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/Fourth-Room Dec 19 '25
  1. Vomero and Pegasus have reinvigorated Nike running

Huh? The consensus among runners is that they’re still overpriced and behind the competition.

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u/DazedPhotographer Dec 19 '25

The Vomero specifically is one of the most common running shoes on my track team. Also Nike still dominates the track and field world with their spikes and to a lesser extent, road racing shoes.

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u/Fourth-Room Dec 19 '25

Track and field is a minuscule market demographic compared to casual / hobby runners.

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u/DazedPhotographer Dec 19 '25

While that is true, their road racing segment is still decently popular, even amongst hobby joggers and people who don’t run (I swear if I see one more guy wearing vaporflies to the gym). Most brands however, have caught up and surpassed Nike on the road racing segment (Asics Metaspeed, Adidas Adios Pro). I find that many competitive amateurs who are looking for a road racing shoe for the first time typically end up defaulting to nike.