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June 28, 2024
財經

Nike業績喜憂參半 料銷售額跌一成股價大跌

運動用品製造商 Nike 週四盤後公佈上季財報,業績喜憂參半。公司同時下調 2025 全年財測,預計本季銷售額將下降 10%,並警告中國銷售疲軟及全球消費趨勢「不平衡」;Nike 的股價於週五一度暴跌 19%。

財報顯示,Nike 第四季度營收年減 2% 至 126.1 億元,低於預期的 128.4 億元,淨利潤達 15 億元,高於去年同期的 10.3 億元;調整後每股獲利 1.01 元,高於預期的 83 美分。

除中國地區外,Nike 上季各地區的銷售額均低於市場預期。其中最大市場北美地區銷售額為 52.8 億元;歐洲、中東和非洲地區 32.9 億元;亞太和拉丁美洲地區 17.1 億元;中國地區 18.6 億元。

雖然中國是唯一一個銷售額超出預期的地區,但財務主管弗蘭德(Matthew Friend)警告,中國的前景較為疲軟,指出如果不是中國購物網站天貓提前啟動了 618 購物狂歡節,銷售額可能會低於內部預期。

Nike 同日表示,預計 2025 財年銷售額將以中個位數下跌,而上半年銷售額將出現高個位數跌幅。

弗蘭德稱,由於線上銷售放緩、經典鞋類特許經營計劃減少、大中華地區宏觀不確定性增加、以及各市場的消費趨勢不平衡,公司下調了財測,但表示有信心重新定位。

受不利消息影響,Nike 的股價於週五一度暴跌 19%。

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