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Nike (NKE) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
ZACKS· 2025-09-23 15:01
Nike (NKE) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended August 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on September 30. On the ...
Nike: "Win Now" Does Not Mean Win Later (NYSE:NKE)
Seeking Alpha· 2025-09-23 13:17
According to TipRanks, success rate of 77%: Copying Mario Silva's trades and holding each position for 1 Year would result in 76.92% of your transactions generating a profit, with an average return of 12.20% per rating. Here, you'll find high-quality articles that will offer information that I would like to find in any article about a stock in which I am interested to invest or if I am already holding it. My approach is to be focused on a fundamental standpoint and "buy & hold" for years. I like to invest, ...
[Earnings]Earnings Outlook: Consumer and Tech Giants Take Center Stage
Stock Market News· 2025-09-23 13:12
Major consumer and tech players headline the upcoming earnings week, with Costco Wholesale Corporation reporting Thursday after close and Accenture plc Class A (Ireland) before open. Micron Technology Inc. kicks off Tuesday after close, while Nike Inc. concludes Next Tuesday after close. Next Monday features cruise lines Carnival Corporation and Carnival Plc ADS ADS reporting pre-market amidst a moderately dense earnings schedule. Disclaimer: This article is for informational purposes only and does not cons ...
耐克(NKE.US)与金·卡戴珊旗下内衣品牌联名系列本周上市 正面争夺女性运动市场
智通财经网· 2025-09-23 01:40
智通财经APP获悉,耐克(NKE.US)宣布,与金·卡戴珊旗下的塑身衣品牌Skims合作推出的运动装系列已 确定将于本周上市,此前由于生产延误而推迟发布。这个名为"NikeSKIMS "的合作项目是这家运动鞋 公司赢得更多女性消费者的策略中的一项关键举措,旨在从像Lululemon(LULU.US)、Vuori和Alo Yoga 等更贴近女性需求的品牌手中夺回市场份额。 新系列将于周五上市,包含三个核心系列——哑光、光泽和轻盈。这些系列会按季节进行更新。该系列 将推出约 40 种新款式和单品,适用于健身房与户外运动。除了核心的服装系列之外,NikeSKIMS 还将 推出一系列季节性产品——包括复古系列和可叠穿的单品,这些单品可用于打造运动装风格的造型。 在两家公司于 2 月宣布合作之后,他们原计划在春季推出首个系列产品,全球推广计划定于 2026 年进 行。但由于内部生产延误(并非由于供应商或运输问题所致),他们于 6 月初将这一计划推迟了。 NikeSKIMS 正在与众多顶尖女运动员一同推广这一新系列产品,其中包括前网球选手塞雷娜·威廉姆 斯、田径奥运选手沙卡里·里查森、体操运动员乔丹·奇利斯以及滑雪运动员 ...
NikeSKIMS正式上线:是力量版的SKIMS,时尚版的耐克
36氪· 2025-09-23 00:55
耐克高调官宣的年度项目NikeSKIMS,终于上线了。 首批发布的产品中,共有7个系列,58个单品,可谓有备而来。其中有 覆盖健身和日常穿着 不同强度的3个重要系列,复古和时尚等季节性的4个系列。从 首批产品的官方海报来看,更像是力量版的SKIMS,和女性时尚版的 耐克。 比如产品和 SKIMS一样,展现了对女性身材的包容性,也更束身,但在健身房有更强的功能性。而从配色、款式上看,比以往耐克女子训练款的装备, 有明显更强的时尚风格。 按照耐克官方对首批产品的定位描述: 力量与风格并存,竞技与女性气质兼具。 随着首批产品上线,耐克还发布了一个主题为《Bodies at Work》的创意短片,有超过50位女性运动员出镜,当然,SKIMS 联合创始人兼首席创意官 Kim Kardashian也在短片中亮相,卡戴珊本人对耐克这次合作的重视程度,可见一斑。 她在官方的信息中表示:短片赞颂每一位女性的力量与能量。我们的使命十分明确,就是要毫不妥协地重新定义女性运动服饰。 来源:Nike官方 市场对 NikeSKIMS产品的预期尚未可知,但从首批产品的创新来看,至少是耐克女子板块近些年足够分量的、高产的创新之作。 比如一次 ...
We're adding Nike to our bullpen as the apparel brand embarks on a turnaround
CNBC· 2025-09-22 18:49
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update : Stocks are higher on Monday, overcoming a soft open. But once again, the largest companies are driving the action, with the market-weighted S & P 500 outperforming the Invesco S & P 500 Equal Weight ETF . The data center trade got a boost after Nvidia and OpenAI announced a massive strategic partnership to build and deploy ...
