Lululemon is mentioned as a peer company, noted as the worst performer over the last year and down significantly over 5 years.
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Nike Stock Some Positives But a Slow Comeback
Value InvestorApr 15, 2026
The creator discusses Nike's recent Q3 earnings, noting a significant stock drop and declining revenues. While acknowledging challenges like shrinking revenues in China and the Converse division, the creator highlights positive signs such as growth in North America and Europe, stabilizing inventories, and a focus on running and the World Cup. Despite a slow turnaround expected to take years, the creator believes Nike is a buy for long-term investors at its current valuation.
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Crocs is mentioned as a peer company in the context of stock performance over the last year.
On Running is an expanding growth story and a company the creator is heavily invested in.
Deckers is a company that is still growing at double digits and is a strong performer compared to Nike.
Nike is a buy today for long-term holders willing to wait for a turnaround over the next decades, despite current challenges.
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