NIKE(US:NKE) The Wall Street Journal·2025-11-15 17:01Business Strategy & Performance - Nike is refocusing on the athlete as the central point of its strategy [2][16] - The company aims to improve competitiveness and drive revenue and market share gains by segmenting brands by sport [10] - Nike is working to ensure a consumer-right assortment for each shopper and location, aiming to elevate presentation and drive sell-through [13] - Nike is focused on being the most profitable brand wherever its products are sold, driving revenue and profit for both the company and its retailers [13][14] Product & Inventory Management - Nike is addressing over-reliance on Air Jordan 1, Air Force One, and Nike Dunk franchises [4] - The company is still working to clean up Dunk inventory, with analysts estimating $4 billion in revenue from Nike Dunk in fiscal year 2025 [4][5] - Nike is phasing out the Dunk and working with wholesale partners to clear remaining stock [5] - Air Force One is returning to a good inventory position [4] - A Caitlyn Clark shoe is in development, with careful attention to her logo and product preferences [7][8] Distribution & Partnerships - Nike is re-engaging with retail partners like Macy's, DSW, and Academy Sports to boost sales [12] - The company is back on Amazon with a thoughtful assortment strategy tailored to specific consumers [10][11] Employee Morale - Nike has shifted back to its core mission of serving the athlete, which has elevated morale and focus among employees [16]