耐克季度营收超预期 但中国市场与匡威品牌持续疲软

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]