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NIKE FUMBLED THE BAG AGAIN

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11.5K

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206

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Why it worked

The video likely resonated because it tapped into a common frustration among consumers about product availability and highlighted a perceived business misstep by a major brand. The use of visual examples of merchandise and the direct comparison between different national teams made the point clear and relatable.

Summary

The speaker discusses how Nike is underproducing merchandise for the US Men's Soccer team, leading to missed opportunities. They contrast this with the abundance of merchandise for other national teams and the success of Adidas in Mexico.

Structure

1Nike's business is fixable but rooted in poor betting strategy.
2Nike underproduces US Men's Soccer merchandise.
3Other national teams have ample merchandise.
4Nike missed the opportunity to capitalize on US soccer support.
5Adidas is successful in Mexico due to understanding local demand.

Product placement

Nike is mentioned as the subject of the video, with discussion about their merchandise and business strategy related to national soccer teams. Images of Nike soccer jerseys and stores are shown.

On-screen text

NIKE FUMBLED THE BAG AGAIN I think Nike to me most fixable business in all of America. Very simple. it's rooted in where they're making their bets. And I'll give where I think Nike has so much upset like Nike stores me going into Nike stores over the last couple weeks they're only 1 to 2 SKUs available. I've Nike USA men's soccer. Yeah, I want nothing. There's nothing. And they produced it. There's Canadian SKUs Canadian SKUs Brazilian SKUs there's Portugal SKUs. these other SKUs other teams I don't think Nike realized Nike realized people in America support the U.S. men's soccer team. support our team. Everyone is wearing USA merch. Yes. They're not. if you walk down Mexico is selling jersey, that sense for Adidas is number one I can't to the game 100% of people the merch.

Original caption

Nike is experiencing severe supply shortages for national team soccer jerseys during the 2026 World Cup. At the same time, the company’s stock has plunged to 11-year lows as the brand battles slumping sales, fierce competition from brands like Hoka and On, and a difficult retail turnaround under CEO Elliott Hill. Do you think Nike can turn it around this year? #usasoccer #nikestock #nikesoccer #nike #businesspodcast