North America was really good for Nike despite weak China sales, says Guggenheim's Simeon Siegel

Joining us now is Simeon Seagull, consumer equity research analyst at Guggenheim Security. Simeon, great to see you. Good to see you guys. Good to be back.>> The market is uh not really trusting the the turnaround story here. Um what is the the market reacting to in in the moment. And I guess in your mind, what is it missing.>> Yeah. So, listen, it's an interesting opportunity to come back and take a fresh look and see where stocks are and we know I'm a glutton for punishment, so here we go. No, but I I thi ...