12月19日，耐克公布了2026财年第二季度财报。本季度耐克实现营业收入124.27亿美元，同比增长1%；实现净利润7.91亿元，同比减少32%。 分区域来看，北美市场为耐克的核心增长引擎；大中华区表现持续低迷，主要是受消费者信心疲软、门店客流量下降及促销竞争加剧影响；其他区域如 EMEA（欧洲、中东和非洲）市场保持稳健，亚太与拉丁美洲（APLA）略有下滑。 此外，在报告期内，耐克毛利率为40.6%，同比减少3%，耐克将其归因为北美地区关税上涨所致。 销售及管理费用为40亿美元，同比增长1%。其中，市场推广费用为13亿美元，同比增长13%，主要是因为品牌营销费用与体育营销费用均有所增加；运营 管理费用为28亿美元，同比减少4%，主要得益于薪资相关支出及其他管理成本的减少。 | | | | THREE MONTHS ENDED | | % | | SIX MONTHS ENDED | | 0/0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (In millions, except per share data) | | 11 ...

Core Insights - Nike showcased its commitment to the Chinese market during the 8th China International Import Expo by highlighting the achievements of Chinese athletes and the "Just Do It" spirit [1] - The company announced the opening of its creative production center, ICON. Shanghai, emphasizing its long-term dedication to the Chinese market [1] - Nike's integration of innovation and design teams across its brands (Nike, Jordan, and Converse) aims to create a new athlete-centric innovation engine [1] Group 1 - Nike's participation in the expo featured leading technologies and innovative products across multiple sports sectors [1] - The CEO of Nike Greater China expressed the company's commitment to understanding and meeting the needs of athletes [1] - Nike has been involved in the growth of China's sports industry for over 40 years and aims to continue supporting its development [1]