Wolverine World Wide Inc – Brand Positioning Amid Retail

Apparel & Footwear Recovery – 25 June 2021

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Specialist:

Title:

Moderator: Nyree Hinton (NH), Third Bridge Sector Analyst

Gene McCarthy (GM)

Former President, The Merrell Brand at Wolverine World Wide Inc

Agenda:

1. Wolverine World Wide (NYSE: WWW) portfolio update across branded footwear, apparel and

accessories

2. Supply chain obstacles

3. Inventory management

4. E-commerce sales outlook

Contents

Q: Could you outline the background trends and drivers playing out across the key footwear and apparel

subcategories that Wolverine plays in?

3

Q: Could you elaborate on the emergence of lifestyle brands? What does it mean to successfully market to or

innovate within comfort?

4

Q: What are the key challenges facing the footwear industry, given you noted it’s slightly recession-proof? 4

Q: Could you break down Wolverine’s business by geographies and categories?

Q: How has Wolverine’s performance amid the pandemic compared to footwear industry peers? Do you

think the company was disproportionately impacted due to its portfolio positioning, or did it fare alright?

Q: How should we frame Wolverine’s promotional activity, as we consider its offerings and customers?

Q: How would you characterise Wolverine’s innovation? You suggested it’s a manufacturing company in its

roots. How has it tried to innovate, and what has it reverted to when it’s been trying to recapture customers,

whether buying brands or seeking outside help?

4

5

5

6

Q: How would you grade Wolverine’s ability to secure a higher price point with premium, higher-end

athletic shoes? How would you describe its presence here, perhaps drawing upon your background at Nike? 6

Q: Could you outline Wolverine’s brand leadership in any of the categories it operates in, and how its brand

affinity has changed over the years? Is the company continuing to lose share and name recognition? Is it at a

standstill or are you bullish on the opportunity given its leather capabilities?

7

Q: Do any specific brands across the portfolio stand out as critical to Wolverine’s future success? Conversely,

7

which brands might not make strategic sense within the company’s capabilities?

Q: Could you describe Wolverine’s international presence, particularly in Asia? How would you characterise

its ability to think outside North America? How should we frame this strategy and its success?

8

Q: How has the distribution landscape evolved over the years? What are companies or brands doing to keep

up with the changing distribution landscape, and are they keeping up successfully?

8

Q: You referenced Nike pulling out of some bricks-and-mortar stores such as DSW, but you also suggested

Wolverine won’t necessarily be able to increase its shelf space there. Could there be an opportunity for

smaller, strategically savvy brands and upstarts to fill the void left by Nike?

Q: Are there any wholesale customers Wolverine must maintain a relationship with? If it were to recognise

the distribution shift and adjust accordingly, would it be too entrenched in some partnerships to exit?

9

9

Q: You said some of the best footwear companies are essentially marketing companies that sell sneakers on

the side. How has Wolverine utilised marketing spend in comparison to peers with low marketing budgets? 10

Q: What’s the right way to engage with today’s consumer and keep up with some of the trendier brands?

10

Q: How has the digital advertising shift impacted barriers to entry into the categories Wolverine plays in? 11

Q: What other low-cost in-house initiatives could Wolverine potentially utilise, such as leveraging data to

understand consumers? How would you frame its attitude or ability to have a strong data-centred strategy? 11

Q: We’ve discussed the notable core challenges Wolverine faces. Do you think management recognises the

weaknesses in bricks-and-mortar, innovation, e-commerce and international, or is it business as usual?

11

Q: What are the industry implications of Nike cutting off wholesalers and focusing on strict D2C? Might

other brands follow suit? Are any brands successfully building an innovative approach in their own right? 12

Q: Many companies and brands – even some top-tier fashion companies such as Capri Holdings or Tapestry

– seem to be slow to position themselves correctly for the new digital landscape. Why are some players so

slow to adapt to these consumer trends when the core crux of their business is to be on-trend?

12

Q: You suggested outlet shopping is a profit model disguising itself as discount model to consumers. Can you

discuss the false narrative of there being a different consumer for every channel, rather than the same

consumer shopping across each? How might that inform distribution strategy changes?

13

Q: What will be the key characteristics of brand preservation in the new digital age? What do brands need to

13

do to stay competitive, maintain leadership or even grow market share?

