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Daniel Mahncke and Shawn O'Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that resonates across generations, Nike has long been a dominant force in the sportswear industry. But after years of consistent success, the company is now navigating through one of its toughest stretches in decades, facing slowing sales, margin pressure, and growing competition from younger, more trendy brands. In this episode, you'll learn why Nike's once-flawless growth story has recently hit turbulence, how its shift toward direct-to-consumer impacted its wholesale relationships, what the brand is doing to win back market share and reignite innovation, why CEO Elliott Hill is refocusing the company on core sports categories, and whether this could be the reset Nike needs to stage a long-term comeback — plus a whole lot more. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 01:48 - How Nike went from a small retail store to the biggest brand in sportswear. 12:13 - How Nike's business is structured. 21:46 - Why Nike's management decisions caused today's challenges. 25:46 - How the new competitive landscape looks. 31:55 - Whether Nike still has a moat. 37:47 - Why Nike lost the edge on innovation. 38:55 - What Nike's new CEO is doing to turn the ship around. 46:11 - How do Nike's most recent results look. 50:39 - How to think about Nike's intrinsic value. 57:08 - Whether Shawn & Daniel add NKE to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. The World Cup 2014 Nike Commercial. Nike: From Humble Beginnings to Global Domination — We Study Billionaires podcast. Daniel Mahncke's last Pitch on Moncler. Phil Knight's Shoe Dog. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Chapters: 10:33 Big Jerm Signs With MVP 26:28 Bob Julio Interview 1:59:11 Kristin Tattar featured in A Nike Commercial 2:01:48 Gavin Rathbun Signs with Prodigy 2:02:55 Case White resigns 2 year Discmania
-Team Jordan vs Air Jordan shoes-Tuddle and Colton talk about being bullied-Winning Isn't for everyone ‘Nike Commercial' *AUDIO-Asshole vs Cockiness-Dreams don't happen overnight by Deion Sanders ‘Nike Commercial' *AUDIO-Tuddle tells the story of when he met Deion Sanders-How much each country gets for winning a medal in Olympics-Flavor Flav sponsors mens and woman's water polo *AUDIO-How Flavor Flav started wearing a clock-Tudde is candidate for Lasik eye surgery-Random personal call from Colton's GF (Shelby)-Coors Light Shohei Ohtani advertisement-Randy Arozarena traded from TB Rays and what he did-Call / Text us at (813-906-8806)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About How Clay Has Taught Doctor Joe Lai And His Team Orthodontic Team How to Achieve Massive Success Today At: www.KLOrtho.com Learn How to Grow Your Business Full THROTTLE NOW!!! Learn How to Turn Your Ideas Into A REAL Successful Company + Learn How Clay Clark Coached Bob Healy Into the Success Of His www.GrillBlazer.com Products Learn More About the Grill Blazer Product Today At: www.GrillBlazer.com Learn More About the Actual Client Success Stories Referenced In Today's Video Including: www.ShawHomes.com www.SteveCurrington.com www.TheGarageBA.com www.TipTopK9.com Learn More About How Clay Clark Has Helped Roy Coggeshall to TRIPLE the Size of His Businesses for Less Money That It Costs to Even Hire One Full-Time Minimum Wage Employee Today At: www.ThrivetimeShow.com To Learn More About Roy Coggeshall And His Real Businesses Today Visit: https://TheGarageBA.com/ https://RCAutospecialists.com/ Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com) See the Thousands of Success Stories and Millionaires That Clay Clark Has Coached to Success HERE: https://www.thrivetimeshow.com/testimonials/ Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/
On today's show: Meghan and Jessica recap all the fun from last night's NBA action, discuss Ja Morant's Nike commercial, Thanksgiving prefs and more. DeAngelo Williams joins in on the fun as well. Watch LIVE at 8am, weekdays on YouTube and the Grizzlies App: bit.ly/MemGrizzApp Watch today's full show at: youtube.com/grindcitymedia
One of our most popular podcast guests returns and does not disappoint. Chris regales our audience with how she wound up in a Nike Commercial with Meg Thee Stallion. https://youtu.be/VSAOADvjq-k. She appears at 00:24. We also have a sobering conversation about the Suffragette movement and horrific facts about laws that were once on the books pertaining legal violence against black people. This is infotainment at its best. Don't miss this episode.
