Poonam Goyal

speaker
100 appearances 19 recordings 1 series first heard Feb 2026 last heard 21 Aug

Poonam Goyal’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
8 · Feb OctJan 26AprJulnow

Recordings per month over the last 12 months — 19 in all, peaking in Feb 2026 with 8.

Appearances

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Competition is increasing.
There are definitely more players in the market and no one is willing to leave their share behind for Nike to easily pick it up.
So innovation is going to be key here.
Nike needs to continue to innovate, but even at a faster clip to keep up or beat competition because the mind share is now split between the newer emerging brands like On and others.
If you looked at the numbers closely, you know, it was down a lot this quarter.
So there's added pressure for Nike as we move into the near term, the fiscal fourth quarter and even into their early fiscal 2027, which I think has caused some skepticism on whether the turnaround will take now even longer.
If you looked at the numbers closely, you know, it was down a lot this quarter.
So there's added pressure for Nike as we move into the near term, the fiscal fourth quarter and even into their early fiscal 2027, which I think has caused some skepticism on whether the turnaround will take now even longer.
If you looked at the numbers closely, you know, it was down a lot this quarter.
So there's added pressure for Nike as we move into the near term, the fiscal fourth quarter and even into their early fiscal 2027, which I think has caused some skepticism on whether the turnaround will take now even longer.
When I look at what's happening, it's kind of unbelievable if you look at the demand of what you're seeing already with AI, but the lion's share of that demand is still yet to come in the middle of that barbell, and that will come over time.
I think it's a big wake-up for people that, you know, maybe this isn't actually going to be an enduring asset.
They need to invest, right?
We know that Amazon has to continue to invest in cloud services.
It needs to invest in AI.
So there's a lot of catch-up that needs to be done here.
I think the long run narrative here is still good.
The underlying results were solid across both AWS and retail.
They need to invest.
We know that Amazon has to continue to invest in cloud services.
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