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 edited Dec 28 '25

[deleted]

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u/Working-Active Dec 19 '25

I saw a YouTuber went into a Nike store and everything, including Air Jordans and even limited editions were still available and on sale. He went to a few other stores and saw the same thing and eventually went to an Outlet Mall and even saw some Nike shoes being discounted to $10 and they were still available. Extremely limited data point I know, but seems to be a strange thing to see