Nike Tshaj Tawm Cov Nyiaj Tau Los Hnub Monday. Tsis Tau Koj Txoj Kev Cia Siab.

Ntawv loj

Nike

twb muaj teeb meem Suav lawm. Tam sim no koj tuaj yeem ntxiv Tebchaws Europe rau cov npe. Tib lo lus nug ua ntej Hnub Monday cov nyiaj khwv tau los yog seb tag nrho cov no yog twb xav txog hauv Tshuag. Ntawm no yog betting nws tsis yog.

Nike (ticker: NKE) xav tias yuav tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg ntawm 71 xees ib feem tom qab hnub Monday kaw, nqis los ntawm 90 xees xyoo dhau los, ntawm kev muag khoom ntawm $ 10.6 billion, nce los ntawm $ 10.4 billion. Cov teeb meem tiag tiag tuaj yeem pib nrog lub quarter thib plaub, nrog qee tus kws tshuaj ntsuam - txawm tias cov neeg siab tawv - txhawj xeeb tias cov nyiaj tau los kwv yees zoo li siab thiab xav tias yuav muaj kev taw qhia tepid 2023. Lawv tau txiav lawv qhov kev kwv yees thiab txo qis lawv cov phiaj xwm nqi, txij li $ 184.93 thaum kawg ntawm Lub Ib Hlis mus rau qhov nruab nrab tam sim no ntawm $ 168.55.

Muaj ib qho laj thawj zoo rau qhov ntawd. Lub Cuaj Hli dhau los no, Cov Tub Lag Luam kem ceeb toom tias Covid thiab kev ntseeg siab tuaj yeem tsim tau lub taub hau rau Nike hauv Suav teb, tab sis peb tsis xav tias lub teb chaws tig mus rau "kev vam meej" yuav muaj kev cuam tshuam tsis zoo rau ob qho khoom lag luam hauv tsev thiab cov uas saib mus rau Tuam Tshoj kom loj hlob. Tseem, nws yog Covid uas yuav muaj feem cuam tshuam loj tshaj plaws.

"Rau Tuam Tshoj, qhov kev nce siab tsis ntev los no hauv Covid cov xwm txheej tau txo qis qhov pom tau ntxiv rau kev txhim kho kev muag khoom txuas ntxiv," sau Baird tus kws tshuaj ntsuam Jonathan Komp, uas ntsuas Nike Outperform thiab tseem pom muaj kev loj hlob nyob sab nraud Suav.

Teb chaws Europe kuj tseem tuaj yeem yog qhov teeb meem hauv peb lub hlis tom ntej, raws li Wells Fargo tus kws tshuaj ntsuam Kate Fitzsimons. Zoo li Komp, Fitzsimons muaj qhov hnyav hnyav ntawm Nike Tshuag, tab sis txo qis nws 2023 cov nyiaj tau los thiab cov nyiaj tau los ntawm ib qho kev kwv yees "feem ntau ntawm Tebchaws Europe." Kev nce nqi roj av zoo li yuav ua rau cov neeg siv khoom tsis txaus ntseeg ntau dua hauv Tebchaws Europe, qhov twg Nike tau txais txog ib feem peb ntawm nws qhov muag.

Qhov ntawd tsis yog hais tias tsis muaj qhov zoo tshwm sim rau Nike.

Puma

(PUM.Germany), thiab

adidas

(ADS.Germany) muaj ob qho tib si taw rau muaj zog thov sab nraum Tuam Tshoj, thaum Nike txoj kev ncaj qha-rau-cov neeg siv khoom tam sim no ua txog ib nrab ntawm nws cov khoom muag hauv North American, hais Komp. Dab tsi ntxiv, ntau qhov teeb meem ntawm Nike tej zaum yuav tshwm sim hauv nws cov Tshuag, uas tau poob 26% mus rau $ 132.35 txij li thaum kaw ntawm txhua lub sijhawm siab ntawm $ 177.51 thaum Lub Kaum Ib Hlis 5. Nws tam sim no pauv ntawm 29.3 zaug 12-hli cov nyiaj tau los rau pem hauv ntej, raws li rau FactSet, tseem siab tshaj qhov

S&P 500's
19.2 tab sis qis dua 40.9 nws ntaus pob ncaws pob thaum kawg lub Kaum Ib Hlis.

BTIG tus kws tshuaj ntsuam Camilo Lyon hu Nike tus nqi tam sim no "zoo nkauj," tab sis nws tseem tsis tau npaj los hloov nws qhov kev ntaus nqi. Nws sau tseg nws qhov kev kwv yees rau 15% kev muag khoom poob hauv Suav teb "tuaj yeem ua pov thawj zoo heev," thiab Nike tseem muaj teeb meem ntawm cov saw hlau. Nws kuj tseem txhawj xeeb txog kev nce nqi nkag noj rau hauv cov npoo. Nws tau sau tias "Ua ua ke, txawm tias NKE qhov kev nce qib qeeb, peb tseem pom lub taub hau kom kov yeej," nws sau.

Peb pab tsis tau tab sis pom zoo.

Sau rau Ben Levisohn ntawm [email tiv thaiv]