Paul Rodriguez Stops by and Chats with us about his Nike Dunk “What The P-Rod”, finally jumping down stairs after his knee injury, designing his new Primitive Skatepark, how he got the role in the Netflix series “Selena”, filming “What The P-Rod” part in a few months, what trick was suppose to be “The Nak” in Street Dreams, switch Tre-flipping the Santa Monica Tripple Set for his Nike Commercial, his late-flip stage and much more!
Special thanks to Anile for commissioning this episode! You can find out more about commissions on our Patreon. This month we stretch our muscles by getting into some ~literary fiction~! More precisely, the work of Dennis Cooper, a big name in queer outsider art who influenced previous DBC alumni Billy Martin (aka Poppy Z Brite) and Chuck Palahniuk and whose published alongside inevitable future subject Brett Easton Ellis. FRISK, the story of a dude who has a lot of sex and even more fantasies about violently murdering his partners, is considered his most intimidating work so....let's plunge right into that deep end! Pack a bag, because we did a LOT of extra reading for this one. Also, all the content warnings. My God, all of them. CONTENT WARNING: Discussion of sexual assault, pedophilia, coprophagia, water sports, snuff, necrophilia, graphic descriptions of gore/dismemberment, racism, queerphobia, transphobia, grooming, ageism, and misogyny. The Work of Art in the Age of Mechanical Reproduction: https://www.marxists.org/reference/subject/philosophy/works/ge/benjamin.htm The JT Leroy Scam: https://www.vanityfair.com/style/2006/04/jtleroy200604 William S Burroughs' Nike Commercial: https://www.youtube.com/watch?v=j6LjfxSBqwM Cooper's Formalism and "The Sluts": https://electronicbookreview.com/essay/is-this-for-real-is-that-a-stupid-question-a-review-of-dennis-coopers-the-sluts/ Interview w/ Cooper's Biographer: https://minorliteratures.com/2020/07/16/the-dangerous-art-of-dennis-cooper-an-interview-with-diarmuid-hester-author-of-wrong-a-critical-biography-of-dennis-cooper-by-paul-jonathan/ Article BY Cooper's Biographer: https://www.irishtimes.com/culture/books/dennis-cooper-the-last-literary-outlaw-in-mainstream-us-fiction-1.4274856 Personal Relationships in Cooper's Writing (Salon): https://www.salon.com/2000/05/04/cooper/ Cooper's Mother (LA Times): https://www.latimes.com/archives/la-xpm-2007-apr-29-ca-cooper29-story.html BOMB Magazine Interview: https://bombmagazine.org/articles/dennis-cooper/ Not Like Other Gays (Honcho Magazine): https://slavamogutin.com/dennis-cooper/ 1:00 Content Warnings 4:00 Drinks 9:00 A Helpful Timeline 14:00 OH Shit, it’s the Frankfurt School 26:00 Sexual, Not Erotic 30:00 The Sad But Not Ballad of Dennis Cooper 42:00 “In Your Lane” vs “Blinkers On” 57:00 Interview Diving Say hi to Dorothy and Vrai on Twitter @writervrai and @dorothynotgale Our icon was designed by Allison Shabet. Get bonus episodes on our Patreon: patreon.com/trashandtreasures Join us every two weeks on Soundcloud, iTunes or Stitcher – and if you’d leave a rating and review, so that more people can find their way to us, we’d appreciate it!
