Joseph Carlson(@joecarlsonshow):The struggle is real. Nike has now fallen over double Duolingo in 2026. Nike's quarter is particularly bad: It's not slowing growth, it's outright contraction, full year revenue is going down, the guidance was a rug-pull from the consensus estimates, and they face increased competition.

Joseph Carlson

@joecarlsonshow

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Joseph Carlson@joecarlsonshow

2026.10.01 21:13

The struggle is real. Nike has now fallen over double Duolingo in 2026. Nike's quarter is particularly bad: It's not slowing growth, it's outright contraction, full year revenue is going down, the guidance was a rug-pull from the consensus estimates, and they face increased competition.