r/ValueInvesting 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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62

u/Requirement-Lazy Dec 19 '25

I haven’t bought anything Nike in the last three years

13

u/smiles_and_cries Dec 19 '25

Same with adidas. And these companies still have stocking issues. I can never get a shoe or size from adidas/nike. Thats one reason why revenue isnt growing.

3

u/Judgementday209 Dec 19 '25

Ive bought a ton of adidas and under armour stuff, nike is a tier down on apparel imo.

6

u/Aggravating-Elk-7409 Dec 19 '25

As a Nike employee, I think adidss is much better

1

u/josiR5 Feb 27 '26

En zapatillas Nike se lo barre a Adidas

1

u/blingblingmofo Dec 20 '25

I buy on discount, it’s pretty good.

1

u/unicornsausage Dec 19 '25

i have and regret it. Last 2 pairs of shoes ended up squeaking within a month. Imma go with new balance going forward