Nike Comeback Chain

The idea

I believe Nike is turning the corner over the next year or so, so this take puts a quarter of the basket directly in Nike and spreads the rest across the chain that would feel it first: retailers getting restocked with fresh product, Nike's own landlords, companies that track sneaker and sport demand, and the freight firms that move the shoes. No single name outside Nike gets too large a slice. Cash is held back to add if things get choppy, since a one-year turnaround rarely moves in a straight line. If the reset stalls instead of landing, I'd reconsider.