nike is at like 37 bucks and most people here have written it off, but the hiring data is not acting like a company thats giving up.
open job postings are around 1,000 a day right now. up roughly 15% since december and the highest ive seen since spring 2025. over that same stretch the stock went from about 62 to about 38.
i get postings off altindex, apewisdom and chartexchange cover the social side.
reddit mentions on NKE also went vertical, from around 13 a day in mid july to a peak near 260 a day two weeks ago. a lot of that is obviously the s&p 100 removal chatter.
i did not use the year over year postings number because there is a gap in summer 2025 where the series falls to a fifth of normal and then snaps straight back. that looks like collection breaking, not nike freezing hiring, so i left it out.
so which is it, are they spending into a turnaround or just backfilling the same roles because people keep walking?
