NKENike, Inc.

$NKE is trading about 28% below its usual valuation multiple, but the discount comes with plenty of uncertainty. Weak sales, pressure in China and a long turnaround are still weighing on the stock.

I think the bigger question is whether Nike’s brand strength can eventually bring growth back. Would you consider $NKE at these levels, or wait for clearer signs of a turnaround?

$NKE is deliberately cutting the supply of key products like Dunks and Jordan Retros to bring back scarcity and stronger full-price demand. I find the strategy interesting, but the bigger question is whether people respond to fewer releases the way Nike expects.

Could less actually help $NKE sell more?

It is tough to see Nike struggling this much with their latest earnings report. I am really curious if anyone thinks the turnaround plan under the new CEO can actually gain traction, or if $NKE is in for a much longer recovery period than we anticipated.

$NKE’s latest earnings show that the comeback is taking longer than expected. Revenue missed expectations, and Nike is warning of another decline in sales for fiscal 2027.

I’m curious to see whether its turnaround plan can bring back growth. Can $NKE regain its momentum, or will the challenges continue?

how do you think the turnaround is shaping up for Nike when they report earnings soon. It will be interesting to hear if the new leadership is making headway, especially with $NKE facing such a competitive retail market right now. What are you all expecting from the call?

$NKE reports are coming tomorrow. Everyone is watching closely for signs of progress in its turnaround. What do you think is gonna happen? Nike has been dealing with slowing demand and a difficult reset in its business, so the latest numbers could give a better idea of the future of the company.

I am really curious to see if Nike can show signs of a turnaround during their upcoming earnings call. It will be interesting to watch if the $NKE stock reacts positively to the news on China or if the margin pressure continues to weigh on the price. What are your thoughts on their current recovery strategy?

I am really curious to see if Nike can finally turn things around when they report earnings on October 1st. With all the focus on their China reset and inventory levels, I wonder if $NKE is actually a great value play or if there is still more downside ahead. What are you all thinking about their new direction under Elliott Hill?

$NKE is back on value investors’ radar after years of stock price pressure. With shares trading near $36, the big question is whether Nike’s current valuation offers an opportunity or already reflects its struggles.

The brand still has global reach, but slowing sales and margin pressure make the turnaround harder to ignore.

Is $NKE a bargain at these levels, or is the discount justified?

$JPM and the big banks report July 14 to officially kick things off but FactSet is projecting S&P 500 earnings growth of 22% for Q2

that's the second straight quarter above 20% and tech alone is expected to grow earnings 43.6%

the early reporters like $MU and $NKE already set a high bar with 84.6% beating EPS estimates

if guidance disappoints even with good numbers the market could still sell off...Is anyone else bracing for that?