Implications of Nike distribution strategy pivot in China – Part 2 Flash | 28 Jul 2026 10:08:35 ET │ 14 pages China Sportswear CITI'S TAKE In Citi's view, Nike China's strategy pivot (announced on July 22) is set to lead to profound landscape change in China's sportswear industry (including market share shift, competition landscape, and a reset of profit pool in supply chain & channel chain). Further to Citi's prior analysis on market share shift (in our Part 1 note on July 22: Anta & Li Ning's Likely Share ...