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I’m proud to say that after Nike thumbed conservative America in the eye by using Colin Kaepernick in their ads, I successfully convinced numerous friends and family members to join me in shopping elsewhere.

Not enough innovation..Asics Kayano 31..Superblast 2..Hoka Hoka ON CLOUD etc. Will never buy anything Adidas.

I ran track in the 90’s. Even back then they were a joke shoe. Most of us used asics, saucony or brooks.

I am watching intently, as a Nike shareholder. Great presentation. I do feel that you should have touched more upon the importance of Michael Jordan and the Jordan Brand at Nike. And what are your thoughts on the secondary market?

Reps!

Go woke, and go broke

Nike should design and sell a shoe made for walking. Most people can walk. Most will not get into running for a marathon.

I like walking in zone 2 and sprint all out for 50-70 yards. No one and no company can convince me to like marathon running.

No offense but y’all have no cultural know or say. Baby Yoda has spoken. The House of Vega is on the way, to save the day. So don’t worry.

Nike is just too expensive for me. I can get a nice comfortable pair of new Adidas for $60 bucks and Nike doesn't sell much of anything under $100 bucks.

Camry: Not Your Father's Oldsmobile (But Better).

Camry: Designed for Every Drive.

Nikes are too expensive and the quality has dropped. I only buy Asics or Mizuno now. Probably because I live in Japan.

Hey Jordan, do you ever look at startups, with a single product that Nike, might like to buy?

sorry man, but it's a terrible video. no structure

Lovely episode, thank you.

1- Nike should go back to not giving every athlete a signature shoe. In the 90s Marketing were effective campaign memorable when they just captured a moment of an athlete with better incentive if campaign pays off. 2-Go back to Marketing inspirational athletes instead on focusing on social media influencers. The practice It’s completely out of touch with the consumer. 3- What is Nike identity a sportswear brand or a luxury brand. The brands apparel is suppose to reflect sports rather than high end fashion. Also the direct to consumer should be re-evaluated. Sports in general touch on different parts of the economy. The partnership i stores cater to a variety of consumers at different price points. Nike must scale down its production it seems like they’re catering to a 3rd and or 4th hand consumer which are resellers.

Always delivering the goods

I think Nike is losing share in China vs Chinese brand and this could hurt NIKE long term.

Great show - Appreciate the effort & insights

Lets be honest it wasnt the running that vaulted nike it was basketball, jordan, and lifestyle sneaks like Airmax 90, the dunks....

EASY SOLUTION--- CAITLIN CLARK !!! The girl can single-handedly outsell the whole NBA in jerseys and shoes--YET NIKE decided on not using her at all !!!! WOKE TO THHAT POINT!

Prob w Nike’s running shoes are they’re too darn expensive. Adidas’ Adizero line by comparison is affordable. Not to mention Adidas has been cool since Run DMC, Yohji Yamamoto’s Y3 collab and now Gucci collab.

I'm out. Sold with a loss. When there is such a crash, the market knows something I don't know. I better walk away with what is left of my investment.

This slump certainly makes you wonder. I'm not sure that going back to the Running roots is the solution, because youth culture is constantly changing and has changed a lot since the 1980's and 90's when Running was booming. Running seems almost traditional and old fashioned now. In the 1980's jogging was new and fresh. For example, I wonder how much of Nike's footwear revenue in the last 20 years has been from performance footwear, compared to lifestyle? Although I recognize the importance of Nike apparel, which is probably mostly performance and should be included in the equation. But I can't see how for example in the 00's Running helped the huge retro sales, except maybe the Air Max channel of running inspired lifestyle. Court Shoes seem to have provided the much of the revenue and cultural engagement since then. And are likely soon destined now to fade as performance running and cross trainer shoes did before them. I can imagine the next success for Nike will come from finding the cultural connection to Gen A, B and C, which probably wont be the same as for previous generations, just like the retro trend appeared very strange to many Nike purists in the 00's. And it could be that Nike was even lucky that the wave just so happened to be retro (which they had plenty of styles for). Logically, a new connection will be just that, and something probably foreign to Boomers, Gen Xers and Millenials, who should become increasingly out of touch with youth culture as they age. I believe that the next core consumer Generation of Nike expects something intangible like connection through interaction and community. But I'm not sure if Nike can understand or develop those channels that are not obviously materialistic, especially for the older aged and classically trained and educated management. Being authentic with retro products was easy for them, how to create authentic personal connections maybe less so. What Nike does have going for it though is a history of connecting to evolving youth culture, from Nike SB to Colin Kaepernick. Unless of course they have become too focused on process and profit and are becoming just another business minded, traded company by osmosis.

