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NYSE:NKE
Nike Inc (NKE)
34.71
-0.03 (0.09%)
as of Oct 9, 2026, 8:00:00 pm Market Open.
276 watching
Financials 
Technical Analysis 0
BUY
He prefers Lululemon in the athleticwear space. Both innovative, though Lulu more so given its entry into shoes. Lulu is not much more expensive in PE terms and has rewarded him well. But he has no problem owning Nike here; it has more upside than downside potential based on their last report.
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COMMENT
vs. Lululemon It's almost like an ETF for athletic lesiure plays, because Nike offers many brand in its store. Lulu is by far the leader here. He thinks 35% of Nike's sales come from digital vs. Lulu's 42% and it grew 17% this quarter, which is amazing. Once a consumer finds a website they like buying from, they keep buying there.
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BUY
Despite inflation eroding demand, Lulu and Nike still have a lot of pent-up demand to go further, driven in innovation and demand for leisurewear. Nike at 30x is a PE you've been wanting to see, with shares dropping from $175 to $120. That has priced in downgrades of the last month.
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Premium contentPAST TOP PICK
(A Top Pick Mar 02/21, Up 1.98%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with NKE has triggered its stop at $140. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 10%, when combined with the previous recommendation to cover half the position.
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BUY ON WEAKNESS
COMMENT
It reports Thursday. He doesn't expect good things. It supply chain is in tatters because it sources 50% of its materials from Vietnam and some worry that China's government will crack down on sneakers next. Nike, though, has nine lives. You can't short it or go long Nike. Be careful here.
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Premium contentPAST TOP PICK
PAST TOP PICK
(A Top Pick Jul 14/20, Up 68%) They put out some long term guidance that blew the street away. They have a strong history of beating and raising. It is more of a hold now at these prices.
Jamie Murray Owned
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