NIKE COLLAPSE

@barebone.ai

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6 videos

Why it worked

The video effectively combines a compelling narrative about a major brand's struggles with actionable insights and a clear promotion of an investment analysis tool. The use of dramatic on-screen text, stock charts, and relevant news snippets creates a sense of urgency and relevance for investors, while the introduction of the Barebone app provides a solution to the problem presented.

Summary

This video explains the recent stock collapse of Nike, attributing it to strategic shifts like cutting wholesale accounts and focusing on direct sales, which damaged margins and reduced cultural relevance. It also highlights the addition of LVMH's Alexandre Arnault to Nike's board and discusses analyst ratings and insider trading. The video concludes by promoting the Barebone AI investment analysis app as a tool to navigate such market complexities.

Structure

1Nike's stock collapse and departure from S&P 100
2Kylian Mbappé leaving Nike

Original caption

Nike just got kicked out of the S&P 100. The stock has collapsed nearly 80% from its high. Kylian Mbappé left Nike this week after 20 years. Is this the dip of the century, or the beginning of the end? These are the kind of investing insights every trader and investor needs before trading a collapse like this. Nike used to sell mostly through other retailers, who brought in customers and kept a cut. Nike wanted more of that money, so over four years it cut more than half its wholesale accounts worldwide and pushed sales through its own stores and apps. Selling direct means keeping more revenue, but also owning every delivery, return, and customer touchpoint. Here is what actually broke it. Those retail partners were where people discovered Nike. Someone walks into a running store undecided, asks for advice, and without Nike on the shelf they compare Adidas, Puma, Hoka, and On instead. Nike did not just lose sales. It lost cultural relevance, and one strategic shift cascaded into an 80% collapse. Wall Street is split, roughly half bullish and half neutral or bearish, yet the average price target still sits 25% above today's price. Tim Cook and Nike's own CEO Elliott Hill both started buying millions with their own money in April. Alexandre Arnault, whose family controls LVMH, just joined the board. Nobody knows if or when Nike rebounds. By the time headlines say "Nike is back," the dip is usually gone. But buy too early and it can keep dropping. That’s where Barebone helps Over 50,000 investors research with it Over $100 million in portfolios monitored by AI agents. It runs the research a Wall Street analyst would, on any stock, in seconds. Search “Barebone” on app stores to access This content is for educational and informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.

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Product placement

Nike: ACTS - its stock price is discussed and shown to have collapsed; its wholesale accounts are discussed as being cut; its sales channels are analyzed; its direct sales strategy is explained; its net profit margin is shown to have decreased; its cultural relevance is discussed; its stock price is shown to have dropped significantly; its board is discussed; its stock performance is analyzed. (Removing this would fundamentally change the video's topic.) Kylian Mbappé: ACTS - his departure from Nike is mentioned as a reason for Nike's stock collapse. (Removing this would remove a supporting detail for Nike's stock collapse.) S&P 100: APPEARS - mentioned as an index Nike is leaving. Removing it would not change what happens in the video. (This is a factual statement about an index, not a product.) Adidas: APPEARS - shown as a brand in a running store. Removing it would not change what happens in the video. Puma: APPEARS - shown as a brand in a running store. Removing it would not change what happens in the video. Hoka: APPEARS - shown as a brand in a running store. Removing it would not change what happens in the video. On: APPEARS - shown as a brand in a running store. Removing it would not change what happens in the video. LVMH: ACTS - its role in joining Nike's board is discussed. (Removing this would remove a key piece of information about Nike's strategic changes.) Louis Vuitton: APPEARS - shown as part of LVMH. Removing it would not change what happens in the video. Dior: APPEARS - shown as part of LVMH. Removing it would not change what happens in the video. Tiffany & Co.: APPEARS - shown as part of LVMH. Removing it would not change what happens in the video. Alexandre Arnault: ACTS - his joining of Nike's board is mentioned. (Removing this would remove a key piece of information about Nike's strategic changes.) Goldman Sachs: ACTS - its analyst ratings for Nike are shown and discussed; its logo appears on the app. (Removing this would remove evidence of analyst sentiment.) Morgan Stanley: ACTS - its analyst ratings for Nike are shown and discussed; its logo appears on the app. (Removing this would remove evidence of analyst sentiment.) JP Morgan: ACTS - its analyst ratings for Nike are shown and discussed; its logo appears on the app. (Removing this would remove evidence of analyst sentiment.) Apple: APPEARS - mentioned in relation to Tim Cook. Removing it would not change what happens in the video. Barebone: ACTS - its app is shown and demonstrated as a tool for stock analysis; its features are explained; its user base and success metrics are highlighted; its role in making investing easier is stated. (Removing this would remove the product being promoted.) Barebone Investing School: ACTS - it is presented as a series the video is part of. (Removing this would remove context for the video.)

