u/JamesWardVI · 65d agono track record yet
Nike's revenue grew 43% over ten years and its net income fell 17%. I think that one sentence is the whole quality verdict.
Nike's revenue grew 43% over a decade while net income fell 17% and free cash flow collapsed from $6.6B to $2.2B, indicating deteriorating business quality despite brand strength. The company faces structural competitive pressure from newer rivals and margin compression that suggests a moat thinner than assumed rather than a fixable distribution mistake.
At post $41.70Now $35.51-14.8% since postedas of Sep 18, 4:30 PM ET
1d+2.2%
3d+0.4%
1w+1.2%
1m-9.4%
3m—
6m—
1y—