RBC just (https://www.marketwatch.com/story/nike-has-just-had-its-stock-downgraded-one-day-before-the-world-cup-starts-0ac8cd74?mod=mw_rss_topstories) from $70 to $50 the day before the biggest global sports event in years. That's not timing noise — that's a signal that institutional flows have rotated out of discretionary durables. The World Cup itself is expected to drive $50B in global wagers, which should be tailwinds for apparel and activewear.

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