Nike’s Earnings Miss, Japan’s Semiconductor Purchase, and Markets in the Second Half of 2023 6/30/23
Morning Call
00:00
Nike's Next Target: Direct-to-Consumer Retail
Brian Nagle: What exactly does Footlocker and its commentary tell you about whether or not Nike is going to be much more focused on DTC or through some of its more traditional retail channels? He says there are other companies again, Dick's Sporting Goods, Academy Sports and Art Doors who are very much benefiting from Nike getting smarter with our Distributes product. Nagle: The second half playbook coming up, we're backing them up.
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