This chapter explores the challenges faced by Under Armour, including failed initiatives and shifts in the competitive landscape, while highlighting Dick's Sporting Goods' innovative retail strategies. It emphasizes the importance of omni-channel strategies for big brands like Nike and Adidas and contrasts Dick's focused growth approach with Under Armour's struggles with expanding. The chapter also touches on the strength of the home building market, noting the strategic considerations of home builders and the favorable environment for the industry due to significant underbuild in the past decade.
The old CEO is the new CEO at the athletic brand, but can he turn the ship around?
(00:21) Jason Hall and Deidre Woollard discuss:
- Why Kevin Plank is back in the CEO seat at Under Armour.
- What makes Dick’s Sporting Goods so resilient.
- The making of a perfect storm for homebuilders.
(15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.
Companies discussed: LEN, PGY, DKS, UA, UAA
Host: Deidre Woollard
Guests: Gal Krubiner, Bill Mann, Jason Hall
Producer: Ricky Mulvey
Engineers: Kyle Carruthers, Dan Boyd
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