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  • Nike (NKE) plans to raises prices on its shoes to account for higher labor and materials costs, especially in China where a third of its shoes are manufactured. The first test of consumer reaction to the hikes will come this fall when the Lebron X debuts on the market for around $315.  [View news story]
    Nike doesn't expect to sell millions of the new shoe. Remember $315 shoes sell a lot of $100 shoes.
    Aug 21, 2012. 07:31 AM | Likes Like |Link to Comment
  • Adidas Has More Worldwide Appeal Than Nike  [View article]
    In East Europe adidas had a lock on the market. The company had many of the world's sport federations on the pad. This was especially true of Russia and the satellites. Nike couldn't even sell in Russia. Once the Wall fell and Horst Dassler died, Eastern Europe opened up to Nike. Horst was the most powerful man in international sport. Samaranch was his man at the IOC. Once the spigot was shut off, adidas' influence ebbed.
    Jun 19, 2012. 09:05 AM | Likes Like |Link to Comment
  • Can Nike's Outperformance Vs. Adidas Continue?  [View article]
    You forget adidas has Reebok hanging over it. It overpaid for Reebok and was a recognition it could never beat Nike on it's own.
    Mar 12, 2012. 09:16 PM | Likes Like |Link to Comment
  • Can Under Armour Protect Its House?  [View article]
    UA's biggest problem is there is no tailwind in consumer trends to propel the brand forward at extreme rates. Secondly, it is the anti-Nike. Retailers need a brand to keep Nike from absobing more open to buy. That will only take you so far. What's going off the shelf first-- a Nike or a UA closeout?
    Dec 4, 2011. 07:45 AM | Likes Like |Link to Comment
  • Under Armour Posts Strong Q3; Shares Remain Overvalued  [View article]
    historically, shoe retailers needed a brand to hype so that Nike did not get the vast majority of their open-to-buys. For years, they played Adidas vs. Nike. It's Under Armour's turn now. The shares are grossly overpriced.
    Oct 26, 2011. 03:23 PM | Likes Like |Link to Comment
  • Jos. A. Bank: Mystery Beat Quarter  [View article]
    Does JOSB sell any clothing at full price? I live in NYC and hear nothing but 50% off sales.
    Apr 18, 2007. 09:20 AM | 1 Like Like |Link to Comment
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