The answer may come down to personal preference.Athletic apparel giant Nike (NKE 0.25%) is known around the world and is easily recognizable by its swoosh logo. But sometimes, even an iconic company can dip into bargain territory, and Nike stock now carries an unusually cheap valuation.Consider that its market cap is currently about $113 billion, and it generated revenue of over $51 billion in its fiscal 2024. This means that Nike stock trades at a price-to-sales (P/S) ratio of a little more than 2 -- the c ...

RADNOR, Pa., July 02, 2024 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP informs investors that the firm has filed a securities fraud class action lawsuit against NIKE, Inc. (NYSE: NKE) (“NIKE” or the “Company”) on behalf of investors who purchased or acquired NIKE Class B common stock between March 19, 2021, and March 21, 2024, inclusive (the “Class Period”). This action, captioned City Pension Fund for Firefighters and Police Officers in the City of Pembroke Pines v. NIKE, Inc., e ...

文章核心观点 - 耐克公司的销售增长已经停滞不前 [1][3][4][5][6] - 耐克公司的毛利率正在稳定,但仍低于竞争对手 [9][10] - 耐克公司正在进行成本控制,但过度控制可能会影响其转型策略 [11] - 耐克公司的估值较高,且增长乏力,不太吸引投资者 [12][13] 根据相关目录分别进行总结 耐克公司的销售增长已经停滞不前 - 耐克公司2023财年收入同比增长16%,主要得益于直营业务的强劲表现 [3] - 但在2024财年,耐克公司收入仅增长1%,直营业务销售增长也出现放缓 [4] - 耐克公司将2025财年的收入下降中个位数,远低于分析师此前的预期 [6] - 耐克公司的主要竞争对手,如On和Lululemon,正在保持较快的销售增长 [7] 耐克公司的毛利率正在稳定,但仍低于竞争对手 - 耐克公司2024财年毛利率同比提升110个基点至44.6% [9] - 这主要得益于运输和物流成本下降,以及部分高端产品价格上涨 [9] - 耐克公司预计2025财年毛利率将进一步提升10-30个基点 [9] - 但耐克公司的毛利率仍低于On和Lululemon等竞争对手 [10] 耐克公司正在进行成本控制,但过度控制可能会影响其转型策略 - 耐克公司今年裁员约2%,未来可能继续控制成本以提高利润 [11] - 但过度控制成本可能会损害公司的转型策略 [11] 耐克公司的估值较高,且增长乏力,不太吸引投资者 - 分析师预计耐克公司2025财年的盈利将下降2% [12] - 按此预测,耐克公司的股价估值为25倍预期收益,较高 [12] - 相比之下,增长更快的Lululemon仅为21倍预期收益 [13] - 在增长乏力的情况下,耐克公司的股价可能会进一步下跌 [14]

NEW YORK, July 01, 2024 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of NIKE, Inc. (NYSE: NKE). Shareholders who purchased shares of NKE during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/nike-loss-submission-form/?id=88035&from=3 CLASS PERIOD: March 19, 2021 to March 21, 2024 A ...

sportpoint/iStock via Getty Images I last reported on Nike (NYSE:NKE) at the end of March. In that article, I rated the stock as a Hold. The basis for my rating was largely related to the share valuation, but I voiced additional concerns regarding the company’s long-term prospects. While there are many pros to consider when one evaluates Nike as a prospective investment, I questioned whether the company could continue its historic 10% sales growth, and I also contended that Nike’s moat is more vulnerabl ...

Nike is experiencing one of its worst moments as a publicly traded company.In this video, I will talk about Nike's (NKE -19.98%) recent earnings report, which saw the stock crash 20% on Friday, June 28.*Stock prices used were from the trading day of June 28, 2024. The video was published on June 30, 2024. ...

ozgurdonmaz Introduction Nike (NYSE:NKE) is a sports and leisurewear company that will be immediately familiar to readers, due to the ubiquity of its products across the globe. Today, I will argue, the stock is currently offering investors a once in a multiyear entry point. The stock has struggled over the last number of years as a weakening macroeconomic backdrop, particularly in China, has left investors wondering what the future growth prospects are for the firm. In addition, the firm has misfired on ...

