Riaan 
Nike yehlula kalula lokho okulindelwe yi-Wall Street ngenzuzo yayo yekota yeholide kanye nemali engenayo, nakuba uhlu lwayo oluhlanganisiwe luqhubekile nokuba nesisindo emaphethelweni ayo futhi ukuthengiswa kwe-China kwehla kwabekulindelwe.
I-Nike, njengabanye abathengisi, ibisezinhlelweni zokuthi ukulayisha inqwaba yokusungula okulethwa ukuphazamiseka kwe-supply chain kanye nokushintsha kwezidingo zabathengi ebezinesisindo emaphethelweni ayo.
izindaba zokutshala izimali ezihlobene
Amajikijolo aphelele ehle afinyelela ku-43.3% ngekota, ukwehla ngamaphesenti angu-3.3, ngenxa yokumakishwa okuphezulu nokukhushulwa okusetshenziselwe ukuqeda uhlu lwayo.
Ngenkathi isikhulu esiphezulu sakwaNike uJohn Donahoe etshela abatshalizimali ngekota edlule ukuthi ukholelwa ukuthi inkampani isidlulile esiqongweni sayo, inkampani ixwayise ngokuthi imali eshisiwe kulindeleke ukuthi ibe nemiphumela emihle ngesikhathi samaholide.
Abantu abagqoke imaski yobuso bokuzivikela badlula esitolo esivaliwe sakwaNike ku-5th Avenue, ngesikhathi kuqubuka isifo se-coronavirus (COVID-19), eNew York City, Meyi 11, 2020.
Mike Segar | AmaReuters
Uhlu lwezimpahla lukhuphuke ngo-16% uma luqhathaniswa nesikhathi sonyaka odlule ngama-dollar ayizigidi eziyizinkulungwane ezingu-8.9, inkampani yathi ngenxa yezindleko zokufakwa komkhiqizo eziphakeme kanye nezindleko eziphakeme zempahla.
Nansi indlela umdondoshiya wamateku esebenza ngayo ikota yesithathu yezimali ka-2023 uma kuqhathaniswa nalokho i-Wall Street eyayikulindele, ngokusekelwe kunhlolovo yabahlaziyi be-Refinitiv:
- Inzuzo ngesheya ngalinye: 79 cents vs. 55 cents okulindelekile
- Imali engenayo: $12.39 billion vs. $11.47 billion okulindeleke
Imali engenayo ebikiwe yile nkampani esikhathini esiyizinyanga ezintathu esiphele ngoFebhuwari 28 ibingamadola ayizigidi eziyizinkulungwane ezingama-1.2, noma amasenti angama-79 ngesabelo ngasinye, uma kuqhathaniswa ne- $ 1.4 billion, noma amasenti angama-87 ngesabelo ngasinye, ngonyaka ngaphambili.
Ukuthengisa kukhuphuke kwafinyelela ku-$12.39 billion, kwakhuphuka ngo-14% kusuka ku-$10.87 billion ngonyaka odlule.
I-Nike ibibheke ukubona ukuthengiswa kabusha e-China, imakethe yayo yesithathu ngobukhulu ngemali engenayo, njengoba isifunda silulama kubhubhane lwe-Covid. Kodwa lawo mathemba awazange agcwaliseke. Ukuthengisa kwehle ngo-8% esifundeni ngekota yesithathu kwaya ku-$1.99 billion, ngaphandle kokuphela kwenqubomgomo yezwe ye-zero-Covid eyayinesisindo sokusebenza.
Abahlaziyi be-Wall Street bebelindele ukuthengiswa esifundeni okungamaRandi ayizigidi eziyizinkulungwane ezingu-2.09, ngokwezilinganiso ze-StreetAccount.
Ukuthengisa eChina bekuthambile njengoba abathengi belwa nokuvalwa okugcwele kanye nezifo ezikhulayo. Ngenkathi umsebenzi othile usuqalile ukuvela, abathengi abakabuyeli emazingeni okuthenga angaphambi kobhubhane okwamanje, ngokusho kwenothi locwaningo lwe-Citi.
Ngaphandle kwe-China, i-Nike ibone ukwanda kokuthengiswa kwamadijithi amabili kuzo zonke ezinye izimakethe zayo. Ukuthengisa eNyakatho Melika bekukhuphuke ngo-27% futhi eYurophu, Middle East nase-Afrika, imali engenayo yeqa ngo-17% uma kuqhathaniswa nesikhathi sonyaka odlule. E-Asia Pacific naseLatin America, ukuthengiswa kwakukhuphuke ngo-10%.
Isiteshi se-DTC
Eminyakeni embalwa edlule, i-Nike ibisebenzela ukwakha ukuthengisa kwayo okuqondile kubathengi futhi itshale imali eningi esiteshini ngokwakha izitolo ezinokuhlangenwe nakho, ukuthuthukisa uhlelo lwayo lokwethembeka nokukhulisa ukuthengiswa kwayo kwe-e-commerce.
Ukutshalwa kwezimali esiteshini sayo se-DTC kufike ngezindleko, kodwa ukuthengisa kuqhubekile nokukhula. Ukuthengiswa kwe-Nike Direct kwenyuke ngo-17% ngesikhathi seholide kwafinyelela ku-$5.3 billion kanti ukuthengiswa kwedijithali kwe-Nike kweqe ngo-20%.
Izindleko zokuthengisa nezokuphatha bezikhuphuke ngo-15% zaya ku-$4 billion, ingxenye enkulu yazo ihlobene nezindleko eziphathelene namaholo kanye nezindleko ze-Nike Direct.
Njengengxenye yemizamo yayo yokugxila ku-DTC, i-Nike inobudlelwane nenqwaba yabathengisi bezitolo, futhi phakathi kwamakota amabili edlule ithembele kulokho kubambisana ukuze kukhishwe i-inventory. Imali engenile ezitolo ezinkulu inyuke ngo-12% kwikota, kulandela ukukhula ngo-19% ngekota edlule.
NgoMsombuluko, i-Foot Locker CEO uMary Dillon uphakamise “okusha” nobudlelwano obuvuselelwe ne-Nike, uzakwethu omkhulu womkhiqizo.
