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NYSE:NKE

Nike Inc (NKE)

39.60
+1.16 (3.02%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
276 watching
0
Investor Insights
star iconAug 30, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Nike Inc (NKE) is facing significant challenges in the current retail environment, marked by intense competition and changing consumer preferences. Experts highlight weak sales performance, with recent quarters showing declines in revenue and digital sales, and a downward trend in stock value. Despite a new CEO's efforts to implement a turnaround strategy, many reviewers remain skeptical about the company's ability to regain its previous growth trajectory. While some see potential for improvement, particularly in certain markets like North America, the overall sentiment leans towards caution, with references to the structural issues and external factors, such as tariffs and anti-American sentiment. Investors are divided between holding out hope for a turnaround or exiting positions due to ongoing struggles.

consensus icon
Consensus
Cautious
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Valuation
Overvalued
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Similar
LULU
DON'T BUY
Great company. Sold off a little bit this quarter. Multiple is just a little too high at 20X this year’s earnings and 17X next year’s. (See Top Picks.)
COMMENT
Chart for the last year is very strong. These are highly discretionary purchases and if we are going to enter a period of some pullback, this will put a dent in even the strongest franchise. For the moment, it seems to be holding up really well and the Olympics will focus a lot of attention on their products.
BUY ON WEAKNESS
Good, strong brand. Have had some concerns raised about labour practices in less developed countries but have pretty much surmounted that. Very strong marketer over the long-term. Strong US$ makes profits coming in from the rest of the world somewhat less valuable for companies like this. Expensive right now. Would prefer to see it at $90.
DON'T BUY
Coming around the 200 moving average after a drop below this in April. Trend lines are still positive. 50 day as moved below the 200 day, which is a death cross. Trading around 18X forward earnings. Not too sure about the long-term growth on this one. Too rich for him.
BUY
Should do very well in emerging markets, which is part of their whole thesis on emerging middle class. Have a global brand and presence. Good long-term, high quality, consumer staple name.
BUY
Making great inroads into China, which is obviously a huge market for them. Expect they have a bright future.
BUY
Pretty consistent growth, ROE and dividend. Balance sheet looks pretty solid. One of their biggest opportunities is in Asia where they are breaking into China.
DON'T BUY
Expensive. Would like to see the price to sales drop from 1.6 to 1. An alternative would be Foot Locker (FL-N). Not an area that he likes and currently he does not have a lot of retail exposure.
DON'T BUY
A great company and not all that expensive. Trades at about 1.5X sales and 20X earnings, which is more than he would like to pay. Recent lows might have made it a good Buy. The kind of company you want to put on your Watch List.
BUY
His FMV is a little over $200, so the stock could be propelled higher. Has pretty good support from a technical basis at about $96-$100.
BUY
Good growth/management and at a good price.
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