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Nike's Direct Sales Shrink While Wholesale Grows: Why Owning Customer Touchpoints and Acquiring Customers Are Different

Starting from Nike's fiscal 2026 fourth-quarter wholesale revenue increase and direct sales decrease, this article analyzes why the function of completing customer discovery, comparison, and purchase matters more than merely owning a channel.

KBR경영연구소Published 2026년 9월 25일Updated 2026년 9월 25일
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Nike's Direct Sales Shrink While Wholesale Grows: Why Owning Customer Touchpoints and Acquiring Customers Are Different

Starting from Nike's fiscal 2026 fourth-quarter wholesale revenue increase and direct sales decrease, this article analyzes why the function of completing customer discovery, comparison, and purchase matters more than merely owning a channel.

Nike's performance report for the fourth quarter of fiscal 2026, released on June 30, 2026, features sales channels moving in opposite directions.…

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