[singron]

Just to say the obvious, they are also going to sell fewer/cheaper shoes according to the demand elasticity since the consumer price is 32% higher. Despite Nike making slightly more on a per-shoe basis, they are probably going to make less overall.

[washadjeffmad]

I wouldn't assume that they wouldn't segment products. Nike already offers more expensive lines with higher margins to offset less profitable ones. Why should we expect them to pass on direct costs to customers?

The blog also doesn't acknowledge the externalities of shipping. Having a "Nike USA" brand that becomes their premium domestic flagship won't incur the same logistical expenses or tariffs. I may be biased because I'm from a debtor colony that understood there's no way free people can compete with slave labor, but the distaste for compensating workers is largely a classist taboo.

People are theorycrafting ways to lose, but I would only expect that from a company that was trying to signal their disdain for current trade policy, not actually run their business.