跑步业务增长20%，耐克二季度实现营收124亿美元

Core Insights - Nike Group reported Q2 FY2026 revenue of $12.4 billion, exceeding analyst expectations [1] - The company's dealer business generated $7.5 billion in revenue, while the running segment saw a year-over-year growth of 20% [1] - Revenue from Greater China reached $1.423 billion, with inventory decreasing by 3% year-over-year [1] Financial Performance - Total inventory for Nike stood at $7.7 billion, a 3% reduction compared to the same period last year, indicating a return to healthier levels [1] - The ongoing optimization of inventory structure has allowed innovative products to enter the market more efficiently [1] Strategic Initiatives - Nike's transformation strategy centered on sports is effectively being implemented, with simultaneous product innovation across running, basketball, soccer, and outdoor sports [1] - The company is converting cutting-edge sports science into solutions, enhancing its competitive advantage in the market [1] Leadership Commentary - Nike's President and CEO, Elliott Hill, stated that the recovery process is entering a critical phase, with confidence in initiatives aimed at long-term growth and profitability [1] - The company plans to accelerate actions around the 'Win Now' strategy in FY2026, focusing on team restructuring, strengthening partnerships, optimizing product mix, and winning in the market [1] - With the new 'Sport Offense' strategy, Nike is prepared for the next phase of athlete-centered innovation and a more integrated market approach [1]