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<p>耐克公司（NYSE: NKE）仍在應對銷售下滑，但其最新的財報發佈信號顯示，新任首席執行官 Elliott Hill 的轉型策略開始顯現出一些早期的成效。</p>
<p>儘管這家運動鞋零售商在盤後報告了超出預期的第三季度收入，但這一數字仍較去年同期下降了 9.0%，主要歸因於中國市場持續的疲軟。</p>
<p>儘管如此，耐克的股價在盤後交易中小幅上漲，因為公司的每股收益為 54 美分，遠高於第三季度的 29 美分。</p>
<h2>耐克能否重拾霸主地位？</h2>
<p>耐克公司已經承認其面臨的問題，並在新首席執行官的領導下進入了行動階段，Powers Advisory Group 的 Matt Powers 表示。</p>
<p>投資者對公司的收益並不感到失望，因為 Hill 已經向投資者傳達了耐克是一艘大船，因此需要一些時間來扭轉局面。</p>
<p>儘管第三季度存在一些弱點，Powers 仍對耐克股票持樂觀態度，認為其是長期投資，因為 “通貨膨脹最終會穩定，耐克會適應，我們預計它將重新獲得一些主導地位。”</p>
<p>Powers 還建議持有 NKE 股票，因為它們在撰寫時的股息收益率為 2.23%。</p>
<h2>耐克股票相對昂貴嗎？</h2>
<p>然而，投資者應該注意，耐克股票在當前水平上並不便宜。</p>
<p>其前瞻市盈率目前約為 40，這與 On Holding 大致相同。</p>
<p>然而，後者目前正處於快速增長階段。</p>
<p>與 Deckers 或 Under Armour 相比，考慮到它們在撰寫時的前瞻市盈率約為 20 倍，NKE 股票顯得非常昂貴。</p>
<p>儘管如此，分析師們不願意對耐克公司轉身離去。</p>
<p>目前對這一標誌性品牌的共識評級為 “增持”，平均目標價超過 84 美元，較當前價格有約 13% 的上漲空間。</p>
<h2>耐克對未來的預期</h2>
<p>週四，這家在紐約上市的公司未更新其 2025 年的指導意見。</p>
<p>然而，其管理層確認，今年下半年的前景與 12 月時溝通的一致。</p>
<p>根據公司首席財務官 Matt Friend 的説法：</p>
<blockquote>
<p>運營環境是動態的，但對耐克來説，最重要的是通過新產品創新來服務運動員，並通過運動重新點燃品牌勢頭。</p>
</blockquote>
<p>本週早些時候，BMO 的高級分析師 Simeon Siegel 也表示，耐克正在通過新產品和精彩的故事講述來解決其問題。</p>
<p>儘管如此，值得一提的是，耐克股票目前較其 52 周高點超過 100 美元下跌了超過 25%。</p>
<p>這篇文章的標題為《耐克財報：NKE 能否在 2025 年重拾霸主地位？》，首次發佈於 Invezz。</p>

耐克

<p>耐克公司（NYSE: NKE）正面臨銷售下滑，但其最新的財報顯示在新任首席執行官艾略特·希爾的領導下，出現了早期的好轉跡象。儘管由於中國市場疲軟，年同比收入下降了 9%，公司仍報告每股收益超出預期，達到 54 美分。分析師們保持樂觀，普遍給予 “增持” 評級，目標價暗示有 13% 的上漲空間。然而，耐克股票相較於競爭對手被認為價格昂貴，前瞻市盈率約為 40。公司尚未更新 2025 年的指引，但旨在創新並重新獲得品牌動能</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）仍在應對銷售下滑，但其最新的財報發佈信號顯示，新任首席執行官 Elliott Hill 的轉型策略開始顯現出一些早期的成效。</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>儘管這家運動鞋零售商在盤後報告了超出預期的第三季度收入，但這一數字仍較去年同期下降了 9.0%，主要歸因於中國市場持續的疲軟。</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>儘管如此，耐克的股價在盤後交易中小幅上漲，因為公司的每股收益為 54 美分，遠高於第三季度的 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>耐克公司已經承認其面臨的問題，並在新首席執行官的領導下進入了行動階段，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>投資者對公司的收益並不感到失望，因為 Hill 已經向投資者傳達了耐克是一艘大船，因此需要一些時間來扭轉局面。</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>儘管第三季度存在一些弱點，Powers 仍對耐克股票持樂觀態度，認為其是長期投資，因為 “通貨膨脹最終會穩定，耐克會適應，我們預計它將重新獲得一些主導地位。”</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 還建議持有 NKE 股票，因為它們在撰寫時的股息收益率為 2.23%。</p>
</div><h2>Is Nike stock relatively expensive?</h2>
<div class="lb-trans"><h2>耐克股票相對昂貴嗎？</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，投資者應該注意，耐克股票在當前水平上並不便宜。</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>其前瞻市盈率目前約為 40，這與 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，後者目前正處於快速增長階段。</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>與 Deckers 或 Under Armour 相比，考慮到它們在撰寫時的前瞻市盈率約為 20 倍，NKE 股票顯得非常昂貴。</p>
</div><p>That said, analysts are reluctant to turn their backs on Nike Inc.</p>
<div class="lb-trans"><p>儘管如此，分析師們不願意對耐克公司轉身離去。</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>目前對這一標誌性品牌的共識評級為 “增持”，平均目標價超過 84 美元，較當前價格有約 13% 的上漲空間。</p>
</div><h2>What Nike expects for the future</h2>
<div class="lb-trans"><h2>耐克對未來的預期</h2>
</div><p>On Thursday, the New York-listed firm refrained from updating its guidance for 2025.</p>
<div class="lb-trans"><p>週四，這家在紐約上市的公司未更新其 2025 年的指導意見。</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，其管理層確認，今年下半年的前景與 12 月時溝通的一致。</p>
</div><p>According to Matt Friend, the company’s chief of finance:</p>
<div class="lb-trans"><p>根據公司首席財務官 Matt Friend 的説法：</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>運營環境是動態的，但對耐克來説，最重要的是通過新產品創新來服務運動員，並通過運動重新點燃品牌勢頭。</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>本週早些時候，BMO 的高級分析師 Simeon Siegel 也表示，耐克正在通過新產品和精彩的故事講述來解決其問題。</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>儘管如此，值得一提的是，耐克股票目前較其 52 周高點超過 100 美元下跌了超過 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>這篇文章的標題為《耐克財報：NKE 能否在 2025 年重拾霸主地位？》，首次發佈於 Invezz。</p>
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耐克收益：NKE 能在 2025 年重新奪回主導地位嗎？