Scenarios that move NKE

Nike, Inc. Common Stock

Scenarios that move NKE: 27 analyses, 9 positive, 18 negative.

  1. · ◇ What if… Houthis enter Aden by December 31, 2026 — ▼ · impact -41 · confidence medium · horizon weeks
  2. · GIL raises 2026 outlook on synergies and tariff refunds — ▲ · impact +45 · confidence low · horizon quarters
  3. · ◇ What if… US and Yemen ceasefire continues through October 15 — ▲ · impact +44 · confidence low · horizon quarters
  4. · Levi Strauss beats Q3 earnings estimates, raises FY26 profit outlook — ▼ · impact -18 · confidence low · horizon quarters
  5. · Yemeni government forces seize strategic strait from Houthis — ▲ · impact +34 · confidence low · horizon quarters
  6. · Nike reports disastrous earnings and investors flee the stock — ▼ · impact -95 · confidence high · horizon immediate
  7. · Nike beats Q1 earnings but misses revenue estimates — ▼ · impact -90 · confidence high · horizon immediate
  8. · Nike shares crash as investors seek explanation — ▼ · impact -95 · confidence high · horizon immediate
  9. · ◇ What if… Renan Santos finishes third in Brazil's 2026 presidential first round — ▼ · impact -38 · confidence low · horizon weeks
  10. · Nike issues disappointing fiscal 2027 guidance — ▼ · impact -95 · confidence high · horizon immediate
  11. · US sanctions Iran’s auto and rail sectors as blockade chokes shipping — ▼ · impact -48 · confidence low · horizon quarters
  12. · China and US agree to AI dialogue and tariff cuts — ▲ · impact +55 · confidence low · horizon quarters
  13. · ◇ What if… Lula finishes second in Brazil’s 2026 presidential first round — ▼ · impact -30 · confidence low · horizon quarters
  14. · US and China extend trade truce by two months — ▲ · impact +55 · confidence low · horizon quarters
  15. · Bond yields spike as stocks drop while Boeing bucks trend — ▼ · impact -50 · confidence low · horizon weeks
  16. · Turkey orders Isbank and Ziraat to liquidate $18.3 billion in funds — ▼ · impact -20 · confidence low · horizon quarters
  17. · ◇ What if… US enters recession by end of 2026 — ▼ · impact -60 · confidence low · horizon quarters
  18. · Walmart beats Q2 earnings estimates as higher costs limit upside — ▼ · impact -55 · confidence low · horizon quarters
  19. · Japan spends $80B in foreign reserves to save yen — ▲ · impact +25 · confidence low · horizon weeks
  20. · Houthis tighten control over strategic Bab el-Mandeb Strait — ▼ · impact -45 · confidence medium · horizon quarters
  21. · ECB set to raise rates as Iran war fuels inflation — ▼ · impact -51 · confidence low · horizon quarters
  22. · Bessent signals Treasury bond plan and warns FX traders — ▼ · impact -50 · confidence low · horizon quarters
  23. · Middle East tensions push oil toward $100 as Asia stocks weaken — ▼ · impact -45 · confidence low · horizon quarters
  24. · ◇ What if… Trump leaves office as US president before 2027 — ▲ · impact +40 · confidence low · horizon quarters
  25. · ◇ What if… Fed raises interest rates by 25 bps after September 2026 meeting — ▼ · impact -40 · confidence low · horizon weeks
  26. · ◇ What if… The Fed Cuts Rates 100 bps — ▲ · impact +43 · confidence low · horizon quarters
  27. · ◇ What if… Apple Acquires Peloton To Enter The Home Fitness Market — ▲ · confidence medium

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