
Nike's DTC Playbook — And The 8 Brands Copying It
Nike's $51.4B FY24 revenue, $21.5B NIKE Direct, 400M+ members — the canonical CPG DTC case study. Eight CPG operators running the Nike playbook (Liquid Death, AG1, Olipop, Magic Spoon, Warby Parker, Glossier, Casper, Bonobos). Plus the Donahoe over-pivot CPG cautionary.









