POPULARITY
Categories
LikeFolio's Landon Swan discusses Dick's Sporting Goods' (DKS) 33% stock decline, attributing it to the Foot Locker (FL) acquisition and its margin impact. Swan highlights how Nike's (NKE) overproduction and price slashing have squeezed profitability, while brands like On Holdings (ONON) and Deckers' (DECK) Hoka gain share by prioritizing quality. He believes Dick's is oversold and poised for a turnaround once it navigates the Foot Locker integration.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - Subscribe | Schwab NetworkDownload the iOS app - Schwab Network App - App StoreDownload the Amazon Fire Tv App - Amazon.com: Schwab Network : Schwab Network: Audible Books & OriginalsWatch on Sling - Watch Schwab Network | Free TV Channels on FreestreamWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow us on X – Schwab Network (@SchwabNetwork) on XFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - About | Schwab Network
Jordan Hasay Hogan never officially retired.She was the most hyped teenager in American distance running. She was a Foot Locker champion as a freshman, she acquired eight California state titles, was an Olympic Trials 1500m finalist at sixteen—and then went on to run a 2:20:57 marathon in Chicago. In this conversation, she opens up about the Nike Oregon Project years in a way almost nobody has.She walks Dominic through the actual training: 115-mile weeks, 25-mile long runs with fifteen at six-minute pace on an altitude treadmill before ten more miles at marathon pace, and Alberto Salazar's habit of tacking on surprise reps until athletes cracked. The centerpiece is the session she still calls the hardest of her life—a morning tempo, then 400s at 58 seconds that were supposed to be four and became ten, with Galen Rupp jumping in to pace, and Jordan averaging 58.7.Underneath all of it is faith. The priest who traveled with the group to majors, the wrist rosary she wore in every marathon, and the Catholic athletes' conference where she met Alberto by what she can only call fate. She explains the Kobe tribute kit at the 2020 Trials, the comment he left on her Instagram after she tore her hamstring, and how studying his mental game shaped the way she coaches today.On a comeback she's candid: most likely done, maybe one percent, and it would take a miracle. The fulfillment now comes from Hogan Performance and from her son, Micah.Tap into the Jordan Hasay Hogan Special. If you enjoy the podcast, please consider following us on Spotify and Apple Podcasts and giving us a five-star review! I would also appreciate it if you share it with your friend who you think will benefit from it.S H O W N O T E S -The Run Down By The Running Effect (our new newsletter!): https://tinyurl.com/mr36s9rs-Our Website: https://therunningeffect.run-THE PODCAST ON YOUTUBE: https://www.youtube.com/channel/UClLcLIDAqmJBTHeyWJx_wFQ-My Instagram: https://www.instagram.com/therunningeffect/?hl=en-Take our podcast survey: https://tinyurl.com/3ua62ffzBehind the scenes of The Running Effect: https://youtube.com/@dominicschlueter?si=PM9FjPc92eFUFEZLuminaryThreads: luminarythreads.shop$20 off your next Attuned scan: https://attuned.health/discount/TRE20?ref=TRE20Instagram: @jordanhasay
This week Erin M. Evans, B. Dave Walters, and Treavor Bettis answer questions about Romantic Subplots, Theme in TTRPGs, and more!Join our Patreon:https://www.patreon.com/writingaboutdragons Join the Discord!https://discord.gg/MdSVsfpTzu Starring:Erin M Evans (Empire of Exiles, Brimstone Angels)https://bsky.app/profile/erinmevans.bsky.social B. Dave Walters (A Darkened Wish, Black Dice Society)https://bsky.app/profile/bdavewalters.bsky.social Treavor Bettis (Difficulty Class, Champions of Lore)https://bsky.app/profile/thetreavor.bsky.social Pre-Order Dungeons & Dragons Fiends & Foeshttps://www.barnesandnoble.com/w/dungeons-dragons-fiends-foes-erin-m-evans/1149826336?ean=9780593838877 Enroll in B. Dave's 14 Day Writer:https://www.theundisputedacademy.com/14-day-writer-home-page
I am the House! Bessent on Yen and other matters (he has inside information). Straight of Hormuz – There is no movement people. CPI coming Friday – many say ultimate Fed test. Gen-Z Dumps the bubbles. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - I am the House! Bessent tonight on Yen and other matters (he has inside information) - Straight of Hormuz - There is no movement people - CPI coming Friday - many say ultimate Fed test - Gen-Z Dumps the bubbles Markets - Chips up, making up for some time - Oil UP! and UP! - Yields keep climbing DHU MAILING LIST! - Go to DHUnplugged.com BOND YIELDS KEEP CLIMBING - Japan now has a 3% 10-year yield while carrying government debt above 200% of GDP. - Higher Japanese yields also create an incentive for domestic investors to bring money home rather than reaching overseas for returns. - The broader bond selloff is hitting the U.S., Germany, U.K. and Japan at the same time. FED HIKE ODDS RISE - Warsh said the Fed still has “work to do” if officials are not confident inflation is returning to 2%. - Fed Governor Christopher Waller has left open the possibility of holding rates steady if inflation cools. - The September decision is increasingly being dictated by incoming inflation data and oil. - It is kinda funny.... The “data-dependent Fed” is now apparently oil-dependent, jobs-dependent and whatever-CPI-says-next-week-dependent. OIL KEEPS PRESSURE ON INFLATION - Renewed U.S.-Iran tensions have pushed oil higher and revived fears about supply through the Strait of Hormuz. - The Strait remains one of the most important chokepoints for global energy flows. - Oil is working directly against central banks trying to bring inflation back toward target. - Basically, central banks can raise rates all they want yet it is too bad that the the Strait of Hormuz does not attend FOMC meetings. SCHWAB VOLATILITY TRADE - Barron's argues low market volatility may not last as fall seasonality and macro risks build. - Schwab could benefit if volatility drives heavier customer trading activity. - The suggested trade used an October risk reversal built around $110 puts and $120 calls. BEAR INVASION - Colorado has logged more than 7,000 bear sightings this year, already a record. - Drought and poor natural food supplies are pushing bears into homes and businesses. - New Mexico and Utah have also reported unusually high numbers of bears being euthanized. - One Colorado homeowner found two bears inside his hallway; another wandered into a vape shop. - Is this a warning for markets????? META SETTLEMENT - Meta agreed to pay up to $18 billion over 10 years to settle state claims involving harm to children. - States had been seeking penalties approaching $200 billion. - Teen accounts will face time limits, overnight restrictions and muted school-hour notifications. - Meta did not have to eliminate personalized recommendations or targeted advertising. BROADCOM: NEXT AI CHECK - Broadcom reports Wednesday after the close, another major test of AI spending after Nvidia. - Focus will be on AI semiconductor growth, hyperscaler demand and the outlook for custom AI accelerators. - Broadcom's guidance matters beyond the stock because it offers a read on whether huge data-center spending plans are still accelerating. WEIRD ONE: SHEIN'S UPSIDE-DOWN IPO - Shein is looking to raise about $1.8 billion in its Hong Kong IPO while paying roughly $3.6 billion in cash and stock to early investors. - The payouts stem from investor protections triggered after Shein's valuation collapsed from about $98 billion in 2022 to roughly $26.8 billion. - Some of the same early investors receiving compensation are coming back as cornerstone buyers in the IPO. - Essentially: raise $1.8 billion from new investors while sending twice that amount back to older ones. GOOD GOOD GOES BAD - Good Good Golf's controversial Callaway ad showed co-founder Garrett Clark shoving a female creator in a movie spoof, triggering immediate backlash. - Callaway ended its partnership, Dick's and Golf Galaxy pulled Good Good merchandise, and Golf Channel canceled the current "Big Break x Good Good" season. - Good Good also stepped away as title sponsor of the PGA Tour's November event in Austin. - WOW - the company had more than 2 million YouTube followers and become one of golf's fastest-growing media and merchandise businesses before the blowup. ARGENTINA BEEF PRICE FIX - Trump expanded lower-tariff beef imports by 300,000 metric tons in an effort to bring down record-high U.S. beef prices. - The U.S. cattle herd is at its lowest level in 75 years, while USDA expects beef production to fall roughly 4% this year. - Argentina is one source of additional supply, but U.S. ranchers argue cheaper imports could undercut domestic producers just as they are trying to rebuild herds. - Trump says imported beef could help lower prices; farm-state lawmakers and ranch groups say the short-term consumer fix could make the long-term supply problem worse. EUROPE GETS GROWTH AND INFLATION - Euro-zone manufacturing is expanding at its fastest pace in more than four years as headline inflation moves back above 3%. - Stronger factories give the ECB more room to tighten without immediately crushing economic activity. - Much of the new inflation pressure is energy-driven, which higher ECB rates cannot directly fix. - Europe finally gets better manufacturing numbers, so naturally the reward is another rate hike. CHINA'S TWO-SPEED ECONOMY - The private manufacturing PMI showed expansion while the official factory reading remained in contraction. - Export orders strengthened, but services and domestic demand remain weak. - The divergence shows the improvement remains concentrated in exporters. - Alternative Facts: Depending on which PMI you prefer, China's factory sector is either expanding or contracting. Two economies for the price of one. THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first. NVIDIA BUYS HUGGING FACE FOR $13 BILLION - Nvidia agreed to buy Hugging Face for about $12.9 billion. - Hugging Face was valued at $4.5 billion in 2023 and has about $150 million in annual revenue. - Nvidia will pay roughly $11.9 billion to shareholders plus $1 billion in employee retention equity. - Hugging Face will remain open and interoperable. - JC Called this earlier last week. Obviusly the pressure was on since his scoop and they needed to get this done. UNCLE SAM'S STOCK PORTFOLIO - Federal equity positions now include Intel, MP Materials and Trilogy Metals. - Intel, MP Materials and Trilogy Metals all jumped after their respective government deals. - An Intel shareholder lawsuit argues the CHIPS Act did not authorize the government to demand an equity stake. - The case could affect other government investments made using CHIPS Act funding. GEN Z DUMPS THE BUBBLES - Non-carbonated drinks accounted for 38% of new premixed-alcohol launches last year, up from 27% in 2021. - Boston Beer's Sun Cruiser is growing while Truly slows. - Mom Water is on pace to exceed 1 million cases this year. - Lucky One Lemonade sold 1 million cases in its first seven months. - Gen Z has apparently decided carbonation was the problem. TRUMP WANTS LOWER RATES - President Trump called for lower interest rates after the August jobs report. - Markets moved the other way, increasing expectations for a September Fed hike. - Kevin Warsh has kept another rate increase on the table. - Markets were pricing roughly a 60%-plus chance of a quarter-point September hike. JOBS REPORT CRUSHES ESTIMATES - August payrolls rose 162,000 versus roughly 56,000 expected. - July was revised from a 23,000 decline to a 21,000 gain. - Unemployment held at 4.1%. - Labor-force participation rose to 61.6%. - Wage growth eased to 3.1% year over year. MAPQUEST IS NO. 1 AGAIN - MapQuest jumped from No. 128 to No. 1 in the U.S. App Store. - The surge followed its decision to keep the Lake Ontario name. - More than half of its 2026 U.S. downloads reportedly came in just a few days. - Google Maps now shows “Lake America” for U.S. users. AUSTRALIA JOINS THE BOND SELLOFF - Australia's 10-year government bond yield climbed above 5.1%, its highest since 2011. - The three-year yield also jumped as traders priced more central-bank tightening. - Australia joins the U.S., Japan, Germany and U.K. in the global yield surge. DICK'S GETS HIT BY FOOTWEAR - Dick's shares fell more than 25% after earnings. - Earnings, revenue and same-store sales missed expectations. - Foot Locker also disappointed after the acquisition. - Management cited heavier promotions, fewer product launches and discounting of older shoes. