Nike's Worst May Nearly Be Over: Analyst Sees CEO Transition And Strategic Fixes Sparking A Turnaround
Nike's Worst May Nearly Be Over: Analyst Sees CEO Transition And Strategic Fixes Sparking A Turnaround
Although these strategies may pressure profits on P&L in the short term, they are viewed as the right moves for the company, Nikic writes.Needham analyst Tom Nikic initiated Nike, Inc. (NYSE:NKE) with a Buy rating and a price forecast of $84.
Needham分析師湯姆·尼基克對耐克公司（紐交所：NKE）給予了買入評級，並預測價格爲84美元。
The analyst suggests that Nike's worst may nearly be over, with the recent CEO transition from John Donohoe to Nike veteran Elliott Hill seen as a major turning point – "Nike's proverbial white knight."
分析師指出，耐克的最糟情況可能已經接近尾聲，近期首席執行官從約翰·多諾霍過渡到耐克老將埃利奧特·希爾被視爲一個重大轉折點——「耐克的白衣騎士」。
The analyst also acknowledges that management accepts past mistakes and takes decisive steps to correct them.
分析師還承認，管理層接受了過去的錯誤，並採取果斷措施來糾正這些錯誤。
Although these strategies may pressure profits on P&L in the short term, they are viewed as the right moves for the company, Nikic writes.
儘管這些策略在短期內可能對利潤產生壓力，但尼基克表示，它們被視爲公司正確的舉措。
While rebuilding the brand's momentum will take time, the analyst sees potential for Nike to become an attractive "story stock" in 2025, especially if performance has hit its lowest point and investors view Elliott Hill as the company's savior.
雖然重建品牌的勢頭需要時間，但分析師認爲耐克在2025年有潛力成爲一個吸引人的「故事股」，特別是在如果業績達到最低點，投資者將埃利奧特·希爾視爲公司的救世主時。
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The analyst notes that three years ago, the consensus FY25 EPS forecast for Nike was around $6.60, but it has now dropped to $2.75.
分析師指出，三年前對耐克的共識2025財年每股收益預測約爲6.60美元，但現在已降至2.75美元。
However, per Nikic, this updated estimate accurately reflects the necessary adjustments Nike needs to make.
然而，尼基克表示，這一更新的估計準確反映了耐克需要進行的必要調整。
The analyst also projects revenue declines to peak in the second half of 2024 and the first half of 2025 as Nike reduces over-distributed styles.
分析師還預測，營業收入的下降將在2024年下半年和2025年上半年達到峯值，因爲耐克減少了過度分發的款式。
If revenue trends improve in the coming quarters and the EPS revision cycle turns positive, the analyst forecasts Nike's stock could start rising.
如果未來幾個季度營業收入趨勢改善，每股收益的修訂週期轉爲積極，分析師預測耐克的股價可能會開始上漲。
The analyst projects Nike to report FY25 revenues of $47.383 billion, with earnings per share of $2.67.
分析師預計耐克將報告2025財年營業收入爲473.83億美元，每股收益爲2.67美元。
Price Action: NKE shares are trading higher by 2.52% to $76.99 at last check Friday.
價格動態：截至上週五最後一次檢查，NKE的每股分享上漲了2.52%，至76.99美元。
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