It's Not Just Talk
About the transition in this business model that both of these analysts representing major investment banks refer to -- it's not just talk. Go back to Oct 22. That day, Nike announced that longtime CEO Mark Parker would step down from that position in January to be replaced by John Donahoe, CEO of business cloud king ServiceNow (NOW) , who had already been a member of the Nike board. Shares of ServiceNow took a pasting on that news, but have since recovered.