Mabel Nunez Nike Pitch

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Foolish intern Mabel Nunez recently put together a slide deck on Nike as a potential investment idea.

Foolish intern Mabel Nunez recently put together a slide deck on Nike as a potential investment idea.

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Transcript

  • 1. Nike BUY: NOW
  • 2. Understanding the Business • World Leader within Athletic apparel, footwear, equipment & accessories • Largest Seller in the WORLD • Recognized Brands: Jordan, Converse, Hurley Int’l
  • 3. WHY NOW? Strategic Investments that work Increasing Revenues: Constantly Beating Expectations Skin in the Game
  • 4. Strategic Investments That Work • 4TH quarter ending June 26, 2014 -Selling & Administrative Expense: up 21% to $2.4B {“Demand Creation Expense”: up 36% to $876M*, Operating Overhead Expense: $1.6B} • Fiscal 2014 Continuing Operations Income Smt (Past 4 quarters) -Selling & Administrative Expense: up 12% to $8.8B {”Demand Creation Expense”: UP 10% $3B, Operating Overhead Expense: $5.7B} • Strategic Approach to Advertisement (Basketball, Summer Olympics, Super bowl, World cup, Running competitions). Fly knit (basketball), Fly wire (hockey), Vapor Carbon Elite Cleats (super bowl). FUTURE ORDERS June-Nov 2014: $13.3B UP 11%*
  • 5.  Strategic Investments That Work Return On Investment Capital: FY09-FY13
  • 6. Increasing Revenues: Beating Expectations • 4TH quarter ending June 26, 2014 -Nike INC.: UP 11% to $7.4B (13% on currency neutral basis) {Nike Brand: $7.0B, Converse: $410M} • Fiscal 2014 Continuing Operations Income Smt (Past 4 quarters) -Nike INC: UP 10% to $27.8B {11% Currency neutral basis} {Nike Brand: $26.1B, Converse: 1.7B} Wholesales V. DTC*
  • 7.  Increasing Revenues: Beating Expectations Revenue Performance FY09-FY13
  • 8. Sales COSTUMER v. DTC Customers DTC
  • 9. Skin In The Game CO-Founder: Phillip Knight, 75 • Chairman Board of Directors (Since: 1968) President from 1968-1990, June 2000-December 2004 • Owns 75.6%+ Class A common Stock {=15.8% of Class B common stock} Current CEO: Mark G. Parker, 57 • CEO since 2006, @ Nike since 1979 DIVIDENDS + Share BuyBacks {$8B approved 9/2012}
  • 10. GROWTH COMPANY: Future Projects GOALS & PROJECTS: INNOVATION + DIGITAL: Integrated Systems Nike+ Forward Thinking Products End-User Engagement Strategic Marketing Continue growing DTC/ Investments in Ecommerce (eSales UP 40% FY14)