NKNKEEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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NKE earnings call: We expect Pace will deliver approximately $2.5 billion in savings.耐克 (NKE) 电话会：我们预计Pace项目将实现约25亿美元的成本节约。
Management remarks
Call period: 2027 Q1 · 2026-10-01
Guidance: David Denton: We expect Pace will deliver approximately $2.5 billion in savings.
Demand and orders: Elliott Hill: And as we've done with the Air Jordan 1, we will deliberately reduce the volume and frequency of specific Jordan Retro launches.
Margins: David Denton: Gross margin was 42.8%, up 60 basis points compared to LY.
Analyst Q&A
Analyst Simeon Siegel asked: And if I'm looking at it correctly, I think you saw the first regional positive inflection in EBIT margin in dollars. So that would be helpful just in terms of sizing. And then, Dave, just maybe a higher level, curious if you can speak to your confidence in these numbers and your thoughts on how much you've been able to learn and touch in the short time you've been with the company? Management Elliott Hill answered: Performance delivered broad-based growth in Q1 across all key sports. We grew high single digits in Q1. Performance did overall. That was driven by football, running, training, basketball, tennis and golf all contributed to performance growth. So it was across the board growth there. And so Q1 performance, and we said this in the remarks, growth. That -- the Q1 performance growth was on top of the performance growing mid-single digits in FY '26 to $16 billion. And Simeon, what I would say is innovation is really driving that growth.
管理层陈述
电话会期间：2027 Q1 · 2026-10-01
指引：戴维·丹顿：我们预计Pace项目将实现约25亿美元的成本节约。
需求与订单：埃利奥特·希尔：正如我们对待Air Jordan 1的做法一样，我们将有意减少特定Jordan Retro系列产品的发售数量和频率。
