Does Nike Have the Right Strategy Moving Forward?

Impact · against what's priced in

The news is not a catalyst for Nike. Management's assertion that they have the 'right strategy' is a qualitative claim that does not provide the quantitative evidence of revenue re-acceleration or margin recovery that the market currently refuses to price in.

NKE+0.00: Doesn't touch the price's assumptions
The price assumes: A revenue re-acceleration to the 9.3% annual growth rate
Management stating they believe they have the right strategy does not provide evidence of the actual revenue growth or market share gains that the market currently declines to pay for.
What NKE's price assumes · Sep 11

Does Nike Have the Right Strategy Moving Forward?

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Does Nike Have the Right Strategy Moving Forward?

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Does Nike Have the Right Strategy Moving Forward?

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