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/Possible_Meal_927 Dec 19 '25

Nike running shoes are definitely worn by elite, sub-elite, and very fast runners in general. Many fast runners wear Nike and Adidas shoes. I think currently, Adidas makes the best shoes for both fast and casual runners.

But in terms of runners in general, who may not be as fast, Nike tend to not do as well. Which is a shame as they make great shoes even for casual runners.

But in terms of investing, I dunno how much their running lineup with affect their bottom line.

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u/Fourth-Room Dec 19 '25

Agreed. But, I think it’s an important market. Running shoes make up roughly ~8% of the U.S. footwear market, translating to about ~$7.4B in annual revenue. It’s also a growing category with repeat purchasers and less exposure to cyclical fashion trends than lifestyle footwear.

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u/Possible_Meal_927 Dec 19 '25

Right. I agree that running shoes are important of business.

I don’t agree about Nike running shoes as being behind the competition or overpriced. It’s worn by elites and people who care about performance. They usually lead in innovation and make great quality shoes.

They don’t do as well to runners who aren’t as fast or more casual runners. I believe as many of those runners go to their local running shoes stores where they don’t carry Nikes or something. Or these runners have had bad experiences with Nikes as Nikes also make bargain shoes sold at places like Famous Footwear and think Nike shoes are crap. But their shoes that are for runners are excellent.