저자: JimCramer · 외국인
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결론: 나이키 실적 호조와 페덱스 비용절감 논쟁을 다루며 나이키는 긍정적으로 본다. 나이키: 중국 소비 회복 기대, 조던·커머스 브랜드와 11.11 시즌 효과를 언급하고 전 세계적으로 잘 되고 있는 회사라고 평가했다. 실적 발표 후 주가 갭업 12%는 20년 내 두 번째로 큰 상승 갭이라고 인용했다. 현금: 나이키가 106억 달러 현금을 보유하고 있는데도 약세장에서 시장이 이를 무시했다고 지적했다. 페덱스: 시장 일부는 비용절감이 기업 실적 템플릿이 될 것이라고 보지만, 크레이머는 페덱스가 비용을 줄이기보다 성장을 추구해야 한다고 봤다. 다만 물량이 급감한 상황에서 10억 달러 추가 비용절감을 합리화하는 중이라고 평가했다. 주가가 6월 이후 실적 하향 리셋을 반영해 반등했다고 설명했다. 노조: UPS 팀스터 협상이 향후 중요한 변수라고 언급했다. 기타: 머스크 관련 이야기와 트위터 CEO 후보 농담 등 가벼운 화제가 이어졌다.
다듬은 글
I know Donahoe from McCall given all the challenges we're very pleased with China the thing they've been really focused on they say is the consumer the connection in Nike the Jordan and uh Commerce Brands and obviously 11 11 holiday um you know why have me repeat it when you could actually hear it from the man himself well the reason John Donahoe the reason you do that is because about 0.001 of our viewers actually did that I mean who knew that they have 10.6 billion dollars in cash I mean this company got down to a level where people this is true bear Market you know this this company got down to level where people just said you know what let's just lump them in with a lot of others that aren't any good and that that is we're at a moment right now maybe it's Christmas Valley Larry Williams historically is able to call these things as they start tomorrow but the reindeer may have started early uh this was proof positive that you can have all the Mike Wilson's in the world say that things are bad you could have everybody say the twos and the tens well the fact is is that Nike is a worldwide company is crushing it and that transcends whatever we might hear from uh Master okay uh by the way this 12 gain uh on earnings according to bespoke today would be the second highest upside earnings Gap in 20 years pretty important move on Nike although Jim there's still a lot of people who argue that the real template for corporate results will be FedEx meaning cost cutting ahead of a expected that would be pretty great because these people don't have a clue of what they're talking about FedEx's quarter is about trying to make money on each piece of product FedEx has been you know growth founder okay and we all Mr Smith amazing man but they're never going to try to take out costs as much as they're going to try to grow you sure me Raj is just unbelievable subramanian you think he's unbelievable well here's why because he's able to rationalize about taking another billion dollars yeah but it's a billion dollars of off the initial plan but the volumes are way down from originally so but shouldn't be that hard because they're not doing as much of a recession finally ends okay I mean what they're doing is rationalizing the workforce that's not over let's humble that by the way you know UPS has a Teamsters negotiator they do they do I know we hear about it all the time from people close to FedEx don't we sometimes did you ever cover this temperature Central State said no I'm just saying like I did Jim I'm not saying that is not an unimportant thing to keep an eye on ups and that negotiation it's going to be very important no one after the teams that said just to put FedEx in some perspective Jim yeah um you know these things don't happen in one quarter and as you well know they have reset earnings dramatically since June right which has been reflected in the stock price perhaps okay and how do you use an analogy therefore why it's up today right can I use an analogy when Jim Farley came in he decided to go against the founders wishes and say you know what we're no longer going to make cars everywhere we're only going to make cars where we can make money now this stock had a big run it's come back because it turned out that a lot of issues FedEx very similar they're not going to take everybody's mail they're going to take the mail that makes money that's something by the way the Carrollton made did a couple years ago this is the better not bigger Carol to me Playbook yes I think he's doing the same thing can we please stop talking about Amazon and FedEx they have nothing to do with each other they haven't anything to each other for years right what FedEx is about is a worldwide Network where they would spend a fortune sending you things sending you a letter no not anymore and by the way the teamsters I thought of that you thought of what about the issues with ups and temperatures and how Contra I will from now on fully attribute that concern to you and not to anybody else well when I find out who gave you the the NFL contract story I didn't blow them up I didn't have the NFL contracts you teased it I did not what are you talking about the contract yeah that's because it was in the Wall Street Journal yesterday what are you talking about I I did have the musk story oh did you yeah and I got the two wheels I got the two clown Emoji back from the man himself I want to take it back right now I want to say I'm taking myself out of the running for what Twitter CEO yeah okay I didn't see you on the list of odds on the oddsmakers you think the people put me on the list that that list is phony that said so let's say put out if nominated would you not accept I'm I'm General Sherman on this stuff you
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