Nike: Trust The Brand Equity

Robert WayInvestment thesis Nike (NYSE:NKE) boasts robust brand equity and holds a dominant position in an industry that is poised for sustained growth, with more than double the sales of its closest competitor. The company is facing several headwinds, some of which are temporary and others that will take longer to address as it reassesses its business model and growth algorithm looking ahead. Yet, all the discussion around Nike boils down to whether the company can sustain its brand equity, a key compe ...