$耐克(NKE.US) -4.6% AH (no position) after giving a dismal 4Q outlook as new CEO Elliott Hill reset revenue and gross margin expectations lower while re-focusing Nike’s marketing message on the athlete.
3Q actuals:- Rev $11.27B (-9% YoY) vs $11.03B (-11% YoY) est- Gross margin 41.5% vs 41.9% est- EPS $.54 vs $.28 est- Repurchased just $499M shares vs $1,050M avg over the past 4 qtrs.4Q guidance:- Revs mid-teens decline vs -12% exp- Gross margin -400bp to -500bp vs -340bp expFY’26 (starts June 2025):- Same 4Q headwinds continuing into FY’26 (vs WS rev 0% est growth, gross margins expected to grow 80bp in FY’26)- Digital traffic double digit declines vs direct to consumer rev growth -1.5% exp本文版权归属原作者/机构所有。
当前内容仅代表作者观点，与本平台立场无关。内容仅供投资者参考，亦不构成任何投资建议。如对本平台提供的内容服务有任何疑问或建议，请联系我们。
发表你的评论
暂无评论