American companies are too political. They feel like they don't like the majority of their customers. It is weird branding.

amazing breakdown, missing some zeros on that billion haha

Do you have an email I could contact you with? I would love to work with you on this topic. I am working on what's next for paid athletes

I’ve been enjoying your videos, esp this one. While at a competitor, in a similar role as you, I realized that people from German villages do not understand American sports enough to make the right decisions. Not only the sport itself, but the whole idea of college sports. In Europe the link between youth and the big leagues is fundamentally different. Digging into this sort of detail is eye-opening. Great work so far! Keep at it - this stuff is good!

Great breakdown! Excited as a smaller brand owner how I can leverage this

go woke, go broke

You forgot to mention their ‘woke’ corporate branding that turned so many people off.

Bro said disclaimer "I am American"

Nike got so big it runs itself. There is so many things that made them great they don't do anymore.

Karma and my lawsuit against them th-cam.com/video/32AP0IFwRG0/w-d-xo.htmlsi=ak8vHsuUpfKLcD8i

Nikes aren't comfortable and expensive

I believe that Nike should invest in their own gym clubs. Have a tier system. Tier 1 is for high income people that want to train like professional athletes. Tier 2 gyms is for upper middle class, rich people. Tier 3 is for everyone.

@ityc360 checking in , Complex need to pick this show up.

Nike was a victim of its own business model. It tried to corner top athletes/personalities in the world. While this approach was effective in the 70s through the 90s as the competitions were struggling, the last 2 decades were gradually taking Nike's market share. The long term lucrative contracts given to golf, soccer and even top basketball, nfl players not necessarily were giving a good returns vis-a-vis it's huge amount contracted. The competition was gaining momentum and greatly improving its designs/quality and Innovations which provide selection of choices to the worldwide consumers. The huge accumulated financial obligations due to its business model, caught up with Nike's at a time when competition was great and Nike's losing a big deal of market share.

Went woke... went DEI.... go broke.... if they served shareholders they will not have crappy results ridiculous.... wasting money on DEI .... ignorant

Worst case scenario, if Nike really dies, the price of their existing classics will skyrocket leaving some sort of room for them to reinvent themselves somehow. But they really need to do something about that ‘yesterday’ if they wanna stay in the game. For the longest time in my life as a shoe fetishist (way more than a sneakerhead), I wouldn’t buy any sneaker if it wasn’t Nike. I think they’ve been trying so hard breaking barriers even they don’t know they’re breaking that us consumers don’t really get it. Which is why most of us stick to the classics that made them iconic. Don’t get me wrong, the “cutting edge” stuff they do can be impressive. But I don’t see Nike as the cutting edge tech company it’s trying to be. There’s plenty of other brands that do “performance” way better than Nike. Tinker Hatfield’s work was soulful and the biggest landmark for them. They need to bring that same energy into this generation.

good insights, looks like any brand would go through this cycle, everyone has their turns, and shareholders just destroying brand after brand with those short term goals.

CEO that's there right now is a private equity guy/management consultant. I think the longer he stays in the longer the doom loop.

Making change of the Top of the company would go a long way new CEO and president with a different direction later Phil Knight

Another brick that you could have used is the cannibalization by the Jordan Brand and how it became competitive with Nike's other businesses, such as uniforms. The Jumpman logo is more favorable than the Swoosh in my opinion. Another thought is the heel bag that you see in Air Max. It's nice and with the transparency and all but the quality sucks. Have you ever gotten a flat tire on your feet? And when you buy a Cole Haan dress shoe with the heel bag, that heel bag sole falls apart, and the dress shoe is done.

Get w0ke, g0 br0ke

And Nike kept Jaylen Brown of the Dream Team apparently.

Nike stopped making Nike Air BWs some years ago which were my go to trainers. The 90s, 95s, 97s, and Air Max TNs are far too expensive, and many of the colourways are nasty. I like suede Jordan 1 Hi , but most aren't suede. AF1s are popular, but are a leisure shoe as they're too heavy and clunky.

No reason to ever buy another Nike product ever again

nike will bounce back jordan brand achieved a 6% sales increase 2024