Wolverine World Wide Inc – Brand Positioning Amid

Retail Apparel & Footwear Recovery

Transcription begins at 00:00:00 of the recorded material

NH: Welcome to Third Bridge Forum’s Interview entitled Wolverine World Wide Inc – Brand Positioning

Amid Retail Apparel & Footwear Recovery. I’m Nyree Hinton and I will be facilitating today’s Interview with

Mr Gene McCarthy, former President of the Merrell brand at Wolverine World Wide Inc.

Gene, before we get started with today’s Interview, please state I agree or I disagree to the following statement:

You understand the definition of material non-public information and agree not to disclose any such

information or any other information which is confidential, during this Interview.

GM: I agree.

NH: Thank you, Gene. Could you start with a brief overview of your background and the various roles you’ve

held in the industry?

GM: Thank you for having me. I’m Gene McCarthy. I actually have been in the athletic and outdoor industries

for over 40 years. I had 21 years at Nike at the beginning of my career, including four years with the Jordan

brand. I ran the product engine, meaning product creation, for both Reebok and Under Armour in footwear. I

was the Co-president of Timberland and, as was mentioned by Nyree, I was the President of Merrell, which is a

holding of Wolverine, and my most recent run was President and CEO of Asics Americas.

[00:01:19]

Q: Could you outline the background trends and drivers playing out across the key footwear and apparel

subcategories that Wolverine plays in?

GM: The one thing about the industry, let’s call it the footwear industry first, because that’s Wolverine’s main

focus, the industry, obviously, has been slightly, and I emphasise the word slightly, recession-proof over the

years. People just have an absolute love for their footwear. I’m sure people on the call can agree with that.

Footwear, every pair of shoes has a name, T-shirts don’t have names, so footwear is an interesting entity. The

one thing about North America mostly, as well as in Europe, is that the distribution model is shifting quite a

bit. There has always been a focus on bricks-and-mortar wholesale. There is the ever-so-slow emergence of e-

comm and direct-to-consumer, and a lot of brands either are very traditional in how they handle that

transition or are stubborn about it. That’s one thing. The other thing about the industry and the categories is

that while athletic shoes are exactly that, athletic shoes, anywhere from 60% to 80% of athletic shoes are worn

for casual and for comfort. Because of this, fashion industries now have leaned over into this world of, let’s call

it, sneakers and casual footwear, because the dynamic of the office uniform has changed immensely over the

last decade or so. We used to have two wardrobes, a work one and a play now. Now, it’s merged into one, work

and play. Footwear, right now, even though athletic is very dominant in the industry, most athletic footwear is

casual and for fashion or style.

One other thing that I think is important and probably will be a theme throughout this call today is that

comfort has always been immeasurably successful. However, it’s important to note that comfort is very, very

personal, and one person’s definition of comfort is different than another. This is all accelerated due to

COVID, where people became comfortable, needed to be comfortable, and that’s why footwear, even though

there were pullbacks during COVID, many of the brands did okay during COVID because comfort became

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much more pronounced in the consumer’s mind and eyes.

[00:04:09]

Q: Could you elaborate on the emergence of lifestyle brands? What does it mean to successfully market to or

innovate within comfort?

GM: I think there’s this thing about lifestyle brands. Let’s face it, every brand, including Nike and Adidas, all

the big brands, they’re lifestyle brands. They happen to be rooted in athletic and rooted in performance and

some form of technology, but everything is a lifestyle brand. I think that also expands to the brown shoe world,

which is more of the focus of Wolverine. Most of their brands are brown shoe, except for Saucony, which is a

speciality running. I think what’s happened is I think there are a lot of companies that try to be lifestyle, try to

be fashionable when the reality of it is it’s a consumer universe and the consumer decides what lifestyle and

what fashion is. Crocs is a great example. Crocs was started as a gardening shoe and now is just a comfort

shoe. The consumer made that transition, not Crocs. Ugg was to keep Australian surfers, men surfers, their

feet warm when they got out of the water, and it turned into a fashion brand, particularly for women. Lifestyle

is kind of an ambiguous topic and it can mean many different things to many different brands, as well as to

many different consumers.

[00:05:46]

Q: What are the key challenges facing the footwear industry, given you noted it’s slightly recession-proof?

