John Emont
speaker
99 appearances
4 recordings
2 series
first heard May 2025
last heard 18 Aug
John Emont’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
Right.
Well, I guess the most positive read for Nike is they were a victim of their own success.
They were just so big that it was going to be hard to maintain.
And that there are a lot of new competitive brands that are very interested in the Chinese market, from foreign brands like An and Hoka to these increasingly competitive domestic brands like Li Ning and Anta.
And so it was hard for Nike to maintain control over its huge market share.
And at the same time, younger Chinese especially were
are very interested in using clothing to express themselves, to show their identity.
And Nike's in everything.
You know, they make tennis shoes, they make soccer shoes, they make running shoes, they make basketball shoes.
A lot of the brands that have had success in China recently have been good at sort of pinpointing specific niches.
And so, you know, if you wear Lululemon leggings, that might mean that you love yoga.
So brands that are, you know, very targeted at specific sports have often done better recently than sort of the Omnibrands.
like Nike.
Yeah, it's definitely gotten a lot harder to succeed in China.
And a lot of American companies for many years were growing very quickly in China because China's economy was growing very fast.
And also because Chinese domestic brands weren't as competitive.
But that has all flipped.
It's just tough.
And these are companies that know their market very well.
They know how Chinese consumers expect products to come out quickly.
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