Nike Q2 Fiscal 2026 Earnings Preview
Summary
Nike is set to report its Q2 fiscal 2026 earnings after market close on Thursday. This report marks a key checkpoint in CEO Elliott Hill’s ongoing turnaround strategy, aimed at reigniting growth and profitability amidst challenges in certain markets and from increased tariffs.
Key Points
- Earnings Call: Scheduled for 5 p.m. ET Thursday, following the earnings release.
- Expectations: Analysts anticipate earnings per share of 38 cents on revenue of $12.22 billion (LSEG consensus).
- Turnaround Progress: CEO Hill has noted improvements in wholesale, running, and North America, but challenges persist in China and direct sales.
- Financial Pressure: Tariffs are expected to cost $1.5 billion in fiscal 2026, impacting gross margin. Q2 gross margin is projected to decline 3-3.75 percentage points.
- Leadership & Strategy: Recent executive changes, part of the “Win Now” strategy, aim to streamline the company. The new Nike x SKIMS partnership has reportedly seen a strong initial response.
- Stock Performance: Nike’s stock has declined over 11% year-to-date.
耐克2026财年第二季度财报预览
摘要
耐克将于周四美股盘后公布其2026财年第二季度财报。这份报告是首席执行官埃利奥特·希尔持续推行的扭亏为盈战略的一个关键检查点，该战略旨在重振增长和盈利能力，同时应对特定市场的挑战以及关税增加的影响。
关键要点
- 财报电话会议：定于美东时间周四下午5点，在财报发布后举行。
- 市场预期：分析师预计每股收益为38美分，营收为122.2亿美元（伦敦证券交易所集团共识数据）。
- 转型进展：希尔指出批发业务、跑步品类和北美市场有所改善，但中国业务和直销业务仍面临挑战。
- 财务压力：预计关税将在2026财年造成15亿美元成本，影响毛利率。第二季度毛利率预计将下降3至3.75个百分点。
- 领导层与战略：近期作为”Win Now”战略一部分的高管变动旨在精简公司架构。新的耐克与SKIMS联名合作据报道初期反响强烈。
- 股价表现：耐克股价年内累计下跌超过11%。
Original Article Link: https://www.cnbc.com/2025/12/18/nike-nke-q2-2026-earnings.html