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Retail's second quarter doesn't compare to anything, and the reason is a refund.In February the Supreme Court ruled that the emergency powers law behind the White House tariffs never granted the authority to impose them. Importers of record filed to get the money back and it landed in Q2. Walmart was eligible for roughly $2.9 billion. Home Depot took $730 million. Target booked a $994 million pre-tax benefit. TJX got $331 million, Kohl's $100 million, Lowe's about $80 million.That put a private question on a public earnings call. Shopper or shareholder. Home Depot ran roughly $685 million of its refund through cost of goods sold. Lowe's said on the record it wasn't spending tariff dollars on price, and kept 11 cents of EPS. Target mentioned price cuts on more than 10,000 items and a $752 million net benefit and never connected the two. Kohl's put $100 million into gross margin and is sending the rest into deeper inventory, which is a company saying the problem is having the goods rather than pricing them. No retailer disclosed what share of any refund reached a shelf. Brian Echelman at AlixPartners calls it an unfair positive against last year and an unfair negative against next year. Model Q2 2027 accordingly.Also this week.Google changed how it spends advertiser budget on August 17. When a campaign ran out of budget mid-day, target CPA and target ROAS used to bring customers in under the number you set. Now it spends closer to the full amount you authorized. "Target" was never a ceiling. Every agentic commerce pitch on the market asks merchants for exactly that permission.Nike is down 39% on the year, heading for a fifth consecutive down year and trading at 2014 levels. The repair job runs through wholesale, and wholesale consolidated into one buyer while Nike was away. Dick's owns Foot Locker, Nike is about 31% of combined merchandise purchases, and Dick's just told analysts footwear trends were deteriorating. Fiscal Q1 lands October 1. Gross margin is the line that tells you whether Nike is buying its way back onto the shelf.Meta settled with 47 states for up to $17.1 billion and the stock closed higher. Against $60.8 billion of quarterly revenue the money is rounding. What Meta gave up is engagement inventory, including a two-hour daily cap for every US teenager, an overnight block, and silenced notifications during school hours. The cap tightens to one hour if Snap, TikTok and YouTube sign similar deals, and Meta's chief legal officer publicly asked them to. The commerce number to watch isn't teen ad spend. It's age verification becoming a layer that age-gated categories have wanted for a decade.Plus the investor minute: Descartes buys Extensiv for about $120 million, Authentic Brands takes a majority of Drake's OVO, Randa picks up Untuckit, Dollar Shave Club makes its first acquisition, and Medici Brands raises $250 million.The Watson Weekly is sponsored by Avalara. More on e-commerce compliance at avalara.watsonweekly.com.Rick moderates a panel at Retail Club in September and hosts Watson Live, the retail AI debates presented by KBO Commerce. Details at watsonweekly.com/events.
September – here we are and the volatility starts. Bear Invasions – is this something we should pay attention to? Target is in the hotseat, Good-Good too. Bombing Iran again. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - September - here we are and the volatility starts - Bear Invasions - is this something we should pay attention to? - Target is in the hotseat, Good-Good too - Bombing Iran again - and again. Markets - Bonds - moving higher - Warsh and Bessent challenged - NVDA earnings - price hikes - Employment Report coming this Friday - Dell earnings - WOWWWW! DHU MAILING LIST! - Go to DHUnplugged.com LAKE AMERICA - Google Maps now shows "Lake America" to U.S. users after the federal naming change. - Canadian users still see "Lake Ontario"; users elsewhere see both names. - Canada did not adopt the change, setting up an easy cross-border naming fight. OIL / IRAN - Last week - Oil dropped more than 3% as traders viewed tougher Iran sanctions as less disruptive than renewed military escalation. - Brent fell to roughly $88.58 and WTI to about $82.36. - Washington stopped short of immediately targeting major Chinese banks buying Iranian oil. - Markets also reacted to hopes for improved navigation through the Strait of Hormuz. ---- OH WAIT>>>> IRAN - FIGHT IS ON - We are back bombing and they are retaliating - We retaliate, they bomb - Threat: President Trump in phone interview with Fox News reporter repeats that if Iran retaliates, they will be hit harder, but he adds that if Iran retaliates for a third time "they will be totally wiped out as a country"; says any deal with Iran will not be "worth the paper it is printed on" - Oil Up ... DICK'S / FOOT LOCKER - Dick's shares plunged about 30% after earnings and guidance disappointed. - Core Dick's comps rose 4.9%, but Foot Locker comps fell 3.6%. - Management blamed weak sneaker launches, stale inventory and a highly promotional footwear market. - Dick's has already taken more than $500 million in charges tied to the Foot Locker turnaround. BASEBALL CARDS GO CASINO - Online "repack" platforms let customers buy randomized graded cards and immediately sell them back. - Prices can range from roughly $25 to thousands of dollars per pack. - The model increasingly resembles gambling: randomized payoff, instant resale value and repeat play. - Arena Club, Fanatics and others are pushing deeper into a market already generating billions in transactions. GOVERNMENT-OWNED STOCKS - Stocks with U.S. government backing face new legal and political risk around Washington taking equity stakes. - Intel surged after government investment plans surfaced; MP Materials also jumped after a Pentagon stake. - Trilogy Metals soared after a government deal, then gave back much of the move. - A lawsuit challenging the Intel arrangement could have implications for similar federal equity deals. CHINA INDUSTRIAL PROFITS - China's industrial profits rose 11.2% year over year in July. - Profit growth slowed from 15.1% in June but remained strong. - Manufacturing profits rose nearly 19%, while mining profits jumped roughly 35%. - Strong factory profits continue to contrast with weak property and domestic-demand signals. DELL EARNINGS GUIDANCE - Earnings we great - Guidance out of control - Dell sees Q3 mid-point EPS of $6.50 vs $4.46 FactSet Consensus; sees mid-point of revs at $49.00 bln vs $41.36 bln FactSet Consensus - Dell sees FY27 mid-point EPS of $25.50 vs $18.99 FactSet Consensus; sees revs mid-point of $192 bln vs $174.05 bln FactSet Consensus TARGET HALLOWEEN BACKLASH - Target pulled a children's clown costume after complaints that it resembled blackface imagery. - The company apologized and said it was reviewing how the product cleared internal approval. - The controversy adds another brand-management problem after several politically charged merchandise fights. LEGO BOOM - Lego first-half revenue jumped 21% to about $6.5 billion. - Net profit rose 32%, while consumer sales increased 22%. - More than 330 new products helped drive demand across Star Wars, Formula 1, Botanicals and other franchises. - Lego continues gaining share while expanding stores and manufacturing capacity. WAIT - WE'RE BOMBING IRAN AGAIN - U.S. forces struck Iranian rocket launchers on Larak Island near the Strait of Hormuz, the first U.S. attack on Iran in several weeks. - Iran retaliated with missile attacks targeting U.S. bases in Jordan, restarting direct military exchanges. - Oil jumped more than 2%; Brent moved back above $90 and WTI above $85. - The Strait remains the key issue: roughly 20% of global oil shipments pass through it, so actual disruption to tanker traffic matters more than the headlines. IRAN SANCTIONS - Treasury warned countries doing business with Iran could face secondary sanctions and loss of access to the dollar system. - Scott Bessent described the campaign as an "economic D-Day." - Treasury sanctioned dozens of people, companies and vessels but initially avoided major Chinese financial institutions. - The expanded sanctions reach oil, shipping, gold, aviation, technology and digital assets. JOBS REPORT / FED TEST - August payrolls hit Friday after July shocked with a 23,000 job decline. - Expectations are for only modest job growth, making revisions and the unemployment rate especially important. - Fed rate-hike odds jumped after Kevin Warsh's hawkish Jackson Hole comments; a strong jobs number could push them higher. - JOLTS, ADP and ISM data provide several previews before Friday. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Three years of the Watson Weekly, and Rick Watson and Jessica Lesesky mark it by doing the one thing a retail show almost never does on air: putting a grade next to the stores they actually shop.It is a tier list. S through C, live, no rubric shown to the audience. Alo Yoga takes the only S, on a hundred-plus stores, international expansion into London and Korea, and a King Street address in Charleston sitting between Skims and Gucci. Rick admits he was a hater first. Amazon lands at A on the strength of everything that isn't retail, including an ad business Jessica sizes at $56 billion, and lands there in spite of an experience Rick says has been crapped on by its own advertising. Lululemon and Nordstrom both stop at B. Eight varieties of pants that nobody working the floor can explain, and a service standard Nordstrom wrote for itself that Rick clocked hitting about fifty percent across four recent visits.Target does not get a letter. It gets a sell. Two years without a CMO, stores still out of stock, a rough back to school, and an insular Minnesota culture that Rick argues rejects outside ideas faster than it can hire them. Walmart gets a buy.Plus: Whole Foods as a returns counter that occasionally sells milk, why the Rack keeps outrunning the mothership, what Dick's is really buying with Foot Locker, and Jessica's ongoing Nuuly problem.
