Nike deserves a curtain call and it’s just getting started

This is an excerpt from Monday’s (6/28) Point of Sale retail supply chain newsletter sponsored by ArcBest.

Executives across retail apparel are confidently stating their companies are emerging from the pandemic stronger and better positioned than they entered it, but I question how many actually believe it. During his video keynote address last Thursday at the NRF Retail Converge, Macy’s CEO Jeff Gennette said, “The headline is that Macy’s is a healthier business coming out of the pandemic than...

https://www.freightwaves.com/news/nike-deserves-a-curtain-call-and-its-just-getting-started

Brands are killing the wholesale model — can they kill retailers too?

This is an excerpt from Monday’s (3/15) Point of Sale retail supply chain newsletter sponsored by ArcBest.

The wholesale model that has driven retail for decades is under increasing pressure. There is a shift occurring, driven by some of the most powerful consumer brands, away from wholesale distribution and toward direct-to-consumer models. 

The first major splash came in November 2019, when Nike (NYSE: NKE) announced it was pulling the brand from Amazon (NASDAQ: AMZN). Nike was the tip of the...

https://www.freightwaves.com/news/brands-are-killing-the-wholesale-model-—-can-they-kill-retailers-too?