NKE 全部观点

Listen, I think the main reason everyone is talking about Nike stock is that it's trading at its lowest level in 52 weeks. The stock price has fallen significantly over the past few years.

It has fallen significantly from its peak of over $175 per share.

The company is still taking time to accelerate its growth, as the current management team hopes . One of the strategies Nike is implementing to stimulate revenue growth is to renew its relationships with wholesalers.

Nike is one of the strongest brands in the world and historically it has been one of the best performing stocks on the market. It produced over 100,000% returns from its IPO to its peak in 2021.

However, it's now down almost 80% from its all-time highs and the stock is continuing to drop. This has led to many investors wondering if the stock is looking cheap or if there is something truly wrong with the business.

Nike. Um, the crazy thing about Nike, you know, the crazy thing, guys, okay, obviously the position's done awful. There's no other way to put it, man. There's no other way to put it.

We got the flapjacks flipped right on the floor. But the craziest thing is in regards to this Nike situation, I have lost zero conviction in Nike. Like, I'm as I have as much conviction in that stock as I did when I first started buying the stock.

And so, that's pretty rare. I will say it's pretty rare when you could be down this much on a position and you're like I have lost no because usually when I go down big on a stock I you know when it like if you go down like 30% plus let's call it it's kind of natural to start losing some conviction be like oh shoot okay maybe maybe maybe something's going I've lost no conviction Nike that's the craziest part of this whole situation so we'll see what happens but um Nike I haven't I have no intention to sell Nike uh you know yeah I'm still as confident as I've ever been.

It's just weird. It's very weird but that's how I truly feel.

also seeing Nike. Someone else mentioned Nike. Nike's up 1.4%. Relative strength on the weakness that we're seeing here today.

Nike stock has fallen so much since 2022 that it was kicked out of the S&P 500 in September of 2026. This is an iconic company that has showered investor with great returns in the capital return phase for decades.

And it's not like people stop wearing sneakers. So, what happened? And is this a generational buying opportunity for investors? I've been analyzing stocks like Nike for more than 20 years.

And in this video, I'll tell you the three big reasons why the stock is down so much and whether I think this is a broken company or a massive buying opportunity.

If you own Nike stock like I do, or you've been tempted to buy the dip, you need to see this. Nike, one of the most iconic brands on the entire planet, has just crashed to a 12year low.

The stock is down a jaw-dropping 77% from its peak and nearly 40% this year alone.

So, here's the huge question. Is this a rare once in a decade chance to buy a legendary company that's on sale? Or is it a falling knife that could keep on dropping? Let's dig in and stick around because I actually own this one myself and I'm going to share exactly what I'm thinking.

We recently discussed the sportswear industry, looked at Nike, Lululemon, and On, and concluded that ultimately it comes down to customer preferences first, what will be popular that year, what will grow, and what won't grow, and that's very, very difficult to predict.

Something is popular one year, and something else the next year.

and by the way, we also look at MS and Nike, for example,

If we just go over to Nike, sort of same industry, but also very different because it's not um, not a luxury company. Fashion in general is going through a massive shift. The trend cycle continues to speed up.

Trends from 10 years ago are getting recycled and it used to be 20 plus years. I think that's pretty much a good introduction to to Nike because I feel like that's what happens where it's they messed it up once um where they basically got out of the retail stores and they tried they have enough brand power to go DTC um direct to consumer. it didn't work out and since then they're struggling.

Then we have the company " Nike". We have discussed how it now looks like a valuable investment opportunity, as if it has hit rock bottom . A company worth $60 or $70 billion, Nike couldn't get any cheaper .

So, perhaps Nike will catch up. " Nike," the same story there. They have logistics services, and they have warehouses. Very interesting situations. But, for me, this is absolutely crazy.

On the other hand, there are good dividend payouts and share buybacks. Wait, take advantage of the fluctuations. If you buy, always be prepared to buy more. When the price rises, reduce your stake.

An interesting positive bet on "Nike" here, which I think you can make some money from if you play smart.

In this video we're looking at Nike, ticker symbol NKE. So, Nike stock is down about 50% over the past year, and frankly a lot of this is deserved because we could see real quick on the Investors Growth website when we look at both the income statement and the cash flow statement, well, they're only getting one stars.

These numbers are not doing well, and there's uh logical explanation behind it.

We discussed Nike. We'll also touch on your extremely negative comments on Nike, which is the opposite. When the stock price was much much higher, there were only positive comments. That's how the human psyche works.

Some were buying Nike. If it goes lower, some always say they will buy more. Then Nike going good with the young ones.

Nike under 40 paying a 4% dividend. Why do I why would I care about Nike's 4% dividend when when the stock is tanking? But it's beyond that. It's like it's a value trap is what it's Bro, it's down 4% today.

Come on, man. Come on, dude. I just lost a year's worth of dividends in a day.

Nike stock continues to get obliterated. In the last year, it's down by over 48% and in the last 5 years, now down by 76%. That's right, a 76% decrease in the company's value in just 5 years.

And if we zoom out quite a bit further, you can see they're now essentially trading at some of their lowest prices since around 2014.

Nike traded up to around $180 per share on its peak and ever since then it's been tumbling down this mountain.

The next turnaround play we get to is Nike. Now, this one like Adobe's down big for Nike's revenue was climbing for years and then now it's decreasing. The revenue's actually declined over the past couple of years.

The EBIT of the company's in a decline, the net income of the company's in a decline, the free cash flow of the company's in a decline.