Nike's stock has fallen 77% over the past five years, while the S&P 500 has risen 67% over the same period, as the company's turnaround takes longer than expected. Despite the price slide, Nike has kept raising its dividend for 24 consecutive years, and the yield now stands at 4.3%. The author notes that revenue growth is likely to slow, with 2027 sales expected to fall by a high-single-digit percentage. The author would still wait before buying shares or adding to a position, and a continued share price decline could negate those dividend gains.
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