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北京时间·🕒 发布 04-01 23:52:24时区推断·⟳ 抓取 06-03 20:41:23回填·⚡ 决策 06-17 09:12:04·132.5 天前
KOL发文称Nike失去品牌吸引力，建议回避
📄 原文Serenity↗ 原文
$NKE is a good lesson to trust your real life instincts. - If you see everyone wearing Oncloud / new balance shoes inst…
不做 NKE.US
KOL重复Nike品牌力下降、市场份额被On/Lululemon等抢占的老叙事，无新信息增量与硬性催化剂，该利空预期已充分price-in，不具备交易价值。
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展开原文 · 466 字
$NKE is a good lesson to trust your real life instincts.
- If you see everyone wearing Oncloud / new balance shoes instead of Nike
- You see everyone wearing vuori or lululemon shorts instead of Nike
- Even Uniqlo / GU for casual/athletic wear instead of Nike
Then the only place you see Nike are at your local Walmart or Ross discount stores.
Nike has definitely lost its “cool factor” and when the stock is at 26 fwd p/e, maybe there’s better longs out there.
- If you see everyone wearing Oncloud / new balance shoes instead of Nike
- You see everyone wearing vuori or lululemon shorts instead of Nike
- Even Uniqlo / GU for casual/athletic wear instead of Nike
Then the only place you see Nike are at your local Walmart or Ross discount stores.
Nike has definitely lost its “cool factor” and when the stock is at 26 fwd p/e, maybe there’s better longs out there.
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