Nike

11277.441 - 11305.486 David Rosenthal

So, obviously, we're going to talk about brand here in a minute. But. But. Scale economies. Yes. Yes. are written all over this company in this episode for me. And this is the clearest thing in my mind that makes this industry and Nike's position and strategy within it so different from say an LVMH or a Porsche or any of the others. I'm gonna guess Porsche has scale economies.