NIKE(US:NKE) Huan Qiu Wang Zi Xun·2025-12-25 03:04Core Viewpoint - Apple CEO Tim Cook has significantly increased his stake in Nike by purchasing approximately 50,000 shares for about $3 million, nearly doubling his personal holdings in the company [1][4]. Group 1: Investment Activity - Tim Cook's purchase brings his total holdings in Nike to approximately 105,000 shares as of December 22 [4]. - This transaction represents the largest public market stock purchase by Nike's board and executives in over a decade [4]. - Nike's former Intel CEO and current board member Robert Swan also increased his stake by about 8,700 shares, investing around $500,000 [4]. Group 2: Company Performance and Strategy - Nike has faced challenges, with its quarterly profit margins declining for over a year and weak sales in the Chinese market, leading to a nearly 13% drop in stock price following the recent earnings report [4]. - To address these issues, Nike's CEO John Donahoe has introduced the "Instant Win" strategy, focusing on innovation in running and sports, eliminating underperforming brands, and repairing relationships with wholesalers to combat competition from emerging brands [4]. - Analysts view the collective insider buying as a positive signal, especially after a previous strategic misstep led to a sell-off by some investors [4].