"When you've got Tim Cook dropping $2.9 million and the world's best pickleball player signing historic deals three weeks later, you pay attention." Bryan Bottarelli, Head Trade Tactician, Monument Traders Alliance Look, I've been telling War Room members for months to keep Nike on their radar as we head into 2026. World Cup year, massive global catalyst, all that good stuff. But I held off pulling the trigger because I wanted to see their earnings first. Then something interesting happened. Tim Cook – you know, the guy who runs Apple and sits on Nike's board – just dropped $2.9 million on Nike stock at $58.97. The CEO, Elliott Hill, bought another million bucks' worth. Three weeks later? Nike announces they've signed Anna Leigh Waters, the #1 female pickleball player in the world. First pickleball athlete on Nike's global roster. "Historic" deal, they're calling it. Think that's a coincidence? Come on. I spend way too much time on pickleball courts, and let me tell you something: this sport is absolutely exploding. We're talking about a market going from $3.1 billion to nearly $9 billion by 2034. That's a 15% annual growth rate. But here's what nobody's talking about: pickleball gear is completely underutilized. You walk into any sporting goods store, and the pickleball section is tiny. No dedicated shoes. Limited paddle selection. Maybe one bag option if you're lucky. Nike just walked into a wide-open market with the sport's biggest star. The Double Catalyst Setup Everyone's obsessing over Nike vs Adidas for World Cup 2026. Sure, that's huge – we're talking about a potential $1.3 billion in revenue for Nike, since they've got home-field advantage in North America. But while most eyes are on that battle, Nike is quietly positioning themselves to dominate the fastest-growing sport in America. Anna Leigh Waters isn't just good – she's Tiger Woods-level dominant. She's estimated to earn $2 million annually just from tournament play. Now Nike's got her locked up long-term, co-designing signature lines, the whole nine yards. What The Numbers Tell Us |
No comments:
Post a Comment