Mike this Volume of KYW was really good!! Thank you!! Always love when you do a focus on Nike!!
Nike and Apple are kings of storytelling and this ad with Nigel was sooo good!! Was more like a mini film than an ad (nobody wants to watch an ad anyway).
Not a fan of On (i’m a die hard nike woman when it’s come to workout shoes and clothes) and this ad was good!! Light and fun!!
I love storytelling in sneakers and Nike has always been so good at it. These days it can be hit or miss — it feels like every brand is trying to force a story on us. Glad this one seemed to work really well.
Have a few questions about the sneaker/footwear world in general if you don't mind. I'm planning to write an industry primer on footwear stocks and want to see if I'm thinking correctly:
- About Nike, the way I see it is it's dificult to change a winning team until it losses. The same thing that today is criticized about Nike (lack of innovation, endless iteration of the 80/90s classics) is what the market was asking for two years ago, until it didn't. Only now that they have failed can they innovate again. But my question is, do they still have the correct teams to do that? Because maybe the designers, supply chain experts, creatives, etc. all left for more nimble companies. Any information you have on this topic? Do you think this is the key aspect or maybe a successful turnaround depends on other factors?
- There are lots of companies enjoying their time under the sun. I can think of On, Hoka, Birkenstock. My question with "new" brands which are so silhouette/style focused is always what will happen in the next fashion cycle. They need to put out new silhouettes at some point or else they will face the same problem as Nike. I haven't seen the second level of innovation that will break from the previous form yet, maybe except for the Rogers in the case of On but that was 4 years ago. Do you have counter examples?
- Obviously subscribed to your blog and be sure I will be reading it every week, but any other blog/website you like in particular?
Mike this Volume of KYW was really good!! Thank you!! Always love when you do a focus on Nike!!
Nike and Apple are kings of storytelling and this ad with Nigel was sooo good!! Was more like a mini film than an ad (nobody wants to watch an ad anyway).
Not a fan of On (i’m a die hard nike woman when it’s come to workout shoes and clothes) and this ad was good!! Light and fun!!
Thanks so much for reading, Dorine!
I love storytelling in sneakers and Nike has always been so good at it. These days it can be hit or miss — it feels like every brand is trying to force a story on us. Glad this one seemed to work really well.
Great blog! Reading some of your older posts.
Have a few questions about the sneaker/footwear world in general if you don't mind. I'm planning to write an industry primer on footwear stocks and want to see if I'm thinking correctly:
- About Nike, the way I see it is it's dificult to change a winning team until it losses. The same thing that today is criticized about Nike (lack of innovation, endless iteration of the 80/90s classics) is what the market was asking for two years ago, until it didn't. Only now that they have failed can they innovate again. But my question is, do they still have the correct teams to do that? Because maybe the designers, supply chain experts, creatives, etc. all left for more nimble companies. Any information you have on this topic? Do you think this is the key aspect or maybe a successful turnaround depends on other factors?
- There are lots of companies enjoying their time under the sun. I can think of On, Hoka, Birkenstock. My question with "new" brands which are so silhouette/style focused is always what will happen in the next fashion cycle. They need to put out new silhouettes at some point or else they will face the same problem as Nike. I haven't seen the second level of innovation that will break from the previous form yet, maybe except for the Rogers in the case of On but that was 4 years ago. Do you have counter examples?
- Obviously subscribed to your blog and be sure I will be reading it every week, but any other blog/website you like in particular?
Cheers!