The Compound 对 $NKE 的判断变化

2026-09-25看跌
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由于DTC战略失败、失去零售合作伙伴、过度依赖Jordan品牌以及消费者共鸣下降,Nike缺乏吸引力/不值得买入。

我觉得“Nike”是这方面最突出的例子。Nike的市盈率几乎永远高于市场,这极大地伤害了买入并持有的投资者,因为不仅利润连续五年下滑,市盈率也持续下降。

I feel that "Nike" is the most prominent example of this. Nike has had a price-to-earnings ratio that is almost forever higher than the market, and this has hurt buy-and-hold investors a lot, because not only have profits declined for five consecutive years, but the ratio has also continued to fall.