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