Nike's problem is larger than marketing, says JPMorgan's Matt Boss

[@joaodealmeida26]

Analysts don't seem to understand Nike. Weird...

[@oneforthemoney5579]

Analysts are impatient and have no conviction - it’s the nature of their business - but retail investors should not try to imitate what they do

[@SuperCowboys16]

The more they hate the stock, the lower the price get. The more I buy. Knowledge and Patience.

[@jloos9959]

THE REAL PROBLEM IS/WAS GO BROKE, GO BROKE...THE BOYCOTTS ARE REAL.

[@jloos9959]

$160 FOR SHOES THAT LAST 90 DAYS.....

[@Andreavince-v]

Given the re-inverting yield curve and increased market volatility, I'm reevaluating my portfolios, and the outlook is concerning. How should I reallocate funds within my 2m portfolio to navigate the panic and take advantage?

[@JasonB.Chisolm]

The inversion implies anticipated lower future growth, potentially resulting in decreased lending and investment. Hence, finding the appropriate asset allocation and collaborating with an advisor experienced in bear markets is imperative.

[@heatherj-o5j]

After the '08 financial crisis, I've learned not to trust corporations. Since 2020, I've been investing with a financial advisor and have had major portfolio yields of over 88%, so I'm not going back to relying solely on banks.

[@StephanieG.Augustus]

That's really great. I've tried doing some research myself to hire a financial advisor, but it's really overwhelming. Could you recommend who you work with please?

[@heatherj-o5j]

My CFA Stacy Lynn Staples a renowned figure in her line of work. I recommend researching her credentials further.

[@JohnNgomba-k3v]

I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

[@jaym9846]

$100 for gym shoes (made in China)?

[@George-f8h]

You expect $100 gym shoes made in U.S.A.? Good luck with that.

[@knt3219]

Target Price : $96 - $102 In 2025 Or Higher. And That Is My Prediction. 5:49 P.M. Eastern Time 🇺🇸 December 20, 2024.

[@lylestavast7652]

good session- lots of names scattered in there.

[@el4138]

this guy explained the otherwise. lulu comes back because its fashion lind hits thus sustained the growth outside professional.

[@George-f8h]

Partly because Lulu is in demand in China of all places.

[@j.c.4965]

revenue is down 10% YoY. That is bad. very simple its 20p/e still with massive uncertainty

[@thewheelsonthelabus]

What I got out of this is buy ANF

[@Madison-i3h]

I agree that Nike is not a performance brand anymore. HOWEVER, I do think they could rebound that side of the business with an athlete partnership and a focus on athletes. People want to pretend they are athletes it will appeal to them as well as a higher price point for the shoes/line of performance clothing. They can still keep the lifestyle business and consider a “customization” line as gen z is obsessed with being unique/individualistic. Look at hydrow/peloton buyers they are the perfect audience for the high end line. Just tease the line with a few mysterious commercials, build desire for something new. Bam increased revenue 😂

[@Darbeye]

But Nike will come back. Simple as that

[@alexnguyen7691]

Once u go woke, you go broke. Thats what happened to Nike. The dont realize their wokness BS is turning nonwoke customers to turn elsewhere.

[@christianh7863]

@@alexnguyen7691 nike will bounce back.

[@jaypratt1862]

A lot of folks including me stopped buying Nike products after the Kapernack abominations. It's a Bud Light type boycott. Not ever coming back . They are totally dead in golf now.

[@xxxxl2333]

Don't listen analysts at all ! If they know how to pick right stock then why do they need to work for living ? They should be billionaire already , right ? Their job is to get your money and enjoy with their commissions. That's all !

[@TheBooban]

Buffet still works. Munger died working. These kinds of people can’t stop.

[@sheniquafarlander7688]

such flawed logic. these sell side analysts are selling their research. they make a good living but they don’t take risk like the buy side. they are supposed to be impartial bc they don’t invest in the stocks they cover. some people like their job, and perhaps some of them don’t want to go home to their families at night so they work 80 hours each week

[@happywong1671]

Nike gave up in quality built & materials for me.

[@mikeshaunnessey9303]

Yea sure, just like the market bet on 4 rate cuts in 2024.

[@mikeshaunnessey9303]

So if you sell only to rich folks you will be OK? HAHA

[@George-f8h]

Certainly, wealthy customers are less price sensitive than lower-income consumers.

[@alwilliams4244]

Hello. Iam AL Williams. I created a revolutionary NIKE COMMERCIAL that will reboot the marketing space. They really need to get intouch with me. SERIOUSLY.