Industry Context - The Shoes and Retail Apparel industry is part of the Consumer Discretionary sector and currently holds a Zacks Industry Rank of 207, placing it in the bottom 16% of over 250 industries [8]

Market Overview - U.S. equities faced a challenging day on February 5, 2026, with significant sell-offs in technology stocks and negative job market reports impacting investor sentiment [1] - The S&P 500 fell 1.2% to close at 6,798.40, marking its sixth decline in seven trading days since reaching an all-time high [2] - The Nasdaq Composite dropped 1.6% to 22,540.59, while the Dow Jones Industrial Average decreased by 1.2% to 48,908.72 [2] - Bitcoin prices fell below $64,000, reaching their lowest level since October 2024, further exacerbating the downturn [2] Major Market Movers and Corporate News - Alphabet (GOOGL) saw a decline of 0.8% despite stronger-than-expected sales, as investors were concerned about projected capital expenditures for AI infrastructure, estimated at $175 billion to $185 billion for 2026, nearly double the $91.45 billion spent in 2025 [3] - Qualcomm (QCOM) experienced an 8.5% drop due to a disappointing outlook, citing a tightening global memory shortage affecting the smartphone market [4] - Advanced Micro Devices (AMD) fell sharply by 17.3% on a weak outlook, contributing to the semiconductor sector's struggles [4] - Uber Technologies (UBER) declined by 5.2% after missing earnings expectations, while Amgen (AMGN) surged 8.2% on positive earnings results [5] - Eli Lilly (LLY) jumped 10.3% due to strong sales of its drugs, and McKesson (MCK) soared 16.5% after exceeding profit and revenue expectations [5] - Peloton Interactive (PTON) plummeted 28% after reporting weaker-than-expected results, while Estee Lauder (EL) and Snap (SNAP) retreated by 19% and 12%, respectively [6] Job Market Developments - Amazon (AMZN) announced plans to cut approximately 16,000 corporate roles, while UPS revealed 30,000 job cuts [7] - Dow (DOW) reduced its workforce by 4,500 jobs, with Home Depot (HD) and Nike (NKE) also making cuts [7] Economic Indicators - Initial jobless claims for the week ending January 31 rose to 231,000, exceeding economists' estimates [9] - U.S. employers announced over 108,000 layoffs in January, the highest for that month since 2009, with job openings falling to 6.5 million in December, the lowest since 2020 [9] - The Consumer Price Index rose 2.7% over the year in December, indicating persistent inflation despite potential interest rate cuts by the Federal Reserve [10] Upcoming Market Events - Investors are awaiting the release of January U.S. Non-Farm Payrolls, Unemployment Rate, and Average Hourly Earnings data on February 6, which will provide further insights into the labor market [8]