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Rundown: Nike teams up with Skims, Celsius acquires Alani Nu & Crocs preps for tariffs

Modern Retail Podcast · February 22, 2025 · 23 min

Summary

This episode breaks down three significant retail stories: Nike's strategic partnership with Skims to create a new women's activewear brand, Celsius's acquisition of competitor Alani Nu, and Crocs' proactive response to potential 2025 tariff impacts. Ecommerce operators will gain insights into brand collaboration strategies, market consolidation through M&A, and supply chain risk management in anticipation of policy changes.

Key takeaways

Themes

brand strategymergers and acquisitionssupply chain management

Topics covered

activewear marketco-brandingenergy drink marketmarket consolidationrisk managementtariff impact

Episode description

This week's Modern Retail Rundown kicks off with big news from Nike and Skims. The two companies are creating a new women's activewear brand called NikeSkims. Next, the staff delves into why energy drinks maker Celsius is acquiring competitor Alani Nu. And Crocs is the latest retailer to address how its 2025 outlook could be impacted by President Donald Trump's tariff policy.

Frequently asked about this episode

What does this episode say about brand strategy?
Nike and Skims' collaboration into 'NikeSkims' highlights the power of co-branding to tap into new markets and leverage existing brand equity. Consider strategic partnerships that combine brand strengths for mutual growth.
What does this episode say about mergers and acquisitions?
Celsius's acquisition of Alani Nu demonstrates market consolidation in the energy drink sector. Operators should analyze their competitive landscape for potential M&A opportunities or threats.
What does this episode say about supply chain management?
Crocs' early preparation for potential tariffs in 2025 emphasizes the importance of proactive supply chain planning and scenario analysis to mitigate future policy risks.

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