Nike Q2 Revenue Falls 1.1% to $10.97 Billion, Beats Estimates

EarningsPrice Action
โดย Yahoo Finance·US·Read original
Summary · why it matters

Nike reported second-quarter revenues of $10.97 billion, down 1.1% year on year but exceeding analysts' expectations by 1.1%, as the seven consumer discretionary footwear stocks tracked by the report collectively beat consensus revenue estimates by 1.3%. Steven Madden posted the group's best quarter, with revenues of $665.9 million, up 19.1% year on year and 4.8% above expectations, while Caleres delivered the weakest performance against estimates, reporting revenues of $695.5 million, up 5.6% but missing by 1%, alongside next-quarter and full-year EPS guidance that fell significantly short of expectations. Deckers reported revenues of $1.02 billion, up 5.7% and in line with expectations, and Crocs reported revenues of $1.18 billion, up 2.6% and 2.7% above expectations, though its next-quarter EPS guidance missed. Despite the broad revenue beats, footwear share prices have fallen 6.3% on average since the results, with Nike down 11.8% to $36.21, Deckers down 19.3% to $77.69, Crocs down 16.5% to $111.46, and Steven Madden down 6.8% to $40.46, while Caleres has risen 2.5% to $12.33.

Impact on stocks 5

Consumer Discretionary± Mixed · 5 stocks
Caleres Inc
CAL
▼ NegativeCapitalrelevance

Caleres missed revenue estimates by 1% and its next-quarter and full-year EPS guidance fell significantly short of expectations.

Crocs Inc
CROX
± MixedCapitalrelevance

Crocs beat revenue estimates by 2.7% but its next-quarter EPS guidance missed, a mixed result.

Deckers Outdoor Corporation
DECK
± MixedCapitalrelevance

Deckers revenue rose 5.7% and was in line with expectations, with no clear positive or negative surprise.

Nike Inc
NKE
▲ PositiveCapitalrelevance

Nike Q2 revenue of $10.97 billion beat analysts' expectations by 1.1%.

Steven Madden Ltd
SHOO
▲ PositiveCapitalrelevance

Steven Madden posted the group's best quarter, with revenue up 19.1% and 4.8% above expectations.

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