Time to bet on Nike (NKE)?

Every investor has faced the same moment at some point in their career: a stock they know well, backed by a brand that once dominated its industry, is suddenly down 50%, unloved, and heading into earnings with sentiment in the gutter. The instinct is powerful. You start to rationalize the decline, to assume it’s gone too far, to imagine what a return to prior highs might mean for your portfolio.

That is exactly where Nike finds itself today.

Once viewed as untouchable in performance apparel, Nike now trades near multi-year lows after months of weak demand, failed product rotations, and slowing digital growth. Shares are down more than 50% from recent highs, yet some investors see that move as a gift. They’re betting the worst is over, that the selloff has gone too far, and that this week’s earnings will mark the start of a recovery.

History shows this is often the exact point where the biggest mistakes happen. Investors convince themselves the drop is temporary, when in fact the business is facing deeper problems that require time and meaningful change to fix.

These moments are dangerous because they appear attractive on the surface. The brand is iconic. The stock is cheap. Headlines look overly negative. But when the consumer walks away, the path back is rarely fast or easy. That is how investors get caught trying to catch a falling knife, believing that valuation alone can stop the bleeding.

At LikeFolio, we have what many would consider an unfair advantage.

Our real-time consumer data shows what people are doing right now, whether they are searching, shopping, or engaging with a brand, long before those behaviors move financial results, influence Wall Street forecasts, or shift the stock itself.

That brings us to the critical question.

Does our data support a bullish bet on Nike ahead of this week’s earnings?

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