Jolt from Japan, Count on the Consumer?, and Shipping & Shoes 12/20/22
The Exchange
00:00
Nike, Adidas, Adidas
Nike is a global premium brand and you pay a premium price for that, but they really kind of, I think, in some ways deserve it. They could get a little bit of benefit out of the Adidas woes as we go forward. China reopening is going to be a tremendous boon for them because they will burn down through a lot of their inventory build.
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