IOn my end I remain bullish on Nike specifically long term. As strategic investment I do not see the brand losing over the next decade, even if this means a couple of years of bumping road due to past bad decisions. The new approach that resembles the real Nike can pay. Super interesting and well written as always 🫡🔥
The brand is so strong that it will bounce back. If they mix it right. Strong execution from here on out and then management can turn this into a very strong comeback story 🤜🤛
I actually think they are doing the right things, maybe trim excessive product lines further (Steve Jobs cure) but it is the competitive pressure that will weigh on them, both in China and Europe. Nike’s brand is unparalleled and getting back to the roots of strong emotional, athletic driven branding is a way to beat competition.
IOn my end I remain bullish on Nike specifically long term. As strategic investment I do not see the brand losing over the next decade, even if this means a couple of years of bumping road due to past bad decisions. The new approach that resembles the real Nike can pay. Super interesting and well written as always 🫡🔥
The brand is so strong that it will bounce back. If they mix it right. Strong execution from here on out and then management can turn this into a very strong comeback story 🤜🤛
Nice article man!
Thank you Felix, glad that you enjoyed the article!
Great writeup summarising well the key issues! What would make you turn more positive?
Thanks for the comment!
I actually think they are doing the right things, maybe trim excessive product lines further (Steve Jobs cure) but it is the competitive pressure that will weigh on them, both in China and Europe. Nike’s brand is unparalleled and getting back to the roots of strong emotional, athletic driven branding is a way to beat competition.