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为什么最受欢迎的健身服还是黑白灰?
36氪· 2025-09-24 08:11
运动品牌的货架上、橱窗里最显眼的位置,摆着最近上新的柔和奶油黄和雾绿色,可走进健身房,跑步机上的人十有八九穿的还是黑色紧身裤。 并不是说亮色没有存在感,过去两年,社交媒体带动了「多巴胺穿搭」的热潮,荧光绿、亮粉红让健身房一度像个舞台。 但热度过去,消费者真正留在衣柜里的,往往还是那几条百搭的黑白灰。就像快时尚里的爆款潮色,往往只是短期点燃氛围,却很难成为高频复购。 甚至在户外风靡的各种徒步、越野露营活动中,黑色冲锋衣依然是最安全的选择。无论在训练、通勤还是户外,黑白灰似乎一直是运动服饰的「基本 盘」。那些在橱窗里闪耀的限定色,在真实场景里似乎总是退居配角,而最受欢迎的,还是黑白灰。 而真正从消费角度分析,黑白灰意味着功能上的耐用、心理上的安全感,以及消费逻辑上的高频复购。它们能隐去汗渍、不挑搭配,让人少一点「被注 视」的紧张,同时也经得起高频穿着。相较之下,亮色往往更适合拍照或社交分享,却难以成为真正的衣橱常客。 对品牌而言,这种消费习惯也在重塑营销策略:一方面,要用黑白灰稳住销量和功能需求;另一方面,又要靠限定色和联名款制造新鲜感,满足消费者偶 尔「想要特别一点」的心情。因此,有热度的是「多巴胺」,但真正受 ...
Nike: A Great Brand That Needs Time To Rebound (NYSE:NKE)
Seeking Alpha· 2025-09-24 06:58
Nike, Inc. (NYSE: NKE ) is an American sports clothing behemoth that designs, manufactures, and sells athletic apparel, footwear, accessories, and equipment. Nike has a significant presence all over the globe, with its iconic swoosh logo and strong brand.Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both ins ...
Nike Could Be the Next Dividend Aristocrat, But Is NKE Stock a Buy?
Yahoo Finance· 2025-09-24 03:25
Nike (NKE) stock has underperformed terribly since peaking in late 2021. It has closed in the red for three years and is in the red this year as well. However, the stock has a healthy dividend yield of over 2.2% and is on track to become a Dividend Aristocrat. Let's explore the sustainability of Nike's dividend and examine whether the stock is a buy. www.barchart.com Nike Could Be the Next Dividend Aristocrat Nike was never known for its dividends for good reasons. The company characterizes itself as a ...
Nike Stock Lacing Up for Earnings Next Week
Schaeffers Investment Research· 2025-09-24 03:06
Yes, there are still earnings reports to get ready for. Nike Inc (NYSE:NKE) will announce its fiscal first-quarter results after the close on Tuesday, September 30. The athletic retailer is expected to post earnings of 28 cents per share on revenue of $11 billion, both down from the same quarter a year ago. Today, Morgan Stanley lifted its price target on NKE to $70 from $64, maintaining its "equal weight" rating. The firm said it expects the retailer's earnings to match estimates. Looking back at Nike stoc ...
Nike: Keep Eyes On Big Picture Ahead Of Q1
Seeking Alpha· 2025-09-23 23:23
Nike (NYSE: NKE ) has Q1 results of fiscal 2025 coming out on September 30 . A much-followed (even much-loved) stock for many, I thought I would chime in and share my view that it's better to err onI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s Disclosure:I/we ha ...
Nike (NKE) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
ZACKS· 2025-09-23 23:01
业绩预期 - 公司预计在截至2025年8月的季度营收为110亿美元,同比下降5.1% [3] - 公司预计季度每股收益为0.28美元,同比下降60% [3] - 业绩报告预计将于9月30日发布 [2] 预期修正趋势 - 过去30天内,市场对公司的季度共识每股收益预期保持不变 [4] - 公司的最准确预期高于扎克斯共识预期,显示分析师近期对其盈利前景转趋乐观 [12] - 这导致公司的盈利ESP(预期惊喜预测)为+25.35% [12] 盈利惊喜预测 - 公司的盈利ESP为+25.35%,且当前扎克斯排名为第3级(持有) [12] - 此组合表明公司大概率将超出共识每股收益预期 [12] - 历史数据显示,具备此组合的股票有近70%的概率实现正面盈利惊喜 [10] 历史惊喜记录 - 在上个报告季度,公司实际每股收益为0.14美元,超出预期的0.12美元,惊喜幅度达+16.67% [13] - 在过去的四个季度中,公司每次均超出共识每股收益预期 [14] 市场影响分析 - 实际业绩与市场预期的比较是影响股价短期走势的重要因素 [1] - 若业绩超预期,股价可能上涨;若不及预期,股价可能下跌 [2] - 管理层在电话会议中对业务状况的讨论将决定价格变动的可持续性及未来盈利预期 [2]
Nike: "Win Now" Does Not Mean Win Later (NYSE:NKE)
Seeking Alpha· 2025-09-23 21:17
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 21:12
财报发布日程 - 开市客计划于周四收盘后公布财报 [1] - 埃森哲计划于下周一开盘前公布财报 [1] - 美光科技将于周二收盘后公布财报拉开序幕 [1] - 耐克将于下周二收盘后公布财报作为收官 [1] - 嘉年华公司及嘉年华公众有限公司将于下周一开盘前公布财报 [1]
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 09:40
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 08:55
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 ...