How Nike Lost $27 billion in one day? : Direct-to- Consumer Business case study
A Think School business case study from August 2024 on why Nike's direct-to-consumer (D2C) strategy struggled after the pandemic and what D2C founders can learn. The presenter explains the wholesale versus D2C models, the four benefits Nike expected, its three-pillar digital, store and connected framework, then the problems of recession, inventory, operating cost and limited reach, the rise of On and Hoka, and three lessons. The caption text covers the whole video, which opens and closes with news and ad clips. Stock, inventory, revenue and sales-share figures and the causes he gives are the presenter's statements, not independently checked, and his lessons are opinions, not investment advice. He also promotes podcast episodes and a course at the end. Captions are automatic with errors. Topics are untimed; metadata follows YouTube. Source: https://youtubetotranscript.com/transcript?v=G_LdttkVQmI
Executive Summary (TL;DR)
A Think School business case study from August 2024 on why Nike's direct-to-consumer (D2C) strategy struggled after the pandemic and what D2C founders can learn. The presenter explains the wholesale versus D2C models, the four benefits Nike expected, its three-pillar digital, store and connected framework, then the problems of recession, inventory, operating cost and limited reach, the rise of On and Hoka, and three lessons. The caption text covers the whole video, which opens and closes with news and ad clips. Stock, inventory, revenue and sales-share figures and the causes he gives are the presenter's statements, not independently checked, and his lessons are opinions, not investment advice. He also promotes podcast episodes and a course at the end. Captions are automatic with errors. Topics are untimed; metadata follows YouTube. Source: https://youtubetotranscript.com/transcript?v=G_LdttkVQmI