文章核心观点 - 公司在经历产品周期转型和渠道组合调整的挑战,预计第一季度和上半年收入将出现中高单位数下降 [1][2] - 公司面临多重负面因素,包括证券欺诈集体诉讼、产品创新失误、零售渠道关系恶化等 [3][4][23][24][25][26][27] - 公司正在采取一系列措施应对挑战,如大幅裁员、调整高管团队、加强与零售伙伴的合作等 [29][30] - 公司寄希望于借助即将到来的巴黎奥运会提升品牌影响力,但短期内仍面临较大压力 [6][7][31][32] 根据相关目录分别进行总结 财务表现 - 第四季度收入下降2%至126亿美元,直营收入下降8%至51亿美元 [1] - 全年收入增长1%至514亿美元,高于上一财年的512亿美元,增长10% [1] - 净利润增长45%至15亿美元,得益于宣布的大幅预算削减 [11] - 批发收入增长5%至71亿美元,高性能产品实现两位数增长 [12] - 鞋类收入下降4%至82亿美元,最大市场北美和EMEA地区也出现下滑 [14] 战略举措 - 公司致力于通过更多创新和新产品来重塑品牌形象,但部分新品设计引发争议 [15][16][17][18][19][20] - 公司正在努力重建与批发渠道的关系,但此前的策略调整已造成一定损害 [24][25][26] - 公司进行了一系列高管调整,以期更好地应对当前挑战 [29][30] - 公司寄希望于借助即将到来的巴黎奥运会提升品牌影响力 [6][7][31]

文章核心观点 - 尽管耐克公司Q4财年2024年业绩表现出色,但公司给出了低于预期的2025财年指引,导致股价大跌近20% [1] - 耐克公司预计2025财年销售额将下降中个位数,主要受到产品周期转换、渠道结构变化、宏观经济不确定性等因素的影响 [5][6] - 尽管短期面临增长压力,但耐克公司长期来看仍有望保持行业领先地位,得益于其卓越的品牌实力、广泛的全球市场覆盖以及顶级运动员代言策略 [8][9][10] 根据目录分别总结 公司业绩 - 2024财年Q4,耐克公司营收约126亿美元,同比下降2%,但超出分析师预期约1.5亿美元 [3] - 其中,直营收入同比下降8%至51亿美元,批发收入同比增长5%至71亿美元,毛利率同比扩大约110个基点至44.7% [3][4] - 营业利润同比增长39%至17亿美元,净利润同比增长45%至15亿美元 [4] 公司前景 - 耐克公司正加快创新步伐,推出新的性能和生活方式产品系列,如Pegasus Premium、Vomero 18等 [9] - 即将到来的巴黎奥运会为耐克提供了展示创新和增强品牌影响力的重大机会 [10] - 在运营效率和成本管控方面,耐克正通过降低履约成本、整合供应商和优化技术支出等方式来提升毛利率 [10] 估值分析 - 根据残余收益模型,预计耐克股票的合理价值约为91美元 [13] - 考虑到耐克的品牌实力、全球市场地位和顶级运动员代言等优势,当前20%的股价折价为投资者提供了良好的买入机会 [15]

文章核心观点 - 耐克正面临数十年来最具挑战性的时期 [2] - 耐克正在实施成本削减措施,包括简化产品组合和裁员,以实现未来3年内最多20亿美元的节省 [3][4] - 耐克2025财年销售额预计将下降中个位数,第一季度更是下降10% [5] - 主要原因包括中国销售环境恶化、数字平台持续挑战,以及批发订单疲软 [6] - 耐克CEO表示2025财年将是公司业务转型的一年 [6] 关于耐克业务结构 - 耐克的业务分为"运动"和"生活方式"两大板块,后者占比已达60% [9][10] - 平衡两大板块的销售占比有助于耐克恢复作为运动品牌的形象,并实现更可持续的长期增长 [10] - 耐克在直接面向消费者方面也落后于竞争对手 [12] 关于新产品管线 - 耐克正在裁减一些热门鞋款,以引发消费者对新品的期待 [13] - 耐克推出了针对女性消费者的健身紧身裤,以及专为马拉松运动员设计的跑鞋等新品 [13] - 但一些新品要到2025财年下半年才会上市,这可能无法满足当前的需求 [15]