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Nike is Back in the Race

2025/6/30
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Motley Fool Money
AI Deep Dive AI Chapters Transcript
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A
Andy Cross
J
Jason Hall
Topics
Jason Hall: 我认为投资者正在重新调整对耐克的期望，尽管复苏需要时间，但已经出现了一些积极的迹象。耐克过去几年面临的挑战之一是确定其市场策略，该公司优先发展自己的数字渠道，疏远了批发市场，现在不得不重新重视批发市场。耐克应该拥抱所有渠道的客户，并在自己的电商渠道保持一定的独特性，我认为这是一个成功的公式。我认为耐克的复苏正在进行中，现在开始建仓是值得的，如果埃利奥特领导下的趋势持续下去，这将是一个好价格。 Andy Cross: 我认为投资者对耐克的复苏充满热情，因为埃利奥特·希尔正在重新调整耐克品牌和文化。

Deep Dive

Chapters
Nike's Q4 earnings caused a 15% stock jump, but this follows a pattern of more frequent post-earnings drops. Despite sales and EPS being down, investors are adjusting their expectations, seeing signs of a turnaround under new CEO Elliott Hill's leadership. The focus is shifting to brand revitalization and improved product innovation.
  • Nike stock jumped 15% after Q4 earnings despite sales down 12% and EPS down 86%
  • Investors are resetting expectations for Nike's turnaround under new CEO Elliott Hill
  • Focus on brand revitalization, improved product innovation, and a revised go-to-market strategy

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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