Bagel #13 4/2
Your sneakers could cost more soon
— U.S. President Donald Trump has imposed a wave of new tariffs, including on Vietnam, Indonesia, and China, key sourcing markets that power the sneaker industry. This chart breaks down where the biggest brands—Nike, Adidas, On—actually make their shoes. Take On, for example: 90% of their shoes are made in Vietnam, which is now facing a steep 46% tariff.
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See our previous newsletters Bagel #15 4/21
Kit Deals Aren't Made Equal
— Real and Barca have acquired the gold standard in kit sponsorships - maximizing revenue as well as lengthy terms. Liverpool, on the other hand, have maximized flexibility, taking a short 5 year deal, while still raking in a solid £60m a year. Meanwhile, Nike has a steal on their hands with Tottenham signing a lengthy 12 year deal of just £32m a year.
Bagel #14 4/7
NFL is the crown jewel in NBC's sports portfolio
— NFL makes up more than 50% of NBC's annual spending on sports. Sunday Night Football is one of the most marketable sports real estate on air, and NBC is paying $2B annually to keep it. All of NBC's sports investments are geared towards gaining a massive international and loyal viewership that can be converted into subscribers of Peacock, its streaming service.
Bagel #12 3/20
The Super Bowl remains must-watch TV, while the Oscars' decline continues
— This year, the Super Bowl drew an estimated audience of 127.7 million viewers, the largest audience for a Super Bowl in TV history. Meanwhile, the Oscars viewership has shown a general decreasing trend over the last two and a half decades. In 2000, almost 50 million people tuned in to watch the Oscars. This year? Less than 20 million.
Bagel #11 3/16
Tom Brady is the highest-paid sports media personality in America
— Stephen A. Smith’s new 5-year $100M deal with ESPN puts him at No. 3 among the highest-paid sports media personalities in America. Shaq and Charles Barkley are in the mix too with big TNT contracts. But no one comes close to Tom Brady—his $37.5M annual salary with Fox is in a league of its own.
Bagel #10 3/12
F1 is still the most popular Netflix Sports documentary
— In 2019, F1 Drive to Survive set the standard for the sports-documentary model. Since then, many other sports have partnered with Netflix to boost popularity, but none have quite had the same success. Netflix doesn't plan on pausing its model, with a 2025 lineup including all-women driving F1 Academy, SEC College Football, and Cricket. But the question remains - will any of these have the special sauce that makes F1 Drive To Survive so popular?
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