:root { --teal: #006766; --teal-light: #008180; --dark: #323339; --accent: #8fc8c9; --accent-pale: #e8f5f5; --white: #ffffff; --off-white: #fafafa; --border: #d8eeee; } *, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; } body { font-family: 'Open Sans', sans-serif; color: var(--dark); background: var(--off-white); line-height: 1.7; -webkit-font-smoothing: antialiased; } .page { max-width: 780px; margin: 0 auto; background: var(--white); box-shadow: 0 2px 40px rgba(0,103,102,0.08); } .header { background: var(--teal); padding: 32px 48px 28px; display: flex; align-items: center; gap: 24px; } .logo-lockup { display: flex; flex-direction: column; gap: 2px; } .logo-wordmark { font-family: 'Libre Baskerville', serif; font-size: 22px; font-weight: 700; color: var(--white); letter-spacing: 0.06em; text-transform: uppercase; } .logo-sub { font-family: 'Open Sans', sans-serif; font-size: 10px; font-weight: 600; color: var(--accent); letter-spacing: 0.18em; text-transform: uppercase; } .header-divider { width: 1px; height: 44px; background: rgba(143,200,201,0.4); flex-shrink: 0; } .show-label { font-family: 'Open Sans', sans-serif; font-size: 9px; font-weight: 700; letter-spacing: 0.2em; text-transform: uppercase; color: var(--accent); margin-bottom: 4px; } .show-name { font-family: 'Libre Baskerville', serif; font-size: 15px; font-weight: 700; color: var(--white); } .title-band { padding: 36px 48px 28px; border-bottom: 2px solid var(--border); } .episode-label { font-family: 'Open Sans', sans-serif; font-size: 9px; font-weight: 700; letter-spacing: 0.22em; text-transform: uppercase; color: var(--accent); margin-bottom: 12px; } .episode-title { font-family: 'Libre Baskerville', serif; font-size: 26px; font-weight: 700; color: var(--teal); line-height: 1.3; margin-bottom: 14px; } .meta-line { font-family: 'Open Sans', sans-serif; font-size: 12px; color: var(--dark); display: flex; flex-wrap: wrap; gap: 6px; align-items: center; } .meta-line a { color: var(--teal); text-decoration: none; font-weight: 600; } .meta-sep { color: var(--accent); font-weight: 400; } .content { padding: 0 48px; } .section { padding: 32px 0 8px; border-bottom: 1px solid var(--border); } .section:last-of-type { border-bottom: none; } .section-heading { font-family: 'Lora', serif; font-size: 15px; font-weight: 600; color: var(--teal); text-transform: uppercase; letter-spacing: 0.12em; margin-bottom: 20px; padding-bottom: 10px; border-bottom: 2px solid var(--accent-pale); display: flex; align-items: center; gap: 10px; } .section-heading::before { content: ''; display: inline-block; width: 20px; height: 2px; background: var(--teal); flex-shrink: 0; } .subhead { font-family: 'Lora', serif; font-size: 14px; font-weight: 600; color: var(--teal); margin: 22px 0 8px; } .description p { font-family: 'Open Sans', sans-serif; font-size: 14px; color: var(--dark); line-height: 1.8; margin-bottom: 16px; } .description a, .about-text a { color: var(--teal); font-weight: 700; text-decoration: none; } .pull-quote { font-family: 'Lora', serif; font-size: 14px; font-style: italic; color: var(--dark); line-height: 1.8; border-left: 3px solid var(--teal); padding-left: 18px; margin: 20px 0; } .topics-list { list-style: none; display: flex; flex-direction: column; gap: 10px; padding-bottom: 12px; } .topics-list li { font-family: 'Open Sans', sans-serif; font-size: 13.5px; color: var(--dark); padding-left: 22px; position: relative; line-height: 1.6; } .topics-list li::before { content: '•'; position: absolute; left: 0; color: var(--teal); font-size: 16px; line-height: 1.4; } .takeaways-list { list-style: none; display: flex; flex-direction: column; gap: 14px; padding-bottom: 12px; } .takeaway-item { padding: 14px 16px; background: var(--accent-pale); border-left: 3px solid var(--teal); border-radius: 0 4px 4px 0; } .takeaway-label { font-family: 'Open Sans', sans-serif; font-size: 12.5px; font-weight: 700; color: var(--teal); display: block; margin-bottom: 4px; } .takeaway-body { font-family: 'Open Sans', sans-serif; font-size: 13px; color: var(--dark); line-height: 1.7; } .about-text { font-family: 'Open Sans', sans-serif; font-size: 13.5px; color: var(--dark); line-height: 1.8; margin-bottom: 14px; } .cta-box { margin: 32px 0; border-top: 2px solid var(--accent); border-right: 2px solid var(--accent); border-bottom: 2px solid var(--accent); border-left: none; padding: 24px 28px 20px; background: var(--white); } .cta-heading { font-family: 'Libre Baskerville', serif; font-size: 16px; font-weight: 700; color: var(--teal); margin-bottom: 12px; } .cta-body { font-family: 'Open Sans', sans-serif; font-size: 13px; color: var(--dark); line-height: 1.75; margin-bottom: 14px; } .cta-contact { font-family: 'Open Sans', sans-serif; font-size: 13px; color: var(--dark); display: flex; flex-wrap: wrap; align-items: center; gap: 8px; } .cta-contact strong { font-weight: 700; color: var(--dark); } .cta-contact a { font-weight: 700; color: var(--teal); text-decoration: none; } .cta-pipe { color: var(--accent); } .publisher-notes { background: #f4fafa; border: 1px dashed var(--accent); margin: 0 48px 48px; padding: 24px 28px; } .publisher-notes-heading { font-family: 'Libre Baskerville', serif; font-size: 13px; font-weight: 700; color: var(--teal); margin-bottom: 16px; text-transform: uppercase; letter-spacing: 0.08em; } .publisher-field-label { font-family: 'Open Sans', sans-serif; font-size: 11px; font-weight: 700; color: var(--dark); text-transform: uppercase; letter-spacing: 0.1em; margin-bottom: 6px; margin-top: 16px; } .publisher-field-label:first-of-type { margin-top: 0; } .publisher-value { font-family: 'Open Sans', sans-serif; font-size: 12.5px; color: var(--dark); line-height: 1.7; background: var(--white); border: 1px solid var(--border); padding: 10px 14px; border-radius: 3px; } .publisher-value code { font-family: 'Courier New', monospace; font-size: 11px; color: var(--dark); display: block; white-space: pre-wrap; word-break: break-all; } .publisher-steps { list-style: none; counter-reset: steps; display: flex; flex-direction: column; gap: 8px; margin-top: 4px; } .publisher-steps li { counter-increment: steps; font-family: 'Open Sans', sans-serif; font-size: 12.5px; color: var(--dark); padding-left: 26px; position: relative; line-height: 1.6; } .publisher-steps li::before { content: counter(steps) '.'; position: absolute; left: 0; font-weight: 700; color: var(--teal); } .footer { background: var(--teal); padding: 20px 48px; font-family: 'Open Sans', sans-serif; font-size: 11px; color: rgba(255,255,255,0.75); line-height: 1.6; text-align: center; } .footer a { color: var(--accent); text-decoration: none; font-weight: 600; } .compliance-flag { background: #fff6e5; border: 1px dashed #d9a441; color: #8a6215; font-size: 11.5px; padding: 6px 10px; margin: 8px 0 0; border-radius: 3px; font-family: 'Open Sans', sans-serif; } @media print { body { background: white; } .page { box-shadow: none; max-width: 100%; } .publisher-notes { break-inside: avoid; } .cta-box { break-inside: avoid; } .takeaway-item { break-inside: avoid; } } Dupree Financial Group Podcast Show Notes & Blog The Tom Dupree Show Episode · 8-29-26 AI Chips, a Sneaker Stock Shock, and the Fed’s Inflation Reckoning: What Retirees Should Watch This Week The Tom Dupree Show | Dupree Financial Group | dupreefinancial.com | 859-233-0400 Episode Description This week’s Financial Hour covers a lot of ground — and nearly all of it matters if you’re managing retirement income right now. Tom Dupree, Mike Johnson, and Michael Dawahare start with Nvidia CEO Jensen Huang’s interview with Jim Cramer, (https://www.cnbc.com/video/2026/08/26/watch-jim-cramers-full-interview-with-nvidia-ceo-jensen-huang.html ) which Huang argued that AI chips are becoming a revenue-generating financial asset rather than a depreciating one — and why that shift is already showing up in the bond market. From there, the conversation turns to Dick’s Sporting Goods, which slashed its earnings forecast just 90 days after raising it, wiping out two-thirds of its shareholder base in a single trading day. The hour closes with Fed Chair Kevin Warsh’s Jackson Hole remarks, where he laid the blame for “65 months of elevated inflation” squarely on his predecessors and signaled what that means for interest rates heading into September. AI Infrastructure Investing: Are Chips Becoming the New Barrel of Oil? Nvidia just turned in another blowout quarter — by Tom’s count, the 15th straight quarter the company has beaten expectations. But the more interesting story, in Tom and Mike’s view, is what Jensen Huang said afterward: AI compute is starting to behave like a financial instrument with a real return on capital, not just an expense. That’s the logic behind the $500 billion GPU financing and securitization discussion involving BlackRock and Blackstone that the show covered a few weeks ago — essentially the same slice-and-dice structure used in auto loan securitization, applied to data center hardware. Even more surprising: chips built back in 2023 are holding their value instead of depreciating, partly because Nvidia keeps improving the software and firmware that runs on them. Tom’s analogy: picture Hopper and Blackwell chips coming down the conveyor belt the same way a barrel of oil became a globally monetized commodity in the 1970s. He also shared a personal note on Jensen Huang’s Kentucky roots — Huang spent time as a teenager at Oneida Baptist Institute in Clay County, a detail Tom knows firsthand from doing energy infrastructure work in the area. On the energy side, the team also discussed Emerald AI, a private company using software to shift data center power loads in real time — throttling usage in one location (say, Phoenix during a heat spike) while ramping it up elsewhere, which can actually improve grid reliability rather than strain it. The Dick’s Sporting Goods and Nike Earnings Shock: A Lesson for Long-Term Investors Dick’s Sporting Goods just had, in Tom’s words, the biggest one-day stock drop in company history — despite decent core earnings. The culprit was its newly acquired Foot Locker division. In late May, Dick’s raised guidance on Foot Locker, projecting roughly $50 million in profit. By late June, Nike’s business had also weakened everywhere except at the newly relaunched Foot Locker stores. Then, just 60 days later, Dick’s reversed course entirely — that projected $50 million profit is now expected to be a $50 million loss. Mike and Michael’s read: a flood of casual sneakers shipped ahead of the World Cup created a sales spike followed by an inventory hangover, compounded by a new Nike CFO (recently hired from Pfizer) who had every incentive to reset expectations low before his first earnings call. Nearly 40 million Dick’s shares traded in one day — roughly two-thirds of the entire shareholder base turned over — on a stock that had hit an all-time high just 90 days earlier. The Dick’s family, which owns about 25% of the company, took a $250 million hit in the selloff, which the team sees as strong motivation to fix the Foot Locker integration quickly. [COMPLIANCE REVIEW — Hudson: this segment discusses DFG adding to client positions in Dick’s Sporting Goods after the selloff, and references the stock’s current dividend yield and free cash flow. Please confirm these figures and the trade description are appropriate for publication.] As stated on air, this discussion is not a recommendation to buy or sell any security — please consult a financial professional before making investment decisions. Fed Chair Kevin Warsh’s Jackson Hole Speech: “A Discipline, Not a Decision” New Federal Reserve Chair Kevin Warsh’s Jackson Hole speech didn’t move markets much on its own — Mike Johnson called it “a nothing burger” — but it confirmed a generally hawkish read: the market-implied odds of a September rate hike moved to roughly 55–60%, up from where they’d been previously. Two lines stood out to Tom and Mike. First, Warsh directly criticized his predecessors for “65 months of elevated inflation,” making clear that responsibility sits with the central bank, not external events. Second, his framing that the Fed is “committed to a discipline, not a decision” signals a move away from forward guidance and toward data-dependent policy. The team also walked through household debt trends: delinquencies on mortgages, auto loans, and credit cards remain fairly stable, while student loan delinquencies have risen now that pandemic-era