Nike Q2: The Repricing Might Have Started

Group 1 - Nike's stock has declined nearly 12% over the past three months despite Q1 FY26 results exceeding low estimates [1] - The company's strong performance during the pandemic may still influence investor sentiment [1] Group 2 - The article emphasizes the importance of sustained profitability, including strong margins, stable and expanding free cash flow, and high returns on invested capital as key drivers of returns [1]