Possible scenario
Rivals Gain Share
20% Chance
Nike's weakness becomes more clearly about competitive execution rather than only macro demand. Adidas, On, New Balance, and specialty running brands use the opening to take shelf space and consumer attention.
Secondary impacts
- Consumer Cyclicals +0.1%
Tickers
- NKE-4.2%
- ONON+2.0%
- DECK+1.4%
- LLL.XX2+0.5%
- UAA+0.3%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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