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re: Nike's stock is down 75% over the past 5 years
Posted on 8/18/26 at 4:46 am to StansberryRules
Posted on 8/18/26 at 4:46 am to StansberryRules
Tariffs have been the hardest on Nike stock price. It’s crushed its gross margin. Accomplished exactly what it should ….one shouldn’t be able to use slave labor to sell product in America! They cannot raise prices as it will price itself out of the market, thus they have to take margin loss!
American First!
American First!
0
Posted on 8/18/26 at 4:53 am to Celery
I can't imagine Rhoback is doing well.
Their polos are up to $132 for collegiate gear. $98 for a regular polo.
The first thing I ever bought from there was like $70. I'm not paying $98 for a polo made out of the same material I can get from Southern Marsh or Vineyard Vines when they have a sale for $55-$60. Not paying $30 for a different logo on the same shirt
Their polos are up to $132 for collegiate gear. $98 for a regular polo.
The first thing I ever bought from there was like $70. I'm not paying $98 for a polo made out of the same material I can get from Southern Marsh or Vineyard Vines when they have a sale for $55-$60. Not paying $30 for a different logo on the same shirt
Posted on 8/18/26 at 6:15 am to Celery
quote:On and off the court
There’s definitely a lot more competition than there were back in the MJ days.
Posted on 8/18/26 at 7:00 am to StansberryRules
It’s twofold.
The athletic/athleisure segment is no longer in style like it was 5-10 years ago.
There are a ton of brands that entered the space over the last 10ish years that have eaten their marketshare.
The athletic/athleisure segment is no longer in style like it was 5-10 years ago.
There are a ton of brands that entered the space over the last 10ish years that have eaten their marketshare.
Posted on 8/18/26 at 7:30 am to catfish 62
quote:
Under Armor and Lululemon are also down 75%
Hard to keep people enthusiastic about buying $120 tech shirts. Vuori will be next.
I had never bought anything from Lululemon before until recently when I got my wife some workout stuff for her birthday. I was surprised at how affordable some things were (relatively speaking anyway). And its very high quality.
Apparently Michael Burry (the Big Short guy, played by Christian Bale) is heavily invested into Lululemon long term.
Posted on 8/18/26 at 7:32 am to OU Guy
quote:
In 2023 they doubled down with a Dylan Mulvaney campaign where the trans influencer modeled women’s athletic wear, plus a “No Pride, No Sport” push and collaborations with trans artists.
I would bet you that 99% of consumers have no idea about any of this.
Posted on 8/18/26 at 7:33 am to JohnnyKilroy
quote:
The athletic/athleisure segment is no longer in style like it was 5-10 years ago.
There are a ton of brands that entered the space over the last 10ish years that have eaten their marketshare.
A big advantage Nike had was production costs. They could make stuff so cheaply that they could beat more specialty brands on price and still have quality stuff.
Now Nike's quality to cost ratio has went the wrong direction and the cost for smaller, more specialized brands to produce apparel has gone down. The "catch all" brands that try to do everything end up doing nothing all that well so consumers go elsewhere.
Posted on 8/18/26 at 7:42 am to JohnnyKilroy
quote:
The athletic/athleisure segment is no longer in style like it was 5-10 years ago.
According to the stats it's as strong as ever with big projections still for the next many years. Not sure where you get your numbers but that is absolutely not the case. Worldwide workout culture is booming more than ever before.
quote:
Global sportswear estimates around $419B in 2025, projected to ~$531B by 2031
Activewear numbers are similar in scale and trajectory (e.g., growth from the mid-$300Bs into the $500Bs+ range over the coming years).
Athleisure-specific figures commonly land in the $400B+ range for 2025/2026 (e.g., ~$401–421B or higher depending on exact scope and whether footwear is fully included), with forecasts to $650B–$890B+ by the early-to-mid 2030s.
Growth remains solid and often outpaces traditional apparel (by a few percentage points in key regions).
This post was edited on 8/18/26 at 7:44 am
Posted on 8/18/26 at 7:46 am to MightyJoeYoung
quote:
Nike abandoned the affluent white running/cross training markets. All of those non-traditional brands are now reaping the benefits.
What’s weird is the Nike Vomero is one of the best running shoes on the market. But, market share wise it’s the only quality they produce in that segment. Brands like ASICS, Adidas, Brooks and even Puma produce quality shoes for every style of training.
Posted on 8/18/26 at 7:51 am to StansberryRules
Nikes shoes are essentially crap.
Go look at a mid to high tier Nike then compare it to a hoka, brooks, asics, etc.
They aren’t in the same stratosphere in terms of quality. I get people wear them for the fashion side but in terms of performance they’re garbage.
Go look at a mid to high tier Nike then compare it to a hoka, brooks, asics, etc.
They aren’t in the same stratosphere in terms of quality. I get people wear them for the fashion side but in terms of performance they’re garbage.
This post was edited on 8/18/26 at 7:52 am
Posted on 8/18/26 at 7:56 am to OceanMan
quote:
They boomed during their widest times. I bought right before that. I saw its value drop in my portfolio the other day and was looking in the history for a split or spinoff or something.
Everything is being copied and manufactured in China. Nike thrived from offshoring, now those companies are being eaten by the animals they fed for decades. Good riddance in my opinion.
Posted on 8/18/26 at 8:05 am to mule74
quote:
I would bet you that 99% of consumers have no idea about any of this.
yeah the people attributing Nike's fall to wokeness have no clue what's going on.
Nike's actual issues have been touched on in this thread.
Posted on 8/18/26 at 8:16 am to 632627
quote:
yeah the people attributing Nike's fall to wokeness have no clue what's going on.
This is true to an extent but to act as if it had zero effect is extremely naive. I still wear their shorts because I like the way they fit, but I know people who will not buy nike strictly b/c of all the woke bullshite.
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