Sell NKE by Sep 24, 2026.

A lot seems to have gone wrong with the company in recent years, and the worst part is that this seems to mostly have been self-inflicted. 1. Went all in direct to consumer, cut wholesale partners, destroyed those relationships 2. Flooded the market with AF1, AJ1, Dunks, and killed the heat on some of their best franchises 3. They chased lifestyle revenue, and pretty much abandoned the sport performance identity (major strategic blunder imo). 4. One of their worst moves …