Blackwells Capital Activist Presentation Deck
€
■
■
Combining Nike Training Club and Peloton's content base provides
an opportunity for Nike to drastically increase its content library
-
Nike's network of celebrity endorsements could be tapped to create
guest content such as:
Tennis boot camp with Serena Williams
Tiger Woods strength training for golf
Basketball cardio workout with Lebron James
Nike could drive future growth in its consumer fitness segment
RETAIL DIVE
Peloton would also give Nike significant access to customer data and
workout trends, allowing it to stay ahead of the curve in product
offerings and new technology and content
POTENTIAL STRATEGIC ACQUIRERS
NIKE CASE STUDY
How Nike execs think through its
digital ecosystem
Recent collaborations with Megan Thee Stallion and Dick's Sporting Goods have built
on the brand's efforts to craft a connected shopping experience across its channels.
Published Nov. 11, 2021
BW BLACKWELLS CAPITAL
*****
(1) Source: Retail Dive, "How Nike execs think through its digital ecosystem", November 11, 2021.
GET LEAN
BEGINNER
Burn fat and lose inches
with 3+ workouts a week
and yoga to re-energize.
WEEK 1
Day 1
Day 2
MILES
Day 4
4:21 PM
PROGRAM
SWEAT+SHAPE
STEADY RUN
HURRICANE
* 100%
00
Bi
SEC
SEC
SEC
SEC
SEC
4:21 PM
SEC
REVIEW
RUN IN PLACE
SQUAT TO SPLIT JUMP
RUN IN PLACE
MOUNTAIN CLIMBERS
RUN IN PLACE
LATERAL BOUNDS
20 RUN IN PLACE
SEC
*100%
STEP UP WITH KNEE DRIVE
>
>
ZOOM IN 5
04:27
25
2/10 Squat To Split Jump
00:27
Next: Run In Place
II PAUSE
END WORKOUT
"Customer data is key to Nike's ability to keep customers within its environment,
and Nike uses its membership to actively personalize a customer's experience by
recommending products or pushing shoppers to content on its training apps." 1
62View entire presentation