$Nike(NKE)$ value prop is BAD

Like
Comment
Favorite

$Nike(NKE)$ value prop is BAD - many of their shoes consistently price at c. 250 bucks, where you can get lots of very good alternative choices like Hoka or Asics for like 30-40% lower. The brand heat/fashion argument is also fading very fast. See you at mid teens EPS.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":321687948001304,"tweetId":"321687948001304","gmtCreate":1719559090581,"gmtModify":1719559094591,"author":{"id":3479274787036362,"idStr":"3479274787036362","authorId":3479274787036362,"authorIdStr":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":28,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"NKE\" class=\"teditor-mention\" data-mention-name=\"Nike\" href=\"https://ttm.financial/S/NKE\">$Nike(NKE)$</a> <v-v data-views=\"0\"></v-v> value prop is BAD - many of their shoes consistently price at c. 250 bucks, where you can get lots of very good alternative choices like Hoka or Asics for like 30-40% lower. The brand heat/fashion argument is also fading very fast. See you at mid teens EPS.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"NKE\" class=\"teditor-mention\" data-mention-name=\"Nike\" href=\"https://ttm.financial/S/NKE\">$Nike(NKE)$</a> <v-v data-views=\"0\"></v-v> value prop is BAD - many of their shoes consistently price at c. 250 bucks, where you can get lots of very good alternative choices like Hoka or Asics for like 30-40% lower. The brand heat/fashion argument is also fading very fast. See you at mid teens EPS.</p></body></html>","text":"$Nike(NKE)$ value prop is BAD - many of their shoes consistently price at c. 250 bucks, where you can get lots of very good alternative choices like Hoka or Asics for like 30-40% lower. The brand heat/fashion argument is also fading very fast. See you at mid teens EPS.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/321687948001304","repostId":0,"isVote":1,"tweetType":1,"viewCount":931,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NKE"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":221,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}