Pooh Jinping

The sportos, the motorheads, geeks, sluts, bloods, wastoids, dweebies, dickheads - they all adore him. They think he's a righteous dude.

[Unseen Japan @UnseenJapanSite]

NEW: It can be hard for Japan's hikikomori to get the help they need. The result: the "80/50" problem, in which aging parents struggle to continue supporting their adult hikikomori offspring. Here's why experts say there are no clear and easy solutions.

[Greg Lukianoff @glukianoff]

Disappointed to see this using the “conservative pounce” formulation.

I’m Gen X. All of us, including liberals like me, were there when we watched a nation filled with brilliant people put its best minds to making socialism work. It was an unparalleled disaster — not just economically, but environmentally, and certainly from a human rights perspective as well.

The fact that we now have people on both the right and the left who think Lenin was on to something, or that “real socialism has never been tried,” is mind-blowing. It represents a massive generational failure of our K–PhD system. They didn’t learn the history, philosophy, or economics that would have prevented them from falling for the same midwittery that too many of our grandparents fell for.

Sure, it sounds nice. Utopia always does. But it was a colossal disaster that we must not repeat.

So no, Axios. The news isn’t that the GOP is sounding the alarm. It’s that more genuine liberals aren’t.

[Matt McClintock @MattJMcClintock]

$NKE 4Q26 Immediate Call Postmortem

“The real story isn’t the celebration. The real story is everything it took to get there.” Well at least we have now got to the moment when CEO Elliott Hill stops talking about awesome sports moments that others achieve and realizes he needs to perform himself. Overall, the call was a throwaway – nothing really to see here people. Just wish they hadn’t made the 4Q27 EPS comparison so difficult next year.

“This year directed marketing to build influence. When lead with sport, consumers respond.” Hate to be the one to tell you Elliott but that isn’t what is happening. Pretty sure this is the lowest growth rate for Demand Creation heading into a World Cup…which just so happens to be in your home country.

Fair – they are telling a connected story over time for the World Cup. Problem is that’s only what they are doing. They can’t even celebrate key moments through social media unless it happens to tie into their pre-planned marketing campaign of “Rip the Script”. Elliott hits the nail on the head though – “this is nothing new for Nike”. That’s the problem. They need something new.

Good news is five consecutive quarters of double-digit growth in running. That would be the number one task for Elliott so he better get that done at minimum. Still wonder how that’s happening with product that really isn’t as innovative as peers…space expansion at wholesale partners is a “helluva drug”.

Elevated more than 150 stores – dude, you don’t even really have stores. Almost all stores you have are outlets – is that what you are elevating? One of the biggest problems today with their DTC business as we have extensively discussed in the past. They talked so much about elevated retail stores that simply had to clip the below from their 10-K.

Sounds like we are finally back to a place where one could maybe imagine being positive about Nike Sportswear with the launch of more than a dozen new styles in the “second half”. Sounds like that’s more fiscal 2H27, not calendar 2H26.

Confirmed Investor Day is on and dates November 16th and 17th - this is a positive FYI. Lot of people on the sell-side thought Matt Friend leaving would push that date back. But, sorry to say, lot of people on sell-side never even considered he needed to leave to begin with. Makes sense to have a CFO with successful “restructuring” experience at the helm right now (Dave Denton was there for $LOW). Still, best wishes to Matt – he was put in a very difficult position and oversaw the company during a terrible transition. If you were a sell-side analyst on this call and didn’t wish Matt Friend well then you are not a friend of the company and likely the same source of “noise” such as “they are going to delay the investor day”.

How is it possible that Nike digital is still down 12% at this point in time? As $VFC would say, that channel is the leading indicator of when a turnaround story inflects…

Focus is now on “moderating revenue” but “higher gross margin”. Thanks for telling that to us almost two years after Elliott began. I really, truly, honestly hope Matt Friend is falling on his sword here on the way out. Better for him to take the hit than Dave in a few quarters. This isn’t personal. It’s about saving the single best athletic company in the history of the world.

