NKE

Short · lags the market Closed

1 week horizon · Consumer Cyclical · submitted Sep 1, 2026, 12:21 PM PT

Ben Hartley@bhartley

Result vs S&P 500

Beat the market

Sep 2, 2026 → Sep 9, 2026

The thesis

1.Valuation is stretched relative to slowing growth
2.Free cash flow supports a bigger buyback

What would prove me wrong: Unit growth turns negative year over year

Reasoning review (self-reported)

The author hasn't reviewed this call yet.

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