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NIKE, Inc.
NKEleaderNIKE 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.
產品與營收
產品營收佔比
營收結構 ($51.2B)
靜態數據（加載即時財務…）
North America (42%)
EMEA (26%)
Greater China (15%)
APLA (12%)
Converse (5%)
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
競爭對手
宏觀與市場背景
소비재 (경기민감)行業新聞
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%
近期催化劑
◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| BlackRock | accumulating | $217M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $91M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $60M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $13M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $139M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $70M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $161M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $202M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $108M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $163M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $608M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $29M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $18M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $19M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $125K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $117M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $165M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $147K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $6.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $36M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $1K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $138M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $422M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $3.8B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $2.0B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $821K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $12M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $3M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $32M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $1M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $6M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $95K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $14M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $32K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $796M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $110M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $341M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $20M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $109M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $673K | 2025.12 | 2026-02-17↓ |
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AI 分析
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企業資訊
行業概況 — 소비재 (경기민감)
行業新聞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%
核心主題
- •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
近期催化劑
- ◆Amazon·Tesla Q1 실적 (2026.04~05)
- ◆중국 5.4월 소매판매 데이터