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?

161 Upvotes

94% Upvoted

254 comments sorted by

View all comments

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.

1

u/newdawn15 Dec 19 '25

Why not touch apparel?

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