Aug. 17 at 4:42 AM
$NKE Remember, the mistakes of the past are already being completely corrected, at least in America. Nike is everywhere, online and in physical stores. Nike is already receiving tariff refunds, has better margins, and with lower oil prices, more consumption and better costs will follow. They are also clearing out stock and boosting their product strategy, which has been in R&D for years. They are also prioritizing sportswear and continuing with the fashion channel, which they are doing excellently. I can only suggest to the board of directors that they cut the dividend in half and use the other half to buy back shares. I am also eagerly awaiting the amount of the upcoming buyback. Operationally and administratively, 2,000 jobs have already been cut, and I hope that this financial manager, who knows a lot about AI, will reduce staff even more aggressively to achieve greater efficiency.
