Jack Crivici-Kramer

Both have new CEOs.

Both have had deep stock market declines this year.

And both have a ton of new competition.

But the question is, to quote Batman, is the night darkest before the dawn?

Are Nike and Starbucks going to have big comebacks in 2026?

We think the stage is set for that.

Again, we have a skeptical public that isn't sure that Nike is cutting edge when it comes to performance.

Brooks, On Running, Hoka, they've all kind of taken the lead in this running shoe race.

But Nike could convince a skeptical public with a big public spectacle, the Nike Hotel Resort.

It's all about fitness, cutting edge materials, functional health, a wardrobe when you walk into the hotel room, full of all your Nike gear and the size that you told them ahead.

The ultimate gym to try out all that gear.

So...

Look, it might be a little bit of a crazy PR stunt, but that would get our attention.

And we'd be like, whoa, Nike is back, baby.

I'm going to check with Commissioner Gordon on that.

As in NVIDIA hit a $5 trillion valuation.

Elon Musk got a trillion dollar pay package.

Sam Altman announced a trillion dollars of AI data centers.

Yeah, looking backwards, we've had three and a half painful years of inflation and people demanding lower prices.

Will 2026 be the year that businesses actually offer us lower prices?