耐克大中华区CEO董炜将卸任

Group 1: Leadership Changes - Angela Dong, the current head of Nike Greater China, will officially step down on March 31, with Cathy Sparks appointed as the new Vice President and General Manager for the region [2] - Cathy Sparks has been with Nike for 25 years, starting her career in retail at the Niketown store in Portland and holding significant leadership roles in various global markets [2] - Other executive changes include Crissy taking over as interim Vice President and General Manager for the APLA region, and César Garcia replacing Carl Grebert as Vice President and General Manager for EMEA [2] Group 2: Financial Performance - Nike's financial performance has faced challenges, particularly in the Chinese market, with Q2 revenue for fiscal year 2026 reported at $12.427 billion, a 1% year-over-year increase [3] - Gross margin decreased by 300 basis points to 40.6%, primarily due to higher tariffs in North America [3] - Net profit fell by 32% to $792 million, with earnings per share at $0.53 [3] - Revenue in the Greater China region decreased by 13%, with EBIT declining by 35%, marking the largest drop among all markets [3] Group 3: Strategic Initiatives - 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 [3] - The "Win Now" strategy will continue to accelerate actions in fiscal year 2026, focusing on team restructuring, strengthening partnerships, optimizing product mix, and enhancing competitive positioning in the market [3] - Under Hill's leadership, Nike is shifting focus from direct-to-consumer channels back to wholesale, restructuring to concentrate on sports, and reducing discount promotions to improve gross margins [3]