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Nike作為運動品牌龍頭，已經遭遇到市場飽和受到後進者On和Hoka的挑戰分食市占，自己則面臨要救毛利銷量就起不來，要救銷量毛利就下去的問題。而且就連Digital的銷售也比想像中更快撞牆，本季年減10%，Direct直營年減8%，反倒是通路批發年增5%讓它整體下滑沒那麼嚴重。

最新一季營收年減2%至126億，低於預期的128億。EPS 0.99則優於預期的0.85。毛利率增加主要則是因為定價策略、海運和物流成本下降，但部分被強勢美元和NIKE Direct獲利率給抵銷。

大中華市場年增3%優於預期，但是對中國市場前景看壞，如果不是中國市場天貓提前啟動了該地區的 618 購物節的促銷，營收會低於內部預期。

除此之外，總體經濟不確定性以及促銷活動減少，Nike 下調了Q3與2025財年的全年指引，Q3預計年減10%遠低於預期的-3.2%。整個財年則預計下滑約5％，也遠低於分析師預估的成長2%。

更多內容可以看這篇，Nike會不會成為value trap？
https://vocus.cc/article/667e6cf3fd89780001667615

IEObserve 國際經濟觀察
Nike作為運動品牌龍頭，已經遭遇到市場飽和受到後進者On和Hoka的挑戰分食市占，自己則面臨要救毛利銷量就起不來，要救銷量毛利就下去的問題。而且就連Digital的銷售也比想像中更快撞牆，本季年減10%，Direct直營年減8%，反倒是通路批發年增5%讓它整體下滑沒那麼嚴重。

最新一季營收年減2%至126億，低於預期的128億。EPS 0.99則優於預期的0.85。毛利率增加主要則是因為定價策略、海運和物流成本下降，但部分被強勢美元和NIKE Direct獲利率給抵銷。

大中華市場年增3%優於預期，但是對中國市場前景看壞，如果不是中國市場天貓提前啟動了該地區的 618 購物節的促銷，營收會低於內部預期。

除此之外，總體經濟不確定性以及促銷活動減少，Nike 下調了Q3與2025財年的全年指引，Q3預計年減10%遠低於預期的-3.2%。整個財年則預計下滑約5％，也遠低於分析師預估的成長2%。

更多內容可以看這篇，Nike會不會成為value trap？
https://vocus.cc/article/667e6cf3fd89780001667615
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Telegram has made it easier for its users to communicate, as it has introduced a feature that allows more than 200,000 users in a group chat. However, if the users in a group chat move past 200,000, it changes into "Broadcast Group", but the feature comes with a restriction. Groups with close to 200k members can be converted to a Broadcast Group that allows unlimited members. Only admins can post in Broadcast Groups, but everyone can read along and participate in group Voice Chats," Telegram added.

Nike作為運動品牌龍頭，已經遭遇到市場飽和受到後進者On和Hoka的挑戰分食市占，自己則面臨要救毛利銷量就起不來，要救銷量毛利就下去的問題。而且就連Digital的銷售也比想像中更快撞牆，本季年減10%，Direct直營年減8%，反倒是通路批發年增5%讓它整體下滑沒那麼嚴重。

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