Adidas Surged By NMD Series. How Long Can Nike Stay In Greater China? 43%.

According to the Wall Street journal, the world is famous.

Now is the burden on the shoulders, feel "pressure mountain"!

On the 22 day, Nike, the world's largest sportswear maker, released its latest quarterly report.

Data show that the adjusted EPS of Nike has increased by 22% over the previous year, far exceeding the expected 9% of Wall Street, achieving a seven consecutive quarter of "two digit" profit growth.

But surprisingly, Nike's stock price fell by at least 4% in after hours trading.

In the past year, Nike's share price has climbed 27%.

Such a substantial increase should have made Nike shine in the face of frequent fluctuations in global stock markets.

Unfortunately, during the same period, some of Nike's competitors did better.

Adidas's share price soared 43%, for example.

In the quarter ending February 29th, Nike's revenue was $8 billion, and sales were slightly lower than those previously expected by Wall Street.

In addition, investors are worried that Nike's sales performance in the US market will decline.

Relevant data show that in the US market, Nike's future orders (Nike's forecast for wholesale orders in the next six months) is an important demand indication, an increase of 10%, while Wall Street's expected growth is 12%.

It is noteworthy that Nike's profit guidance for fiscal year 2017 is also lower than investors expect.

In addition, Nike is better than Wall Street's expected profit growth. In fact, it is not surprising.

The reason is simple. Since 2005, Nike's real profit growth has only been three times less than Wall Street expected.

Outstanding

To be practical, it is not unusual to play well in anticipation of games.

According to Bloomberg's research and analysis of relevant data in the past ten years, the enterprises in the standard & Poor's 500 index will exceed Wall Street's expectations in the 70% time period.

However, Nike's good performance can be described by "ten years as one day", so it will make investors feel boring and boring.

Overall, Nike's sales performance has been showing steady upward trajectory.

The reason for this is very much related to Nike's leading position in the global sports equipment market.

As we all know, Nike and Adidas are not best friends.

In the past few years, Adidas has been trying to destroy Nike's invincible competitor, lawsuits, poaching of spokesmen and designers.

In the fashion world, thanks to the concerted efforts of designers, Adidas has created a healthy recovery.

Adidas's fans are cheering by the eternal reappearance of classics and Yeezy's new products.

However, in fact, in front of Nike,

There is always a sense of shame.

Data from the end of last year showed that Nike has a 48% market share in the US footwear market, while Adidas's share in the US has dropped by 9% annually since 2011.

Nike's annual revenue is more than Adidas, Under Armour, Lululemon and Skechers's annual revenue.

So far, Nike's marketing capabilities, including the ability to attract the world's leading celebrities to endorse their products, is unmatched.

The opponent woke up.

However, a large part of Nike's performance in the past ten years is due to the lack of substantial competition.

In other words, Nike has no real rival.

But now things are changing.

For many years, investors seem to have seen the sleeping Adidas wake up for the first time.

In January 18th, Adidas announced its new appointments, and Caspar Roth, chief executive of CEO, Germany's daily chemical giant, will join Adidas to become the new CEO of the group, and the group's current CEO will leave in late 9.

Of course, as ADI's new leader, in order to regain the brilliance of the group, Roth faced a lot of challenges.

The cooperation between Adidas and American hip hop king Kanye West has made many shoe enthusiasts cheering.

Adidas also plans to increase sales in the next five years.

The German sportswear retailer is starting to try to cool itself.

Yoga once popular

Lulu lemon is playing the perfect return.

Under Armour, a high-end functional sports brand, is popular among all amateur and professional athletes with professional functional sportswear. It has also signed the NBA popular star Stephen Curry and launched its signature combat boots.

It is rumoured that the star will be renewed until 2024, and this shoe brings many popularity to Under Armour.

By contrast, Nike's LeBron James, Kobe Bryant and Kevin Durant seem to be no longer popular with younger generation of shoe enthusiasts.

In the eyes of many young people, these stars are "out of date".

Of course, Nike is still the leader of the global sports equipment market by virtue of its annual sales of $30 billion and 90% of the sports shoes market.

Through bidding, Nike became an official partner of sporting goods in Rio De Janeiro 2016 Olympic Games.

This means that in a short time, Nike can't lose its crown.

But in the end, even a stronger king can never be a king forever, and there will always be a day beyond the later.