Jul. 11 at 12:32 PM
$NKE global wide moat companies are about to have an amazing next 10 years. AI, Agentic, Robotics, all will lead to cheaper more efficent production.
they dont meed to grow revenue, the revenue is there. they need to expand the profit margin of what they already have.
I would rather see margin expansion, then 10% revenue growth.
we are also entering a world where user data has insane value, nike is in an amazing spot to capitalize in a lot of areas.