I tried looking the other day, but couldn’t find anything. 
I’ll try to look again if something comes up!
Here’s quite a long tweet thread about Nike, there’s bound to be some repetition of things that have already been in this thread.
https://x.com/DividendDude_X/status/1880059617822265542
Here’s another fresh tweet thread about Nike, much of it familiar, but also some new perspectives.
https://x.com/venumadhavgunt7/status/1883322225224503317
Competitor’s guidance rather disappointing compared to expectations.
Now you can clearly see the main owners.
How did Nike’s beloved competitor perform?
Adidas reported that its fourth-quarter sales exceeded expectations. A significant boost came particularly from the sold-out final Yeezy inventories.
Revenue grew by 19 percent year-over-year, and the company posted an operating profit of 57 million euros, compared to a loss last year. Although the company’s full-year sales grew and profit surpassed forecasts, Adidas nevertheless warned of slowing growth ahead.
The company aims to increase its market share in North America. However, competition is intensifying with new brands like On and Hoka.
The tweeter sees potential in Nike’s free cash flow (FCF).
The stock’s valuation is now 17x FCF, which is the most affordable level in a really long time. At least based on history, the stock has followed the growth of free cash flow.
https://x.com/MMoney642/status/1898071941216403460
Here’s Nike and other partners in an interesting comparison.
https://x.com/ConsensusGurus/status/1902002989058965527
Nike’s results highlighted challenges and opportunities. Total sales decreased, especially in direct sales and digital channels, but cost cuts softened the impact.
More is being invested in the brand, and marketing was significantly increased. The weakening demand in the Chinese market raises concerns among investors; on the other hand, the company reaffirmed its outlook and continues to advance its plan to accelerate growth. The long-standing dividend policy and share buybacks support investor confidence, at least to some extent.
https://www.tradingview.com/news/DJN_DN20250320001669:0/
Some sources reported a consensus expectation of 28 US cents, while this one states 30 c.
The athletic giant reported adjusted earnings of 54 cents a share, ahead of consensus estimates for 30 cents, according to FactSet.
Revenue fell by 9% year over year to $11.3 billion, but was better than the $11 billion analysts had priced in.
The result was thus clearly better than expected, but in after-hours trading, there was a rather sensitive reaction based on the company’s comments. First, it surged up several percent, after which it ended clearly down 4.8%.
For the fiscal fourth quarter, Nike expects revenue to be down in the low midteens range, in line with the 12% decline analysts had penciled in. Gross margins will be down approximately four to five percentage points. This estimate includes the impacts of newly implemented tariffs from Chinese imports, and reflects the uncertainty in the operating environment, including geopolitical dynamics and declining consumer confidence.
"Q4 will reflect the largest impact from our WinNow actions and that the headwinds to revenue and gross margin will begin to moderate from there, " said Matthew Friend, Nike’s chief financial officer.
I don’t know if my view is due to my new personal investments in the company, but I took the above comment positively - revenue and margins will start to improve after the next quarter. Uncertainty, on the other hand, was highlighted by tariffs imposed by Trump, which also affect Nike. In addition, there are concerns about whether Nike’s product development is strong enough to beat competitors. And similarly, the sales network should be restructured, and there is still plenty of inventory to clear.
Quite a funny comparison between Nike and Nvidia.
It’s a bit of a one-sided comparison, of course, but thought-provoking.
Here’s a comparison of companies in the industry in terms of revenue. On the other hand, “Lulu” is a unique case, so it’s not quite comparable to those giants.
Even Nike might soon be cheaper.
Trump imposed significant tariffs on products from Vietnam and other key manufacturing countries, which particularly affects Nike, Adidas, and other major brands. Vietnam is a key production location, and tariffs raise costs as well as consumer prices.
Trump is frankly punishing these corporate refugees, and that will immediately be reflected in business profitability.
I got curious about where in the USA shoes were produced.
Well, BRS, or Blue Ribbon Sports, started by importing Japanese Tiger shoes beginning in 1964.
Subsequently, by 1972, there had been a falling out with Tiger, and BRS started having shoes made by another Japanese company.
Soon after that, the Nike brand was introduced.
Trump must be wondering how wealthy the USA would be if, in these cases too, they had been proper patriots and remained so…
Nike has moved its shoe production from China to Vietnam, but the new 46 percent tariff makes operations difficult, as stated. Good luck to the new CEO! 
Here’s more on this matter, just to reiterate.
https://x.com/Quartr_App/status/1909615416567013801
How is it calculated there that EPS + dividend? The dividend is paid from the profit, which is shown as EPS in the forecasts. It’s quite wild to predict anything right in the middle of this trade war, for known reasons in Nike’s case.
Here’s an interesting tweet thread about Nike, its valuation, outlook, etc.
Kenkäbrändit, kuten esim. Nike, Adidas ja Skechers ovat pyytäneet Trumpilta vapautusta uusista tullimaksuista.
Alan etujärjestö varoittaa, että tullit uhkaavat alan olemassaoloa ja aiheuttavat hintojen nousua ja varastojen ehtymistä. Tariffit koskevat erityisesti Aasiasta tuotavia kenkiä.
The footwear association’s letter said the industry had already been facing significant duties on products such as children’s shoes before Trump announced his broad tariffs. In total, U.S. footwear companies will face tariffs ranging between 150% and about 220%, the trade group said.
Many incorrectly claim that Bill Ackman divested his Nike investment, as did I.
In reality, he therefore converted his ownership into call options and is still involved, if I’ve understood correctly.
