Nike's Unmatched Coolness, Crocs' Surge in Popularity, and Restaurants’ K-Shaped Recovery

Coolness isn't a metric you see show up in valuation models, but there's no denying it matters for the top line of many consumer-driven industries such as Retail and Restaurants. We spoke with Piper Sandler Senior Research Analyst Erinn Murphy about Nike's dominance among the Gen-Z demographic and Crocs' sudden resurgence. We also spoke with Piper Sandler's Head of Consumer Equity Research Nicole Miller Regan about the restaurant industry's K-shaped recovery, Dunkin' vs. Starbucks, and her top stock pick.