This is a long video, so I’m dropping links to each section and a minute breakdown below. In this video I said that this could be problematic for FootLocker. After speaking with a prominent analyst he reminded me that dropshipping means FootLocker gets paid without ever making a purchase. While this seems good on the surface, I think this will lead to Nike adding FootLocker’s consumer to their digital funnel. This isn’t straightforward and will definitely be an important topic to watch.
Links and Section breakdown:
Marc Bain on Twitter: https://twitter.com/marcbain_/status/1365319112453455877
1:24 Nike Flash Sale: https://arch-usa.com/the-nike-flash-sale-is-an-extension-of-the-consumer-direct-offensive-marketing/
4:06 Brand Gating: https://arch-usa.com/insider-ties-the-holiday-sneaker-season-will-be-the-wild-wild-west-because-of-this/
5:32 FootLocker and Retail Pressure: https://arch-usa.com/foot-locker-finish-line-and-all-footwear-stores-will-continue-to-face-problems/
7:44 Showrooming: https://arch-usa.com/black-friday-2019-and-the-reliance-on-the-nike-wall-in-store-observation/
9:53 Nike is Opening 30 Stores in 2021: https://arch-usa.com/biz-talk-ep-7-why-nike-opening-30-new-stores-is-important/
11:41 JD Sports Acquisitions: https://arch-usa.com/jd-sports-is-overpaying-for-us-retail-in-acquiring-sneaker-chains/
15:00 StockX IPO: https://arch-usa.com/10-reasons-why-the-adidas-campus-80s-stockx-ipo-was-the-most-important-drop-of-the-year/
