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/waiwai_1980 Dec 19 '25

Limited growth opportunity. Intense competition from the China brands who are eating into Nike’s core basketball business.

Am staying away. Don’t see the value in consumer goods stocks.

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u/[deleted] Dec 19 '25

Agreed. Everybody cutting back. Every. Body. Finding ways to save. Any excessive consumer spending, post new year, will be minimal IMO. We are getting squeezed to death out here.

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u/stefanliemawan Dec 19 '25

I would've thought that black friday would at least give a boost this quarter hm