#apparel

Lululemon’s new CEO inherits a mess that looks like the one she left at Nike

https://fortune.com/2026/09/12/lululemon-new-ceo-heidi-oneill-leggings-sales-decline-nike-mess/

I was part of a team that designed and engineered Personal Shopper - the app that most of the retail reps use. I knew it wont be appreciated yet i still worked on it and pushed it out. Thats my confession. Heads up, theres a v2 coming up and its worse.

What are your thoughts?

In another words, Nike direct is closed even further. It is RIP, Nike direct!!

SNKR was cr-p, flawed and annoying since it was hacked by professional resellers while genuine fans were outside looking in.

Now that Nike retro is finito therefore let's bury SNKR real deep. At least 6 feet under.

Zero cred in culture presently.

Pathetic that we have zero heat. Look at Nike.com for 10 seconds and it’s all retro garbage.

Adidas told Kanye West to pack it up and took the hit. Cleaned house. Nike keeps doubling down with Travis Scott looking for a shortcut to relevance.
Adidas reports earnings and the stock jumps. Nike reports earnings and the stock drops.
Adidas is back to making gear for actual athletes. Winning marathons, on the feet of the best young footballers, everywhere that performance still matters. Nike feels like it is selling nostalgia and hoping the logo carries it.

Look at basketball. Adidas got Anthony Edwards. Electric, marketable, and compared to Ja Morant headlines he looks like a saint. One company reset and moved forward. The other one is going to to keep slimming down to greatness… make it make sense.

and they have tons.

forget employee store. You will save more on TJ Maxx.

It is sad!!!

Come on Nike marketing. This tagline rocks! You’re welcome.

I have been studying this stock (long term investor here) and I can see that it has absolutely NO support.
On a day that market is flat it is down 3 percent. That is not good.
That means that nobody gives sh-t about this stock today and it has been true in
recent days.
This NKE stock is reminiscent of UA stock. After being hot for a while, UA had lonely and slow death.
Unless EH and the management can turn this ship, the ultimate destination is in the teens in my opinion.

I have a great idea! let Nike buy UA and give Converse treatment. That is great way to ki-l your competition!! LOL

I can’t believe how big of a hit they took!

What you guys think ?

Historically, Nike had impeccable timing of using relevant SuperStar of the moment and help them lead to next level.
I will go back as far as John McEnroe, Jordan, Barkley, Carl Lewis, Mary Slaney, Joan Benoit Samuelson, Mark Allen, Bo, Lebron, Kobe, Durant, Serena ...
And disgraced ones like Lance, Tiger, Marion etc.
I apologize if I missed someone

But today, when I look around there is no one that have charisma and appeal of athletes above.

Basketball: Jordan is retired for long time and not getting young. A baby born when he made that shot against Utah would be 28 today.
Lebron: played 22 years and about to retire
Durant: same story as Lebron. About to retire.
Kobe; retired and passed away.
Who is new blood in basketball space for Nike.

Baseball: Last time Nike had any significant endorsee was Griffey and Barry Bonds and that was long time ago. They invested on Trout but the guy was hurt for 3 or 4 season and this was first that he played full in a long time

Football: Nike controls football but they never had anyone that lead the category. Last one was Deshawn Jackson. I think

Track: They have some winners but no SuperStar material. Sidney Mcglaughlin Levrone is good candidate but she is NB girl. Nobody significant in sprinter category for boys and girls.

Tennis: Basically nobody since Serena retired

Golf: They have endorsees but nobody in the category of Tiger

Soccer: Originial Ronaldo has been retired for long time.
And Cristiano Ronaldo is about to retire, playing in senior league of soccer in Saudia Arabia.

As you can see there is no one significant icon leading Nike now. That is the problem.

Their Icon now Kim Kardashian. Wow. A girls made herself big through surgery.

I hope I made some sense in issue with Nike

and not impressed.

Seems like all they are trying to do is emulate Lululemon.

That game is well played out and perfected by Lulu.

As usual with Nike these days "it is dollar short and day late"

Layoffs tomorrow and all so they can keep bringing in Coach people who are overpaid and lack logic, nor have any history of true success…this board is part of the problem as well (somehow this seems to be overlooked).

But when are they going to start making better apparel?!

So much space in Lulu/Vuori/Fabletics zone but Nike continues to make awful fitting and feeling clothes.

Earth to design team, how about some fitted clothing, better materials, etc. 25.7 was a nice attempt but not everyone wants baggy.

The market is there and consumer has proven time and time again they will pay for it. Not everyone is an oversized couch potato. Can’t even get a golf polo that isn’t “standard” fit aka baggy fit AND can only be tucked in without looking ridiculous. Every weekend I watch golf and poor Scottie looks like a sale rack at Kohls. How about shorts? Running shorts are great, golf shorts? Baggy and long. Joggers? Only in sweats. Golf joggers are a joke. Who are the models shaping these designs/sizing? Want opportunity, look at apparel.

Oh yeah, global tech bad blah blah layoffs blah blah MD devil blah blah