Mbappe leaves Nike, signs with On as Swiss sportswear maker forays into soccer姆巴佩离开耐克，签约瑞士运动服装制造商On，正式进军足球界。
Sept 18 (Reuters) - French soccer star Kylian Mbappe has ended a two-decade partnership with Nike to join fast-growing Swiss sportswear brand On, giving the Roger Federer-backed company a marquee name for its push into soccer and handing the US giant another high-profile defection.
Soccer Football - LaLiga - Real Madrid v Rayo Vallecano - Estadio Bernabeu, Madrid, Spain - September 12, 2026 Real Madrid's Kylian Mbappe celebrates scoring their first goal REUTERS/Alejandro Martinez Velez
Sept 18 (Reuters) - French soccer star Kylian Mbappe has ended a two-decade partnership with Nike to join fast-growing Swiss sportswear brand On, giving the Roger Federer-backed company a marquee name for its push into soccer and handing the US giant another high-profile defection.
The financial terms of the deal have not been disclosed, though On said that the structure includes both cash and equity components, without providing further details.
The move underlines On's ambitions to expand beyond running and tennis into soccer, where it plans to launch its first boots in 2027 and has brought in former France star Thierry Henry as director of football.
It adds to pressure on Nike , which has recently lost other high-profile players to rivals, as newer brands make inroads into the global sportswear market.
Mbappe's move to On ends a relationship between the French national team captain and Nike that dates back to 2006 when he was 9 years old, and comes on the heels of Nike's loss of recent World Cup winner Spain's Lamine Yamal to Adidas.
"We are proud of what we achieved together on and off the pitch. As he moves into the next phase of his career, we wish him continued success for what comes next," Nike said in a statement.
His exit comes despite Nike's foothold in France, where the company has secured an extension to the French national team's long-running kit-supply agreement until 2033-34.
The US company last year also lost its more than two-decade-long status as the Premier League's match ball supplier to Puma, although it has won the contract to become the German national teams' official kit and equipment supplier from 2027.
On's US-listed shares pared premarket gains and were slightly higher in trading on Friday, while Nike shares were little changed, indicating the news had limited impact on investors.
The Swiss company is looking for growth in the Americas, which account for more than half of its revenue. It has focused on full-price sales, but has struggled in the region this year amid choppy economic spending.
A LOSS FOR NIKE AMID TURNAROUND PUSH
Nike CEO Elliott Hill, nearly two years into his tenure at the helm of the company, has pushed to reset Nike's strategy in part by refocusing on key sports like soccer and running. Losing a star player like Mbappe could undercut those efforts as investors grow impatient with the turnaround progress.
Still, Nike shareholders are unlikely to view Mbappe's move as a big blow to the brand, with sentiment already "decidedly negative," said Mari Shor, senior equities analyst at Columbia Threadneedle, which holds Nike stock.
Investors are more focused on Nike's product innovation to drive revenue growth, she added.
Nike had increasingly leaned on Mbappe as one of the sport's leading global ambassadors, as soccer star Cristiano Ronaldo - also the company's ambassador - enters the latter stage of his career.
The Real Madrid forward and 2018 World Cup winner was a centerpiece of Nike's soccer marketing at this year's FIFA World Cup, most recently receiving signature editions of its Mercurial boots.
"Once again it (football) has led me to one of the biggest changes in my life. Now, I find myself surrounded by innovators who dream of the same things I do," Mbappe said on his social media accounts.
(Reporting by Juveria Tabassum, Aishwarya Venugopal and Paras J.Haji in Bengaluru and Danielle Kaye in New York; Editing by Nia Williams and Leroy Leo)
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足球 - 西甲联赛 - 皇家马德里对阵巴列卡诺 - 西班牙马德里伯纳乌球场 - 2026年9月12日 皇家马德里球员基利安·姆巴佩庆祝打入球队首球 路透社/亚历杭德罗·马丁内斯·贝莱斯
9 月 18 日（路透社）——法国足球明星基利安·姆巴佩结束了与耐克长达二十年的合作关系，转而加入快速发展的瑞士运动服装品牌 On，这为罗杰·费德勒支持的耐克公司进军足球领域带来了一位明星球员，同时也让这家美国巨头又一次遭遇了高调的“跳槽”。
虽然交易的财务条款尚未披露，但On表示，该结构包括现金和股权两部分，但没有提供更多细节。
此举凸显了 On 的雄心壮志，即从跑步和网球领域扩展到足球领域。该公司计划于 2027 年推出其首款足球鞋，并聘请了前法国球星蒂埃里·亨利担任足球总监。
这给耐克带来了更大的压力，该公司最近又失去了一些知名球员，这些球员都转投了竞争对手，而新兴品牌正在打入全球运动服装市场。
姆巴佩转投On，结束了这位法国国家队队长与耐克自2006年他9岁时开始的合作关系。此前不久，耐克刚刚失去了刚刚赢得世界杯冠军的西班牙球员拉明·亚马尔，后者转投阿迪达斯。
耐克在一份声明中表示：“我们为双方在场上和场下共同取得的成就感到自豪。在他进入职业生涯的下一阶段之际，我们祝愿他未来一切顺利。”
尽管耐克在法国站稳了脚跟，并且已经与法国国家队续签了长期装备供应协议，直至 2033-34 年，但他还是离开了。
这家美国公司去年也失去了其作为英超联赛比赛用球供应商长达二十多年的地位，该地位被彪马取代。不过，该公司赢得了从 2027 年起成为德国国家队官方球衣和装备供应商的合同。
On在美国上市的股票周五盘前涨幅收窄，盘中略有上涨，而耐克股票变化不大，表明该消息对投资者的影响有限。
这家瑞士公司正寻求在美洲市场实现增长，该地区贡献了其一半以上的收入。该公司一直专注于全价销售，但由于今年经济支出波动，其在该地区的业务表现不佳。
耐克在扭转颓势之际遭遇损失
耐克首席执行官埃利奥特·希尔上任近两年，一直致力于重塑耐克的战略，其中一项举措是重新聚焦足球和跑步等关键运动项目。然而，失去姆巴佩这样的明星球员可能会削弱这些努力，因为投资者对耐克的转型进展越来越不耐烦。
不过，持有耐克股票的哥伦比亚证券公司（Columbia Threadneedle）高级股票分析师玛丽·肖尔（Mari Shor）表示，耐克股东不太可能将姆巴佩的举动视为对该品牌的重大打击，因为目前的情绪已经“明显消极”。
她补充说，投资者更关注耐克的产品创新能否推动收入增长。
随着足球明星克里斯蒂亚诺·罗纳尔多（同时也是该公司的形象大使）进入职业生涯的后期阶段，耐克越来越倚重姆巴佩，将他视为这项运动的全球领先形象大使之一。
这位皇家马德里前锋和 2018 年世界杯冠军成员是耐克在今年 FIFA 世界杯足球营销中的核心人物，最近还获得了耐克 Mercurial 球鞋的签名版。
姆巴佩在他的社交媒体账户上表示：“足球再次给我的人生带来了最大的改变之一。现在，我发现自己身边都是和我有着相同梦想的创新者。”
（班加罗尔的 Juveria Tabassum、Aishwarya Venugopal 和 Paras J.Haji 以及纽约的 Danielle Kaye 报道；Nia Williams 和 Leroy Leo 编辑）
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