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Strategies & Market Trends : Value Investing
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To: Sean Collett who wrote (78666)12/18/2025 4:49:00 PM
From: Sean Collett2 Recommendations

Recommended By
E_K_S
JohnyP

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RE: NKE

Revenue was flat but saw wholesale increase 8% at $7.5B but direct revenues were down 8% to $4.6B. Gross margins dropped 3%. They state the gross margin hit was due to tariffs.

EBIT is down 29% in the six month period of 2025 compared to 2024 which seems like this turnaround is a bit deeper than one may expect?

I still see the share price closer to below $50/s for now. Would take a large revenue turnaround to justify a higher price in my view. I don't know, think opportunity cost is going to bite on this one.

Happy investing,

Sean
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