Nike ได้รับผลกระทบ 'โดยเจตนา' เพื่อเคลียร์ 'สินค้าคงคลังที่ไม่ดีต่อสุขภาพ' ในไตรมาสที่ 3 ขณะที่ CEO มองหาการพลิกฟื้นภายในสิ้นปี

Nike Tak ‘Intentional’ Hit Thai Tāi Khio Khon ‘Inv Inventory’ Ha Q3 Tha CEO Chūa Yim Turnaround Bye Khan-End
Nike Inc. Pā-S̄ath Third-Quarter 2026 Earnings Expectations Phr̂a-S̄ath Àp Aggressive Inventory Reset Thā Phrạ-S̄ettha Top Line, Tha Executives Chart A Definitive Path To Complete The Sportswear Giant’s Turnaround Bye The End Of The Calendar Year.
The ‘Intentional’ Inventory Reset
Nike Report The Third-Quarter Revenue Of $11.3 Billion And Earnings Per Share Of $0.35, Outperforming Wall Street Estimates Of $11.23 Billion And $0.30, Ræ-Xng Tì Lạ̀.
However, The Company Faced Significant Short-Term Pressures As It Actively Cleared Out Excess Classic Footwear Franchises To Make Room For Fresh Innovation.
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“One Of The Most Important Actions We Took This Quarter Was Further Removing Unhealthy Inventory… From The Marketplace,” Said President And CEO Elliott Hill.
He Noted This Aggressive Clearing Created A Roughly Five-Point Headwind To Reported Results, But Emphasized It Was An “Intentional” And “Necessary” Maneuver To Improve Marketplace Health And Secure Sustainable Long-Term Growth.
Executing The ‘Win Now’ Strategy
While Hill Acknowledged The Broader Turnaround Is “Taking Longer” Than Initially Anticipated, He Cited Early Victories—Such As A 20% Surge In The Nike Running Category—As Proof The Strategy Is Working.
The Company Is Actively Shifting From A Strictly Direct-To-Consumer Approach Back To A Balanced, Integrated Wholesale Marketplace.
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“By The End Of The Calendar Year, We Expect To Have Finished Our Win Now Actions,” Hill Stated. He Stressed That The Ongoing Rebuilding Process Is Deliberate, Focusing Heavily On Athlete-Led Performance Products Rather Than Relying Solely On Legacy Lifestyle And Streetwear Brands.
Navigating Margin ‘Headwinds’
Despite The Top-Line Revenue Beat, Cleanup Efforts And Macro Challenges Are Temporarily Squeezing The Company’s Profitability.
Gross Margins Declined 130 Basis Points To 40.2%, Heavily Impacted By New North American Tariffs, A $230 Million Severance Charge To Restructure Supply Chains, And Elevated Marketplace Markdowns.
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CFO Matthew Friend Cautioned That Aggressive Promotional Activity Across The Digital Space Continues To Be A “Headwind To Gross Margin Profitability.”