核心观点 - 耐克将于9月30日公布2025财年第一季度财报 市场预期营收和盈利均同比下降 但公司近期战略调整和供应链优势可能支撑未来复苏 [1][5][9] - 尽管短期面临通胀压力及关税阻力 耐克连续八个季度超预期盈利 且长期增长前景被看好 [6][10][12] 财务表现预期 - 第一季度营收预计同比下降5%至110亿美元（去年同期115.9亿美元） 每股收益预计大幅下降至0.28美元（去年同期0.70美元） [5] - 大中华区营收预计同比下降14% 主要受关税影响 [6] - 2026财年总销售额预计下降1% 2027财年预计增长6%至484.1亿美元 每股收益2026财年预计下降超20%至1.68美元 2027财年预计反弹58%至2.59美元 [10] 战略与运营 - 公司战略重心重新转向产品创新、品牌营销和批发分销渠道 此前曾为发展直营业务疏远Foot Locker等合作伙伴 [2] - 供应链成熟度支撑抗风险能力 全球基础设施分散化生产缓解关税冲击 [9] - 过去四个季度每股收益超预期平均达41.99% 连续八个季度超过市场共识 [6][7] 市场表现与估值 - 股价较52周低点52美元有所反弹 但仍较一年高点90美元低20%以上 [2] - 当前远期市盈率达41倍 显著高于市场平均水平 [12]

Key Takeaways 5 S&P 500 members are on the reporting docket this week. Companies reporting include Nike (NKE) and Carnival (CCL). Q3 earnings are currently expected to grow 5.3% YoY on 6.1% higher revenues. This week’s quarterly reports from Nike (NKE) , Carnival (CCL) , and three other S&P 500 members for their respective fiscal quarters ending in August will get counted as part of our September-quarter tally. We have already seen such fiscal August-quarter results from 14 S&P 500 members, including result ...

CNBC's Jim Cramer on Friday told investors what to look out for next week on Wall Street, including the latest's nonfarm payroll report and earnings from Paychex and Nike."The employment number lords over all other entries here. Call me concerned because I know that some parts of the economy — anything connected to this data center — are overheating. But another part, autos homes, retailers, are dreadful," he said. "Can Jay Powell save the rest of the economy without taking the data center economy to a boil ...

BREAKING: Bullish Rebound Pares Market's Weekly Losses The stock market's rebound on Friday narrowed the week's losses for the Nasdaq and S&P 500, and showed technical support at their 21-day exponential moving averages. Heading into the final two trading days of September, and of the third quarter, the Nasdaq is up 4.8% for the month and headed for its sixth straight monthly gain. The S&P 500 has climbed 2.8%, and is leaning toward its fifth consecutive up month. A modest week of earnings reports includes ...

  Vancouver, B.C. – TheNewswire - September 26, 2025 - Candelaria Mining Corp. (TSX-V: CAND.H, OTC PINK: CDELF) (“Candelaria” or the “Company”), is providing an update to its previously disclosed management cease trade order ("MCTO"), announced on August 29, 2025, in respect of the audited annual financial statements and corresponding management's discussion and analysis for the year ended April 30, 2025, including the CEO and CFO certifications (collectively, the "Annual Financial Filings") that were not ...

Welcome back to Market on Close. Nike will be in focus next week as it will report earnings for its fiscal first quarter. Goldman Sachs kept its buy rating and a $95 price target on shares.They noted it expects fundamentals to continue to sequentially improve and continue to see emerging recovery in both sport and strategic priorities such as performance running and women's apparel. With all that said, it is time for Options Corner now. Rick Dukat is joining us here in studio, our lead market technician to ...

Nike (NKE) is next up on the earnings calendar in an otherwise quiet week of reports. It looked like Nike was ready to start a meaningful uptrend when it gapped up powerfully in late June. A better-than-expected earnings report was the catalyst. But selling pressure has started to build as Wall Street awaits further updates on the company's turnaround under… BREAKING: Inflation Data Cements Rate Cut Expectations Related news IBD Stock Of The Day Near Buy Point As Company Lights Up Margins. One Segment Soare ...

The Skims collaboration is a big swing for Nike, complete with a branded film, a marketing campaign featuring more than 50 Nike athletes, and dozens of new products. ...

After a busy couple of weeks, including a GDP update and a rate cut from the Federal Open Market Committee (FOMC), the calendar turns to October with more economic data coming into view. A few notable earnings reports are on the agenda for next week, including Cal-Maine Foods (CALM), Carnival (CCL), Conagra Brands (CAG), Paychex (PYX), and Vail Resorts (MTN), but the one to watch will undoubtedly be Nike (NKE).Below is the schedule of key market events for the week ahead. All economic dates are tentative an ...

Beaverton, Oregon-based NIKE, Inc. (NKE) designs, produces, markets, and sells athletic footwear, apparel, equipment, accessories, and services. Valued at $105.2 billion by market cap, the company offers products under the trademarks NIKE, Jumpman, Converse, All Star, Star Chevron, and Jack Purcell, along with operating digital platforms with fitness apps, wellness content, and retail services. The sportswear giant is expected to announce its fiscal first-quarter earnings for 2026 after the market closes o ...