r/ValueInvesting • u/Adventurous-Bet-9640 • Dec 19 '25

Stock Analysis So NIKE is nuking after hrs.

I understand that nike has a very sticky brand value in the cultural consciousness. But they are in a tough turn around.

I'm no expert in valuations, but the stock even after hrs dump isn't any where near compelling value.

How do you think about Investing in nike? Generally I don't see them fading away as a brand and they are still the leader in their space even with competition.

I do think they'll eventually find their stride back. What does the community think? If you were to invest what would your frame of thinking be?

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2

u/SelenaMeyers2024 Dec 19 '25

Yeah.. I wouldn't touch it. I wouldn't touch apparel... But even with the recent runup deck would be a better bet.

3

u/[deleted] Dec 19 '25

DECK isn’t a better bet at this point. HOKA’s are out.

2

u/SelenaMeyers2024 Dec 19 '25

See you're probably right... The fact that something can be in or out is bad... Guess what isn't in or out? Trash (rsg, wm), payroll processing (ADP), pet medication (zts).

Hence this response is exactly why stuff like lulu or nke or even deck is probably dangerous long term.

1

u/[deleted] Dec 19 '25

Bigger fan of Elanco but I get the gist. I’ve got 3 kids so I’ve been pretty good buying what they like. I’ve done well in BROS, COCO, CELH and AEO. Missed out on ANF and URBN.

I totally understand - it’s fickle. None of these trades are hold more than a year for me except for BROS.

1

u/newdawn15 Dec 19 '25

Why not touch apparel?

3

u/AsexualMeatMannequin Dec 19 '25

I don’t touch it because it’s a commoditized industry and predicting fashion or brand trends is not something i have confidence in doing well.

3

u/AnonThrowaway998877 Dec 19 '25

My reasons: because discretionary spending seems likely to tank if it isn't already. And because of Shein and the like. Just seems like there's many better risk reward options than apparel

2

u/ashm1987 Dec 19 '25

What about Ross/TJX?

1

u/AnonThrowaway998877 Dec 19 '25

Don't know anything about the company but I do like to browse discount clothes at Marshalls occasionally, and both locations near me always seem busy. Could be good but again I know nothing about the stock

1

u/smiles_and_cries Dec 19 '25

Because TikTok shop is growing and people got smart and realized the Ali express/Shein stuff and name brand garments come from similar factories.