GM: I think some of the challenges, I’ll go two ways, one is from the marketplace. One of the challenges is that

consumers make up their own minds and they have a very, very low attention span. Trying to convince them to

join your brand has become much, much more difficult than it was 10-20 years ago. The other side, big

challenge, for the marketplace or for the industry, is that while right now many investors are enjoying rising

prices in footwear in the marketplace, that’s really due to the overall economy and not necessarily for the cost

of footwear. The problem is is that sustainable? Then the second issue going into the marketplace, and a

concern, is what will the supply chain go through over the next year to three years, particularly where

manufacturing is done in some countries where health has been an issue, China being one and now it’s spread

to other countries where manufacturing is? I think there’s an uncertainty there.

The last thing I would say is that the demise of bricks-and-mortar, it’s been eroding for years. Some of it was

accelerated due to COVID. If you look at Nike as a core example of the marketplace, Nike just had a big lay-off

about six months ago, hundreds and hundreds of people, including executives. That wasn’t because they’re

doing badly, if you look at their number today that was announced on the stock market, it was because they’re

rightsizing the business, not downsizing it. They will be a direct-to-consumer brand in the next 2-3 years and

going forward, and the wholesale part of their business will become diminished. Without Nike in some of these

stores, particularly Nike is most famous for pulling out of DSW in the United States, that’s going to affect the

casual brands because the foot traffic will then be decidedly lower. If there’s no Nike, then there are no

consumers. Those are some big issues that I see.

[00:08:22]

Q: Could you break down Wolverine’s business by geographies and categories?

GM: Wolverine, of course, is a very long-standing company. I believe it was 1883 when it was founded and it

was founded as a manufacturer. I’ll get back to that in a minute, why that’s important. They’re obviously quite

successful and do the bulk of the business in the United States, North America, but they do have an excellent

presence with some of their brands in Europe, particularly in the UK, and then also in Southeast Asia. The

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categories that they’re in, the entire company focuses on casual. The acquisition of a few brands, the Boston

brands they were called, several years ago, which included Saucony, so Saucony is maybe the one anomaly, but

it is a brown leather source of footwear through many different brands. They also focus on, what I call

industrial, which could include the military but also could include work, so people who are in construction,

labourers or what we call the blood-and-grease business, people who work in restaurants and also in hospitals.

There’s a little bit of fashion in the portfolio of Wolverine, very little. It’s not their core strength, it’s not their

core competency, but they do have some mild successes with it, just because, as I said, the consumers make

that decision. Then, as I mentioned, there’s also one very nice diamond in the rough called Saucony, which is a

speciality name.

[00:10:11]

Q: How has Wolverine’s performance amid the pandemic compared to footwear industry peers? Do you think

the company was disproportionately impacted due to its portfolio positioning, or did it fare alright?

GM: I think I would put them in the category of just above survival. They would tell you they did better

because they had what they thought were robust sales on their e-commerce, but all that really was was just a

shift in the transaction. That wasn’t because it acquired new business or, all of a sudden, people flocked to

their website because it was a cool place to, quote, hang out. I think the big thing with Wolverine is, and I

mentioned manufacturing before, the company operates with a manufacturing mentality. For example, just

internally, the idea of measuring finances is usually done on a weekly basis, even though, yes, they report

quarterly. The reason it’s done on a weekly basis is because that’s how factories operate, on a weekly basis.

There’s some cultural, there’s an inbred part of the culture that focuses on manufacturing when some of the

best brands in the marketplace today are really marketing companies that make shoes on the side. I don’t

think it’s a grand disadvantage for Wolverine, but it certainly didn’t give them a chance, during the pandemic,

to accelerate. If you look at some brands, they just survived the pandemic, some didn’t. If you look at

Wolverine, they did good because they have diversity in their business model. They also did well because

comfort is a part of their core competency, and that, again, was why consumers flocked to comfort brands.

I will say this, Q1 numbers for just about all brands looked really good or pretty good. I’d be cautioning about

that, because, first of all, it was against COVID year, and then, second of all, we’re going to see if the high

prices, which means higher profit margins, will continue. We also have to see this, this is a very important

trend out there as well, there were a lot of people that migrated to brands looking for comfort during the

pandemic that may have never been with those brands before. It’s more so with the running brands. You see a

lot of people who were out, where fitness was replaced by wellness. People were running and jogging for their

mental health as much as their physical wellbeing. I think we don’t know if those consumers are a one-time

purchase, will they be with these brands, including the Wolverine brands, a year from now? I’m a bit cautious

about the longer term, so a year from now.

[00:13:09]

Q: How should we frame Wolverine’s promotional activity, as we consider its offerings and customers?

