Core Insights - Nike's stock price dropped by 10.54% on December 19, 2025, marking a 22.41% decline year-to-date and a 23.85% drop over the past 52 weeks [1][8] Financial Performance - For the second quarter of fiscal year 2026, Nike reported a net profit decline of 32%, falling from $1.16 billion to $792 million, with diluted earnings per share decreasing from $0.78 to $0.53, surpassing market expectations of $0.38 [3][10] - Net sales reached $12.43 billion, a slight increase of 1% compared to the previous year, exceeding market expectations of $12.22 billion [3][10] - The Nike brand's revenue for the second quarter was $12.1 billion, growing 1% year-over-year, primarily driven by North American market performance, although offset by declines in Greater China and APLA regions [3][10] Regional Performance - Revenue in Greater China decreased by 17% to $1.7 billion, with EBIT dropping by 49%, indicating significant market challenges [3][10] - Direct-to-consumer sales fell by 8% to $4.6 billion, with digital sales down 14% and in-store sales down 3% [3][10] Wholesale and Other Segments - Nike's wholesale channel revenue grew by 8% to $7.5 billion, while Converse brand revenue plummeted by 30% to $300 million due to declines across all regions [4][11] - Footwear revenue remained flat at $7.7 billion, while apparel sales increased by 4% to $3.9 billion [4][11] Strategic Challenges - The decline in profits was attributed to increased tariffs in the U.S. and ongoing weakness in the Chinese market [4][11] - Analysts suggest that Nike must replicate its success in running shoes across other sports categories and improve its cultural connection in the Chinese market [5][11] - The company is refocusing on rebuilding relationships with wholesale partners after facing challenges with its direct-to-consumer strategy [5][12]

知名运动品牌的股价崩了！ 周五美股盘前，体育用品巨头耐克的股价大跌超10%。若正式开盘后维持这一跌势，该公司的单日市值将蒸发 近100亿美元。 最新披露的财报显示，2026财年第二季度（截至11月30日），耐克的净利润同比大降32%。同时，该公司预计 第三季度的营收将出现下滑。这意味着，在连续两个季度的营收增长后，该公司遭遇了重大挫折。有分析师表 示，耐克的业绩，未能令投资者信服其业务正在复苏。 耐克披露财报后，股价大跌 周四美股盘后，耐克发布了2026财年第二季度（截至11月30日）财报。数据显示，第二季度，这家总部位于俄 勒冈州比弗顿的企业营收为124.27亿美元，同比增长0.59%；净利润同比下降32%，由上年同期的11.63亿美元 降至7.92亿美元。稀释后每股收益为53美分，上年同期为78美分。 在上述财报披露后，巴克莱银行将耐克的目标价从70美元下调至64美元。周五美股盘前，该公司的股价跌幅超 过10%。 预计第三季度营收下降 在公司分析师电话会议上，耐克首席财务官弗兰德表示，耐克预计2026财年第三季度的营收将出现低个位数下 降，而北美地区将录得温和增长。耐克警告称，由于在华业务持续疲软，且其匡 ...