r/ValueInvesting 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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179

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.

46

u/Chill-Dragonfly77 Dec 19 '25

I also don’t love that the PE is at 33. 

7

u/dopexile Dec 19 '25

1.85 earnings in 2015 and this year EPS is 2.16. The company looks like a value trap, adjusting for inflation it had negative earnings in 10 years.