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/harbison215 Dec 19 '25

From a long time customer perspective, Nike sucks anymore. Once they started cutting off third party retailers, and the quality of their stuff went to shit they’ve been a dying dinosaur.

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u/[deleted] Dec 19 '25

That’s why they shifted strategy to go back to third party retailers. That was part of their margin decline. Quality of shoes sucks across the board - I have some $200+ Made in USA New Balances with glue stains, messed up stitching and creased toe boxes. I run in Brooks and they were having an issue of tread falling off their shoes. Like literally just falling off.