Nike Sales Decline and the Prime Day Rush | Jill Dvorak, NRF

<p>Jill Dvorak, SVP Content at NRF, on Prime Day, Walmart&#39;s $300m bulky-item hub and the Nike sales decline in China. Is early discounting growing holiday demand or just moving it?</p><p><br></p><p>Alex Rezvan, Host of The Retail Podcast, and Jill Dvorak, SVP Content at NRF, cover the week&#39;s five US retail stories: the Amazon vs Walmart holiday race, Target&#39;s plan for more than 30 new stores in 2026, Mattel taking its toy brands into water parks, and Nike&#39;s Greater China revenue falling 22% reported (26% currency-neutral) in Q1 FY27.</p><p><br></p><p>00:00 Cold open</p><p>00:19 Five Things Friday, US edition</p><p>00:57 Walmart puts $300m into a bulky-item fulfilment hub</p><p>02:14 Prime Day rivals race to pull holiday spend forward</p><p>04:42 Target opens 30 new stores ahead of holiday</p><p>05:34 Mattel moves its toy brands into water parks</p><p>07:21 Nike restructures again as China sales slide</p><p>09:11 Wrap</p><p><br></p><p>Sources: JobsOhio / REDI Cincinnati (28 Sep 2026); Target Corporate (5 Mar 2026); NIKE, Inc. Q1 FY27 results (Oct 2026).</p><p><br></p><p>Newsletter: https://theretailpodcast.com/newsletter</p>