Key Takeaways NIKE is refocusing on digital, innovation and premium full-price selling to regain growth and profitability. Wolverine is driving brand heat through targeted storytelling, selective distribution and pricing discipline. WWW's diversified portfolio and leaner model position it to navigate macro headwinds better than NKE.In the world of athletic and lifestyle footwear, few rivalries are as compelling as NIKE Inc. (NKE) and Wolverine World Wide, Inc. (WWW) . On one side stands NIKE — the global ...

Key Takeaways NKE's digital strategy cuts promos to transform its online business to a premium, full-price channel. Digital sales fell 15% in Q3 FY25, with DTC sales down 10% amid fewer North America promo days. Despite near-term declines, digital is 40% of global revenues and central to NKE's growth vision.NIKE Inc. (NKE) remains a digital heavyweight, especially in key markets. It holds a top-three position in global online athleticwear sales, and its digital ecosystem reaches consumers in nearly 190 co ...

滔搏业绩与耐克影响 - 2025财年滔搏营收270.1亿元，同比下滑6.6%，归母净利润12.9亿元，同比下滑41.9% [1] - 主力品牌（耐克+阿迪达斯）收入占比86.3%，同比下滑6.1%，其中耐克上下半财年收入分别下滑8.1%和4.2% [1] - 耐克大中华区最新财季收入同比下滑17%至17.3亿美元（约124.46亿元人民币），主要因客流下滑及促销清库存 [2] 行业对比与竞争格局 - 阿迪达斯2025年一季度大中华区营收10.29亿欧元（约84.07亿元人民币），同比增长14.72% [3] - 始祖鸟母公司亚玛芬大中华区销售额增长43.1%至4.46亿美元，显示高端市场增长潜力 [6] - 滔搏引入高端跑步品牌SOAR running和户外品牌Norrøna，寻求新增长点 [5] 其他消费行业动态 - 快手科技2025年一季度收入326.08亿元，同比增长10.9%，净利润39.79亿元，同比下降3.4% [23] - 抖音电商过去一年销售非遗商品超65亿单，非遗商家数同比增长187% [24] - 美团计划未来三年投资1000亿元推动餐饮业高质量发展，海外版Keemart在沙特启动 [25][26] 食品饮料与餐饮创新 - 海天味业通过港交所聆讯，拟港股二次上市 [12] - 青岛啤酒明确鲜啤战略，经典、纯生、白啤为核心产品组合 [13] - 瑞幸咖啡江苏烘焙基地获LEED铂金级认证 [22] - 必胜客推出小龙虾汉堡，Tims天好咖啡上线能量碗系列 [19][21]