Workflow
sport
icon
Search documents
盘后股价大涨逾10%!耐克业绩下滑,但仍超预期?
Jin Rong Jie· 2025-06-27 03:45
6月26日,耐克(NKE.US)的股价在盘后大涨10.83%。 从消息面来看,耐克的股价在盘后出现异动和最新披露的业绩公告有关。 公告显示,2025财年(截至5月31日),耐克实现营收463.09亿美元,同比下降10%;财年净利润为 32.19亿美元,同比下降44%;每股摊薄收益为2.16美元,上财年为3.73美元。其中,大中华区财年收入 达65.85亿美元。 其中,于2025财年第四财季,耐克的营收为110.97亿美元,同比下降12%,但依然好于分析师平均预期 107.2亿美元;期内净利润为2.11亿美元,同比暴降86%;每股摊薄收益为0.14美元,上一财年同期为 0.99美元,但也好于分析师平均预期0.13美元。 总的来看,耐克第四财季的营收和利润虽然遭遇下跌,但表现还是超出了市场预期。 分品牌来看,第四财季,耐克的收入为107.63亿美元,同比下降11%,主要系所有区域的销售均遭遇下 滑;匡威的收入为3.57亿美元,同比下降26%,同样出现了所有区域下滑的情况。 在股东回报方面,第四财季,耐克通过分红及回购向股东回馈了约8亿美元,整个2025财年则回馈了约 53亿美元。 耐克集团总裁兼首席执行官艾略特· ...
NIKE(NKE) - 2025 Q4 - Earnings Call Transcript
2025-06-26 22:00
Financial Data and Key Metrics Changes - For Q4, revenues decreased by 12% on a reported basis and 11% on a currency-neutral basis [28] - Gross margins declined by 440 basis points to 40.3% due to higher wholesale discounts and supply chain cost deleverage [28] - Earnings per share was $0.14, with full-year revenue down 10% on a reported basis [29] Business Line Data and Key Metrics Changes - Nike Direct revenues were down 14%, with Nike Digital declining 26% and Nike Stores increasing by 2% [28] - In North America, Q4 revenue declined 11%, with Nike Direct down 14% and wholesale down 8% [31] - In EMEA, Q4 revenue declined 10%, with Nike Direct down 19% and wholesale down 4% [33] - Greater China saw a 20% revenue decline, with Nike Direct down 15% and wholesale down 24% [35] Market Data and Key Metrics Changes - North America made progress in cleaning up the marketplace, with a focus on repositioning Nike Digital as a full-price model [31] - EMEA demonstrated growth in key performance dimensions, with women's sportswear footwear returning to growth [34] - APLA experienced a 3% revenue decline, with mixed results across countries [38] Company Strategy and Development Direction - The company is implementing "WinNow" actions to reposition its brands and business for future growth, focusing on sport and innovation [26][27] - A new partnership with Amazon will feature a select assortment of footwear and apparel, aimed at expanding distribution [17] - The company is reorganizing into sport-focused teams to drive deeper relationships with athletes and enhance product innovation [12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that Q4 results were not up to Nike's standards but expressed optimism about future improvements [7] - The company expects headwinds to revenue and gross margin to begin to moderate, with a clear path to recovery ahead [22][44] - Management emphasized the importance of inspiring and innovating for consumers, with a focus on returning to sustainable growth [25] Other Important Information - The company is facing new tariffs that are expected to increase costs by approximately $1 billion, with plans to mitigate this impact over time [42][43] - Inventory remains elevated but is being managed down, with a goal to exit the first half of fiscal 2026 in a healthy position [30][47] Q&A Session Summary Question: Can you elaborate on the accelerated actions under your sport offense realignment? - The company is organizing into sport-obsessed teams to drive a relentless flow of innovative products across all brands, focusing on performance and sportswear [61][62] Question: What is the expected impact of tariffs in Q1? - The first quarter will see a larger impact from tariffs, but the company is confident in its ability to mitigate these over time as actions are implemented [74][77] Question: Are you expecting gross margin pressures to abate sequentially? - Margins are expected to remain under pressure in the first half of fiscal 2026, but moderation is anticipated in the second half [79][80] Question: Can you discuss the timeline for recovery in the China marketplace? - The company believes in the long-term opportunity in China and is focused on inspiring consumers, although recovery will take time due to unique market characteristics [102]
Kevin Durant trade shakes up NBA Draft market
Yahoo Finance· 2025-06-26 20:01
Sports Business Headlines - Kevin Durant's trade to the Houston Rockets is a significant event [1] - Nike (NKE) and Skims athleticwear production delays are impacting the market [1] - Tom Brady's $1 million win at Fanatics Fest highlights the intersection of sports and finance [1] WNBA and Caitlin Clark's Impact - Caitlin Clark's impact on the WNBA is a key topic [1] NFL and Team Valuation - Discussion on "ring culture" in the NFL [1] - The Los Angeles Lakers' potential $10 billion sale is noteworthy [1]
X @Bankless
Bankless· 2025-06-26 18:31
Privacy in Crypto Is Getting an UpgradeNew privacy technologies are emerging: MPC, FHE, TEEs, and zkTLS. Each tackles privacy from a different angle — and major projects are building with them now.Here’s how these technologies work — and where they’re going👇~~ Analysis by @davewardonline ~~Multi-Party Computation (MPC)MPC allows multiple parties to compute something together without revealing their inputs.Say six friends want to find their average salary without revealing individual amounts. Each splits the ...
