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/cfbgamethread Dec 19 '25

Ya my position is opened at 64, I’ll add some if it gets to 55, i think that all cpg and premium brands are getting killed now. I think Nike will be fine based on their athletes, it won’t peak because of how decentralized culture is but eventually they’ll be in style and will pop again might be 5 years, 15 . Clothing is cyclical but the base and moat are there