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cover of episode Nike’s Turnaround Story

Nike’s Turnaround Story

2025/5/22
logo of podcast Motley Fool Money

Motley Fool Money

AI Chapters Transcript
Chapters
This chapter discusses Nike's return to Amazon after a five-year absence and analyzes the implications for its turnaround strategy. The discussion includes the challenges of a direct-to-consumer model and the difficulties of regaining full-price sales after establishing a discount brand image.
  • Nike's return to selling on Amazon after a 5-year absence.
  • Challenges of transitioning from a direct-to-consumer model.
  • Difficulty of regaining full-price sales after offering discounts.

Shownotes Transcript

Turnarounds take longer than investors like to imagine.

(00:21) Jim Gillies and Ricky Mulvey discuss:

  • Nike’s return to Amazon.

  • The fundamentals and risks of investing in turnaround stories.

  • A fitness company with a potentially brighter future.

Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company’s future.

Members of any Motley Fool service can access the whole conversation here: https://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc.

Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM

Host: Ricky Mulvey

Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel

Producer: Mary Long

Engineer: Dan Boyd

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