The Power of Team Sports | Aiden Lau | TEDxYCIS Chongqing Youth
TEDx Talks· 2025-06-26 15:00
Team sports builds leaders and feels fun. Do you like playing team sports. For me, I love playing football.Every Friday I get so excited because on Saturday I'm going to play football and I love football. A few months ago, it was Saturday morning and I led her bed and quickly got ready to play football. Noticing the bad weather, I thought.I hope it started rain again. Sitting in a taxi, the sky getting dark, I whispered to my dad, it's going to rain again. Have you ever felt that you're going to have a bad ...
Lottery.com Announces $10 Million Acquisition of GXR World Sports Assets to Power Global Launch of Sports.com Super App
Globenewswire· 2025-06-26 12:21
Core Viewpoint - Lottery.com is advancing its global expansion with the launch of the Sports.com Super App, a unique digital platform for sports fans that integrates live streaming, social engagement, e-commerce, and gamification [1][3] Group 1: Super App Features and Strategy - The Super App will launch in select global markets in Q3 2025, initially focusing on soccer and motorsport, supported by high-profile sponsorships and strategic initiatives [2] - The app will integrate six primary features: live streaming, community chat hubs, stats-based social media, e-commerce, real-money and fantasy sports gaming, and sports news, aiming to engage fans for 4-5 hours beyond match time each week [3][4] - The acquisition of GXR's sports and technology assets is a strategic move to consolidate fragmented sports experiences and enhance media expansion [3][5] Group 2: Financial Aspects and Investments - Lottery.com has signed a Letter of Intent to acquire a 51% controlling interest in GXR's assets, valuing the transaction at $10 million pre-money, with an initial investment of $5.1 million [5][6] - A $15 million financing commitment has been pledged by Lottery.com to support the expansion of the Sports.com Super App [5] Group 3: Market Impact and Future Outlook - The collaboration between Lottery.com and GXR aims to create the world's first true sports super app, allowing fans to control their entire live event experience [7] - The agreement includes a call option for Lottery.com to acquire 100% ownership of the new entity by the end of 2027, indicating long-term growth potential [6]
Big Ten and Big 12 Enter Historic Partnerships with PayPal to Enable Institutional Payments for Student-Athletes in New Revenue Sharing Model
Prnewswire· 2025-06-26 12:00
Core Insights - PayPal has entered multi-year agreements with the Big Ten and Big 12 Conferences to modernize the distribution of institutional payments to student-athletes through a new revenue-sharing model [1][2][3] - The initiative aims to provide a secure, efficient, and transparent method for athletic departments to dispense payments, enhancing the financial experience for student-athletes [1][4] - Venmo will play a significant role in campus life, expanding its commerce capabilities and becoming a preferred payment partner for tuition payments at select schools [4][5][6] Company Initiatives - PayPal will facilitate institutional payments to student-athletes, allowing them to access funds through their PayPal wallets for various purchases, including event tickets and textbooks [1][3] - Venmo is enhancing its presence on college campuses by sponsoring major athletic events and enabling real-world campus spending, including at bookstores and for ticketing [5][8] - The first phase of the rollout for institutional payments is expected to begin in summer 2025, with tuition payments through PayPal anticipated to launch in early 2026 [9] Market Impact - The partnerships with the Big Ten and Big 12 Conferences are expected to revolutionize college sports by allowing direct revenue sharing with student-athletes [2][4] - Venmo's user base, with over 64 million monthly accounts in the U.S., positions it well to become integral to student financial transactions on campuses [7] - The collaboration is set to empower student-athletes and enhance their financial management through a trusted platform they are already familiar with [4][6]
The Power of the Ball | Mohammed Amine Zariat | TEDxFMPR
TEDx Talks· 2025-06-25 16:29
Alors moi c'est Amine, je suis entrepreneur social sportif, je suis adjoint international de basketball et j'ai découvert le basket quand j'étais au collège. Donc je suis passé par l'école primaire publique, collège public, lycée public. Après, j'ai eu mon diplôme et malheureusement j'ai pas pu pratiquer le sport quand j'étais à l'école publique primaire parce qu'il y avait pas de sport. On avait pas une séance d'éducation physique et sportive. Au collège, le prof d'éducation physique et sportive en pleine ...