forbearance has ended. Oil prices remain a major swing factor — Tom estimates roughly half the cost of goods in daily life traces back to the price of a barrel — so a calmer oil market could reduce the pressure on Warsh to raise rates at all. “Markets do not always go up. Prices don’t always go up. So when you have weakness in prices for some esoteric reason, that is when you get an opportunity to buy — and add.” — Tom Dupree Topics Covered Jensen Huang’s interview with Jim Cramer following Nvidia’s 15th consecutive earnings beat Why AI infrastructure may be shifting from a depreciating cost to a “monetizable” financial asset, similar to a barrel of oil The push toward securitizing AI infrastructure and data center financing Jensen Huang’s Kentucky roots at Oneida Baptist Institute in Clay County How AI energy demand and data center efficiency (via Emerald AI) affect the power grid Dick’s Sporting Goods’ guidance reversal, 90 days after raising it, tied to the Foot Locker relaunch What a 40-million-share trading day and a 25%-family-owned stake signal to long-term investors Fed Chair Kevin Warsh’s Jackson Hole remarks on “65 months of elevated inflation” and September rate-hike odds Household debt and delinquency trends across mortgages, credit cards, and student loans Why the price of oil remains a key driver of the Fed’s inflation outlook Key Takeaways AI infrastructure is starting to look like a financial asset, not just a tech expense. Jensen Huang’s argument — that AI compute now generates a measurable return on capital — is why data centers and GPUs are being discussed in securitization terms usually reserved for auto loans or real estate. Some AI chips are appreciating instead of depreciating. Chips manufactured in 2023 are reportedly holding or gaining value as demand grows and ongoing software updates improve their efficiency — a break from the usual electronics depreciation curve. A sharp earnings-driven stock drop isn’t automatically a reason to sell. Dick’s Sporting Goods’ core business remained healthy even as its Foot Locker guidance collapsed. Separating a temporary supply-chain problem from a permanent business problem is central to how DFG evaluates opportunities like this. Watch the shareholder turnover, not just the headline. When two-thirds of a company’s shareholder base changes hands in a single trading day, it often reflects overreaction as much as fundamentals — something patient, income-focused investors can use to their advantage. The Fed’s new chair is putting inflation accountability front and center. Kevin Warsh’s “65 months of elevated inflation” line was a direct message to his predecessors — and a signal that he’s more willing to raise rates if inflation readings don’t stay in check. Household debt looks broadly stable — except for student loans. Delinquencies on mortgages, autos, and credit cards remain near longer-term norms, while student loan delinquencies have risen since pandemic-era forbearance ended. Nearly everything right now is tied to interest rates and oil. From long bond yields (pushed up partly by AI infrastructure financing) to utility and technology stocks, this week’s moves are a reminder that diversified, income-focused portfolios are built to weather single-headline swings. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a veteran of the investment business since 1978. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisor based in Lexington, Kentucky, managing separately managed accounts built around income-generating, dividend-paying holdings. The firm’s approach centers on personalized investment management and direct access to the people managing your money — a contrast to mass-market investment firms, where clients are often assigned to a rotating investment counselor rather than working directly with a portfolio manager who knows their specific situation. Read more about that approach on our Investment Philosophy page. For more on building a retirement income strategy in Kentucky, see our related post: Kentucky Retirement Planning: Your Complete Guide to Dividend Investing and Retirement Readiness. Past episodes are available in our Market Commentary archive. Schedule a Complimentary Portfolio Review If you’re not sure how AI-related holdings, sudden earnings swings, or Fed policy shifts are actually affecting your retirement income, let’s take a look together. We’ll walk through what you own and why you own it — no charge, no pressure. Call: 859-233-0400 | Schedule Online: Personalized Portfolio Analysis | Visit: dupreefinancial.com Dupree Financial Group · Fee-only. Fiduciary. Lexington, KY · dupreefinancial.com · 859-233-0400 This document is for reference and internal use. Not for public distribution. All investing involves risk, including possible loss of principal. Nothing in this content is a recommendation to buy or sell any security; consult a qualified financial professional before making investment decisions. The post AI, Earnings Shocks & the Fed: What Retirees Should Watch Air Date 8-29-26 appeared first on Dupree Financial.
Group Chat News is back with the hottest news of the week including Meta agreed to pay $17 billion to 47 states to end the landmark trial over teen social media addiction and the stock went up. The guys get into why a record setting settlement paid out over ten years barely registers on a company this size, why the Big Tobacco comparison falls apart when you look at the numbers, and whether the new safeguards Meta agreed to will actually change anything. Time caps, overnight blocks, no notifications during school hours. The case for optimism is that a kid who never builds the habit never gets addicted. The case against is that nobody enforces any of it. Then the robots. China staged a robot Olympics, and the argument is that it was the smartest piece of marketing the country could have run get the whole population cheering for the machines before those machines start taking jobs. That leads into the argument about whether AGI is actually here, a $1,000 bet over how long before a robot unclogs your toilet, and the only AI use case anyone can agree is worth having: making an insurance company answer the phone. On the money side, Dick's Sporting Goods had its worst day in three years, down about 30% but the core business is growing. The problem is the $2.4 billion Foot Locker acquisition and a sneaker market that's gone quiet. Plus why billionaires should stay off the internet right now, why sports teams have become tax shelters, and what these new owners are getting wrong about the cities they just bought into. Crypto ends the episode with the most bullish structural change in years. Group Chat News, every week. If you enjoy the show, please leave us a 5 star review on Apple or Spotify it helps more than you know.
GEDDIT GEDDIT FRIDAY THIS MIGHT BE THE GREATEST SHOW EVER IN THE HISTORY OF TMS!... Over this week we have been reviewing tracks off of the album 'Moana: Voices Across The Ocean'... Jordan and Brook thought they were reacting to Dwayne ' The Rock' Johnsons track - 'Your Dad' to wrap it up... Little did that know that DWAYNE 'THE ROCK' JOHNSON was waiting to react to it with them!... With fathers day just around the corner the team at Footlocker blessed us with the opportunity to gift a new dad a pair of Nike Jordan 3's, but that's not all as Footlocker said, not just dad though! bubba get's some too!... Happy fathers day to all the new, veteran or soon to be dads!, From us and our friends at Footlocker!... And to wrap up what has been an unforgettable week, we go over your most liked comments that have been left in our Spotify Comments in our Weekly Whanau Feedback!... POWERED BY THE PEOPLES MEDIA CO. Hit that link below to stay caught up with anything and everything TMS. www.facebook.com/groups/3394787437503676/ Thank you to the team at Chemist Warehouse for helping us keep the lights on, here at The Morning Shift... www.chemistwarehouse.co.nz/ 00:00 - INTRO 02:38 - CHECK IN (WE DECIDE THE ORDER!) 14:44 - DAILY BREAD 23:45 - FOOTLOCKER FRIDAY FATHERS DAY WINNER! 26:52 - DAWYNE 'THE ROCK' JOHNSON 44:21 - WEEKLY WHANAU FEEDBACK 1:00:36 - OUTRO Learn more about your ad choices. Visit megaphone.fm/adchoices
Dick's Sporting Goods says 2026 isn't shaping up the way it expected and is revising its outlook for the year downward. That includes lowering its expectations for sales at Foot Locker, which Dick's acquired last September. The company blamed “challenging conditions in the athletic footwear marketplace.” What's going on? Then, as part of our “Robots Ate My Taxes” series, what Akron's tire collapse can teach us about the AI economy.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.
Dick's Sporting Goods says 2026 isn't shaping up the way it expected and is revising its outlook for the year downward. That includes lowering its expectations for sales at Foot Locker, which Dick's acquired last September. The company blamed “challenging conditions in the athletic footwear marketplace.” What's going on? Then, as part of our “Robots Ate My Taxes” series, what Akron's tire collapse can teach us about the AI economy.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.
P.M. Edition for Aug. 25. National affairs reporter Kris Maher discusses how the AI surveillance company has become the target of bipartisan anger. And Canada retaliates against U.S. tariffs with some of its own. Ottawa-based reporter Paul Vieira says the tariffs are strategic—they target products from states in play in the U.S. midterm elections. Plus, Dolly Parton has died. The songwriter behind hits including “Jolene,” “9 to 5” and “I Will Always Love You” was 80 years old. Pierre Bienaimé hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
When Dick's Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick's challenging quarter. Plus, unhearalded earnings reports and listener questions Have a question? Email us; podcasts@fool.com Tyler Crowe, Rachel Warren, and Matt Frankel discuss: - Dick's Sportinf Goods earnings and guidance cut. - Was it “geopolitical concerns” or just Foot Locker? - The woes of Walker & Dunlop - CVS HEalth's turnaround candidacy - Is UPS a value or a value trap? Companies discussed: DKS, NKE, ONON, ASO, UA, CROX, WD, CVS, UPS, AMZN Host: Tyler Crowe Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Andrew, Ben, and Tom discuss Dick's Sporting Goods and Foot Locker slashing full-year guidance as footwear demand deteriorates, plus Meta's new $199/month consumer AI agent Hatch and the growing IPO pipeline led by Oura and Dunkin.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
En el episodio de hoy Valentina Orduz y Ariel Huguet analizaron los reportes corporativos de DICK'S, cuyo trimestre reflejó por primera vez la consolidación completa de Foot Locker y una presión sobre sus márgenes. Examinaron también el sólido desempeño de Scotiabank, que superó las expectativas gracias a su banca canadiense, su negocio de gestión de patrimonio y su participación en el estadounidense KeyCorp. Finalmente, comentaron los resultados de Bank of Montreal, que sorprendió al alza pese a un cargo extraordinario por la venta de negocios no estratégicos.
Welcome to Omni Talk's Retail Daily Minute, sponsored by R&S Logistics, Duvo and Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Home Depot beat Wall Street estimates and reaffirmed its full-year guidance.Foot Locker and Nike opened The Crenshaw Rec, a first-of-its-kind community-hub retail concept in South LA.DoorDash added Barnes & Noble, Carter's, and Kohl's to its platform ahead of back-to-school season.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.
Our exit today has us celebrating Hanukkah in August! This week, we are talking about Eight Crazy Nights, written by Brooks Arthur, Allen Covert, Brad Isaacs and Adam Sandler, and directed by Seth Kearsley.Along the way, we talk a lot about Ross' Hannukah memories and Jewish Summer camps. We also talk about Adam Sandler, adult cartoons, why this is a cartoon, Foot Locker, Don Bluth, Steven Spielberg, Jimmy Stewart, animated reindeer, poop jokes, and why this is a musical.Theme music by Jonworthymusic.Powered by RiversideFM.CFF Films with Ross and friends.Movies We've Covered on the Show on Letterboxd.Movies Recommended on the Show on Letterboxd.
Vendió su carro para abrir una tienda, sobrevivió a un huracán que triplicó sus ventas y hoy compite puerta a puerta con gigantes como Gucci.
