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Nike Sales Decline and the Prime Day Rush | Jill Dvorak, NRF

Jill Dvorak, SVP Content at NRF, on Prime Day, Walmart's $300m bulky-item hub and the Nike sales decline in China. Is early discounting growing holiday demand or just moving it?

Alex Rezvan, Host of The Retail Podcast, and Jill Dvorak, SVP Content at NRF, cover the week's five US retail stories: the Amazon vs Walmart holiday race, Target's plan for more than 30 new stores in 2026, Mattel taking its toy brands into water parks, and Nike's Greater China revenue falling 22% reported (26% currency-neutral) in Q1 FY27.

00:00 Cold open

00:19 Five Things Friday, US edition

00:57 Walmart puts $300m…

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