Has Nike Lost Its Edge in Performance Running?
2026-03-03 06:35:00 ET
When investors debate Nike 's (NYSE: NKE) turnaround, most focus on inventory and margins.
But the deeper issue may lie in performance running. Has Nike lost its innovation edge in the category that once defined its pricing power?
That question matters because performance running does more than generate revenue. It anchors the brand's credibility.
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