2025.05. 23 有消息人士称，耐克本周已通知零售合作伙伴有关涨价事宜，其零售合作伙伴将在 7 月面临批发价 上调。 值得注意的是，耐克本财年截至5月31日，而此次涨价将与耐克下一财年的开始时间同步。 今年4月初美国的"对等关税"政策公布当日，耐克股价收盘下跌了14%，市值蒸发超138亿美元。 根据该公司提交给美国证券交易委员会（SEC）的文件中称，2024年，其约 50% 的鞋类产自越 南，27% 产自印度尼西亚，18% 产自中国。 瑞士银行曾估计，来自越南的耐克商品价格将上涨 10% 到 12%。 来自海外采购的成本升高或是迫使耐克此次涨价的原因。在调价中，不同商品的价格涨幅有所不同： 售价在100美元至150美元之间的鞋类加价5美元。至于售价超过150美元的鞋子，可能会加价10美 元。 不过，此次计划的涨价也存在例外情况：比如乔丹品牌服装及配饰、所有儿童鞋类和服装，以及所有 售价低于 100 美元的鞋类均不受影响。目前最基础款零售价为 115 美元的畅销复古运动鞋耐克空 军一号（Nike Air Force 1）也不在涨价范围内。 本文字数：867，阅读时长大约1.5分钟 作者 | 第一财经 刘晓 ...

Core Insights - The geopolitical environment and potential tariff increases are significant concerns for the sports goods industry, particularly affecting pricing and supply chain management [3] - Nike plans to raise prices on its products in the U.S. starting in early June, with increases expected to range from $2 to $10 [1] - Nike's stock price dropped 14% on the day the "reciprocal tariff" policy was announced, resulting in a market value loss of over $13.8 billion [1] Pricing Strategy - Nike's price increase will coincide with the start of its next fiscal year, which ends on May 31 [1] - The price adjustments will vary by product, with shoes priced between $100 and $150 seeing a $5 increase, while shoes priced over $150 may increase by $10 [1][2] - Certain products, such as Jordan brand apparel, children's footwear, and shoes priced below $100, will not be affected by the price increase [2] Financial Performance - In March, Nike reported a revenue of $11.269 billion for Q3 of fiscal year 2025, a 9% year-over-year decline [2] - The company expects a mid-double-digit year-over-year revenue decline for Q4, with gross margins compressing by 400-500 basis points due to inventory clearance and tariff impacts [2] Supply Chain Insights - Approximately 50% of Nike's footwear is produced in Vietnam, 27% in Indonesia, and 18% in China, according to SEC filings [1] - Rising costs from overseas sourcing are likely driving the need for price increases [1] Strategic Adjustments - Nike is expanding its sales channels by resuming direct sales on Amazon, which it had previously halted in 2019 due to concerns over counterfeit products [2]