全球运动品牌，都在奔向中国。 随着材料技术壁垒逐渐削平，战场变成了开阔的平地。中国市场竞争比欧美更激烈，六百元以下的入门 级运动装备市场已经成为红海，现在战火正在燃烧到更高阶的市场。 近期，第一财经记者采访了数位业内人士。他们认为，中国全民运动方兴未艾，为全球运动品牌带来机 会，但不是所有人都能笑到最后。这些正在大展拳脚的品牌，注定会有人出局，而且前车之鉴不远。 奔向中国 耐克旗下ACG（全天候装备）将全球首家品牌门店开在了北京三里屯。 ACG是耐克的户外运动品类业务线。它所在的三里屯门店，是由一家耐克旗舰店改造而来。 2026.02.23 本文字数：3713，阅读时长大约6分钟 作者 |第一财经 彭海斌 最近两年，耐克在大中华区市场承压。根据耐克最新披露的财报，在2026财年第二季度(2025年9-11 月)，大中华区收入同比下挫17%至14.23亿美元。 今年1月份，耐克大中华区董事长兼CEO董炜卸任，Cathy Sparks成为耐克大中华区副总裁兼总经理。耐 克在中国经历变革，希望ACG能够搭上中国户外运动的热潮，借此恢复公司在中国市场的活力。 第一财经获悉，ACG三里屯门店由耐克直营。滔搏作为耐克在国 ...

Core Insights - Nike's stock has experienced significant fluctuations over the past decade, transitioning from a strong performer to facing challenges in recent years [1][6] - The stock's performance reflects both brand strength and the risks associated with valuation changes [7] Historical Performance - On February 19, 2016, Nike shares closed at $52.20, allowing a $1,000 investment to purchase approximately 19 shares [2] - By February 19, 2026, the stock price increased to $65.61, resulting in a value of about $1,247 for those shares, marking a gain of nearly 25% [2] - In 2021, Nike stock peaked at $166.19, driven by strong demand during the pandemic and growth in digital sales, with the original investment worth nearly $3,158 at that time [4] Current Challenges - Nike's current stock price reflects ongoing challenges, including slowed revenue growth and intensified competition in the athletic apparel market [6] - Despite these challenges, Nike continues to generate substantial cash flow and maintains a strong balance sheet [6] Future Outlook - Investor expectations will play a crucial role in Nike's appeal in 2026, with growth-focused investors potentially viewing the company less favorably [6] - The current stock price may indicate more conservative assumptions, suggesting a shift from growth to recovery and stability for long-term investors [7]

一个危险的思路是砸钱开路。 全球运动品牌，都在奔向中国。 随着材料技术壁垒逐渐削平，战场变成了开阔的平地。中国市场竞争比欧美更激烈，六百元以下的入门 级运动装备市场已经成为红海，现在战火正在燃烧到更高阶的市场。 近期，第一财经记者采访了数位业内人士。他们认为，中国全民运动方兴未艾，为全球运动品牌带来机 会，但不是所有人都能笑到最后。这些正在大展拳脚的品牌，注定会有人出局，而且前车之鉴不远。 来自挪威的高端户外品牌Norrøna，来自英国的专业跑步品牌soar也在2025年进军中国市场。滔搏是这两 个品牌在中国的独家运营合作方，从品牌塑造、市场推广、产品引入，一直到渠道销售都由其负责。 "Norrøna因为是高端户外，产品矩阵完善，我们认为有机会从单店上做拓展。此外，滔搏还推出了跑步 品牌集合店ektos,其中囊括了滔博独家引入的soar、Ciele等跑步品牌。"滔搏高级副总裁张强说。有些价 格段的市场竞争已经非常激烈，而随着国内市场升级和人群需求进阶，"我们认为高单价区间还是有一 些个性化机会的。" 在大众运动领域，耐克、阿迪达斯、李宁和安踏等都有丰富的产品线。这些产品折扣之后的价格，有时 候可以低至200至 ...

