Calls
1
u/sneezydig
Reddit r/ValueInvesting
Win Rate
0.0%
return
-44.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 07
$65.07
-44.1%
Nike's decline in direct-to-consumer digital sales is the unwind of a strategic overreach, not brand deterioration, and the shift back to wholesale and physical retail should restore predictable cash flows and margins. In the author's base case through FY30, revenue growth stabilizes/reaccelerates toward 6%, operating margins normalize toward 15%, and free cash flow reaches roughly $7.5-8.0B. This supports a low-to-mid 20s earnings multiple, making the stock attractive under CEO Hill's turnaround.
Retail & Mobility
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/sneezydig has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: NKE.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
