Top Calls: Nike 4Q Results After the Close

The video discusses Nike's market performance, focusing on challenges in North America and opportunities in China. Analyst Sam Poser highlights issues with Nike's direct-to-consumer strategy, leading to a shift back to retail partnerships. The video also covers revenue growth expectations and the importance of China in Nike's growth strategy.

What are the main reasons for Sam Poser's downgrade of Nike's stock to sell?

In what way does Sam Poser think Nike's performance is going in the wrong direction?

How has Nike's direct-to-consumer strategy impacted its relationships with retailers?

What does Sam Poser believe about the consumer's desire for athletic products?

What challenges does Nike face in the Chinese market according to the analysis?