$NKE

Nike财报的意义在于验证CEO的改革计划能否稳住销售并改善利润率,而不仅仅是每股收益和营收是否超预期;北美和中国是关键压力点。

他说的是几天内
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Schwab Network发布 2026-09-30 · 3 段内容
03:19/ —打开原视频

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3 段内容

我们将看到Nike的利润结果。公司今年一直承受着巨大压力。其股价已下跌超过44%,目前交投于十多年来的最低水平附近。

We will get the results of Nike's profits. I mean, the company has been under tremendous pressure this year. Their shares have fallen by more than 44%, and are trading near their lowest levels in more than a decade.

华尔街预计每股收益为44美分,营收为117亿美元。我认为这份报告的重点不在于他们能否超越这些数字,而更多在于Elliott Hill的改革计划是否开始体现在销售企稳和毛利率改善上。

Wall Street expects earnings per share of 44 cents and revenue of $11.7 billion. I think the report is less about whether they can surpass those numbers and more about whether Elliott Hill’s reform plan is starting to show in stabilizing sales and improving gross profit margins.

Sam,在经历了长期疲软之后,关注焦点当然会落在北美销售上,以及大中华区作为Nike潜在压力点的表现。

Sam, of course the focus will be on North American sales after a long period of weakness, and on Greater China as a potential pressure point on Nike.

这个频道对 $NKE 的历次判断

Schwab Network 在这只股票上共 3 条判断,这里只列相邻的几条。

2026-10-01看跌
看起来Nike无法摆脱自身的困境。
原话 00:07 ›
2026-09-30本条
我们将看到Nike的利润结果。公司今年一直承受着巨大压力。其股价已下跌超过44%,目前交投于十多年来的最低水平附近。
2026-09-25看跌
我们来谈谈Nike。我今天在地铁上自己做了一项调查。Nike的鞋子比其他运动鞋更受欢迎。我留意了OnCloud、Adidas和Puma的鞋子,我喜欢在地铁上做这种调查,看看人们穿什么,而Nike出现得最多。
原话 04:25 ›
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