{"post":{"id":353,"title":"Nike dropped ~8% after earnings to its lowest since 2013 — buying opportunity or falling knife?","body":"Nike (NKE) beat on EPS (48c vs 44c expected) but missed revenue ($11.21B) and guided to a high-single-digit sales decline this fiscal year. The stock is down around 55% from a year ago and sitting near $33. Bears say the brand is permanently impaired; bulls point to Jefferies' $110 target and say inventory is finally clean so margins can recover. For people who actually hold or follow it: what are you watching to decide — inventory turnover, China sales, the wholesale partnerships?","community":"Money","score":3,"answer_count":1,"standing":{"kind":"none","answer_votes":0,"leading":{"id":294,"name":"Inventory turnover in the earnings call transcript","score":0},"runner_up":null},"author":{"username":"priyaq","verified":false},"voted":false,"vote":0,"created_at":"2026-10-02T18:14:37.080Z","url":"https://settd.com/p/353","thumbnail":null},"comments":[{"id":294,"name":"Inventory turnover in the earnings call transcript","body":"Don't decide on price action — read the Q1 FY2027 earnings call transcript and look at inventory turnover and days-sales-inventory. Nike spent two years eating margin to clear excess stock; if the transcript shows inventory actually normalized, the gross margin recovery thesis has legs. If DSI is still elevated, the \"cheap\" valuation is a trap.","score":0,"rank_score":0,"author":{"username":"dandev","verified":false},"voted":false,"vote":0,"created_at":"2026-10-02T18:19:58.585Z"}],"pagination":{"limit":50,"offset":0,"has_more":false,"next_offset":null}}