GM: That was the other thing that I was watching. Whenever you see promotional activity high, that is the by-

product of two things, product that was either poorly designed or not market-right or the second one is the

inventories are too high. I think promotional activity is also very much a part of the marketplace, that’s why

the outlet business model, which Wolverine is pretty well-established in, is actually a profit model but it’s

disguised as a discount model because that’s how consumers shop and that motivates consumers. I would say

this, Wolverine is incredibly well-sourced in Asia, particularly in China and Vietnam, so their relationships

there are strong. When there was a shift in manufacturing because of COVID and those countries were shut

down and didn’t make product, I think Wolverine was smart enough to leverage whatever they had to make

sure when they opened back up, that they got what they needed. Back to the promotional activity, and I

mentioned earlier about inventories, there was a problem, when stores closed, nothing sold, so that means all

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businesses, including brands, had high inventory. Then, when stores opened up again, those inventories went

down, but the question is were they the right inventories, were they the right colours, were they seasonally

right, and all that? You can’t change your inventory quality while it’s just sitting there. That’s part of the supply

chain flow. I think with their promotional activity, it’s always been a part of how they do business, but they

also, internally, they run themselves financially quite well.

[00:15:16]

Q: How would you characterise Wolverine’s innovation? You suggested it’s a manufacturing company in its

roots. How has it tried to innovate, and what has it reverted to when it’s been trying to recapture customers,

whether buying brands or seeking outside help?

GM: First of all, Wolverine is not necessarily aligned with the idea of technology or innovation. Those are two

different things by the way. Where they have been successful over the years, and I’m curious if it will continue

is that they are also the manufacturer of leathers. That has always been a point of differentiation for

Wolverine. While it’s not a technology or an innovation, the fact that they can use leathers in very interesting

ways, as well as control the cost of leathers compared to many of their competitors, that has been an advantage

for them.

The other thing about Wolverine, I think this is really important, is they’re based in Michigan. Unlike, I’ll use

the athletic industry as an example, you have Portland, Oregon that has Nike, Adidas, as well as tons of small

companies. Columbia is there, a whole bunch of companies are there. Boston, Massachusetts has a ton of

brands. Saucony is there, New Balance, my company, since I moved it there for that reason. They’re a lone

wolf in Michigan. One of the problems is recruiting talent that can maybe help them take a leapfrog out of this

casual business into a much more contemporary view of selling casual footwear. Casual footwear, right now,

young people are not gravitating to brown shoes, even companies like Allbirds, who entered the market just a

few years ago, they’ve completely taken off, and their selling point is their athletic-feeling and athletic-looking

and they have a very simple construction. I think that would be something that Wolverine should really work

on, is how can they build design, and maybe not use Michigan as a hub, but let design live where it needs to be.

The world has become smaller, why wouldn’t they do that? They’re very proud of Michigan and I understand

why, I lived there for several years, it’s a beautiful place, but I think it’s a competitive disadvantage.

[00:17:53]

Q: How would you grade Wolverine’s ability to secure a higher price point with premium, higher-end athletic

shoes? How would you describe its presence here, perhaps drawing upon your background at Nike?

GM: That’s a great question. When I referenced Allbirds, whether Wolverine acknowledges it or not, Allbirds

is a competitor. They make casual comfort, and that’s what Wolverine did. The difference is that Wolverine

has always ensconced itself in being a leather manufacturer, so they also tend to compare themselves to other

brands that are leather manufacturers like Johnston & Murphy, for example, which is a holding of Genesco. If

you look at the broad-based footwear market, whether it’s athletic or not, it’s mostly young people making

multiple purchases a year. By young people, of course there are kids, but I’m talking also 18-39 is a big

category, and those kids look at leather as something that their dad or their grandad wore. I don’t see them as

a competitor, but I do say this, their product is very, very well-made and the craftsmanship is exceptional. I

think that’s what they charge for. Really going forward is people aren’t buying materials any more, they’re

buying the idea of footwear on their feet. They’re buying the idea that it’s comfortable. Even if it looks

comfortable and maybe it’s not, if it looks comfortable, it will sell. I just think leather is not going to be the

future.

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[00:19:52]

Q: Could you outline Wolverine’s brand leadership in any of the categories it operates in, and how its brand

affinity has changed over the years? Is the company continuing to lose share and name recognition? Is it at a

standstill or are you bullish on the opportunity given its leather capabilities?

