Bullish On Nike's E-Commerce And Digital Strategy

|
About: NIKE, Inc. (NKE)
by: Sarah Ji
This article is exclusive for subscribers.
Sarah Ji
Long/short equity, value, Growth, growth at reasonable price
Summary

Nike's e-commerce channel is well positioned for the broader e-commerce trend in sports and apparels.

Benefits of e-commerce include lower cost of capital, continuous consumer feedback and superior branding/messaging.

Digital ecosystem in hardware and software are key to long-term growth, but challenges remain.

Nike (NYSE:NKE) is positioned to be a key beneficiary of the global athletic apparel and footwear segment due to compelling R&D and brand equity. I also believe that the company's integrated marketplace strategy