Matthew McClintock 6/16/26 Matthew McClintock 6/16/26

Nike Must Protect This House!

Nike's soft World Cup push in soccer risks handing US ground to Adidas just as the tournament comes to America.

Matthew McClintock 1/29/26 Matthew McClintock 1/29/26

Is It Still “Winning” If You Buy Your Success?

Is Nike's North America recovery real, or bought with heavy marketing spend funded by layoffs and constant reorganizing?

Matthew McClintock 12/16/25 Matthew McClintock 12/16/25

Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.

Matthew McClintock 11/3/25 Matthew McClintock 11/3/25

Where Nike's turnaround stands on distribution and product, and why the new Sport Offense structure won't pay off before FY27.

Matthew McClintock 7/2/25 Matthew McClintock 7/2/25

Management called the bottom after 4Q25; we test whether Nike's turnaround is really underway.

Matthew McClintock 2/10/25 Matthew McClintock 2/10/25

Distribution, not just innovation, is Nike's biggest problem today, and it may be structural rather than quickly fixable.

Matthew McClintock 11/12/24 Matthew McClintock 11/12/24

Why Foot Locker is where the athletic footwear share shift shows up first.

Matthew McClintock 8/14/24 Matthew McClintock 8/14/24

Moving past the Donahoe blame game to map out what a realistic Nike recovery path could look like.

Matthew McClintock 4/14/24 Matthew McClintock 4/14/24

Why the Donahoe hire never made sense, and his attempt to blame Nike's innovation slump on remote work.