GM: I think having come from a marketing company myself, like Nike, and then coming to Wolverine,

Wolverine considers itself a company. Nike considers itself a brand, and brands have an ongoing dialogue with

their consumers and people belong to brands, want to hang out with brands. Wolverine still believes itself as a

company and they operate, particularly within the industry and not necessarily to consumers, but within the

industry as a portfolio of brands. It’s that diversity that they think is their strength. The company has never

been, and even when I was there, it doesn’t have marketing know-how. It doesn’t know to how to make those

translations. I will say though, within the Wolverine portfolio, Saucony does have a loyal consumer. Merrell,

which I was the President of for several years, definitely has a loyal consumer. Sperry’s consumer, and also like

Merrell’s, is ageing, but there is a consumer there where the name recognition does mean something. Then, it’s

a small business, but it’s an important business, and that’s Bates, which is well-known among the military.

Even when people are discharged, Bates still is important to them and Wolverine is important to them because

they’re familiar with it from the military. Wolverine has to make up its mind. Does it have several brands that

go to seven different consumer segments or does Wolverine itself just consider itself a company, a brand, if

you note the difference?

[00:22:09]

Q: Do any specific brands across the portfolio stand out as critical to Wolverine’s future success? Conversely,

which brands might not make strategic sense within the company’s capabilities?

GM: That might be easier to answer than the first part. I do think Saucony is important. Maybe things are

changing, but when I was there, I always thought Wolverine could leverage some of Saucony’s running

technologies with comfort and different types of materials into the other brands. I haven’t really seen that

happen. I think Chaco is a niche brand. They make sandals. For those who know the Grateful Dead, the people

who love Chaco somehow have a fondness for the Grateful Dead too. I think that’s a great brand. I don’t see

that as growing leaps and bounds over the years, but it will be a good, steady small-growth brand with modest

profits. I think Keds is hit or miss, as is Hush Puppies. There was a time when Hush Puppies were quite

popular, but that was more of a fad than it was sustainable.

Of course, Merrell, I think the biggest challenge with Merrell is it’s a wildly popular brand, they still rely

heavily on several styles, like the Jungle Moc, that have been in their arsenal for, Jesus, over two decades, I

mean over a decade anyway. I just think that brand needs to really focus on how to become more youthful. I

also think that that brand, instead of being casual outdoor footwear, I think they should really, and they’re

trying to, so I give them credit for that, they’re trying to switch into light hiking, which is something that

popped up during the pandemic but I think is a trend we’re seeing that is going to stay for a while. I hope that

answers your question. I look at Hytest, it’s industrial, it’s not hurting anything. The question is, it takes just as

much to run a small brand as it does to run a big brand, I often wonder if just the infrastructure to run these

brands is taking away from their core brands, which I believe to be Merrell, Saucony, Chaco, in a small way,

and Sperry, if they get it right.

I’d like to add one thing to that. I’m remiss by not mentioning Caterpillar and Harley-Davidson. Harley-

Davidson, it’s a licensed brand, so it’s third party, they do have a stronghold in middle America. You can

certainly understand which customer that is, it’s Harley-Davidson, but then Caterpillar, which has virtually

has no real acceptance in America, it’s a fashion brand in Europe and particularly in the UK. I think that shows

you the diversity of the marketplaces and it also shows you how brands can reinvent themselves in different

parts of the world. I think it’s important to note that.

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[00:25:24]

Q: Could you describe Wolverine’s international presence, particularly in Asia? How would you characterise

its ability to think outside North America? How should we frame this strategy and its success?

GM: I’ll say this too, just for context for the listeners, there’s something called global brands, meaning your

brand is global, you know who they are, the Nikes of the world, etc. Then, there are international companies.

Asics is another one that I worked for that is an international company, and I put Wolverine in that category.

By that, I mean what they do is they invent things very locally, for Asics, it’s Japan, for Wolverine, it’s the US,

and they try to export them. They’re trying to export Americana, where global brands try to leverage their

product but also have a local flavour and feel. Look what Toyota does in America to Japanese car companies.

