Sep. 7 at 12:22 PM
$NKE $NKE when you expand the scenario a little, you see that the problem does not come only from Nike! You see that all consumer companies are actually punished. This will take time, but then we will make history. Does AI generate returns on investment? If it is used, it will not generate what is invested in it. That can bring depression and change of portfolios, that will be our time. I think management is doing a good job of regaining market share with physical premises. In addition, tariffs are back in the coffers and the margin is rising. In addition, we already paid for the costs of downsizing. The financial CEO, for what he did at Pfizer, is going to follow the path of improving margins with reduction and efficiency. We are the number one brand in sports. We are global, this price is 15% of its real value.
