管理层重组与战略转型影响分析
- 耐克正在进行重大业务重组以应对核心品类(特别是性能跑鞋)的业务压力
- 新任CEO Elliott Hill推出的转型计划恰逢中国主要经销商发布盈利预警
- 业务运营和增长优先事项将发生重大转变
- 高层战略调整通常会在短期内造成股价波动
- 长期可能带来积极影响
Nike, Inc. was incorporated in 1967 under the laws of the State of Oregon. The company's principal business activities are the design, development, and worldwide marketing and selling of athletic footwear, apparel, equipment, accessories, and services. The company is the world's largest seller of athletic footwear and athletic apparel. The company sells its products to retail customers through Nike-owned retail stores and Internet websites, as well as through independent distributors and licensees worldwide. Virtually all of the company's products are manufactured by independent contractors. Almost all footwear and apparel products are produced outside the United States, while equipment products are produced both in the United States and abroad.
基于重组消息和中国市场压力,预计短期股价面临3-8%下行压力,关键支撑位55-58美元,长期若重组成功可能在6-12个月内改善基本面