Nike expects more pain as external headwinds complicate its turnaround plan: The company forecast a mid-teens drop in quarterly sales as inventory struggles and tariffs take their toll.

Walmart bought a mall, Coca-Cola launched a soda, and Nike partnered with SKIMS in February, marking some of the month’s most interesting retail moves. Here are the eight most interesting retailers and brands from last month, as ranked on our “Behind the Numbers” podcast.

On Running’s marathon win streak continues in Q4: The buzzy running brand reported record profits and a 36% YoY jump in sales, with some help from Roger Federer and Zendaya.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of February. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Analyst Arielle Feger and Senior Analyst Sara Lebow will defend their list against Vice President Suzy Davidkhanian and Senior Analyst Blake Droesch, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Nike partners with Skims to launch women’s activewear brand: NikeSKIMS combines the former’s performance expertise with the latter’s form-fitting style and emphasis on inclusivity.

Publicis simplifies women’s sports advertising: The initiative aggregates ad inventory and sponsorships across major leagues and networks.

Calvin Klein owner PVH blacklisted by China in retaliation for US tariffs: The company could be forced to exit the country, depriving it of an important growth market.

Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.

Adidas turned its business around in 2024: The sportswear company ended the year on a high as holiday shoppers clamored for its sneakers.

Skechers, Anta join the parade of sneaker brands capitalizing on Nike’s missteps: Both companies are thriving thanks to a focus on underserved markets and big-name partnerships

Nike troubles complicate Foot Locker’s turnaround plan: The retailer lowered its full-year guidance as it struggles to win over cautious shoppers outside of peak shopping periods.

Nike's recent struggles highlight the risks of an ill-timed shift to direct-to-consumer (D2C) sales. The sportswear giant's sales slumped 10% YoY for the quarter ending August 31 as competitors gained market share.

On today's podcast episode, we discuss why Nike isn’t doing all that well, how it can stay relevant with the competition, and which brands it could possibly learn from. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Zak Stambor and Analyst Rachel Wolff.

Alibaba touts early Singles Day successes: Apple, lululemon, and Nike were among the biggest beneficiaries as price-conscious shoppers took advantage of steep discounts and other promotions.

As the AI search engine raises more capital, its reliance on data scraping casts a shadow over its ambitious plans for ad-driven revenue.

Adidas can’t keep up with demand: The company’s hot streak contrasts sharply with Nike’s challenges.

Generative AI is revolutionizing marketing and advertising, allowing brands to create personalized and highly engaging content with unprecedented speed.

Nike pulls FY guidance amid sales slump: Incoming CEO Elliott Hill has the difficult task of reinvigorating the brand and ramping up innovation to win back market share.

GenAI could help marketers more easily generate creative, bringing a host of benefits and cost savings. To fully take advantage of the technology, advertisers should understand the key use cases of genAI for creative—and their potential downsides.

Sponsored chatbot answers may confuse users, but Perplexity is banking on brand deals to drive revenue.