logo
episode-header-image
Dec 2024
8m 50s

Deep Dive: How Nike Lost Its Cool

Public.com
About this episode
tail spinning
Up next
Jul 28
Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat
Market update for Tuesday July 28, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The global chip selloff, Apple passing Nv ... Show More
10m 59s
Jul 27
Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership
Market update for Monday July 27, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Markets rally as the U.S. and Iran pause f ... Show More
10m 7s
Jul 26
The AI Spending Boom Faces a Reality Check (ft. John Petrides)
Big Tech is spending more on AI than ever before, but investors are starting to question when that investment will actually pay off. John Petrides of Tocqueville Asset Management joins Zaid to break down Google's surprising earnings reaction, why soaring AI capital spending is be ... Show More
22m 19s
Recommended Episodes
Sep 2024
How Nike Ran Off Course
<p>Nike’s streak as the undisputed leader in the activewear category spans generations, but the brand is facing its most significant hurdles in decades. However, recent shifts in leadership, oversupply issues and a botched direct-to-consumer strategy have chipped away at its once ... Show More
30m 59s
Jul 2024
The Deal Room: Is Nike In Trouble & HSBC Shakes Up Its IBD Division
<p>In this episode, we delve into Nike's recent struggles, with its stock down over 30% this year. We'll explore the factors contributing to its decline, from questionable leadership and strategic missteps to macroeconomic challenges and rising competition in the sneaker market.< ... Show More
35m 53s
May 2025
Fast Five Shorts | Pro Or Con: Nike Selling On Amazon?
Takeaways: Nike's decision to resume sales on Amazon marks a significant shift in their strategy, emphasizing direct consumer engagement. The brand's previous focus on maintaining a direct relationship with consumers is now seemingly compromised through this partnership. Concerns ... Show More
5m 58s
Sep 2024
Nike CEO Abruptly Steps Down After Struggling Sales & 23andMe in Turmoil
Episode 414: Neal and Toby break down with Nike CEO John Donahoe announces he is retiring after the company's struggling sales. Plus, the guys explain why every single board member resigned from 23andMe this week. Then, Olive Garden cuts a deal with Uber to deliver bread sticks a ... Show More
29m 31s
Nov 2019
Nike vs Adidas - Rebond | 5
Lancé sur les écrans en 1988, le nouveau slogan de Nike, "Just Do It" marque les esprits dans le monde entier et permet à Nike de devenir en quelques années le nouveau leader du marché. Pendant ce temps, Adidas traverse une mauvaise passe. Ventes en baisse, modèles dépassés, spor ... Show More
24m 44s
Mar 2023
Nike Looks Expensive, Some REITs Look Cheap
Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - H ... Show More
20m 48s
Mar 2018
Nike vs Adidas - Rebound | 5
Nike, the late starter struck gold with its “Just Do It” campaign. Launched in 1988, the shoe giant finally had a tagline as good as its shoes. Meanwhile, Adidas, the brand that started and found success long before Nike was even a dream, finds itself as the underdog. The America ... Show More
24m 4s
Dec 2024
S16E2: Nike Business Breakdown - Can the Iconic Brand "Just Do It" Again?
Send us Fan MailNike's been struggling - can the $50B athletic footwear and apparel supplier turn it around?In this segment of Business Breakdowns, Namaan Mian and Jenny Rae Le Roux explore Nike's business and what the iconic brand needs to do to get back to market dominance.Firs ... Show More
25m 42s
Dec 2023
Nike: Just Sell It? 12/22/23
<p>One member of the investment committee is ringing the register on Nike after the company slashed its sales outlook. Plus, how to navigate the market into year-end. And a bullish call on the banks as the committee debates the financials into 2024. </p><p><a href="https://cnb.cx ... Show More
45m 44s
Feb 2021
Nike’s CEO John Donahoe on wartime leadership (Rapid Response)
When he became CEO on the eve of the pandemic, Nike's John Donahoe starting game plan revolved around listening and being out in the marketplace. But when lockdowns began rolling through, he quickly adjusted, assuming what he calls a "wartime" approach to leadership. Donahoe's vi ... Show More
30m 57s