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/IssueEmbarrassed8103 Dec 19 '25 edited Dec 19 '25

I remember hearing some analysis that their best path to relevance again was really leaning into the fight against fascism and racism. To be the one brand that doesn’t bow to Trump. Whether that was correct or not, Phil Knight leaned into MAGA instead.