Nike's new activewear line with Skims is set to launch this week. Here's why it matters
CNBC· 2025-09-22 17:07
Nike's highly anticipated activewear line with Kim Kardashian's intimates brand Skims is set to launch this week after it was pushed back due to production delays, the companies announced Monday. The partnership, dubbed NikeSKIMS, is a key part of the sneaker company's strategy to win over more female shoppers and take back market share from brands like Lululemon, Vuori and Alo Yoga, which cater more closely to women. The new line will launch on Friday with three core collections – Matte, Shine and Airy – t ...
Nike x SKIMS to launch anticipated NikeSKIMS collection on Sept 26 (NKE:NYSE)
Seeking Alpha· 2025-09-22 15:14
After several delays, Nike’s (NYSE:NKE) first product offering with Kim Kardashian’s SKIMS will debut on September 26 with seven collections and 58 silhouettes, available on Nike and SKIMS’ websites and select retail locations. The NikeSKIMS collection can be seen for ...
Nike Is Fighting Tariff Costs. But These 2 Things Are Crucial.
Barrons· 2025-09-22 15:10
The world's largest sportwear group is focusing again on athletics and store sales after years of putting style and digital platforms first. ...
纺织服装行业周报:扩大服务消费政策提及体育赛事,运动板块或受催化-20250921
申万宏源证券· 2025-09-21 12:15
行业投资评级 - 看好纺织服装行业 [2] 核心观点 - 扩大服务消费政策特别提及体育赛事,运动板块景气受提振 [1][3][10] - 内需改善是2025年重要做多线索,优质国牌开启困境反转 [3] - 纺织制造短期受美国"对等关税"冲击扰动,优质白马股价超跌显著,建议敢于定价中长期积极因素 [3] - 全球贸易环境变化下,建议关注布局全球多地产能的优质制造商 [3][9] 板块表现 - 9月15日-9月19日SW纺织服饰指数下滑0.3%,跑输SW全A指数0.1pct [3][4] - SW服装家纺指数上涨0.7%,跑赢SW全A指数0.8pct [3][4] - SW纺织制造指数上涨0.8%,跑赢SW全A指数0.9pct [3][4] - 本周涨幅前五个股:泰慕士(61.1%)、报喜鸟(22.5%)、兴业科技(19.9%)、万里马(10.2%)、开润股份(7.3%) [5] 行业数据表现 - 1-8月全国服装鞋帽、针纺织品类零售总额9400亿元,同比增长2.9% [3][21] - 8月纺织服装出口金额265.4亿美元,同比下滑5.0% [3][30] - 8月纺织纱线、织物及制品出口额123.9亿美元,同比增长1.5% [3][30] - 8月服装及衣着附件141.5亿美元,同比下滑10.1% [3][30] - 9月19日国家棉花价格B指数15200元/吨,本周下跌0.3% [3][34] - 郑棉主力合约2509报13720元/吨,本周下跌1.0% [3][34] - 国际棉花价格M指数74美分/磅,本周上涨0.3% [3][34] 纺织制造板块 - 8月越南纺织品出口额38.6亿美元,同比下滑4.8% [3][9] - 8月越南鞋类出口额20.0亿美元,同比下滑3.9% [3][9] - 重视无纺布全产业链投资机会,首推诺邦股份 [9] - 推荐关注具备全球多地产能布局的申洲国际、华利集团等优质制造商 [3][9] 运动服装板块 - 2024年中国运动服饰市场规模4089亿元,同比增长6.0% [38] - 安踏公司口径市场份额23.0%,同比提升2.4pct [39] - Nike公司口径市场份额20.7%,同比下滑2.6pct [39] - 李宁公司口径市场份额9.4%,同比下滑0.7pct [39] - 政策鼓励引进国外优秀体育赛事,支持地方举办大众体育赛事 [3][10] - 开展"跟着赛事去旅行""体育赛事进景区、进街区、进商圈"等活动 [10] 国际品牌表现 - Nike FY25Q4销售额111亿美元,同比下滑12% [13] - Adidas FY25Q2销售额60亿欧元,同比增长2% [13] - Lululemon FY25Q2销售额25亿美元,同比增长7% [13] - Deckers FY26Q1销售额9.6亿美元,同比增长17% [13] - On Running FY25Q2销售额7.5亿瑞士法郎,同比增长34% [13] 细分市场格局 - 2024年中国男装市场规模5687亿元,同比增长1.3% [41] - 2024年中国女装市场规模10597亿元,同比增长1.5% [46] - 2024年中国童装市场规模2607亿元,同比增长3.2% [49] - 2024年中国内衣市场规模2543亿元,同比增长2.1% [52] 电商渠道表现 - 8月运动鞋服淘系销售额同比增长1.4% [56] - 8月女装淘系销售额同比下滑13.5% [56] - 8月男装淘系销售额同比下滑3.7% [61] - 8月童装淘系销售额同比下滑14.5% [61] - 8月家纺淘系销售额同比增长4.4% [69] - 8月户外淘系销售额同比增长14.6% [64]