DICK'S Sporting Goods (and the Great Verticalization of Sports)
Own the product. Own the infrastructure. Own the athlete lifecycle...from youth to adult recreational sports.
Happy Thursday, and I appreciate everyone showing up to read this insightful piece.
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Now to today’s piece 👇
The Great Verticalization of Sports by DICK’S Sporting Goods
It started as a bait-and-tackle shop.
Now?
DICK’S Sporting Goods is quietly becoming one of the most influential companies in sports…and most people have no idea.
youth sports investments
venture arm in DSG Ventures
nearing deal to buy Foot Locker
4+ acquisitions over the last ~decade
a full playbook to verticalize sports (this is MASSIVE)
Let’s break it down 👇