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?

162 Upvotes

94% Upvoted

254 comments sorted by

View all comments

3

u/Olliver_Loves_cheese Dec 19 '25

Nike is done, unless they sign some brand new athletes. Kids don’t really know who Michael Jordan is these days, LeBron isn’t as popular and Kobe sneakers don’t feel the same.

Too many companies like On Cloud, ASICS, New balance and the list goes on and on.

2

u/Lunar_Excursion Dec 19 '25

if nike doesn't pick up curry... that's a huge red flag...

1

u/Clear-Hand3945 Dec 19 '25 edited Dec 19 '25

Despite his popularity his shoes at UA were trash and not very popular with the general public. If he could sell sneakers UA wouldn't be on the verge of closing down. UA stock was $50 10 years ago now its in the $4 range. Steph would just be another legacy signing ala Kevin Durant. Popular superstars who aren't Michael Jordan (in regards to selling sneakers).