#nike #commercial #ads #shoes #basketball #lebron #NBA #sports #sponsor --- Support this podcast: https://anchor.fm/drewize/support
BeU Family whats up. Me and Velle felt so inspired that we had to jump on the mic's and talk about the big buzz around the Nike Commercial highlighting bullying among students in Japan. People in Japan are not too happy about how this as well. We are about to dive into why some Japanese are so upset and the levels this commercial has. So sit back, listen, relax and always BeU. (I DO NOT OWN ANY RIGHTS OR PRIVILEGES TO MUSIC USE IN THE PODCAST)
Christina Nielsen is a Danish racing driver who is the first female driver to win a WeatherTech SportsCar Championship series title. The Miss Manual Squad felt obligated to reach out to Christina seeing she shared the recently released Nike Commercial inspiring Women to go out be there best selves despite what the naysayers have to think nor say. Christina has an ambition out of this world to help empower & give a space for women globally to come out & enter the cockpit & compete of the race track. Christina gives the "Keys" to success on what it takes to have a championship season. Be on the look out as Christina has plans to host events to welcome more ladies on the Track https://www.motorsportreg.com/events/accelerating-change-womens-drivers-education-buttonwillow-raceway-pca-los-260440?fbclid --- Support this podcast: https://anchor.fm/miss-manaul-podcast/support
Follow me on IG: @Nick.Carlile McKinley Nelson is a entrepreneur from Chicago. @McKinleyNelson_ @ProjectSwishChicago www.ProjectSwishChicago.org
Learn why Charlie “Rocket” Jabaley believes that delusional optimism is what you need to be successful. So far and throughout his lifetime, his delusional optimism has allowed him to earn 1 Grammy Award, to be featured in the controversial Colin Kaepernick Nike commercial, to beat a brain tumor and to lose 125 pounds and his story is not over yet.
Just-Ice and EKing talk with D. Patrick Powell and Keith McNary about how Kaepernick and Nike changed the game as well as how 9/11/2001 connects to the NFL players' protest of police brutality and the killing of Black and Brown men at the hand of the police. --- Support this podcast: https://anchor.fm/unapologetically-black/support
*Happy Hour 46 * We're back this week with Happy Hour! This week we cover New Music, News, Pop/Culture, TV and revisit the Mental Health tip of there week: Self-care. *New Music * Cardi B vs Nicki Minaj during NY Fashion Week Made for Now - Janet Jackson, Estelle - So Easy, Tamia - If I had to choose, Sabrina Claudio - Naked News Dallas officer, Amber Guyger, who enters Botham Jean on 9/6 Inside the criminal mind 17:55 Les Moonves out as CBS president, due to more assault allegations was with company for over 20 years. Japan has typhoon and 6.8 earthquake. Two people killed. Osaka wins US Open Media saying Serena had meltdown - clip. *POP / Culture * More baby boomers (9% of adults btwn 50-64) have used weed within the last year. Mac Miller, RIP Cardi B & Nikki Minaj Colin Kaepernick commecial NFL/Using players for entertainment Is Nike woke? Jim Carrey on Bill Maher, new show Kidding TV Inside the Criminal Mind Power Mental Health tip of the week - what is self-care. 55:00
Colin Kaepernick Nike Deal Reaction & Colin Kaepernick Nike Commercial! | Hippy Chronicles #1 Subscribe to HippyLife Podcast AZ Welcome to episode 1 of the Hippy Chronicles! In today's episode, we'll be talking abou the Colin Kaepernick Nike commercial and we'll also give our Colin Kaepernick Nike deal reaction! Obviously, the Colin Kaepernick Nike commercial has been talked about a lot, which is why we wanted to give out Colin Kaepernick Nike deal reaction as well.This is also our introductory episode for the Hippy Chronicles so you will get to learn a little bit about all of us and why we are doing this podcast.Thanks for watching/listening to today's episode of the Hippy Chronicles! If you enjoyed, remember to leave a like rating and a comment down below! Also, subscribe to the HippyLife Podcast AZ YouTube channel to be informed when we upload our next episode. --- Support this podcast: https://anchor.fm/hippy-chronicles/support
House Rules Episode 40 coming at cha!! Looking for future bet for the upcoming season?? Well our professional, expert and prophetic panel shares its NFL predictions that'll make you look genius!! We tackle the Kaepernick craze and Nike Commercial and hundreds of other topics. Eat your heart out Barstool!! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/house-rules-podcast/message Support this podcast: https://anchor.fm/house-rules-podcast/support
What I think about the latest Nike Commercial and how it actually sends a good message
Before he was making feature films Adam Smith was the creative force behind several television campaigns for brands including Nike and Adidas. He shares his thoughts on what makes an attention-grabbing TV spot.