Come ha fatto un colosso da otto miliardi di dollari a finire venduto per due miliardi e mezzo? La storia di Foot Locker racconta cosa succede quando dipendi al 70% da un solo fornitore, e quel fornitore, Nike, decide di fare da solo. Vuoi far crescere il tuo business? Apri un account FINOM per attivare la promozione esclusiva. Scopri tutti i vantaggi e i dettagli dell'offerta al seguente link — https://www.financeads.net/tc.php?t=76605C2928136110T Ascolta il podcast STORIE di BRAND - https://spotify.openinapp.co/zp15q Entra nel Canale TELEGRAM - https://t.me/storiedibrand Storie su YOUTUBE - https://www.youtube.com/@StoriediBrand Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Damon Haley Co‑founder of Glow and Flow Beauty, discussing his transition from entertainment and sports marketing into the beauty-supply industry, his mission to elevate service for Black and Brown communities, and the franchising model he is rolling out nationwide. Hosted by Rushion McDonald on Money Making Conversations Masterclass, the conversation highlights Haley’s business philosophy, community-driven approach, and long-term vision to create ownership opportunities through franchising.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Damon Haley Co‑founder of Glow and Flow Beauty, discussing his transition from entertainment and sports marketing into the beauty-supply industry, his mission to elevate service for Black and Brown communities, and the franchising model he is rolling out nationwide. Hosted by Rushion McDonald on Money Making Conversations Masterclass, the conversation highlights Haley’s business philosophy, community-driven approach, and long-term vision to create ownership opportunities through franchising.
GEDDIT GEDDIT FRIDAY We have a JAM PACKED show to wrap your week up and welcome in your weekend!... After a clip of Jordan made the rounds on social media from a past life of acting he received an email and call saying that he MUST do what it says... It may change everything as we know it!... Today is a Friday Foot Locker and shout out to the team at Foot Locker because we are giving away a pair of the Nike Pegasus 42's, tune into the show to find out how you could get your hands on a fresh pair!... Our brother, our friend Lance Savali is a man of many talents, BUT... Today is different, because TODAY we are helping welcome in your weekend with his new single 'Higher' Feat. Rita Ora, which is dropping TODAY! - STREAM NOW on all streaming platforms!. Have a good weekend Shifters - See you on Monday! Hit that link below to stay caught up with anything and everything TMS. www.facebook.com/groups/3394787437503676/ Thank you to the team at Chemist Warehouse for helping us keep the lights on, here at The Morning Shift... www.chemistwarehouse.co.nz/ 00:00 - INTRO 3:22 - CHECK IN 14:31 - DAILY BREAD 20:50 - LANCE SAVLI 28:15 - LANCE SAVALI NEW SINGLE FT. RITA ORA 29:40 - FOOT LOCKER FRIDAY - WIN A PAIR OF PEGASUS 42'S 35:18 - FINAL WORDS 36:23 - OUTRO Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Damon Haley Co‑founder of Glow and Flow Beauty, discussing his transition from entertainment and sports marketing into the beauty-supply industry, his mission to elevate service for Black and Brown communities, and the franchising model he is rolling out nationwide. Hosted by Rushion McDonald on Money Making Conversations Masterclass, the conversation highlights Haley’s business philosophy, community-driven approach, and long-term vision to create ownership opportunities through franchising.
Geddit Geddit Friday Move a side... Uncle Brook and Uncle Jordan have arrived and they have their thoughts that they would like to share with Matua's daughters NEW FRIEND who is a BOY!... If you were to lose your memory tomorrow and you could only call one person, who could you rely on to help remind your who you are and get back on track?... Matua is up first!... Congratulations to @jackson.alk who is the winner of last weeks Foot Locker Friday Giveaway!... He will be taking home the Nike Book 2's - Shoutout to our mates at Foot Locker!... Hit that link below to stay caught up with anything and everything TMS. www.facebook.com/groups/3394787437503676/ We dropped some merch! Use TMS for 10% off. Here is the link: https://youknowclothing.com/search?q=tms Thank you to the team at Chemist Warehouse for helping us keep the lights on, here at The Morning Shift... www.chemistwarehouse.co.nz/ 00:00 - INTRO 3:07 - CHECK IN (THEY GROW UP SO FAST) 18:33 - DAILY BREAD 31:21 - WHO WOULD YOU CALL IF YOU LOST YOUR MEMORY? 47:07 - OUTRO Learn more about your ad choices. Visit megaphone.fm/adchoices
We discuss some of the biggest news in June including Caitlin Clark, Shai to Nike, Kobe mystery boxes, sneaker retail prices and more! This episode of the SoleSavy Podcast is presented by Foot Locker.
Geddit Geddit Friday GUESS WHAT!... If you have been tossing up whether or not to buy a new pair of sneakers from Foot Locker, toss up no more because today is a FOOT LOCKER FRIDAY! - And today we are giving you the chance to win a a pair of the new, fresh, sleek Nike Book 2's!... Jordan came across a online post that raises the question, are we REALLY living in a simulation, is there somewhere that is the same everywhere (Mind blown we know)... To wrap up our Friday we head to our Spotify comments where we look show some love to the Shifters who have taken the time to leave a comment after tuning into the show - This of course is a our, Weekly Whanau Feedback! Hit that link below to stay caught up with anything and everything TMS. www.facebook.com/groups/3394787437503676/ We dropped some merch! Use TMS for 10% off. Here is the link: https://youknowclothing.com/search?q=tms Thank you to the team at Chemist Warehouse for helping us keep the lights on, here at The Morning Shift... www.chemistwarehouse.co.nz/ 00:00 - INTRO 2:43 - CHECK IN (DO WE LIVE IN A SIMULATION) 14:51 - DAILY BREAD 27:20 - FOOT LOCKER FRIDAY - BE INTO WIN A PAIR OF BOOK 2'S 43:41 - WEEKLY WHANAU FEEDBACK 49:53 - OUTRO Learn more about your ad choices. Visit megaphone.fm/adchoices
Pre-orders galore. The Air Jordan 3 "Knicks" pre-order marks a new milestone in what we believe is a game changer for the future sneaker releases. This episode of the SoleSavy Podcast is presented by Foot Locker.
{ "@context": "https://schema.org", "@graph": [ { "@type": "PodcastEpisode", "name": "The Nike Cautionary Tale: What Happens When Leadership Loses Touch With Its Customers", "description": "Tom Dupree and analyst Michael Dawahare examine Nike's dramatic decline — from dominant global brand to a stock trading near 10-year lows — and draw clear parallels to retirement portfolio management.", "url": "https://dupreefinancial.com/blog/nike-cautionary-tale-leadership-lessons-retirement-investing", "datePublished": "2025-06-11", "inLanguage": "en-US", "partOfSeries": { "@type": "PodcastSeries", "name": "The Tom Dupree Show", "url": "https://dupreefinancial.com" }, "author": { "@type": "Person", "name": "Tom Dupree" }, "publisher": { "@type": "Organization", "name": "Dupree Financial Group", "url": "https://dupreefinancial.com", "telephone": "859-233-0400", "address": { "@type": "PostalAddress", "addressLocality": "Lexington", "addressRegion": "KY", "addressCountry": "US" } } }, { "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What caused Nike's stock to fall from $180 to around $44?", "acceptedAnswer": { "@type": "Answer", "text": "Nike's decline was driven primarily by a strategic pivot under CEO John Donahoe, who took over in 2020 and aggressively reduced the company's reliance on wholesale partners like Foot Locker and specialty running stores in favor of a direct-to-consumer digital model. This freed up shelf space for competitors like HOKA and On Cloud, whose products consumers tried, preferred, and stayed with. Nike also took its eye off technical product innovation — the foundation of the brand — and the combination proved very difficult to reverse." } }, { "@type": "Question", "name": "What leadership lessons can retirement investors take from Nike's decline?", "acceptedAnswer": { "@type": "Answer", "text": "The Nike story illustrates several principles that apply directly to managing retirement assets: proven strategies should not be abandoned in favor of untested new models; losing touch with core fundamentals — in business or in a portfolio — creates compounding damage over time; and when someone tells you the old approach is outdated, the right question is always whether the new approach has been tested and who benefits from your belief in it." } }, { "@type": "Question", "name": "Why did Nike's wholesale withdrawal strategy fail?", "acceptedAnswer": { "@type": "Answer", "text": "Nike believed consumers would migrate online and that eliminating wholesale intermediaries would improve margins. What actually happened was that the vacated shelf space went to competitors — HOKA, On Cloud, New Balance, ASICS, and Brooks — who used it to earn consumer loyalty. Once runners found a shoe they loved from another brand, they did not switch back. Nike also lost the critical feedback loop that specialty running retailers provided, making it slower to detect that its technical product was falling behind." } }, { "@type": "Question", "name": "Who is Elliott Hill and can he turn Nike around?", "acceptedAnswer": { "@type": "Answer", "text": "Elliott Hill replaced John Donahoe as Nike CEO in September 2024. Unlike his predecessor, Hill spent his entire career at Nike, starting at the lowest rungs and earning his way up — giving him deep institutional knowledge of the business. He is widely regarded as credible and clear-eyed. However, nearly two years into his tenure, Nike has not yet been able to regain meaningful traction, illustrating how much harder recovery is than the original damage." } }, { "@type": "Question", "name": "What is Dupree Financial Group's investment approach for retirement income?", "acceptedAnswer": { "@type": "Answer", "text": "Dupree Financial Group is a fee-only, fiduciary SEC-registered RIA based in Lexington, Kentucky. The firm builds retirement income strategies around dividend-paying, income-generating separately managed accounts — with no products sold, no commissions, and no conflicts of interest. They specialize in helping adults 50 and older build portfolios designed to generate income that can keep pace with inflation over time." } } ] } ] } The Nike Cautionary Tale: What Happens When Leadership Loses Touch With Its Customers The Tom Dupree Show | Dupree Financial Group | dupreefinancial.com | 859-233-0400 Nike spent decades building one of the most recognized brands on the planet — the Swoosh, the Air Jordan, high-heat basketball shoes that consumers lined up for, and a presence in every major sporting goods retailer in the world. Then, in 2020, the company handed its future to a CEO who believed physical retail was a dying model, and what followed became a business school study in how quickly a great company can lose its way. In this episode of The Tom Dupree Show, host Tom Dupree and analyst Michael Dawahare walk through the full arc of Nike’s rise and decline — from its origins in a track coach’s garage to a stock that traded at $180 and has since fallen to around $44. They examine the strategic decisions that caused the damage, the board failures that let it compound, and the hard-won lesson that consumer loyalty, once transferred to a competitor, is almost impossible to reclaim. And for anyone managing retirement assets, the parallels are direct: proven strategies should not be abandoned for untested ones, fundamentals matter more than narratives, and the cost of a foundational error can take years to undo. You cannot put your own lenses on the lenses of your customer — you have to ask how they see the world, not how you see it. — Tom Dupree How Nike Built the Brand — and What It Was Actually Built On Nike was founded on performance athletics. Phil Knight, a runner at the University of Oregon, partnered with legendary track coach Bill Bowerman — who famously experimented with a waffle iron to create better running soles — and built a company that stood for technical innovation and athletic credibility. The brand’s cultural ascent accelerated in 1984 with the signing of Michael Jordan, and from there, Nike became what everyone knows: the dominant force in athletic footwear and apparel, consistently ranked among the world’s most recognized brands. At its peak, Nike operated across multiple business lines — high-heat basketball, lifestyle and streetwear, performance running, and endorsement deals with some of the most iconic athletes in the world. Its Jordan Brand alone eventually grew to represent 25–30% of total business. But that success carried a hidden fragility: the Jordan Brand was built on a generational talent, and there was no clear plan for what would carry that brand forward once Jordan’s cultural relevance inevitably faded with younger consumers. The 2020 CEO Transition and the Fatal Pivot When Nike’s board appointed John Donahoe as CEO in 2020, it elevated someone who had served on the board since 2014 and who had an exceptional track record — at eBay and ServiceNow. But his entire professional background was in direct-to-consumer digital commerce, and he arrived at Nike with a conviction that physical retail distribution was a slowly melting ice cube. His plan: reduce Nike’s dependence on wholesale partners — Foot Locker, Dick’s Sporting Goods, specialty running retailers — and shift the business toward a pure direct-to-consumer model. Margins would improve by eliminating the distribution layer. And the consumer, Donahoe believed, would simply find Nike on their phone rather than in a store. The pandemic made it look like a genius. Physical retail was disrupted, Nike’s direct channels surged, the stock reached all-time highs around $180, and the board was enthusiastic. Beneath the surface, the strategy was already creating irreversible damage. The Shelf Space Problem — and the Competitors Who Said Thank You When Nike told its wholesale partners they would be