<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2023/02/151158448-m.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2023/02/151158448-m.jpg"/></p>
<p>耐克公司（NYSE: NKE）仍在应对销售下滑，但其最新的财报发布信号显示，新任首席执行官 Elliott Hill 的转型策略开始显现出一些早期的成效。</p>
<p>尽管这家运动鞋零售商在盘后报告了超出预期的第三季度收入，但这一数字仍较去年同期下降了 9.0%，主要归因于中国市场持续的疲软。</p>
<p>尽管如此，耐克的股价在盘后交易中小幅上涨，因为公司的每股收益为 54 美分，远高于第三季度的 29 美分。</p>
<h2>耐克能否重拾霸主地位？</h2>
<p>耐克公司已经承认其面临的问题，并在新首席执行官的领导下进入了行动阶段，Powers Advisory Group 的 Matt Powers 表示。</p>
<p>投资者对公司的收益并不感到失望，因为 Hill 已经向投资者传达了耐克是一艘大船，因此需要一些时间来扭转局面。</p>
<p>尽管第三季度存在一些弱点，Powers 仍对耐克股票持乐观态度，认为其是长期投资，因为 “通货膨胀最终会稳定，耐克会适应，我们预计它将重新获得一些主导地位。”</p>
<p>Powers 还建议持有 NKE 股票，因为它们在撰写时的股息收益率为 2.23%。</p>
<h2>耐克股票相对昂贵吗？</h2>
<p>然而，投资者应该注意，耐克股票在当前水平上并不便宜。</p>
<p>其前瞻市盈率目前约为 40，这与 On Holding 大致相同。</p>
<p>然而，后者目前正处于快速增长阶段。</p>
<p>与 Deckers 或 Under Armour 相比，考虑到它们在撰写时的前瞻市盈率约为 20 倍，NKE 股票显得非常昂贵。</p>
<p>尽管如此，分析师们不愿意对耐克公司转身离去。</p>
<p>目前对这一标志性品牌的共识评级为 “增持”，平均目标价超过 84 美元，较当前价格有约 13% 的上涨空间。</p>
<h2>耐克对未来的预期</h2>
<p>周四，这家在纽约上市的公司未更新其 2025 年的指导意见。</p>
<p>然而，其管理层确认，今年下半年的前景与 12 月时沟通的一致。</p>
<p>根据公司首席财务官 Matt Friend 的说法：</p>
<blockquote>
<p>运营环境是动态的，但对耐克来说，最重要的是通过新产品创新来服务运动员，并通过运动重新点燃品牌势头。</p>
</blockquote>
<p>本周早些时候，BMO 的高级分析师 Simeon Siegel 也表示，耐克正在通过新产品和精彩的故事讲述来解决其问题。</p>
<p>尽管如此，值得一提的是，耐克股票目前较其 52 周高点超过 100 美元下跌了超过 25%。</p>
<p>这篇文章的标题为《耐克财报：NKE 能否在 2025 年重拾霸主地位？》，首次发布于 Invezz。</p>

