Nike, Part Two: The Deep Dive

Latticework Business Intelligence

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Nike, Part Two: The Deep Dive

A working method for analyzing Nike: one pair of shoes priced through each channel, the turnaround scored line by line, the accounts on the right basis, six debates in two voices, and a value built blind at a fixed 10 percent return.

MOI Global Equity Research

Oct 02, 2026

∙ Paid

This is Part Two of the Latticework Business Intelligence audio program on Nike, published by Latticework from MOI Global. It is the deep dive, made for professional investors and for anyone who analyzes consumer companies for a living. It assumes the ordinary vocabulary of investing and explains only what is specific to Nike and its industry, and it st…

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