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Adidas vs. Nike: Who Has the Better Innovation Pipeline

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Adidas vs. Nike: Who Has the Better Innovation Pipeline

Nike shows it can innovate, and the new Pace operating model could bring the new shoes to market faster than before.

As Nike tries to reignite growth and Adidas aims to keep its momentum going, Wall Street is focused on which brand has the stronger innovation pipeline.

That question might not get fully answered until Nike holds its Investor Day meeting on Nov. 16 and 17. The expectation is that Nike will give analysts a sneak preview of the new products coming out early in 2027.

For now, analysts have Nike chief executive officer Elliott Hill’s promise that the team will introduce more than a dozen footwear styles that are all new instead of going back to the vault and doing old retro shoes. “It is leveraging innovation, and you’ll see some newness and freshness coming in new silhouettes,” he told investors back in June when the company posted fourth quarter results.

And during last Thursday’s first quarter conference call to investors, Hill emphasized: “And where we have introduced newness at scale, we’ve seen early success.” Nike’s big success under Hill has been Nike Running, where “our innovation in Max cushioning helped reignite this business. Led by the strength of the Vomero franchise, we’ve nearly tripled our share of the Max cushioning category over the past year,” Hill said.

Nike’s CEO also said that over the past two months, the brand has introduced four new footwear innovations, three in the racing silo and one in the Pegasus silo, with each one built around a different runner, distance and goal.


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