Wall Street’s Nike (NKE) Fandom at 25-Year Low as Bank of America Cuts to Sell
THE SO WHAT
A 25-year low in Wall Street enthusiasm for Nike is a reminder that even category leaders get repriced when growth, story, and margin structure diverge. Consumer operators should assume less benefit of the doubt from public markets and build AI and digital bets that show up clearly in unit economics, not just narrative.
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