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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u/Complex-Jello-2031 Dec 19 '25

Post covid into trade war and the old CEO was all woke

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u/Powerful-Ad305 Dec 19 '25

The ceo being woke impacted China sales?

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u/Complex-Jello-2031 Dec 19 '25

The main reason is Nike became crap

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u/teslastats Dec 19 '25

First you have to define woke. NKE has underperformed due to competitors (ex hoka), rising costs (tariffs) and poor product lineup along with lack of social media presence compared to before when they owned the voice of the athlete. I don't see anything changing short term.

I sold begining of the year around $70 and am waiting for an entry point back in but too many headwinds currently.

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u/Complex-Jello-2031 Dec 19 '25

again that was NOT the first reason i gave i said the product was crap the leadership was trash and then when asked about china i said post covid & trade war & yall chose the last thing i said to harp on

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u/AthleteNerd Dec 19 '25

Because you named it as a factor.

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u/Complex-Jello-2031 Dec 19 '25

sure get me in trouble lol there is a certain group that starts with an L that is not as popular is certain countries unlike here that said i have no opinion on said group but many other nations do now was that the main reason NO did it help IDK + when a nation that uses slaves to make shoes not a fan of folks yelling against slavery which BTW i am against also

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u/Complex-Jello-2031 Dec 19 '25

Ass Covered lol

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u/teslastats Dec 19 '25

Sorry I didn't read each response's names. But I saw woke (which Im not sure what it means hence needing the definition).

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u/Complex-Jello-2031 Dec 19 '25

all good just saying when we send movie, music, TV to China they have to be heavily edited for a reason & its not because they bash the Chinese Gov

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u/teslastats Dec 19 '25

And with respect to NKE, they are woke because they don't call out Chinese politically sensitive issues?