Retail's Losers and Survivors in the Trade War

The video discusses market concerns related to the Trump tariff war, focusing on the impact on footwear and apparel sourcing from China. It highlights the double impact of the trade war on manufacturing and demand, particularly for US brands with significant China exposure. The discussion also covers Nike's strategic positioning amid these challenges, emphasizing its focus on high-end products and market share gains ahead of the Olympics.

What percentage of VF Corp's sourcing comes from China?

• 15%

• 10%

• 7%

• 20%

Which brand has about a third of its consumption done by the Chinese?

• Nike

• VF Corp

• Skechers

• Tiffany

What percentage of Nike's sales is done in China?

• 15%

• 5%

• 10%

• 20%

What event does Nike generally outperform in?

• Super Bowl

• World Cup

• Summer Games

• Winter Olympics

Which company is focusing on the mid-tier channel to regain market share?

• Adidas

• Nike

• Columbia Sportswear

• VF Corp