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MEGA New Miami Adidas Ultraboost🔥 - The Shoe and Nike/Adidas Thread.

The U is back to work said:
I’m sure all the extras they gave schools have stopped with a stock price like this
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You do realize that once you do the IPO and sell shares the first time, the "stock price" becomes an issue for the SHAREHOLDERS and not the corporation itself, right?

Meaning, whether Nike has money to give to schools is completely independent from the stock price. It would be based on, oh I don't know, something like REVENUE.
 
TheOriginalCane said:
You do realize that once you do the IPO and sell shares the first time, the "stock price" becomes an issue for the SHAREHOLDERS and not the corporation itself, right?

Meaning, whether Nike has money to give to schools is completely independent from the stock price. It would be based on, oh I don't know, something like REVENUE.
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the stock market is not the economy. its more of a meme
 
Nike is a big lumbering directionless giant.

Those that downplay their stock price performance should understand the significance that it has.

It absolutely will affect every aspect of their operation. The management team will be focused on a strategy which they hope will result in the stock price to rebound. It will affect nearly every employee that’s mid-level management or above.

You will know that they’re on the right path when we start seeing major restructuring, layoffs, and general overall cost-cutting and strategic repositioning, including a possible shake up of top management.

It’s forward PE is still high compared to its competition and the market sector that it is in, so I don’t know if right now is the time to get in. But it will be at some point.

Timing is always hard, and without deep inside knowledge of the company and the market sector they operate in, is always very tricky.

As far as this underperformance and how this affects Miami/Nike, I just don’t think strategically they care one bit about Miami. They’ve got much bigger fish to fry.
 
OriginalCanesCanesCanes said:
Nike is a big lumbering directionless giant.

Those that downplay their stock price performance should understand the significance that it has.

It absolutely will affect every aspect of their operation. The management team will be focused on a strategy which they hope will result in the stock price to rebound. It will affect nearly every employee that’s mid-level management or above.

You will know that they’re on the right path when we start seeing major restructuring, layoffs, and general overall cost-cutting and strategic repositioning, including a possible shake up of top management.

It’s forward PE is still high compared to its competition and the market sector that it is in, so I don’t know if right now is the time to get in. But it will be at some point.

Timing is always hard, and without deep inside knowledge of the company and the market sector they operate in, is always very tricky.

As far as this underperformance and how this affects Miami/Nike, I just don’t think strategically they care one bit about Miami. They’ve got much bigger fish to fry.
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1. It’s not a lumbering “directionless” Giant. Lol. On the earnings call, the restructuring of the entire organization, how long the restructuring would take, & the charted path that was going to happen was discussed in great detail.

2. Hence, this is y a lot of reorganization started to take place, this yr, with layoffs in two driving sectors of the business b/c many of these positions were created under the previous CEO, & the chain of command that was implemented by him under the DTC model was no longer viable.

3. The way you guys talk about stock is hilarious to me. How I know if someone is truly in the market or truly a shareholder is by simple statements. For example, if I’m a Bear, Nike has been a great investment for me b/c I’m hedging against their forecast. There’s not a single, credible Broker on planet Earth that evaluated Nike’s forecast over the last several quarters who would’ve advise to buy and hold. If any Broker-Dealer advised to get in the bed w them at $62/share, or $620 since it’s in bulk, congratulations, u got played for a commission.

If u took it upon urself to some a retail app which informs u projections based upon 3-month, 6-month, 12-month intervals, its yr over yr history, & u still got in bed w them, u’re a dummy.

Now, if u did options trading & used a Put-option at a certain $/per market trigger, then u’ve made a **** ton of $$. I’ve been a shareholder for some time, so I’ve not lost any money, just capital gains since 2021. However, I’ve seen the drought, & I’ve been through the splits 3 separate times. If social media was as popular 10 yrs ago as it is today, I guarantee the rhetoric would’ve been Nike is dead. 2014-2017 was a rough stretch, & everyone swore Adidas was king, especially when they surpassed Jordan Brand in sales.

4. All major money experts are in hold position & expect a monumental climb 2027. Why?
-Innovation team back up & running
-Inventory is approx. 65% on track to become balanced & aligned
-Seamless communication from staff to product managers to officers reducing failed deliverables
-Reinvesting in athletes & returning to its DNA
-Overall decline as a company, but continued growth across several athletic sectors namely Running and All Conditions
-Popularity is still highest among all competitors
-While overall revenue has declined, market cap & total revenue still eclipses Adidas, Hoka, UA, Reebok, NB, & Asics combined.
-Renewed effort to repair & rebuild relationship w/ slumped Asian markets
-Elliot Hill’s hands on leadership hasn’t been seen since Phil Knight, which has instilled confidence with global retail & wholesale partners.

Nike x Miami most likely won’t happen b/c of other factors, but it has nothing to do w their stock position today when their revenue still dwarfs its #1 competitor by 2-folds.
 
