EP220. 營收五年複合成長三成，股價去年卻跌三成，Nike贏得競爭輸給時代？ ft.電商暨零售專家李昆謀Happy
Update: 2025-01-01
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從氣墊鞋到碳板鞋，從 Just do it 到馬拉松跑進二小時的2%宣傳，四十年來Nike一直創造運動鞋科技和行銷活動話題，站穩龍頭位置。
如今開始動搖。後起之秀如專攻跑鞋的Hoka和On，營收雖不到Nike的十分之一，同期成長率卻將近五成，在新科技和話題上也更勝一籌。Nike前任CEO花費心力打造官網自營，成績斐然，卻被批評輕忽實體店造成用戶體驗下降，飽受市場和投資人批評而下台。
電商暨零售專家李昆謀，詳細研究Nike過去五年的財務數字和市佔率，分析它為何走到這一步，以及可能的下一步。
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