Drbul got good color from Elliott on innovation in Q&A. For the “first time” we will see product across all sports that the team has worked on in Spring 2027. Best example this quarter is the Moon Shoe. Wish we got more information about Nike Mind than Elliott provided. Seemed to want to talk more about the Caitlin Clark, Peg 42, and AeroAdapt (fabric from 2019).

WHY IN THE WORLD DID NOBODY ASK ABOUT WHY DEMAND CREATION HEADING INTO A WORLD CUP WAS THE LOWEST Y/Y GROWTH EVER??? Worse than that, it declined (lowest growth of entire year)! For the home field advantage when $ADIDAS is licking its chops to make an impression. Binetti, you let me down on this one brother. All the legacy Softline analysts don’t really know this name, but you do so no excuse. (Binetti came from the Wholesale world that covered Nike before it was combined with Softlines). Really makes you wonder WTF Nike was spending money on back in 2Q26 when demand creation increased 13.5% y/y.

*These are our unabridged quick thoughts and notes from the call. We get them out as soon as possible after the call ends (not edited). Management has given some topics to dig deeper into and will circle back afterwards with much more in depth work on what was mentioned. You can find that work (and more on Nike and other retail/consumer research) at the website link in our profile or in the first reply. We currently cover 20 companies in total but all work on Nike and Restoration Hardware will always be provided for free.

[FreightWaves @FreightWaves]

Flashy high-value bourbon thefts are grabbing major headlines, but everyday shipments like a truckload of avocados or bottled water are systematically intercepted.

Because local law enforcement routinely treats double-brokering and asset diversion as standard civil matters rather than strategic grand larceny, these high-margin crimes continue to exploit systemic weak spots across regional logistics networks.

[Nate Silver @NateSilver538]

Depending on the definition, maybe 3-5% of the US population is smart but seriously mentally unstable. That group heavily selects into politics, though. So maybe you're getting more like 10-15% among certain political types. That's enough to have a real influence on movements.

[Pooh Jinping @JacksonWharf]

@SamulskiNYC Another team should trade for him

[Kevin Ambrose @dcstormchaser]

I shot this video 14 years ago today from inside the Jefferson Memorial, showing the Derecho of 2012.

Driving home took a few hours that night because I had to wait for crews to clear fallen trees from the roads. It was really weird to see the entire area blacked out due to a widespread power outage. @capitalweather

[Pooh Jinping @JacksonWharf]

@MooreRMCF He gets battered in the Premier League

[Pooh Jinping @JacksonWharf]

@WakeUp2Politics @TMFAssociates Gorsuch is a total baller

[Pooh Jinping @JacksonWharf]

@gunnerblog @YankeeGunner @David_Ornstein @TheAthleticFC @SamWallaceTel A lot of Arsenal staff found not up to grade

[Pooh Jinping @JacksonWharf]

@ltarsenal @Mbogori4 But this is an Arteta choice to not give the ball away in dangerous counterattack positions no?

[Pooh Jinping @JacksonWharf]

@ltarsenal Where'd he end up?

[Pooh Jinping @JacksonWharf]

@okaythenfuture @mkwitzke But China did finish below Indonesia in 3rd Round WC qualifying.

[Pooh Jinping @JacksonWharf]

@okaythenfuture @mkwitzke China's probably middle of the pack of AFC teams.

[Pooh Jinping @JacksonWharf]

@mkwitzke @okaythenfuture This piece in Medium kinda explained it

https://t.co/Lx7CH4s0Dz

[Pooh Jinping @JacksonWharf]

@BrianFromOhio @SawyerMerritt What's the biggest detractor for Waymo on Uber app?

[Pooh Jinping @JacksonWharf]

@okaythenfuture But that's comparing 1.4B population country with like 6M?!

[Pooh Jinping @JacksonWharf]

@mixedknuts Happy for Martinelli

[Sam Dean @SamJDean]

Danilo, aged 34, gives the ball away for Brazil before Casemiro, also aged 34, is completely unable to keep up with Japan goalscorer Sano. It does feel a little strange that these two players are supposedly the best that Brazil can produce in those positions.