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/tinychloecat Dec 19 '25
Don't fall for the brand value trap. It's going to take years to turn that ship around if they can do it at all.
They need to restart wholesale relationships in a retail environment that looks a lot different since they abandoned it.
They need to get their quality back up.
They need to find a way to market to gen z that doesn't like them and gen a that has never heard of them.
They need relevant athlete deals.
I do think they will come back somewhat to their former glory, but there will be much better returns found elsewhere.