Nike lacks pricing power; fundamentals are deteriorating and the stock decline confirms the bear thesis.
Bearish
“F**K Systemic Risk Is EXPLODING In Financial Markets”
Meet KevinPublished Oct 2 · 1 passage
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We did the same thing with Nike in our premium membership (Alpha). We looked at Nike a year ago. A year ago we said: This is a disaster. They have no power in pricing their products.
Then we did an update in December and said: Guys, it's worse than we thought. And look what Nike has done since then. Since October, the price has been at $70. In December, it was $60 .
It now costs $33. Things are only getting worse.
What this channel has said about $NKE
Meet Kevin has 3 calls on this stock; only the adjacent ones are shown.
2026-10-02BearishThis one
We did the same thing with Nike in our premium membership (Alpha). We looked at Nike a year ago. A year ago we said: This is a disaster. They have no power in pricing their products. Then we did an update in December and said: Guys, it's worse than we thought. And look what Nike has done since then. Since October, the price has been at $70. In December, it was $60 . It now costs $33. Things are only getting worse.
2026-10-02Bearish
The one thing they do n't spend money on is Nike shoes, and that's a good thing. I still get questions about "Nike", and I still do n't like that arrow.
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