Anyone interested in Nike should appreciate this workbook! I lovingly 10-keyed segment data for the company over the past 10 years, so those of you with special interest in Nike can cut the data how you like.
One of the biggest surprises to me was the very high margins of Nike’s Chinese business. I had expected lower average selling prices in China leading to compressed margins there, but they are actually better than the firm’s average.
Download the model and take a look for yourself!
Framework Investing Valuation Model for Nike (NKE)
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