Transcript
A (0:00)
Let's move on to the lightning round. Joanna, first question comes to you. Nike and Skims are finally set to launch their product collab this week. Who stands to benefit more from this partnership, Nike or Skims?
B (0:14)
I mean, I think this is, it's clearly Skims. From my, from my perspective, I think three, three quick reasons. Distribution and scale. Nike's in 190 countries, global wholesale, global D2C. Skims plugs right into that two category expansion. Skims has been signaling they're really trying to move, you know, out of body, body wear and loungewear and really get into this performance active wear space. And this gives them the ability to do that with legitimacy. Which brings me to point three, which is around credibility. I think Nike's athlete innovation and fitness halo really lends Skims the credibility. If you think about the brand launch campaign, 50 athletes in that, I mean, it is, it's, it's tremendous. So I think Skims wins bigger. Nike gives them the things that, that I referenced. But also, you know, for Nike, it does let them stay culturally relevant and in with, with women and, and the Skims. Female form phrasing.
A (1:16)
Right. Awesome.
C (1:19)
All right, back to you, Joanna. Number two. Last week, this one's interesting too. Jaden Smith was named Cruz Christian Louboutin's first men's creative director. Good move.
B (1:31)
So I know he dresses creatively. I, I don't know if this translates into a creative director, but. Or a brand ambassador. Better that. That's still a little fuzzy to me. But the appointment itself made headlines. Right. So buzz and got renewed attention to this heritage luxury house, which I think is great. Appointing a men's creative director does seem logical for them. Men's is still a category that is really under penetrated in the luxury footwear market. And there's some, there's some headroom there. And I also think, you know, creative directors today are different. They aren't just about, you know, sketching and curating the collection. They're architecting the brand and they're cultural translators and their social media engines. And so having someone who, who can bring that, I think it's about signaling there's a new generation. And I think where other luxury houses have made some recent moves with their creative directors, Pharrell at LV or Maximilian Davis at Ferragamo, I think we're seeing just a generational shift in these luxury brands betting a little bit more on cultural resonance than on traditional design pedigree. So. So seems like maybe that's where they're headed. But.
C (2:48)
Yeah. Plus he's the new Karate Kid, right?