Key Takeaways NIKE has faced continued pressure over recent years. Tariffs have impacted margins, with softer demand post-pandemic also remaining an issue. Reduced shelf space has limited brand visibility. It was another great year for stocks in 2025, but not everyone joined the party. Several popular companies with heavy consumer exposure, such as NIKE (NKE) , faced pressure, losing roughly 15% on a YTD basis.It has been a challenging few-year stretch for NIKE, facing post-pandemic demand issues while also ...