耐克

<p>耐克公司（NYSE: NKE）正面临销售下滑，但其最新的财报显示在新任首席执行官艾略特·希尔的领导下，出现了早期的好转迹象。尽管由于中国市场疲软，年同比收入下降了 9%，公司仍报告每股收益超出预期，达到 54 美分。分析师们保持乐观，普遍给予 “增持” 评级，目标价暗示有 13% 的上涨空间。然而，耐克股票相较于竞争对手被认为价格昂贵，前瞻市盈率约为 40。公司尚未更新 2025 年的指引，但旨在创新并重新获得品牌动能</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2023/02/151158448-m.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2023/02/151158448-m.jpg"/></p>
<p>Nike Inc (NYSE: NKE) is still grappling with a sales decline – but its latest earnings release signals the turnaround strategy of its new CEO Elliott Hill is starting to show some early signs of working out.</p>
<div class="lb-trans"><p>耐克公司（NYSE: NKE）仍在应对销售下滑，但其最新的财报发布信号显示，新任首席执行官 Elliott Hill 的转型策略开始显现出一些早期的成效。</p>
</div><p>While the athletic footwear retailer reported better-than-expected revenue for its third quarter after-hours, the number still represented a 9.0% decline on a year-over-year basis, attributed primarily to continued material weakness in China.</p>
<div class="lb-trans"><p>尽管这家运动鞋零售商在盘后报告了超出预期的第三季度收入，但这一数字仍较去年同期下降了 9.0%，主要归因于中国市场持续的疲软。</p>
</div><p>Still, Nike shares are inching up in extended hours as the company’s earnings, at 54 cents a share, printed well above 29 cents a share in Q3.</p>
<div class="lb-trans"><p>尽管如此，耐克的股价在盘后交易中小幅上涨，因为公司的每股收益为 54 美分，远高于第三季度的 29 美分。</p>
</div><h2>Could Nike regain its dominance?</h2>
<div class="lb-trans"><h2>耐克能否重拾霸主地位？</h2>
</div><p>Nike Inc. has acknowledged its issues and has already transitioned into the action phase under the leadership of its new chief executive, according to Matt Powers of Powers Advisory Group.</p>
<div class="lb-trans"><p>耐克公司已经承认其面临的问题，并在新首席执行官的领导下进入了行动阶段，Powers Advisory Group 的 Matt Powers 表示。</p>
</div><p>Investors are not too bummed about the company’s earnings since Hill had already broadcast it to investors that Nike is a big ship and so, it’ll take some time to turn it around.</p>
<div class="lb-trans"><p>投资者对公司的收益并不感到失望，因为 Hill 已经向投资者传达了耐克是一艘大船，因此需要一些时间来扭转局面。</p>
</div><p>Despite areas of weakness in Q3, Powers remains bullish on Nike stock as a long-term investment because “inflation will eventually stabilize, Nike will adapt, and we expect it to regain some dominance.”</p>
<div class="lb-trans"><p>尽管第三季度存在一些弱点，Powers 仍对耐克股票持乐观态度，认为其是长期投资，因为 “通货膨胀最终会稳定，耐克会适应，我们预计它将重新获得一些主导地位。”</p>
</div><p>Powers recommends owning NKE shares also because they pay a healthy dividend yield of 2.23% at writing.</p>
<div class="lb-trans"><p>Powers 还建议持有 NKE 股票，因为它们在撰写时的股息收益率为 2.23%。</p>
</div><h2>Is Nike stock relatively expensive?</h2>
<div class="lb-trans"><h2>耐克股票相对昂贵吗？</h2>
</div><p>Investors should note, however, that Nike stock is not inexpensive to own at current levels.</p>
<div class="lb-trans"><p>然而，投资者应该注意，耐克股票在当前水平上并不便宜。</p>
</div><p>Its forward price-to-earnings multiple currently sits at about 40, which is roughly the same as On Holding.</p>
<div class="lb-trans"><p>其前瞻市盈率目前约为 40，这与 On Holding 大致相同。</p>
</div><p>However, the latter is currently in a heavy growth mode.</p>
<div class="lb-trans"><p>然而，后者目前正处于快速增长阶段。</p>
</div><p>Compared to the likes of Deckers or Under Armour, NKE shares are super expensive considering both of them are going for about 20 times forward at the time of writing.</p>
<div class="lb-trans"><p>与 Deckers 或 Under Armour 相比，考虑到它们在撰写时的前瞻市盈率约为 20 倍，NKE 股票显得非常昂贵。</p>
</div><p>That said, analysts are reluctant to turn their backs on Nike Inc.</p>
<div class="lb-trans"><p>尽管如此，分析师们不愿意对耐克公司转身离去。</p>
</div><p>The consensus rating on the iconic name currently sits at “overweight” with a mean price target of over $84 representing about a 13% upside from here.</p>
<div class="lb-trans"><p>目前对这一标志性品牌的共识评级为 “增持”，平均目标价超过 84 美元，较当前价格有约 13% 的上涨空间。</p>
</div><h2>What Nike expects for the future</h2>
<div class="lb-trans"><h2>耐克对未来的预期</h2>
</div><p>On Thursday, the New York-listed firm refrained from updating its guidance for 2025.</p>
<div class="lb-trans"><p>周四，这家在纽约上市的公司未更新其 2025 年的指导意见。</p>
</div><p>Its management did, however, confirm that the outlook for the back half of this year remains the same as communicated in December.</p>
<div class="lb-trans"><p>然而，其管理层确认，今年下半年的前景与 12 月时沟通的一致。</p>
</div><p>According to Matt Friend, the company’s chief of finance:</p>
<div class="lb-trans"><p>根据公司首席财务官 Matt Friend 的说法：</p>
</div><blockquote>
<p>The operating environment is dynamic, but what matters most for Nike is serving athletes with news product innovation and re-igniting brand momentum through sport.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>运营环境是动态的，但对耐克来说，最重要的是通过新产品创新来服务运动员，并通过运动重新点燃品牌势头。</p>
</blockquote>
</div><p>Earlier this week, BMO senior analyst Simeon Siegel also said Nike was fixing its problems with new products and great storytelling.</p>
<div class="lb-trans"><p>本周早些时候，BMO 的高级分析师 Simeon Siegel 也表示，耐克正在通过新产品和精彩的故事讲述来解决其问题。</p>
</div><p>Nonetheless, it’s worth mentioning here that Nike stock is currently down more than 25% versus its 52-week high of just over $100.</p>
<div class="lb-trans"><p>尽管如此，值得一提的是，耐克股票目前较其 52 周高点超过 100 美元下跌了超过 25%。</p>
</div><p>The post Nike earnings: Can NKE regain its dominance in 2025? appeared first on Invezz</p>
<div class="lb-trans"><p>这篇文章的标题为《耐克财报：NKE 能否在 2025 年重拾霸主地位？》，首次发布于 Invezz。</p>
</div>

耐克收益：NKE 能在 2025 年重新夺回主导地位吗？