Published: 2024-06-29
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Nike's operating overhead expense is predicted to continue to decrease over the next 1-2 years due to cost-cutting measures.
"Operating overhead expense dropped considerably dropped 9% now that number should continue to go down for really the next 1 to two years Nik is doing a lot of cost cutting measures right now with their business model and really streamlining their employee force their operations their facilities right now and so all that's going to really help the company when it comes to overhead expense over time"
Pending
Nike's total selling and administrative expenses are predicted to continue decreasing over the next 1-2 years.
"so total selling in administrative expenses actually dropped 7% for the company so as a percent of Revenue it went down to 32.4% from 34.1% which is more good news for Nike certainly and this is not a trend that's just this quarter it's likely going to continue to play out for the next one to two years"
Pending
Nike's revenues are predicted to improve dramatically in 2025 and 2026.
"you're and my opinion you're going to see Nike revenues improve quite dramatically in 2025 2026"
Pending
Dutch Bros is predicted to become a significant competitive problem for Starbucks in North America over the next decade.
"Starbucks actually has a super legit competitor in North America that that's going to be a problem for them over this next decade and that their company's name is Dutch Bros ticker symbol Bros on that one"
Pending
Nike is predicted to have better EPS growth this year and next year compared to its peers.
"Nike should in theory have better EPS growth over the next I would say this year next year as well"
Pending
Nike stock's absolute worst-case short-term price target is $50-$55.
"The absolute worst case scenario I see for Nike in the short term here is the stock goes to like $50 to $55"
Pending
Nike stock is predicted not to fall into the $40s, even in a market crash scenario.
"could I see the stock going in the 40s I can not even in a market crash scenario can I see the stock going in the 40s"
Pending
Nike's net income is predicted to reach $10 billion in 3 years (base case).
"Bas case 3 years from now I see the company doing $10 billion of net income"
Pending
Nike's stock price is predicted to reach approximately $170 in 3 years (base case).
"so in this sort of scenario that would mean the stock price goes to let's call 170ish"
Pending
Nike's net income is predicted to reach $14 billion in 3 years (bull case).
"my bull case is a company gets to about $14 billion in net income 3 years from now"
Pending
Nike's stock price is predicted to reach approximately $225 in 3 years (bull case).
"it's about a $350 billion Mark cap which is about a $225 is type stock price"
Pending
Nike's operating overhead expense is predicted to continue decreasing for the next 1-2 years.
"operating overhead expense dropped 9% now that number should continue to go down for really the next 1 to two years"
Pending
Nike's total selling and administrative expenses (as a % of revenue) are expected to continue decreasing for the next 1-2 years.
"total selling in administrative expenses actually dropped 7% for the company so as a percent of Revenue it went down to 32.4% from 34.1% which is more good news for Nike certainly and this is not a trend that's just this quarter it's likely going to continue to play out for the next one to two years"
Pending
Allbirds is predicted to likely go bankrupt, and it would be a miracle if it doesn't.
"Allbirds was the all the hype 5 years ago right this brand was so hot I mean oh my gosh they didn't even have any athletes from what I remember but all birds shoes were the hottest this company is probably going bankrupt high probability it's down to 50 cents now at this point in time you know if they don't go bankrupt it's a miracle that that's how bad it's gotten at all birds"
Pending
Nike's revenues are predicted to improve dramatically in 2025 and 2026.
"in my opinion you're going to see Nike revenues improve quite dramatically in 2025 2026"
Pending
Nike's forward P and 2-year out forward P are predicted to be much lower than current estimations in 2025-2026 due to dropping costs and rising revenues.
"as the cost of the business is continuing to drop right and then we get revenues going back up in 2025 and 2026 I think the forward p and the 2-year out forward P are going to end up actually being much lower than what it seems here"
Pending
Nike's stock price could drop to $50-$55 in the short term as an absolute worst-case scenario.
"The absolute worst case scenario I see for Nike in the short term here is the stock goes to like $50 to $55"
Pending
Nike's stock price is not expected to drop into the $40s, even in a market crash scenario.
"could I see the stock going in the 40s I can not even in a market crash scenario can I see the stock going in the 40s"
Pending
Nike's net income is predicted to reach $10 billion in 3 years (base case), by mid-2027.
"in 3 years this is my base case for the stock Bas case 3 years from now I see the company doing $10 billion of net income"
Pending
Nike's stock price is predicted to reach approximately $170 in 3 years (base case), based on a $250 billion market cap (derived from $10 billion net income at a 25 P/E).
"if you want to put a 25p on that which is very fair for a company like Nike... you're at about a $250 billion market cap now currently the company has about $13 billion market cap on it somewhere around there so in this sort of scenario that would mean the stock price goes to let's call 170ish"
Pending
Nike's net income is predicted to reach $14 billion in 3 years (bull case), by mid-2027.
"my bull case is a company gets to about $14 billion in net income 3 years from now"
Pending
Nike's stock price is predicted to reach approximately $225 in 3 years (bull case), based on a $350 billion market cap (derived from $14 billion net income at a 25 P/E).
"if we put a 25p ratio on this it's about a $350 billion Mark cap which is about a $225 is type stock price"
Pending