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Nike is Back in the Race

2025/6/30
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Motley Fool Money

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Andy Cross
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Jason Hall
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Andy Cross: 我认为耐克正在通过重塑品牌和文化来应对业绩挑战。新任CEO埃利奥特·希尔正致力于恢复品牌声誉,关注文化、产品和市场营销。耐克正在重组团队,将重心重新放在体育上,我认为这是一个非常重要的举措。尽管我们尚未在财报中看到成果,但我认为这种热情是合理的,并且耐克股票现在具有吸引力。 Jason Hall: 我认为耐克过去几年一直在努力寻找合适的市场策略。他们过度重视自己的数字渠道,疏远了批发市场。现在,他们正在努力重新回到批发市场,并开始看到一些改善的迹象。耐克最终接受了需要成为亚马逊生态系统的一部分,并在亚马逊上推出限量版产品。我认为公司必须拥抱所有客户,并在自己的电商平台上保持一定的独家性。此外,我认为耐克现在很多成功是靠卖30年前的东西,他们需要重新确立自己在运动产品方面的领导地位,并专注于产品创新。

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Shownotes Transcript

Nike stock moves higher after Q4 earnings.

Andy Cross and Jason Hall discuss

  • Why Nike stock rallied after its latest earnings

  • Also: Home Depot to buy GMS for $5.5 billion

  • And will F1 the Movie drive Apple’s stock?

Companies discussed: NKE, HD, GMS, QXO, AAPL, NFLX, AMZN

Host: Andy Cross

Guests: Jason Hall

Engineer: Dan Boyd

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