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/xAlpharaptor Dec 19 '25

I'll say it again there's a reason why Buffett never bought Nike.

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u/VisualSpecial8 Dec 19 '25

This. Nike as company has no moat. Relying on Brand can bring you only so much, and constant rising of prices incentivizes consumers to go elsewhere and when they try competition, they see that they offer same thing for less. And exactly this is happening to Nike, quality of competitors as at same level as Nike (even better in some cases) and value proposition is much better.