Rellyrell said:
1. It’s not a lumbering “directionless” Giant. Lol. On the earnings call, the restructuring of the entire organization, how long the restructuring would take, & the charted path that was going to happen was discussed in great detail.

2. Hence, this is y a lot of reorganization started to take place, this yr, with layoffs in two driving sectors of the business b/c many of these positions were created under the previous CEO, & the chain of command that was implemented by him under the DTC model was no longer viable.

3. The way you guys talk about stock is hilarious to me. How I know if someone is truly in the market or truly a shareholder is by simple statements. For example, if I’m a Bear, Nike has been a great investment for me b/c I’m hedging against their forecast. There’s not a single, credible Broker on planet Earth that evaluated Nike’s forecast over the last several quarters who would’ve advise to buy and hold. If any Broker-Dealer advised to get in the bed w them at $62/share, or $620 since it’s in bulk, congratulations, u got played for a commission.

If u took it upon urself to some a retail app which informs u projections based upon 3-month, 6-month, 12-month intervals, its yr over yr history, & u still got in bed w them, u’re a dummy.

Now, if u did options trading & used a Put-option at a certain $/per market trigger, then u’ve made a **** ton of $$. I’ve been a shareholder for some time, so I’ve not lost any money, just capital gains since 2021. However, I’ve seen the drought, & I’ve been through the splits 3 separate times. If social media was as popular 10 yrs ago as it is today, I guarantee the rhetoric would’ve been Nike is dead. 2014-2017 was a rough stretch, & everyone swore Adidas was king, especially when they surpassed Jordan Brand in sales.

4. All major money experts are in hold position & expect a monumental climb 2027. Why?
-Innovation team back up & running
-Inventory is approx. 65% on track to become balanced & aligned
-Seamless communication from staff to product managers to officers reducing failed deliverables
-Reinvesting in athletes & returning to its DNA
-Overall decline as a company, but continued growth across several athletic sectors namely Running and All Conditions
-Popularity is still highest among all competitors
-While overall revenue has declined, market cap & total revenue still eclipses Adidas, Hoka, UA, Reebok, NB, & Asics combined.
-Renewed effort to repair & rebuild relationship w/ slumped Asian markets
-Elliot Hill’s hands on leadership hasn’t been seen since Phil Knight, which has instilled confidence with global retail & wholesale partners.

Nike x Miami most likely won’t happen b/c of other factors, but it has nothing to do w their stock position today when their revenue still dwarfs its #1 competitor by 2-folds.
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Do you take issue with anything else I posted other than the “directionless giant” which I admit is a bit of hyperbole, but when a stock, even a giant like Nike is underperforming their market sector/competitors, then one can at least say the direction to that point has not been one that maximizes shareholder wealth.

I don’t know if your “truly in the market“ was directed at me or not, but I can assure you I am truly in the market. I’m not one to boast about returns, so I won’t get into that, but I just don’t invest in your segment of the market. Because I really don’t have deep knowledge of the kind of market that Nike is in - it just doesn’t interest me that much. I’ve basically been in high tech for the last 20 years, and I’m no investing genius, because a monkey could throw darts and make a **** ton of money in tech if they just picked the top players (FAANG) over the last decades - which I have done.

My post was mainly about people trying to time a bottom for Nike. Since I don’t invest in that particular market, and as it has overall underperformed the broader market, it’s not really of much interest to me. Now, if I worked for Nike, then, of course it would be of much more interest to me, as well as concern about any accumulated stock options, which I imagine are underwater for many of Nike‘s employees that get options.

As far as a “monumental climb“ in 2027, we’ll just have to wait and see. Hope so for Nike employees.
 
OriginalCanesCanesCanes said:
Do you take issue with anything else I posted other than the “directionless giant” which I admit is a bit of hyperbole, but when a stock, even a giant like Nike is underperforming their market sector/competitors, then one can at least say the direction to that point has not been one that maximizes shareholder wealth.

I don’t know if your “truly in the market“ was directed at me or not, but I can assure you I am truly in the market. I’m not one to boast about returns, so I won’t get into that, but I just don’t invest in your segment of the market. Because I really don’t have deep knowledge of the kind of market that Nike is in - it just doesn’t interest me that much. I’ve basically been in high tech for the last 20 years, and I’m no investing genius, because a monkey could throw darts and make a **** ton of money in tech if they just picked the top players (FAANG) over the last decades - which I have done.

My post was mainly about people trying to time a bottom for Nike. Since I don’t invest in that particular market, and as it has overall underperformed the broader market, it’s not really of much interest to me. Now, if I worked for Nike, then, of course it would be of much more interest to me, as well as concern about any accumulated stock options, which I imagine are underwater for many of Nike‘s employees that get options.

As far as a “monumental climb“ in 2027, we’ll just have to wait and see. Hope so for Nike employees.
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1. No, the “truly in the market” comment was directed to someone else, as I peeped their comment which didn’t make sense.

