Nike’s Turnaround Story

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 22 May 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Turnarounds take longer than investors like to imagine. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nike’s return to Amazon. - The fundamentals and risks of investing in turnaround stories. - A fitness company with a potentially brighter future. Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company’s future. Members of any Motley Fool service can access the whole conversation here: https://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc. Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM Host: Ricky Mulvey Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Does it ever feel like you're a marketing professional just speaking into the void?
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0:27.2	your credit. Terms and conditions apply. Are you buying the Nike turnaround story? You're listening to Motley Fool Money.
0:50.8	I'm Ricky Mulvey joined today by Jim Gillies.
0:53.4	Jim, good to see you.
0:54.7	Good to be seen, Ricky.
0:56.1	Today's a good day to zoom out. There's some little news going on, but to be honest,
1:00.2	it's a little bit of a slow news day. And I think it's a good time to talk to you, especially
1:04.0	because you like looking at valuation stories. And I think today's a good day to talk about
1:08.9	turnaround stories, especially with Nike,
1:17.1	where Nike CEO, Elliot Hill, is now trying to appeal to retailers again after the previous administration focused on a direct sales route. Here's the newsy hook. Nike is back to selling
1:22.4	its products on Amazon. This is five years after pulling its products from the e-commerce giant. So we'll get into
1:30.5	the turnaround story, but what do you think of this move, Nike's move to reverse course on direct
1:35.2	sales and say, hey, actually, outside retailers are good at selling our shoes and apparel.
1:40.6	I'm going to put it kind of what Winston Churchill said way back in the day.
1:46.5	It's nice that Nike does the right thing after trying all the other alternatives.
1:51.5	It was dumb to pull it off.
1:53.1	I mean, it's only the biggest marketplace, you know, online marketplace in the world.
	...

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