NKE

"Running On Clouds"

A winner in global premium sportswear

Jul 15 •

The Science of Hitting

Nike: "A Transition Year"

From “Nike: Falling Short” (January 2024): “My gripe isn’t management’s inability to forecast results with pinpoint accuracy.

Jul 8 •

The Science of Hitting

"Bold, Disruptive Innovation"

From “Nike: Falling Short” (January 2024): “Given that the company fell well short of the 2015 Investor Day targets, with a similar outcome on the 2017…

Apr 18 •

The Science of Hitting

Hibbett: Small Town Sneakers

On Monday, John Hempton of Bronte Capital posted a research report on his Substack about a company called Hibbett (Bronte owns ~5% of Hibbett).

Jan 11 •

The Science of Hitting

Nike: Falling Short

Note: Happy New Year!

Jan 1 •

The Science of Hitting

Nike: "Managing Through Volatility"

In the Nike deep dive (published 07/11/22), I concluded with the following:

Oct 17, 2022 •

The Science of Hitting

"I Hate Advertising"

Nike (NKE) Deep Dive

Jul 11, 2022 •

The Science of Hitting

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