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NIKE, Inc.

NKEleader

NIKE is the world's largest athletic footwear and apparel company, known for iconic brands including Nike, Jordan, and Converse. The company has aggressively shifted toward direct-to-consumer sales channels.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($51.2B)

Статические данные (загрузка финансов…)

North America (42%)
EMEA (26%)
Greater China (15%)
APLA (12%)
Converse (5%)

Структура сегментов и ключевые клиенты

Подробности продукта

Footwear65%

Athletic and casual footwear across running, basketball, Jordan, and lifestyle categories

Apparel27%

Performance and lifestyle clothing including Dri-FIT, Tech Fleece, and ACG

Equipment & Converse8%

Sports equipment, accessories, and Converse brand products

Связи цепочки поставок

Конкуренты

Lululemon Athletica Inc.

Athletic apparel and footwear

Влияние: Growing competitor

Deckers Outdoor Corporation

Athletic footwear (HOKA)

Влияние: Emerging competitor

Ключевые клиенты

The Home Depot, Inc.

Certain Nike products through retail channels

Влияние: Low — primarily DTC

Макро- и рыночный контекст

소비재 (경기민감)Новости сектора

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Предстоящие катализаторы

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Институциональные сигналы

ИнститутДействиеСтоимостьКварталДата подачи
BlackRockaccumulating$217M2024.062024-08-13↑
BlackRockreducing$91M2024.062024-08-13↓
BlackRockreducing$60M2024.062024-08-13↓
BlackRockreducing$10M2024.062024-08-13↓
BlackRockreducing$13M2024.062024-08-13↓
BlackRockaccumulating$139M2024.062024-08-13↑
BlackRockreducing$70M2024.062024-08-13↓
BlackRockaccumulating$2.8B2024.062024-08-13↑
BlackRockaccumulating$2.0B2024.062024-08-13↑
BlackRockaccumulating$161M2024.062024-08-13↑
BlackRockaccumulating$202M2024.062024-08-13↑
BlackRockreducing$108M2024.062024-08-13↓
BlackRockaccumulating$163M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockaccumulating$608M2024.062024-08-13↑
BlackRockreducing$29M2024.062024-08-13↓
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$18M2024.062024-08-13↓
BlackRockreducing$19M2024.062024-08-13↓
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$125K2024.062024-08-13↓
BlackRockaccumulating$117M2024.062024-08-13↑
Vanguard Groupaccumulating$165M2025.122026-01-29↑
Vanguard Groupreducing$147K2025.122026-01-29↓
Vanguard Groupaccumulating$6.7B2025.122026-01-29↑
Vanguard Groupaccumulating$36M2025.122026-01-29↑
Vanguard Groupreducing$1K2025.122026-01-29↓
Vanguard Groupaccumulating$138M2025.122026-01-29↑
Vanguard Groupaccumulating$422M2025.122026-01-29↑
State Streetaccumulating$3.8B2025.122026-02-13↑
Wellington Managementaccumulating$2.0B2025.122026-02-17↑
Wellington Managementreducing$821K2025.122026-02-17↓
Wellington Managementreducing$12M2025.122026-02-17↓
Wellington Managementreducing$3M2025.122026-02-17↓
Wellington Managementaccumulating$32M2025.122026-02-17↑
Wellington Managementreducing$1M2025.122026-02-17↓
Wellington Managementreducing$6M2025.122026-02-17↓
Wellington Managementreducing$95K2025.122026-02-17↓
Wellington Managementreducing$14M2025.122026-02-17↓
Wellington Managementreducing$32K2025.122026-02-17↓
FMR (Fidelity)accumulating$796M2025.122026-02-17↑
FMR (Fidelity)accumulating$110M2025.122026-02-17↑
FMR (Fidelity)accumulating$341M2025.122026-02-17↑
FMR (Fidelity)accumulating$20M2025.122026-02-17↑
FMR (Fidelity)accumulating$109M2025.122026-02-17↑
FMR (Fidelity)reducing$673K2025.122026-02-17↓

Последние новости

Загрузка новостей...

AI-анализ

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Информация о компании

Штаб-квартира

Beaverton, Oregon, USA

Основана

1964

Сотрудники

79,400

Веб-сайт

nike.com

Обзор сектора — 소비재 (경기민감)

Новости сектора

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Ключевые темы

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Предстоящие катализаторы

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터