Jack of All Trades: High Stakes SKORE 06.30.2026

Q2 2026 closes — best quarter for S&P + Nasdaq in 6 years. NKE: EPS $0.20 adj. beat, rev $10.97B beat, but $986M tariff refund inflates headlines; DTC −7%, China −12%, Jordan/Sportswear negative through FY27 → −7% AH. MKC: EPS $0.80 beat $0.69, at-home cooking. SKORE: NKE 5.2 · MKC 5.8.