Data points from the secondary sneaker market suggest that Nike’s inventory in North America is getting under control. According to UBS Evidence Lab data, Nike brand footwear prices in the secondary sneaker market rose 6.8 percent in January, reflecting the fourth consecutive month of year-over-year growth. The January rate of growth represented a 330 basis point acceleration from 3.5 percent growth in December. In addition, Jordan brand prices saw an increase of 6 percent year-over-year in January, repre ...

Milan, Italy, one of the design capitals of the world, its narrow and winding medieval era streets now Dublin as global runways of luxury. Gucci, Prada, La Russa, Miami among the glitzy storefronts. But beyond the outdoor catwalks, the Villa Marta Napoleoni, Brera and Tortola, U.S. based sportswear company Nike is choosing to strut its stuff in a revival for its all conditions, gear line and almost 40 year old sub label that in February was elevated to a stand alone brand akin to Jordan or to Converse.It's ...

Core Insights - Nike is reviving its ACG (All Conditions Gear) line as a standalone brand, aiming to capitalize on the growing outdoor sports market, particularly trail running, with a launch planned for the 2026 Winter Olympic Games in Italy [2][4][5] Group 1: Brand Strategy - The formalization of ACG as a dedicated outdoor performance brand reflects Nike's focus on athlete performance and aligns with significant sporting events that serve as marketing opportunities [2][3] - The outdoor sports market is experiencing a boom, with a record 181 million participants expected in 2024, driven by activities like ultramarathons and rock climbing, which presents a significant opportunity for Nike [5] Group 2: Historical Context - ACG has a rich history dating back to the late 1970s, but it has faced challenges in maintaining brand continuity and consumer perception over the years [6][7][8] - The brand was relaunched more than a decade ago but struggled to regain traction within the outdoor enthusiast community [8] Group 3: Design and Innovation - Nike's design team is focusing on innovative products that blend fashion and functionality, such as the inflatable air Milano jacket and airflow shirts, which utilize advanced technology to enhance athletic performance [11][12] - The design philosophy under Chief Design Officer Martin Lotti emphasizes authenticity and a unique attitude towards outdoor sports, aiming to differentiate Nike from competitors like Patagonia and Hoka [13][16] Group 4: Market Positioning - Nike aims to appeal to a more adventurous consumer base with a bold design approach, while also being mindful of not alienating traditional outdoor enthusiasts [9][10] - The company is committed to maintaining an offensive strategy in the outdoor market, continuously seeking fresh perspectives and innovative products to stay competitive [17][18]

Group 1 - The U.S. Supreme Court ruled that President Trump's imposition of tariffs during his second term was illegal, stating that the invocation of the International Emergency Economic Powers Act (IEEPA) exceeded presidential authority [1] - The court emphasized that the power to regulate imports under IEEPA does not include the authority to impose tariffs unilaterally [1] - The ruling was initiated by multiple U.S. business groups, supported by 12 state governments, claiming that the tariffs caused significant harm to business operations and state economies [1] Group 2 - Despite some concessions on the most severe tariffs, the effective tariff rate in the U.S. is projected to remain above 10% until the end of 2025, the highest level since World War II [2] - Following the ruling, market reactions were mixed, with major retail companies showing varied stock performance; Walmart's stock fell by 1.8%, while Home Depot's rose by 1.2% [2] - Automotive and apparel stocks generally performed well, with Cars.com up by 2%, and Nike increasing by over 2.6% [2] Group 3 - Democratic lawmakers welcomed the ruling, viewing it as a victory for the rule of law and the American people's interests, asserting that trade legislative authority belongs to Congress [3] - The immediate impact on financial markets was limited, with the dollar index briefly declining before stabilizing, and the S&P 500 and Nasdaq indices experiencing fluctuations [3] - Market predictions indicate a 66% probability that the court will order Trump to refund tariffs by July 2026, a significant increase from the previous estimate of around 30% [3]

耐克股价上涨约2%，露露乐蒙股价上涨7%。 来源：滚动播报 ...

每经AI快讯，2月20日，在最高法院作出关税裁决后，耐克股价一度上涨4.4%。 ...

来源：滚动播报 在最高法院作出关税裁决后，耐克股价一度上涨4.4%。 ...