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▶ 0:13 · $NKE · Nike Stock Is Still Broken | Here's Why You Should Avoid It

now playing · $NKE

Nike losing market share to On and Hoka with collapsing margins and expensive valuation

Nike's failed DTC strategy ceded shelf space to competitors; gross margins fell from 46% to 41%, revenue is flat, yet stock trades at 29x P/E and 62x P/FCF — a valuation appropria…

$ONON···bullish· high· postravis hoium

On Holding taking share with 33%+ DTC growth, 63% rising gross margins, and high-end positioning

On is growing both DTC (39.9% currency neutral) and wholesale (32.6%) simultaneously while expanding gross margins to 63%, proving it can capture the premium consumer without the…

$DECK···bullish· mediumtravis hoium

Deckers' Hoka brand gaining share with stable 58% gross margins as Nike falters

Hoka is taking shelf space from Nike with a similar premium trajectory to On, and Deckers maintains ~58% gross margins while Nike's collapse, showing the competitive advantage of…

$LULU···bearish· lowtravis hoium

Lululemon losing pricing power with declining gross margins amid sector shift

Even Lululemon, a premium peer, sees gross margins falling, signaling broader pressure on brands that cannot maintain high-end differentiation — though less severe than Nike's col…

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