receiving significantly less product going forward, those partners did not fight back. They simply filled the space with someone else. HOKA — already a credible running brand — accelerated its growth dramatically. On Cloud, a Swiss performance running brand, began one of the most remarkable growth runs in the industry, expanding into running, tennis, golf, and multiple other categories simultaneously. New Balance, ASICS, and Brooks also claimed their share of the newly available retail real estate. The consumer who walked into a Foot Locker or Dick’s and encountered a wall of Nike was now encountering a much more competitive set of choices. They tried the alternatives. Many of them preferred what they found. And once a runner builds loyalty to a particular shoe platform — especially in a category where consumers replace their shoes every 90 days — that loyalty is remarkably durable. Nike also lost something less tangible but equally important: the feedback loop. Specialty running retailers were the ground-level intelligence network that told Nike week by week what runners wanted, what was working, and where the product needed to improve. When Nike walked away from that channel, it walked away from its early warning system. The Board Failure — and the Groupthink That Let It Happen One of the most striking aspects of the Nike story is not that one CEO had a flawed conviction — that happens — but that an entire board of accomplished executives approved and sustained a strategy that was, in hindsight, obviously misaligned with how Nike’s business actually worked. By some accounts, Tim Cook of Apple was on that board during part of this period. It is difficult to imagine Cook making an analogous argument that Apple did not need its retail stores. The dynamic Tom and Michael describe is familiar to anyone who studies large organizations: board members are generally reluctant to challenge a CEO too forcefully, because the social and professional cost of being the dissenter is real. The result is groupthink — a board that validates a strategy long past the point where the data should have prompted hard questions. By late 2022 and into 2023, the numbers made it undeniable. Nike attempted to reverse course, reaching back out to wholesale partners and offering them premium product. The response was polite — and firm. Retailers were glad to take the high-demand items that consumers queued for. The rest of Nike’s moderate catalog? They had already replaced it, and they were satisfied with what they had. Where Nike Stands Today The board replaced Donahoe with Elliott Hill in September 2024. Hill’s story is genuinely different from his predecessor’s: he started in a Nike stockroom and built his entire career inside the company, earning credibility at every level. He speaks clearly and credibly about what went wrong and what needs to happen. And nearly two years into his tenure, Nike’s stock remains near $44 — roughly 75% below its peak —, and the company has not yet found its footing. In running — the category that gave Nike its identity — the brand no longer consistently appears in the top 10 for preferred shoes among dedicated runners. In China, sales are down 20–30% in recent quarters. On Cloud continues to grow at roughly 50% per quarter. The chart, as Tom notes throughout this episode, always tells the story: if a real recovery is underway, you will see it in the price action. The current chart does not yet show that. What This Means for Your Retirement Portfolio Tom closes this episode with a point that connects the Nike story directly to retirement investing: when someone tells you that a proven model is outdated — that index funds are so last century, or that some new product captures market upside without any downside — the right questions are always the same. What is the process? Has it been tested across different market conditions? And who benefits when you believe in it? The investor who abandons a sound income strategy during a period of volatility, convinced by a compelling narrative, is making the same error Donahoe made. The fundamentals that built something durable do not become wrong because someone new arrived with a different set of lenses. Key Takeaways Know what your business — or portfolio — is actually built on. The moment Nike shifted focus from technical performance products, competitors filled the gap. Investors face the same risk when strategies drift from the principles that made them work. Never surrender your shelf space. Giving up distribution is almost impossible to reverse. The same principle applies when investors abandon a proven income strategy during volatility — re-entry is rarely seamless. Leadership bias is one of the most expensive mistakes in business. Donahoe was an outstanding digital executive who ran a physical consumer company through a digital lens. Bias in a CEO or a portfolio manager costs real money. Boards exist to prevent catastrophic decisions. Most don’t. Nike’s board approved a strategy that effectively fired its wholesale customer base. Institutional oversight is only as good as the willingness to ask uncomfortable questions. Consumer loyalty, once transferred, is remarkably sticky. Runners who found HOKA or On Cloud did not come back. When you give a customer a reason to try something else, and they love it, you may have lost them permanently. Recovery from a foundational strategic error takes far longer than the error itself. The damage from a few years of bad decisions can take a decade to undo — in business and in retirement portfolios. Proven strategies deserve skepticism about replacement, not abandonment. When a new model sounds compelling, the questions are always: what’s the process, has it been tested, and who benefits from your belief in it? Frequently Asked Questions What caused Nike’s stock to fall from $180 to around $44? Nike’s decline was driven primarily by a strategic pivot under CEO John Donahoe, who took over in 2020 and aggressively reduced the company’s reliance on wholesale partners in favor of a direct-to-consumer digital model. This freed up shelf space for competitors like HOKA and On Cloud, whose products consumers tried, preferred, and stayed with. Nike also lost focus on technical product innovation — the foundation of the brand — and the combination proved very difficult to reverse. What leadership lessons can retirement investors take from Nike’s decline? The Nike story illustrates several principles that apply directly to managing retirement assets: proven strategies should not be abandoned in favor of untested new models; losing touch with core fundamentals creates compounding damage; and when someone tells you the old approach is outdated, the right question is always whether the new approach has been tested and who benefits from your belief in it. Why did Nike’s wholesale withdrawal strategy fail? Nike believed consumers would migrate online and that eliminating wholesale intermediaries would improve margins. What actually happened was that vacated shelf space went to competitors — HOKA, On Cloud, New Balance, ASICS, and Brooks — who earned consumer loyalty through it. Once runners found a shoe they preferred, they did not switch back. Nike also lost the critical feedback loop that specialty running retailers provided. Who is Elliott Hill and can he turn Nike around? Elliott Hill replaced John Donahoe as Nike CEO in September 2024. Unlike his predecessor, Hill spent his entire career at Nike, starting at the lowest rungs and earning his way up. He is widely regarded as credible and clear-eyed about the challenges. However, nearly two years into his tenure, Nike has not yet regained meaningful traction — illustrating how much harder recovery is than the original damage. What is Dupree Financial Group’s investment approach for retirement income? Dupree Financial Group is a fee-only, fiduciary SEC-registered RIA based in Lexington, Kentucky. The firm builds retirement income strategies around dividend-paying, income-generating separately managed accounts — with no products sold, no commissions, and no conflicts of interest. They specialize in helping adults 50 and older build portfolios designed to generate income that can keep pace with inflation over time. Schedule a Complimentary Portfolio Review If you’re not sure whether your portfolio is built on the same principles Nike abandoned — proven strategy, staying close to what works, and never losing sight of the fundamentals — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400 | Visit: dupreefinancial.com Dupree Financial Group is a Registered Investment Adviser (RIA) registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information presented on this podcast is for educational purposes only and should not be construed as personalized investment advice. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. Please consult a qualified financial professional before making investment decisions. The post Nike’s Fall: Leadership Lessons for Retirement Investors appeared first on Dupree Financial.
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Damon Haley Co‑founder of Glow and Flow Beauty, discussing his transition from entertainment and sports marketing into the beauty-supply industry, his mission to elevate service for Black and Brown communities, and the franchising model he is rolling out nationwide. Hosted by Rushion McDonald on Money Making Conversations Masterclass, the conversation highlights Haley’s business philosophy, community-driven approach, and long-term vision to create ownership opportunities through franchising.
The Tom Dupree Show | Podcast Show Notes The Nike Cautionary Tale: What Happens When Leadership Loses Touch With Its Customers The Tom Dupree Show | Dupree Financial Group | dupreefinancial.com | 859-233-0400 Episode Description Nike spent decades building one of the most recognized brands on the planet — the Swoosh, the Air Jordan, high-heat basketball shoes that consumers lined up for, and a presence in every major sporting goods retailer in the world. Then, in 2020, the company handed its future to a CEO who believed physical retail was a dying model, and what followed became a study in how quickly a great company can lose its way. Tom Dupree and analyst Michael Dawahare walk through the full arc of Nike’s rise and decline — from its origins in performance athletics to a stock that traded at $180 and has since fallen to around $44. They examine the strategic decisions that caused the damage, the board failures that let it compound, and what retirement investors can take directly from the story. “You cannot put your own lenses on the lenses of your customer — you have to ask how they see the world, not how you see it.” Topics Covered • How Nike’s origins in performance athletics shaped the brand — and why that foundation was eventually abandoned • The 2020 appointment of CEO John Donahoe and the pivot toward a direct-to-consumer distribution model • Why walking away from wholesale partners like Foot Locker and specialty running stores was a catastrophic miscalculation • How competitors — HOKA, On Cloud, New Balance, ASICS, and Brooks — filled the shelf space Nike gave away • The role of groupthink and board failure in allowing the strategy to continue long after warning signs appeared • The Jordan Brand challenge: what happens when a generational endorsement ages out with no succession plan • Nike’s attempted course correction, the arrival of new CEO Elliott Hill, and why recovery is proving harder than expected • The parallel between Nike’s story and retirement portfolio management: proven strategy, fundamentals, and the danger of chasing new models Key Takeaways • Know what your portfolio is actually built on. The moment Nike shifted focus from technical performance products, competitors filled the gap. The same risk applies when an investment strategy drifts from its core principles. • Never surrender your shelf space. Giving up distribution — or abandoning a proven income strategy during volatility — is almost impossible to reverse. Re-entry is rarely seamless. • Leadership bias is one of the most expensive mistakes in business. Donahoe was an outstanding digital executive who ran a physical consumer company through a digital lens. Bias in a CEO — or a portfolio manager — costs real money. • Boards exist to prevent catastrophic decisions. Most don’t. Nike’s board approved a strategy that effectively fired its wholesale customer base. Institutional oversight is only as good as the willingness to ask uncomfortable questions. • Consumer loyalty, once transferred, is remarkably sticky. Runners who switched to HOKA or On Cloud did not come back. When a customer finds something they prefer, you may have lost them for good. • Recovery takes far longer than the damage itself. Nearly two years into Elliott Hill’s tenure, Nike still cannot get traction. A few years of bad decisions can take a decade to undo — in business and in retirement portfolios. • Proven strategies deserve skepticism about replacement, not abandonment. When a new model sounds compelling, always ask: What is the process? Has it been tested? And who benefits when you believe in it? About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 47-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Radio tab. Schedule a Complimentary Portfolio Review If you’re not sure whether your portfolio is built on the same principles Nike abandoned — proven strategy, staying close to what works, and never losing sight of the fundamentals — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400 | Visit: dupreefinancial.com Dupree Financial Group is a Registered Investment Adviser (RIA) registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information presented on this podcast is for educational purposes only and should not be construed as personalized investment advice. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. Please consult a qualified financial professional before making investment decisions. The post Nike’s Fall: Leadership Lessons for Retirement Investors appeared first on Dupree Financial.