2. No, I didn’t take umbrage w anything else u posted about the state of the brand, which is y I said no B/D w any credibility would ever advise to buy Nike now, b/c the forecast from their own CEO stated it would take 2-3 yrs to shift back in 2025.
 
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Rellyrell said:
OriginalCanesCanesCanes said:
Do you take issue with anything else I posted other than the “directionless giant” which I admit is a bit of hyperbole, but when a stock, even a giant like Nike is underperforming their market sector/competitors, then one can at least say the direction to that point has not been one that maximizes shareholder wealth.

I don’t know if your “truly in the market“ was directed at me or not, but I can assure you I am truly in the market. I’m not one to boast about returns, so I won’t get into that, but I just don’t invest in your segment of the market. Because I really don’t have deep knowledge of the kind of market that Nike is in - it just doesn’t interest me that much. I’ve basically been in high tech for the last 20 years, and I’m no investing genius, because a monkey could throw darts and make a **** ton of money in tech if they just picked the top players (FAANG) over the last decades - which I have done.

My post was mainly about people trying to time a bottom for Nike. Since I don’t invest in that particular market, and as it has overall underperformed the broader market, it’s not really of much interest to me. Now, if I worked for Nike, then, of course it would be of much more interest to me, as well as concern about any accumulated stock options, which I imagine are underwater for many of Nike‘s employees that get options.

As far as a “monumental climb“ in 2027, we’ll just have to wait and see. Hope so for Nike employees.
Click to expand...

1. No, the truly in the market post was directed to someone else, as I peeped their comment which didn’t make sense.

2. No, I didn’t take umbrage w anything else u posted about the state of the brand, which is y I said no B/D w any credibility would ever advise to buy Nike now, b/c the forecast from their own CEO stated it would take 2-3 yrs to shift back in 2025.
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Thanks for your response. There is no doubt that Nike is the market leader in its space but behemoths like Nike are hard to turn on a dime. If I knew more about the space, I might have more insightful views, but retail is not an area that I delve into very much. I personally don’t have any skin in the game, but I would wish the company well including its employees. After all, it’s an American company.
 
open.substack.com

Nike Ruined NBA Uniforms

A tale of too many jerseys
open.substack.com open.substack.com

"If you want to understand why tradition was abandoned, I will, again, direct you to Nike’s tanking stock price. I posted a piece about UBS research revealing that a decline in NBA popularity had hurt the apparel giant. This is causation in the other direction, where Nike foolishness has undermined the NBA brand."
 
lurker said:
open.substack.com

Nike Ruined NBA Uniforms

A tale of too many jerseys
open.substack.com open.substack.com

"If you want to understand why tradition was abandoned, I will, again, direct you to Nike’s tanking stock price. I posted a piece about UBS research revealing that a decline in NBA popularity had hurt the apparel giant. This is causation in the other direction, where Nike foolishness has undermined the NBA brand."
Click to expand...

Yep, & their dumb *** City Connects. Fortunately, I’m hearing a lot of that is coming to an end. However, this isn’t all on Nike & I feel like Nike is the new Drake. The NBA has its own issues, namely a Commissioner who’s out of touch of what fans want. The popularity of the game has nothing to do w jerseys & everything to do w the mindset of the players. Again, I see younger players leaning into being competitive again vs. this LBJ era of getting the bag, joining teams to give the best chance to win, & complain about playing 65 games to get ur $$.
 
20260602_191419.jpg
 
The U is back to work said:
Empirical Cane said:
Who is more popular now (in US)?

Nike or Addidas?
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Nike
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I guess I’m falling into the trap of the 20,000 words— but I have a legitimate
Q:

I’ve seen a lot of grousing about Adidas on this board for years and I’ve never been able to surmise why it is that fans hate our adidas gear or deal….

Anyone care to enlighten???
 
Hobokane said:
I guess I’m falling into the trap of the 20,000 words— but I have a legitimate
Q:

I’ve seen a lot of grousing about Adidas on this board for years and I’ve never been able to surmise why it is that fans hate our adidas gear or deal….

Anyone care to enlighten???
Click to expand...
A lot of folks on here have complained about the quality of the on-field jerseys.

I would like to add that a lot of their fan gear sucks ***. The sizing is inconsistent. The shoes that they come out with for schools are meh most of the time. The quality is **** compared to Nike. The options are lacking compared to Nike.

If they treated CFB teams with the same love and care they treat the international soccer teams, nobody would be *****ing. Cause they do great stuff with international soccer.
 
My biggest gripe with Adidas is their best gear is only provided to the athletes. Hoodies, tees, etc., I see so many awesome designs worn by players, and we fans are never able to purchase. Adidas invests a lot in equipping athletes and advertising, but their fan service is really lacking. If you ask Harry I suspect he’d tell you the same, retailers can’t get access to the most requested or highest quality items.

Sizing is also weird. An Adidas medium is bizarrely sized in comparison to what my tiny arms are used to
 
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