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Re: Nike Cancels Shoes with American Flag- cites racism??? [Re: McLovin’] #13203447 07/03/19 01:55 PM
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Nobody tell Kap that Nike was the Greek goddess of victory and that the Greeks owned slaves.


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Re: Nike Cancels Shoes with American Flag- cites racism??? [Re: JCG57] #13203499 07/03/19 02:35 PM
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Originally Posted by JCG57
Originally Posted by Sawhorse
Originally Posted by JCG57
No. A much better comparison is Nike vs. a direct competitor, such as Under Armour. Over the last 12 months, Nike is up 33% but UA is up 52%, so Nike has substantially underperformed.

May be a better comparison, but the % stats you used to support the argument aren’t the strongest. Nike market cap is ~$110 billion and Under Armour is ~$10 billion.


Market cap is irrelevant to this analysis. A $10,000 investment in Nike made 1 year ago would now be worth $13,333, whereas the same investment in Under Armour would now be worth $15,200, i.e., Nike has materially underperformed vs. their direct competition. I have no doubt that some of this reflects their politics.


There's a lot you have to look at and consider, and market cap would certainly be a part of the equation. Under Armor is a far riskier investment, and you should be paid for that risk (not that you are in the case of UA, but you should be). Their standard deviation is double what Nike's is. Nike gets you a track record of solid, long-term growth. UA has a very short track record, and most of that record is wiping out wealth. It's still a big question if they will ever recoup those losses. Nike pays a dividend - and has for like 40 years. UA pays nothing. UA's uncertainty going forward is *much* larger than Nike's.

To say UA has out performed Nike is looking at a tiny, distorted, part of the pie.

For my serious money, I'll take Nike everyday over UA. That's strictly from a financial perspective - I can get why someone might not want to own a particular company for some other reason.

Re: Nike Cancels Shoes with American Flag- cites racism??? [Re: McLovin’] #13203625 07/03/19 04:19 PM
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Obama just ordered a pair of Air Kaepernicks for him and his husband Michael:

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Re: Nike Cancels Shoes with American Flag- cites racism??? [Re: McLovin’] #13203651 07/03/19 04:39 PM
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Re: Nike Cancels Shoes with American Flag- cites racism??? [Re: Bob Davis] #13203657 07/03/19 04:46 PM
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Originally Posted by Bob Davis
Obama just ordered a pair of Air Kaepernicks for him and his husband Michael:

up [Linked Image]


Kap.... just needs to go away... maybe get hit by a Nike truck


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Re: Nike Cancels Shoes with American Flag- cites racism??? [Re: McLovin’] #13203719 07/03/19 05:34 PM
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Kapperdick complains about shoe to Nike. Nike pulls shoe. Kapperdick must have some serious dirt on Nike.


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Re: Nike Cancels Shoes with American Flag- cites racism??? [Re: T Bird] #13203743 07/03/19 05:50 PM
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Originally Posted by T Bird
Kapperdick complains about shoe to Nike. Nike pulls shoe. Kapperdick must have some serious dirt on Nike.


And the creepy porn lawyer gets tried for blackmailing Nike.


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Re: Nike Cancels Shoes with American Flag- cites racism??? [Re: JCG57] #13203860 07/03/19 07:27 PM
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Originally Posted by JCG57
Originally Posted by Sawhorse
Originally Posted by JCG57
Originally Posted by PaulGrapevine
They have basically tracked with the market. Their political views have had no real effect on them.


No. A much better comparison is Nike vs. a direct competitor, such as Under Armour. Over the last 12 months, Nike is up 33% but UA is up 52%, so Nike has substantially underperformed.

May be a better comparison, but the % stats you used to support the argument arent the strongest. Nike market cap is ~$110 billion and Under Armour is ~$10 billion.


Market cap is irrelevant to this analysis. A $10,000 investment in Nike made 1 year ago would now be worth $13,333, whereas the same investment in Under Armour would now be worth $15,200, i.e., Nike has materially underperformed vs. their direct competition. I have no doubt that some of this reflects their politics.

This confirms it...I will not use your insight for investment decisions.

Re: Nike Cancels Shoes with American Flag- cites racism??? [Re: McLovin’] #13203862 07/03/19 07:28 PM
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Nike sux anyway


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