We breakdown a busy month of news (including a huge piece of breaking news on June 1st) and cover some of them months biggest winners and losers. Steph Curry, Trophy Room, Meek Mill, Travis Scott and more! This episode of the SoleSavy Podcast is presented by Foot Locker.
Special thanks to Triangle for sponsoring this episode. Triangle's founder, Matt, is offering a complimentary one-hour strategy session for founders seeking to grow their personal brand. I can't recommend this service enough, and get in quick as there are only three remaining slots available this month! Get in touch at matt@mattswain.com or book directly at https://www.triangle-branding.com/book-a-call What if the blueprint for building a multi-million dollar business from scratch was sitting right in front of you? In this episode of World's Greatest Business Thinkers, host Nick Hague speaks with Art Juedes and Rick Gering, co-founders of Eastbay, about how a chance meeting at a Wisconsin 10K race led to the creation of Eastbay, one of the most influential mail-order athletic retailers in history. Starting with just 108 pairs of running shoes, they built a multi-million-dollar business by focusing relentlessly on direct customer access, operational excellence, and fast adaptation to customer behavior. The conversation explores how Eastbay survived supplier crises, built loyalty through community rather than marketing, and maintained a 40-year partnership grounded in trust and compromise. It's a masterclass in customer obsession, entrepreneurial resilience, and building enduring competitive advantage without massive capital. What You Will Learn: How to build a competitive advantage through radical customer focus Why operational excellence becomes your moat when you lack capital The pivot principle: Let your customers redesign your business model: How to navigate supplier relationships when you're undercapitalized Why trust and compromise are the non-negotiable foundations of long-term partnerships The framework for decision-making under uncertainty If you enjoyed this episode, make sure to subscribe, rate, and review it on Apple Podcasts, Spotify, and YouTube Podcasts. Instructions for doing this are here. About Guest: Rick Gering and Art Juedes are co-founders of East Bay, the pioneering mail-order athletic footwear retailer that revolutionized direct-to-consumer sports retail. Born two days apart in June 1952 in Warsaw, Wisconsin, these lifelong runners transformed their passion for athletics and customer service into a business empire that grew from a basement operation to a $35+ million enterprise before their 1997 sale to Foot Locker. Their expertise spans supply chain innovation, brand building in competitive markets, and creating loyal communities through exceptional customer experience, lessons forged during the "sneaker wars" of the 1980s and 90s, when they secured exclusive partnerships with Nike, Reebok, and emerging brands like Under Armour. Quotes: "We were at our wits' end trying to figure out how we would get product, how we would get shoes because we had no money. There were three of us who originally were going to go into it, and I had called Art to maybe be the fourth because he was the one who would have made it work. It was a number of chances all put together, by people who didn't really know what the end game was going to be." - Rick "Our first sale became our second business plan. Once the kids tried the shoes on, they weren't giving them up; they were selling right there. The kids couldn't wait to get the shoes so much that they loved them, so we realized that our idea to take orders and send shoes later was out the door." - Art "There weren't a lot of other distractions, so we really could focus on the athlete and our customer, listen and learn, and figure out what makes what's important to them. In a larger town, there's so much more noise that even the athletes get distracted. The big thing that we did differently than any other retail store is go directly to the kids." - Rick "We decided to go all in on the Nike Air line. If that line didn't sell, we were toast. But it was a great seismic shift for East Bay because Jordan was a seismic shift in the shoe and footwear industry. Before that, everyone looked at athletic footwear as equipment, and after that, athletic footwear became part of your identity." - Art Keywords: Primary Keywords (Core Themes): East Bay running shoes, mail order business, sneaker entrepreneurship, direct-to-athlete business model, small town startup, customer-centric business strategy, athletic footwear industry, Nike Air Jordan partnership, business partnership success, mail order catalog strategy Secondary Keywords (Related Subtopics): inventory management startup, supplier relationships Nike Reebok, business pivots adaptation, catalog marketing strategy, mail order logistics, athletic retail innovation, team sports sales, sneaker culture history, vertical integration business, customer service excellence, competitive advantage small business Episode Resources: The Book of Eastbay on Amazon World's Greatest Business Thinkers on Apple Podcasts World's Greatest Business Thinkers on Spotify World's Greatest Business Thinkers on YouTube
Welcome to Omni Talk's Retail Daily Minute, sponsored by Duvo and Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:AWS launches the Agentic Shopping Assistant (aka ASA), packaging the technology and learnings behind Amazon's Alexa for Shopping so third-party retailers can deploy their own conversational AI shopping experiences in roughly 60 days.Dick's Sporting Goods beats Q1 estimates with 4.1% same-store comp growth and $5.17B in sales, as Foot Locker posts its first positive comparable sales quarter since Q4 2024.Walmart rolls out its Prepaid Consolidation Program, allowing suppliers to ship under a single purchase order to one location while Walmart handles distribution across 42 regional centers.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.
Two years after our original "Half Baked Ideas" podcast we are back to discuss new ways to release sneakers online that isn't as boring as a raffle. Good ideas, bad ideas, everything is on the table! This episode of the SoleSavy Podcast is presented by Foot Locker.
Diane King Hall breaks down Wednesday's biggest moving stocks, including ZScaler (ZS) tumbling on weaker free cash flow guidance. Dick's Sporting Goods (DKS) slipped despite strong earnings, though its Foot Locker segment saw great growth. Diane stays with retail to discuss Abercrombie & Fitch's (ANF) move higher. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Alex Cameron (rad musician) talks about working at Foot Locker in Sydney, spending his summers in Deep Water, Australia, and how he got into making some of the coolest music out there. Check out Alex's first band Seekae here: https://www.youtube.com/watch?v=2klcVENrEnQ See Brooks on tour: brookswheelan.com/dates
Geddit Geddit Friday Foot Locker Friday has come early and we'd like to say a massive thank you to Foot Locker for graciously giving us 20 pairs of fresh TN's to give away to 20 Rangatahi down here in Whakatane... Men lie, Women Lie but the STARS don't lie!... What does the date of the day you were born have to say about your personality traits!... We have a new game for you to try with those around you!... Guess the number, but you only get a few clues!... Join our group on the StrideKick App by entering this code into the 'Challenge Column: 96WPG7G3DM Hit that link below to stay caught up with anything and everything TMS. www.facebook.com/groups/3394787437503676/ We dropped some merch! Use TMS for 10% off. Here is the link: https://youknowclothing.com/search?q=tms Thank you to the team at Chemist Warehouse for helping us keep the lights on, here at The Morning Shift... www.chemistwarehouse.co.nz/ 00:00 - Intro 2:47 - Check In (Foot Locker Friday) 8:13 - Daily Bread 21:56 - Guess The Number 33:41 - Personality Test (Stars Don't Lie) 44:33 - Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
We analyze some of April's biggest news that got the sneaker community buzzing including Nike's Boston Marathon advertising, the JFG New Balance release and more! This episode of the SoleSavy Podcast is presented by Foot Locker.
Yes, yes they are. We make the case for why Jordan Brand has things figured out heading into the second half of 2026. This episode of the SoleSavy Podcast is presented by Foot Locker. Not all Air Max are worn the same, get yours sooner when you buy online and pick up in store.
This morning I woke up with a heavy heart and finally decided I couldn't take it anymore. I'm done defending Donald Trump. Done with MAGA. And to all my police and law enforcement friends — to hell with y'all too. I hopped on Amazon, ordered myself a brand new umpire jersey from Foot Locker, and I'm officially switching sides. I'm joining the whistleblowers. I'm done getting picked on. Tired of everybody else getting all the clout, the girls, the money, and the fame while Clay Edwards is left with nothing but a house, a car, a hot girlfriend, a beautiful family, money in the bank, front-row tickets to everything, and the number one radio show in the state. None of it means anything anymore. I'm donating it all. Surely one of those whistleblower groups has a 501(c)(3) I can cut a big check to. I'm joining the civil rights movement — West Side, South Side, whatever side will have me. We've got a group meeting tonight to figure it all out. If you've been waiting for me to finally come over to the dark side… this is it. This episode starts with me speaking my truth and walking away from everything I used to stand for. You ain't gonna believe what came out of my mouth.
This episode of the SoleSavy Podcast is presented by Foot Locker. Not all Air Max are worn the same, get yours sooner when you buy online and pick up in store.
Geddit Geddit Friday WHAT A FEELING KNOWING IT'S FRIDAY!... Not any Friday though, A FOOT LOCKER FRIDAY! As per usual, the last Friday of every month the team at Foot Locker have got you SORTED with hooking you up with a pair of the freshest kicks - Listen till the end of the show to find out how you could win yourself a pair of new sneakers!... All Whites star player (And Shifter) Marko Stamenić joins us in studio to give us an insight of what his journey has looked like to get to this point, what the feelings are currently like in the New Zealand camp with the 2026 FIFA World Cup only a few months away!... We recieved a voice message that may be among the very few that left us almost stumped and divided when trying to answer it... Let us know your thoughts in the comments below! Stay safe over the weekend Shifters, we love n appreciate you! - See you on Monday! Thank you to the team at Chemist Warehouse for helping us keep the lights on, here at The Morning Shift... www.chemistwarehouse.co.nz/ 00:00 - Intro 3:13 - Check In 10:29 - Daily Bread (Shakespeare Has Entered The Room) 21:30 - A VUA Of The Ages 31:56 - Marko Stamenić - Thoughts Ahead Of The 2026 World Cup 45:47 - The Foot Locker Friday Bracket (Be In To WIN!) 54:42 - Outro Learn more about your ad choices. Visit megaphone.fm/adchoices
Air Max Day is almost here as we break down the Air Liquid Max release and what we want to see in the future on 3.26. This episode of the SoleSavy Podcast is presented by Foot Locker. Not all Air Max are worn the same, get yours sooner when you buy online and pick up in store.
