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S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025)

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Manage episode 484218821 series 2661694
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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In this extended Market Outsiders live episode, Namaan and Jenny Rae cut through the noise on tariffs, premium pricing, and why Nike’s betting on affluent consumers.

The duo break down a weak 20-year Treasury auction and rising U.S. bond yields - signaling investor concerns over fiscal health and global competition.

Plus, they dive into Nike’s surprising return to Amazon after a six-year DTC push. Is it a sign of strategy shift - or just a move to win back share from brands like Hoka?

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.

Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.

Join Management Consulted for the NYC Case Camp from June 27-29

  • Intensive, hands-on experience that will give you skills, confidence, and insider insights to break into consulting
  • Seats are limited; confirm your spot
  continue reading

Chapters

1. S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025) (00:00:00)

2. [Ad] Real Talk About Marketing (00:19:16)

3. (Cont.) S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025) (00:20:05)

530 episodes

Artwork
iconShare
 
Manage episode 484218821 series 2661694
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

In this extended Market Outsiders live episode, Namaan and Jenny Rae cut through the noise on tariffs, premium pricing, and why Nike’s betting on affluent consumers.

The duo break down a weak 20-year Treasury auction and rising U.S. bond yields - signaling investor concerns over fiscal health and global competition.

Plus, they dive into Nike’s surprising return to Amazon after a six-year DTC push. Is it a sign of strategy shift - or just a move to win back share from brands like Hoka?

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube - and now, episodes are also available on Strategy Simplified every Monday, Tuesday, and Thursday.

Want the full daily experience? Follow the new Market Outsiders podcast to get every episode, Monday through Friday.

Join Management Consulted for the NYC Case Camp from June 27-29

  • Intensive, hands-on experience that will give you skills, confidence, and insider insights to break into consulting
  • Seats are limited; confirm your spot
  continue reading

Chapters

1. S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025) (00:00:00)

2. [Ad] Real Talk About Marketing (00:19:16)

3. (Cont.) S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025) (00:20:05)

530 episodes

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