Well Nike numbers are out… and yeah, I’m not gonna lie, this is pretty much what I was talking about in my last post 💀 Nike technically beat on EPS, but missed on revenue, and then proceeded to guide for a high-single-digit revenue decline for FY2027, China sales were down 26% too. 😭 Remember my last post when I asked what the bull case even was anymore? I genuinely want to hear it now. Because at some point “it’s at a 13 year low” can’t just be the entire investment thesis. The brand can be le
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