Archer vs. Eve: Which eVTOL Stock Has the Edge in Next-Gen Transport?
ZACKS· 2025-06-25 13:56
Core Insights - The eVTOL industry is experiencing significant growth due to urban congestion and the need for sustainable transport, with Archer Aviation Inc. and Eve Holding Inc. as key players [1][4]. Company Overview - Archer Aviation is nearing the commercial rollout of its Midnight aircraft, aiming for air taxi services in major cities by the end of 2025, focusing on rapid FAA certification and infrastructure development [2][4]. - Eve, a spin-off from Embraer, is preparing for flight tests of its eVTOL aircraft, with service expected to begin in 2026 [3][10]. Financial Position - Archer Aviation reported cash and cash equivalents of $1.04 billion and long-term debt of $0.74 billion as of Q1 2025, indicating a strong solvency position [5]. - Eve Holdings had $0.06 billion in cash and long-term debt of $0.14 billion as of the same date, suggesting short-term viability but reliance on future revenue generation [6]. Growth Catalysts - Archer Aviation's collaborations, including a recent agreement with Indonesia's PT. IKN, enhance its market position and aim for commercial use of the Midnight aircraft [7][8]. - Eve's growing backlog of Letters of Intent (LOIs), including a recent agreement for up to 54 eVTOLs, indicates rising interest in its technology [9][10]. Market Challenges - Both companies face challenges in a capital-intensive industry, with success dependent on aircraft design, certification, and market demand for urban air mobility [11][12]. - Public acceptance of eVTOLs may be hindered by safety perceptions, noise concerns, and pricing compared to traditional transport options [12]. Performance Metrics - Archer Aviation's stock has seen a 194% increase over the past year, while Eve's stock has risen by 40.8% [16]. - Both companies currently exhibit negative Return on Equity (ROE), indicating inefficiencies in profit generation from equity [17]. Future Outlook - Archer Aviation is positioned to generate revenues sooner due to its regulatory progress and infrastructure partnerships, while Eve is expected to commercialize its services between 2026 and 2027 [21][22]. - Despite shared industry risks, Archer Aviation currently holds an advantage in market entry and global expansion strategies [22].
Synchrony and KTM North America Partner to Sponsor Babes in the Dirt 2025 Off-Road Adventure Series to Highlight Women Off-Roaders
Prnewswire· 2025-06-25 13:00
Core Insights - Synchrony has partnered with Babes in the Dirt as the official financing partner for the 2025 Off-Road Adventure Series, aiming to support women's participation in powersports [1][2][4] - Babes in the Dirt is the largest network for women off-roaders in the US, established to transform the powersports industry and promote inclusivity [3][9] - Women are the fastest-growing segment in the powersports market, highlighting a significant opportunity for growth and engagement [2][3] Company Overview - Synchrony is a leading consumer financial services company, providing access to credit and banking products for nearly 100 years, serving tens of millions of people [6] - KTM North America, a subsidiary of KTM AG, is recognized as Europe's leading high-performance motorcycle manufacturer, known for its competitive edge in the powersports industry [7][8] Event Sponsorship and Impact - Synchrony will facilitate financing for motorcycle sales, parts, garments, and accessories through Babes in the Dirt, addressing the needs of attendees who intend to purchase motorcycles [4] - In 2024, 23% of attendees at Babes in the Dirt events did not own a motorcycle but planned to buy one, indicating a strong demand for financing options [4] Mission and Goals - Babes in the Dirt aims to create a supportive environment for women in the powersports community, encouraging participation and adventure [5][9] - The collaboration with Synchrony and KTM is designed to enhance accessibility to motorcycles and related services for aspiring women riders [5][6]