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Acquired · July 25, 2023 · 240m

Nike

The 60-year story of Nike: from Phil Knight selling shoes out of his car trunk to a $170B global empire. How a handshake deal with a Japanese shoe company, Bill Bowerman's waffle iron, and Michael Jordan created the most powerful brand in sports.

Canon

Nike didn't just sponsor athletes — they made athletes the environment in which consumers experienced the brand. When you see Michael Jordan wearing Nike, the brand becomes part of the aspirational environment that shapes purchasing behavior.
Knight was a mediocre runner at the University of Oregon who loved running more than he was good at it. His true self was a runner; the billion-dollar business was the false self that grew around the true passion.
Adidas and Converse both had the chance to sign Michael Jordan. Only Nike built an entire sub-brand (Air Jordan) around him, turning a basketball endorsement into a cultural phenomenon worth billions.

Highlights

Distribution before brand — Knight won by mastering the supply chain before anyone cared about swooshes
Nike's first decade was pure distribution: importing Japanese running shoes at lower cost than German competitors. The brand came later. Most great companies start with logistics, not marketing.