몰락인가, 기회인가? 애플ceo 팀 쿡이 폭락하는 나이키 주식을 매수하는 이유

Nike's Downfall or Opportunity? Why Tim Cook Is Moving Nike's value, which reached a market capitalization of approximately 400 trillion won in 2021, has shrunk to about 90 trillion won (63.5 billion dollars) in just four years. The stock price has plummeted 77% from its peak, falling to the $42 mark, its lowest point since 2018. However, amidst this crisis, Apple CEO Tim Cook is sending a strong signal to the market by making massive purchases of Nike stock between December 2025 and April 2026. What is the 'key to a rebound' identified by him, who has served as an outside director at Nike for over 20 years? We have summarized the stagnation of innovation and inventory issues caused by Silicon Valley-born CEO John Donahoe's 'technology-centric strategy,' as well as the formidable pursuit by HOKA and On Running, which have exploited the gaps created by this situation. Now, see if the 'Win Now' strategy, implemented by the return of 'Nike Man' Elliott Hill with 32 years of experience, can lead Nike back to the path of victory. 📌 Timeline 00:00 Nike Stock Plunges 70% 01:12 The Pandemic and Nike's Golden Age 01:46 Declaring the Tech Enterprise and DTC Strategy 02:46 CEO's Mistakes and Innovation Stagnation 04:05 Hoka and On-Running's Pursuit 05:22 Elliott Hill's 'Win Now' 06:54 Marketing Budget and Storytelling 07:14 The Three Major Challenges Facing Nike 09:23 Tim Cook's $4 Million Bet 10:10 The Myth from Waffle to Jordan 15:11 2027, Will Nike Revive? #Nike #TimCook #NikeStock #ElliottHill #BusinessStory #brandimation