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4Nike + Kim Kardashian = NikeSkims
The Nike share $NKE (-1,87%) is stabilizing and is up slightly today.
Possible reason: Nike $NKE (-1,87%) and Kim Kardashian's Skims are teaming up to create NikeSkims on the market - a new active wear brandthat combines Nike's sports innovations with Skims' signature body-sculpting designs. The brand will launch this spring in the USA and will be launched worldwide from 2026 expand globally from 2026. NikeSkims will offer performance-oriented apparel, footwear and accessories for women of all sizes, with the goal of redefining active wear with function and style.
Lululemon $LULU , Alo and Vuori are already excited.
Possible advantages for Nike:
- Stronger positioning in the women's market, where Nike wants to grow more (Kim Kardashian has >350m Instagram followers)
- Access to a new, fashion-conscious audience
- Possible sales boost and PR effect
Possible disadvantages for Nike:
- Long-term impact questionable if Nike does not work on its core strategy at the same time; could come across as an act of desperation to force turnaround
- Possible dilution of Nike's performance identity in favor of lifestyle and pop culture; people used to follow Michael Jordan and Tiger Woods, now they follow Kim Kardashian? older, loyal customers might find this off-putting
What do you think of the deal?

Best and worst of 2024
My best Investment decisions in 2024:
- Purchase of Tesla $TSLA (+3,78%) at 146€ (today: 357€)
- Purchase of Hims & Hers $HIMS (+5,22%) at €14 (today: €42)
- Purchase of Palantir $PLTR (+7,49%) at 20€ (today: 110€)
My worst investment decisions in 2024:
- Complete sale of Amazon $AMZN (+1,21%) at 154€ (today: 221€)
- Complete sale of Meta $META (+2,3%) at €480 (today: €690)
- Complete sale of Spotify $SPOT (+5,75%) at 300€ (today: 609€)
- Complete sale of Lululemon $LULU at 249€ (today: 392€)
- Complete sale of Airbnb $ABNB (+1,58%) at 106€ (today: 131€)
My lesson: Let your winners run and possibly trim 10-20% if the valuation temporarily gets out of control compared to the long-term potential.
What did you learn from 2024?
The 10 most underrated CEOs
Bill McDermott - ServiceNow $NOW
Glenn Fogel - Booking Holdings $BKNG (+3,28%)
Tobias Lütke - Shopify $SHOP (+3,74%)
Daniel Ek - Spotify $SPOT (+5,75%)
George Kurtz - Crowdstrike $CRWD (+5,46%)
Brian Chesky - Airbnb $ABNB (+1,58%)
Mark Miller / Mark Leonard - Constellation Software $CSU (+1,69%)
Calvin McDonald - Lululemon $LULU
Patrick Smith - Axon Enterprise $AXON (+2,75%)
Peter Beck - Rocket Lab $RKLB (+6,18%)
Have I forgotten someone?
Titoli di tendenza
I migliori creatori della settimana