... convinced in the long term, now the savings plan takes effect.

$NKE (+0.61%) half sold, profits taken👉 for other positions, the story will take a little longer, there are greater opportunities at the moment 🤙

After weaker months, Nike and Puma could be on the verge of a recovery.

$NKE (+0.61%) has delivered a strong technical signal: Following a price target increase by Jefferies to USD 115, the share has jumped above the 200-day line. In addition, the SKIMS collaboration with Kim Kardashian, an important growth area, could strengthen the women's segment. Despite a consumer slump, Nike has historically often recovered quickly.

It too $PUM (-0.54%) could be at a turning point. After significant declines, the share price is historically cheap and a possible bottom could be imminent. In addition, a recovery in demand in China could provide a tailwind.

How do you see the current situation? A trend reversal or just a brief recovery?

#stockanalysis
#nike
#puma

$NKE (+0.61%) Dear community, do you see a dividend for Nike? No dividends are shown either in the transactions or on the portfolio tab of the shares, although I have had the share in my portfolio for a year.

Nike shares ($NKE (+0.61%)) are currently showing signs of recovery - thanks to a new partnership with Kim Kardashian's fashion label Slims! Shares in the sporting goods giant climbed by 5.1% to 76.78 dollars within a short space of time. 🚀

After a bumpy start to 2025, where the share price reached its lowest level since March 2020, there is now light at the end of the tunnel. Analysts see the collaboration with Kardashian, who is launching a new fitness brand for women, as a promising step.

Did you know that Nike struggled with a decline in sales in 2024 and shocked investors with a gloomy outlook? 😲 The share had lost over 30 % last year. Do you think the collaboration with Kardashian will provide enough momentum to stabilize the share price in the long term? Discuss with us!

The Nike share $NKE (+0.61%) is stabilizing and is up slightly today.

Possible reason: Nike $NKE (+0.61%) and Kim Kardashian's Skims are teaming up to create NikeSkims on the market - a new active wear brandthat combines Nike's sports innovations with Skims' signature body-sculpting designs. The brand will launch this spring in the USA and will be launched worldwide from 2026 expand globally from 2026. NikeSkims will offer performance-oriented apparel, footwear and accessories for women of all sizes, with the goal of redefining active wear with function and style.

Lululemon $LULU , Alo and Vuori are already excited.

Possible advantages for Nike:

• Stronger positioning in the women's market, where Nike wants to grow more (Kim Kardashian has >350m Instagram followers)
• Access to a new, fashion-conscious audience
• Possible sales boost and PR effect

Possible disadvantages for Nike:

• Long-term impact questionable if Nike does not work on its core strategy at the same time; could come across as an act of desperation to force turnaround
• Possible dilution of Nike's performance identity in favor of lifestyle and pop culture; people used to follow Michael Jordan and Tiger Woods, now they follow Kim Kardashian? older, loyal customers might find this off-putting

What do you think of the deal?

https://www.instagram.com/nike/reel/DGNxVripi_4/

The Nike share $NKE (+0.61%) is where it was 5 years ago and is currently trading at -58% in the worst drawdown in 25 years.

Many companies would probably like to have the operational problems that Nike $NKE (+0.61%) has right now, given their cash fire power compared to Nike $NKE (+0.61%) to Nike.

Cash position (incl. short-term investments) of selected competitors of Nike $NKE (+0.61%) (Companies are sorted in descending order of sales):

Nike (USA): 9.8 billion $

Adidas* (Germany): 1.9 billion $

Lululemon** (USA): 1.2 billion $

VF Corporation** (USA): 1.4 billion $

Anta Sports* (China): $4.2 billion

Puma* (Germany): $0.3 billion

Skechers** (USA): $1.2 billion

New Balance* (USA): $1-2 billion (estimated)

Under Armour* (USA): $0.7 billion

Deckers Brands** (USA): $2.2 billion

ASICS* (Japan): $0.8 billion

Li Ning* (China): $1.8 billion

On Holding** (Switzerland): $0.7 billion

*Main competitor of Nike

**Competitor of Nike in certain segments

Do you believe in a turnaround of Nike $NKE (+0.61%) in the next 2-3 years as outlined by the new CEO?

Hello everyone, after passing the 200k mark in my overall portfolio a good two months ago, my pure equity/ETF portfolio has now done the same. The driver is by far $PLTR. (+3.47%) Some problem children should of course not be missing in such a portfolio $P911 (+1.02%)
$NKE (+0.61%) . Both should still need a little time for the turnaround.

I will sell in the near future $FRE (-0.15%) to further reduce the DE share. Otherwise, the ETFs will continue to be fed with a savings plan in order to reach the target of > 60% ETF share.

As always, feedback is welcome