This week on the Remarkable Retail podcast, Michael LeBlanc and Steve Dennis unpack the retail news shaping the global economy—from the Iran war's impact on oil, freight and food prices to Kohl's disappointing earnings, Dick's Sporting Goods' continued growth, and another wave of store closings at Saks Global. The episode opens with the week's major macro headlines. The ongoing Iran war is pushing oil prices higher and raising concerns about fuel, transportation and food inflation. The hosts explore how disruptions in the Strait of Hormuz could impact shipping routes, air freight and fertilizer supply—factors that may squeeze consumer spending in the months ahead. On earnings: Kohl's continues to struggle with declining comparable sales and a lack of clear differentiation in the mid-market department store segment. Dick's Sporting Goods delivered stronger results, with experiential concepts like House of Sport driving growth—even as its newly acquired Foot Locker business faces headwinds. Meanwhile, Saks Global's restructuring rolls on with additional closures across both Saks Fifth Avenue and Neiman Marcus locations. The centrepiece is an in-depth conversation with James Daunt, CEO of Barnes & Noble and Waterstones. Daunt shares the unconventional philosophy behind Barnes & Noble's turnaround: rather than relying on centralized merchandising and publisher-driven promotions, he empowered individual store teams to curate their own assortments and engage directly with local communities. The strategy—anchored by investments in store infrastructure, technology, distribution and higher bookseller wages—has the company opening roughly 60 new stores a year while continuing to modernize older locations. The episode closes with the hosts' "Remarkable Stories of the Week": the rise of value brand Quince, Nestlé's sale of Blue Bottle Coffee, and a discussion of tariffs, supply chains and New York's proposed minimum wage increase. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.
Sneaker History Podcast - Sneakers, Sneaker Culture and the Business of Footwear
JT, AKA The Sneaker Savant, has been in the sneaker world long enough to remember when eBay was church, when Dadas sold out, and when nobody questioned either of those things. He's been a fixture in the Sneaker History Discord for years, built a following on Instagram under @TheSneakerSavant, writes over at thesneakersavant.substack.com, and has been quietly one of the most interesting thinkers in this whole space... he just doesn't always show his face.This one gets personal pretty fast. We talk about the Portland gathering and what it meant to finally be in a room full of people who just get it, without needing to explain themselves. We get into why Instagram is broken, why eBay is still our church, and why the algorithm is really good at exactly one thing... flattening culture. JT makes the case that the Dadas were absolutely a thing in Northern California and he's completely right, and we both wonder what stories are being lost because the internet only amplifies what everybody already agrees on.We also get into the sneaker card JT made for the Portland trip, a Jordan card with MJ in a Blazers jersey, how that one piece of cardstock led to a conversation with Ken Black, one of the architects of Nike team sports, which somehow led to JT learning who designed a jersey he'd wanted since he was a kid living in Great Britain. That story alone is worth the listen.This is a conversation about sneakers, but honestly it's more about community, memory, and why the stuff that mattered to us deserves to be documented before it gets lost.In this episode:The Foot Locker chaos on February 13th and what sneaker riots say about where the culture is right now. Why JT stopped buying shoes and started routing them to people who'd actually want them. The eBay rabbit hole that both of us still fall into on the regular, and why eBay is still the best place for actual sneaker knowledge. JT's 265-days-on-Instagram calculation and why the math kind of ruins you. The Portland gathering, getting the invite, and what it felt like to finally be in that room. Making 60 Jordan/Blazers cards by hand, how that one move changed the whole second night. Ken Black, Drake Ramberg, the Arsenal jersey, and how sneaker passion creates these connections that genuinely could not be planned. Why Steph Curry wearing Chris Webber's Dadas matters more than most people gave it credit for. And the argument that Substack might be the only platform left where regional sneaker stories and real cultural memory can survive.Follow JT the Sneaker Savant:Substack: thesneakersavant.substack.comInstagram: @TheSneakerSavantWebsite: TheSneakerSavant.comSUPPORT THE SHOW:Donate Through Venmo: https://venmo.com/u/sneakerhistoryBuy Me A Coffee: https://buymeacoffee.com/nickengvallEarly Access, Exclusive Videos, and Content On Patreon: https://patreon.com/sneakerhistorySubscribe on Substack: https://substack.com/@sneakerhistoryJoin our Discord Community: https://discord.gg/xJFyWmWgzaIf you are interested in advertising to our audience, contact us: podcast@sneakerhistory.comCHECK OUT OUR OTHER SHOWS:For the Formula 1 Fans - Exhaust Notes: https://exhaustnotes.fmFor the Fitted Hat Fans - Crown and Stitch: https://crownandstitch.comFor the Cars & Sneakers Fans - Cars & Kicks: https://carsxkicks.comFor the Creators & Creatives - Outside The Box: https://podcasts.apple.com/id/podcast/outside-the-box-convos-with-creators/id1050172106[Links contain...
Here’s a clean, structured summary of the interview between Damon Haley and Rushion McDonald, including the purpose, key takeaways, and notable quotes, based entirely on your uploaded transcript. [DAMON HALEY | Txt] ⭐ Summary of the Damon Haley Interview with Rushion McDonald The interview features entrepreneur Damon Haley, co‑founder of Glow and Flow Beauty, discussing his transition from entertainment and sports marketing into the beauty-supply industry, his mission to elevate service for Black and Brown communities, and the franchising model he is rolling out nationwide. Hosted by Rushion McDonald on Money Making Conversations Masterclass, the conversation highlights Haley’s business philosophy, community-driven approach, and long-term vision to create ownership opportunities through franchising.
Here’s a clean, structured summary of the interview between Damon Haley and Rushion McDonald, including the purpose, key takeaways, and notable quotes, based entirely on your uploaded transcript. [DAMON HALEY | Txt] ⭐ Summary of the Damon Haley Interview with Rushion McDonald The interview features entrepreneur Damon Haley, co‑founder of Glow and Flow Beauty, discussing his transition from entertainment and sports marketing into the beauty-supply industry, his mission to elevate service for Black and Brown communities, and the franchising model he is rolling out nationwide. Hosted by Rushion McDonald on Money Making Conversations Masterclass, the conversation highlights Haley’s business philosophy, community-driven approach, and long-term vision to create ownership opportunities through franchising.
Here’s a clean, structured summary of the interview between Damon Haley and Rushion McDonald, including the purpose, key takeaways, and notable quotes, based entirely on your uploaded transcript. [DAMON HALEY | Txt] ⭐ Summary of the Damon Haley Interview with Rushion McDonald The interview features entrepreneur Damon Haley, co‑founder of Glow and Flow Beauty, discussing his transition from entertainment and sports marketing into the beauty-supply industry, his mission to elevate service for Black and Brown communities, and the franchising model he is rolling out nationwide. Hosted by Rushion McDonald on Money Making Conversations Masterclass, the conversation highlights Haley’s business philosophy, community-driven approach, and long-term vision to create ownership opportunities through franchising.
Picking up a camera is often the start of a life-changing journey. And when it's combined with a focus on community building, the determination to lead by example, and shrewd entrepreneurial skills—this basic action can have a ripple effect with the potential to change countless lives. In today's show, we speak with creative community trailblazer CJ Wolfe, who has built a passion for pictures and infectious team spirit into a multifaceted brand that encompasses rental studios, a creative agency, and a non-profit organization with a mission to educate and inspire disenfranchised youth. Listen in and discover how CJ tapped the determination and leadership skills instilled in him as a student athlete to build a thriving business from the ground up. As an advocate of the 10,000-hour rule, he put in the time and focused on studying the industry and its varied tools and processes, to propel both himself and his community to the next level. When asked what advice he'd give to young photographers just starting out, CJ notes: "…have your third eye open to what's going on around you, and how you can fit that into your story, into your art, into your creativity with your camera. Because nowadays, photographers, you're just not a photographer. Like, there's so much more to that now." Guest: CJ Wolfe Episode Timeline: 2:55: CJ's first camera, his pictures of fellow athletes, and learning camera settings on the fly. 6:29: The skills CJ learned from sports that have helped him build his business. 10:37: The challenges involved in establishing a 600-square-foot photo studio and rental business. 16:55: Building the business by studying the industry and the needed tools and trusting that process. 20:52: Establishing the CJ Wolfe Foundation as a non-profit organization and building the staff. 24:57: Earning people's trust, changing the perception of the neighborhood, and looking to establish studios in other cities. 31:23: Looking ahead to another five years and having more impact, plus CJ's plans to get back to his own photography. 33:59: CJ's advice for photographers who are just starting out: Always be open to learning new things about storytelling and marketing. 36:55: CJ's upcoming plans related to upcoming photo activations and major events going on in Philadelphia. Guest Bio: CJ Wolfe first picked up a camera in 2018, while pursuing college studies as a student-athlete. Since that time, he's become a staple within Philadelphia's creative community, influencing sports, music, and lifestyle through his creativity behind the scenes and, most importantly, behind the camera. Early on, CJ recognized a major gap in his hometown—a lack of safe, inspiring spaces for photographers to refine their craft, showcase their talents, and build professional networks. Responding to that need, in 2020, he founded Immortal Vision Studio, which quickly grew into a trusted rental powerhouse for photo and video production. Now operating two boutique studios totaling 6,000 square feet and booking over 2,000 appointments a year, this homegrown business has become a cornerstone of the city's creative community. Additionally, in 2023, CJ founded Immortal Vision Agency as a creative firm producing high-impact content for brands and businesses, while simultaneously elevating local talent to the world stage. Working together with his team, CJ has produced work for Red Bull, Footlocker, Ethika, ASAP Ferg, Lil Baby, Meek Mill, and Allen Iverson to name just a few. Stay Connected: CJ Wolfe Website: https://www.cjxwolfe.com/ CJ Wolfe Instagram: https://www.instagram.com/cjxwolfe/ CJ Wolfe LinkedIn: https://www.linkedin.com/in/cj-wolfe CJ Wolfe Tiktok: https://www.tiktok.com/discover/scott-beardslee Immortal Vision Studio Website: https://www.immortalvisionstudio.com/ Immortal Vision Studio Instagram: https://www.instagram.com/immortalvisionstudio/ Immortal Vision Studio Youtube: https://www.www.youtube.com/@immortalvisionstudio/ Immortal Vision Studio LinkedIn: https://www.linkedin.com/company/immortalvisionstudio CJ Wolfe podcast segment at B&H's Bild Expo: https://www.bhphotovideo.com/explora/podcasts/photography/bild-2025-recap-with-cj-wolfe-maria-clinton-benjamin-von-wong Credits: Host: Derek Fahsbender Senior Creative Producer: Jill Waterman Senior Technical Producer: Mike Weinstein Executive Producer: Richard Stevens