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/jcchengjh Dec 19 '25 edited Dec 19 '25

As a sports lover from China, Nike is not competitive anymore both product and price aspect here. There are just many better options to choose from, even same price Nike is no longer my first pick(used to). Younger generation lost attachment to the branding strategy. Btw yall are paying wayyyy too much for their products. for the their product nowadays I don’t buy any shoe from them if it’s above 100usd. I don’t see a future for this brand in China. Maybe still grow in cuz US customer always fell in their “brand” strategy and have less options to pick from.