Nike Inc (NYSE: NKE) tau ua tau zoo kawg nkaus hauv lub hlis tsis ntev los no tab sis cov khoom lag luam tseem tab tom ua lag luam me ntsis ntawm luv nqi, hais tias Stephanie Link. Nws yog Tus Thawj Saib Xyuas Kev Lag Luam ntawm Hightower Advisors.
Nike's DTC thawb yuav pab txhawb cov npoo
Txuas yog tshwj xeeb tshaj yog bullish ntawm ntau lub teb chaws txoj kev lag luam ncaj qha rau cov neeg siv khoom lag luam uas nws ntseeg tau txuas ntxiv los pab txhim kho cov paj hauv lub quarters tom ntej. Ntawm CNBC's "Squawk Box”, nws hais tias:
Qhov tseeb yog DTC. Nws yog kwv yees li 27% ntawm tag nrho cov nyiaj tau los. Raws li lawv hloov mus rau DTC, qhov no txhais tau tias koj yuav pom cov paj zoo dua. Qhov ntawd yog peb tau txais lub quarter kawg thiab qhov ntawd yog qhov kuv xav tias zaj dab neeg yog rau xyoo tom ntej lossis ob xyoos.
Nike tau teem sijhawm tshaj tawm nws cov txiaj ntsig Q3 lub hlis tom ntej. Kev pom zoo yog rau nws kom khwv tau 50 xees ib feem ntawm lub quarter no piv rau 87 xees ib feem ib xyoos dhau los.
Rau xyoo, Nike khoom yog nce ntau tshaj 5.0% ntawm kev sau ntawv.
Nike yuav tau txais txiaj ntsig los ntawm Tuam Tshoj rov qhib dua
Tsiv mus tom ntej, Nike Inc tuaj yeem pom kev txhawb nqa rau nws cov nyiaj txiag kev ua haujlwm tam sim no uas Tuam Tshoj tau rub tawm ntawm nws cov kev txwv nruj heev. Qhov ntawd tseem yuav txhais tau rau tus nqi Tshuag siab dua, Link ntxiv.
Nws yog kev lag luam behemoth. Lawv muaj cov kav dej uas muaj zog heev. Thiab yog tias koj xav tias Tuam Tshoj yuav rov qhib dua thiab nws yuav nyob ruaj khov, lawv muaj li 15% ntawm lawv cov nyiaj tau los hauv Suav teb.
Nyuam qhuav pib lub lim tiam no, Incline Global Management LLC paub tseeb tias nws tau nce nws txoj haujlwm hauv Nike los ntawm 92.9% hauv peb lub hlis twg.
Link qhov kev pom zoo yog nyob rau hauv txoj kab nrog Wall Street uas tam sim no tus nqi Nike Tshuag ntawm "hnyav".
Tau qhov twg los: https://invezz.com/news/2023/02/20/bull-case-for-nike-stock/