Managing director and portfolio manager Sarah Henry discussed Nike and current trends in her appearance on TD Ameritrade Network. Sarah noted, “The interesting thing about Nike is that they unveiled this Consumer Direct Acceleration plan, which, if you can think of this environment as characterized by any one trend, it’s an accelerant. So it moved the business from being a wholesale channel business, which they were already in the process of doing, to more of a direct-to-consumer business and a digital business.”

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