Member Brief: Nike’s Strategy Reversal

A cautionary tale, perhaps: if Nike pulls the plug on its DTC emphasis, omnichannel strategies may be the way to go. In February 2022, we detailed Nike’s push towards direct-to-consumer channels in a report called “Omnichannel Nirvana“, explaining:

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Member Brief: Walmart Connect

In 2018, I wrote a short essay called Crashing The Duopoly, explaining: “The data derived from commerce operations is undervalued and it is our belief that data around consumer conversion will become the digital advertising standard. This will be exacerbated by the reduced efficacy of pixel and cookie tracking as privacy protections increase throughout the industry.” At the time, I didn’t have the foresight to explain retail media networks or the pace of growth that would happen over the next four years. But the general idea, I felt, would threaten Meta and Google’s stranglehold on digital advertising.

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Members: Yoga Pants And The New Exclusivity

To Chip Wilson, Lululemon’s founder and former CEO, the product was about yoga and nothing more. It’s hard to imagine athleisure as a yoga-only product today, but for a time he attempted to fiercely protect that focus.

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