Nike’s Retail Evolution: Lessons in Digital Transformation and Innovation

Over the past decade, Nike shifted from wholesale to a direct-to-consumer model via Nike Direct. Accelerated by CEO John Donahoe and the pandemic, this transformation included limiting supply to "undifferentiated" retailers with weak product presentation. However, the strategy did not play out as planned. Now, the company is reversing course to regain channel balance.

Join AlphaSense Partner, Alex Morris, founder of TSOH Investment Research, as he sits down with two former Nike innovation leaders. Together, they’ll dissect the successes and setbacks of Nike’s evolving strategy, focusing on:

• The Digital Transformation Playbook – How Nike leveraged e-commerce, AI, and data-driven strategies to enhance Direct sell-through and drive operational efficiency.
• Apparel Innovation & Market Positioning – The impact of product innovation / design and supply chain dynamic on Nike’s ability to stay ahead of athletic apparel competitors.
• Lessons from Nike Direct & Wholesale – What Nike’s strategic pivot reveals about the future of retail, and striking the right balance between DTC and wholesale partnerships.

Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.