Nick, Andrew, and Alicia are back with another week of retail news. From OnRunning's earnings to Warby Parker launching pop ups in Target, this one's got something for everyone.
Nike vs. On Running – Should Nike Be Worried?
On Running reports 29.4% growth, but stock is down 20% this year.
Hosts debate: Is On really a threat to Nike, or just a trendy niche player?
Key question: Will On Running survive long-term, or is it the next Allbirds?
Target's Big Brand Bets – Warby Parker & Champion:
Target partners with Warby Parker to open five in-store shops, run by Warby staff.
Champion launches a dedicated apparel line at Target.
The team debates: Will these partnerships drive traffic, or is Target struggling with execution?
Walmart’s Gaming Gamble – Walmart Unlimited:
Walmart launches an interactive gaming world on Spatial, blending gaming & commerce.
Hosts discuss: Is this a genius move to engage Gen Z, or just another retail gimmick?
Timestamps:
[00:00:05] Intro & Q4 earnings chatter
[00:10:30] Nike vs. On Running – is On a real threat?
[00:28:45] Target’s Warby Parker & Champion partnerships
[00:50:10] Walmart Unlimited – inside Walmart’s gaming experiment
[01:10:30] Wrap-up & next week's big topic: tariffs!