On-screen text

NIKE COLLAPSE Nike Is Leaving the S&P 100 After 18 Years NIKE STOCK -80% FROM ALL-TIME HIGH $178 -> $36 KYLIAN MBAPPÉ ON But hold on a second Is this a dip of the century or the beginning of Nike's end And welcome to Day 90 of the Barebone Investing School HOW NIKE SOLD SHOES OTHER RETAILERS RETAILER'S CUT NIKE'S SHARE ACCOUNTS CUT >50% NIKE SALES BY CHANNEL FY2020 FY2023 NIKE GOES DIRECT WEBSITE APP NIKE STORES MORE PER SALE THE HIDDEN COST DELIVERIES RETURNS FOOT TRAFFIC NIKE NET PROFIT MARGIN 12.9% FY2022 6.7% FY2026 -6.2 PTS FROM PEAK but what really destroyed Nike was one thing they never realized those retail partners they just cut actually helped people discover Nike INSIDE A RUNNING STORE NOT STOCKED people will instead compare Adidas and Puma with Hoka and On REVENUE GROWTH - 2024-25 -9.8% NIKE FY2025 +23.6% HOKA FY2025 +29.4% ON FY2024 Nike didn't just lose sales it lost cultural relevance NIKE STOCK One wrong move cascaded to an 80% collapse of Nike's stock -80% FROM 2021 PEAK $178 -> $36 NKE Profile Analyst Ratings Sell Hold Buy Strong Sell Strong Buy Buy Rating Distribution (71 ratings) Strong Buy Buy Hold Sell Strong Sell Major Bank Ratings Goldman Sachs Hold Maintain Jun 23, 2026 Morgan Stanley Hold Maintain Oct 1, 2025 JP Morgan Hold + Sell Downgrade Aug 4, 2026 are now torn on Nike roughly half are bullish half are neutral or bearish But Barebone flagged Analyst Price Target Current: 35.99 Low 30.00 High 75.00 Median: 45.00 View more Analyst Ratings Sell Hold Buy Strong Sell Strong Buy Buy that Wall Street's average price target is still 25% over today's price View more Insider Trades NKE BUY NIKE, Inc. Insider Hill Elliott CEO Disclosed Value $1M Avg Price $42.27 Traded Apr 13, 2026 NKE BUY NIKE, Inc. Insider Cook Timothy D Director Disclosed Value $1.1M Avg Price $42.43 Traded Apr 10, 2026 NKE BUY NIKE, Inc. Insider Rogers John W Jr Director Disclosed Value $173K Avg Price $43.34 Traded Apr 9, 2026 NKE BUY NIKE, Inc. Insider Swan Robert Holmes Director Disclosed Value $500K Avg Price $42.44 Traded Apr 7, 2026 Apple's ex CEO Tim Cook and Nike's CEO Elliott Hill millions with their own money LVMH JOINS NIKE'S BOARD Louis Vuitton Dior Tiffany & Co. the family controlling them LVMH PARENT GROUP Alexandre Arnault just joined Nike's board LIVE NEWSWIRE RETAIL - 2 MIN AGO NIKE IS BACK 3 MIN READ MARKETS - 21 MIN AGO INVESTORS GIVE UP ON NIKE 4 MIN READ EQUITIES - 1 HR AGO NIKE SINKS TO NEW LOWS 2 MIN READ No one knows if and when Nike will rebound but by the time headlines flip to Nike is back the dip is already long gone BUYING TOO EARLY NKE BUY HERE? -13% AFTER BUY the stock might keep dropping That's where Barebone helps BAREBONE 50,000+ INVESTORS $100M+ PORTFOLIOS MONITORED over $100 million in portfolios monitored by AI agents FUNDAMENTALS INSIDERS TECHNICKALS RISK VALUATION SENTIMENT Barebone runs the research a Wall Street analyst would on any stock in seconds BAREBONE Day 1: Top 100 Apple App Store • Day 60: Top 10 Google Play $100M+ CONNECTED 50,000+ INVESTORS DOWNLOAD BAREBONE App Store GET IT ON Google Play search Barebone on app stores to access Goldman Sachs I quit Goldman Sachs to make investing easier with Barebone Welcome to our journey

Transcript

Nike just got kicked out of the S&P 100. The stock has collapsed nearly 80% from its high. Kylian Mbappé left Nike this week after 20 years. Is this the dip of the century, or the beginning of the end? These are the kind of investing insights every trader and investor needs before trading a collapse like this. Nike used to sell mostly through other retailers, who brought in customers and kept a cut. Nike wanted more of that money, so over four years it cut more than half its wholesale accounts worldwide. It pushed more sales through its own website, apps and stores. The logic was simple: sell directly to the customer and keep more of each sale. But the problem is keeping more revenue also means doing more work. More deliveries, more returns, more responsibility for bringing customers through the door. That heavily damaged Nike's margins. But what really destroyed Nike was one thing they never realized: those retail partners they just cut actually helped people discover Nike. Think about someone walking into a running store. They haven't decided what to buy, but when they ask for advice, because Nike is no longer in store, people will instead compare Adidas and Puma with Hoka and On. Nike didn't just lose sales, it lost cultural relevance. One wrong move cascaded to an 80% collapse of Nike's stock. That's why Wall Street analysts are now torn on Nike. Roughly half are bullish, half are neutral or bearish. But Barebone flagged that Wall Street's average price target is still 25% over today's price. Apple's ex CEO Tim Cook and Nike's CEO Elliott Hill have begun buying in April '26, millions with their own money. LVMH joins Nike's board. Louis Vuitton, Dior and Tiffany & Co. the family controlling them behind a group called LVMH. Their son Alexandre Arnault just joined Nike's board. No one knows if and when Nike will rebound, but by the time headlines flip to Nike is back, the dip is already long gone. But if you buy too early, the stock might keep dropping. That's where Barebone helps. Over 50,000 investors research with it, over $100 million in portfolios monitored by AI agents. Barebone runs the research a Wall Street analyst would on any stock in seconds. Search Barebone on app stores to access. I quit Goldman Sachs to make investing easier with Barebone. Welcome to our journey.