They don’t have their television ads in Japanese. I don’t think Wolverine is very, very good at that. They are

very good at selecting partners in different parts of the world, but all those partners really end up doing is

coming to a big trade show twice a year in Michigan, picking out an assortment of products, and then going

back to their country and selling them and then market them on their own. Asia, I think, is a slow burn. I don’t

believe, as my opinion, that thinking out of the box is a core competency of Wolverine. The high level of

executives are from the legal world, not necessarily from the marketing or the product world. I think they just

look at Asia as a place with lots of feet and then the opportunity to get a piece of the pie, and then drive dollars

that way, rather than being innovative and unique on how they approach those markets.

[00:27:41]

Q: How has the distribution landscape evolved over the years? What are companies or brands doing to keep

up with the changing distribution landscape, and are they keeping up successfully?

GM: I have to use North America as the most important market for Wolverine but also to answer that

question. They’re very, very deeply entrenched in the wholesale bricks-and-mortar business, and, of course,

those businesses also have their ability to do e-commerce. For example, if you sell to Dick’s Sporting Goods,

which is a big customer for Wolverine, Dick’s Sporting Goods also has Dickssportinggoods.com. What’s

happened is, while they have these great relationships and you can see the size of the businesses and they grow

ever so slightly each year, they maintain their profitability with these bricks-and-mortar partners, when you go

online, it’s absolutely chaotic because if you were to google a Merrell shoe, for example, Wolverine won’t even

pop up in the beginning. Wolverine just seems okay with just getting the sale, even if it’s through Dick’s, which

I don’t think it’s a bad thing, but it’s not the future. They’re heavily reliant on one segment or two big segments

of distribution. One is called family footwear, which I would liken to what we call sit and fit, where the guy sits

on a stool and measures your foot, puts you in a shoe. Probably the same place your parents took you to, that’s

where you’re now taking your kids to. That breed of retailer is dying. They can’t afford to pay their workers’

medical, etc, so that’s dying. Wolverine is so codependent on that channel, they don’t know how to make the

transition and the shift.

The second one I mentioned earlier, and it’s another version of family footwear, is more of the mass channel,

so when you look at Famous Footwear, DSW, some of those big box chains. That dynamic is changing a lot.

Take DSW, which used to be just more about fashion. It then migrated, because that’s what the consumer

wanted, into comfort, and comfort meant athletics, so the athletic brands who were reluctant to play at DSW

went there in a big way. Now Nike is pulling out. I don’t see Adidas pulling out anytime soon. My point is does

it create an opportunity for Wolverine to get more shelf space? Not necessarily, because the consumer is not

asking for more Wolverine. They’re just going to follow Nike wherever Nike went. I think bricks-and-mortar is

going to be an issue for them. During my time, there was a real tug of war internally, because the question was

was e-commerce a separate business and should it be run as a corporate function rather than have it

embedded in each of the brands? For example, I had the Merrell site, which my team was responsible for

populating with product, but it was a core group of people that ran e-commerce for Wolverine that managed

the front page. The problem is, if I didn’t like the front page and my sales went down, they didn’t care because

they weren’t held accountable for that. My point is they’re all thumbs when it comes to e-commerce.

I don’t mean to use Nike, but I do think it’s something that people really reference. The new CEO, John

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Donahoe, he came from eBay and he’s transitioning this company into a direct-to-consumer company. I think

every brand has to do that, not because Nike does it, because that’s the way the world has got to be. COVID

was a great example to really overinvest in the infrastructure of your e-commerce while divesting, either

organically or deliberately, from some of the less profitable bricks-and-mortars that you were dealing with. It

remains to be seen if Wolverine made any of those sharp decisions.

[00:32:04]

Q: You referenced Nike pulling out of some bricks-and-mortar stores such as DSW, but you also suggested

Wolverine won’t necessarily be able to increase its shelf space there. Could there be an opportunity for smaller,

strategically savvy brands and upstarts to fill the void left by Nike?

GM: Yes, there’s no question. I think that’s right. However, I would caution that, let’s say the smaller brands

go and they get the shelf space that Nike has vacated. After six months, if that product doesn’t sell, either

because the product wasn’t right for that environment or because foot traffic has been affected, then those

brands won’t be there six months later. It could be a revolving door with that shelf space. I would be cautious

about just really going after this vacated shelf space. Is it right for the venue, as I said, and will there be foot

traffic?

The smaller brands are the ones to keep an eye on, and I have referenced, for example, I’ll give you a fashion

brand name, Steve Madden. Steve Madden, in some regards, is a competitor. Even though they focus more on

young girls than anything else, they’re a competitor of Wolverine. They went, during COVID, and purchased a

brand called Greats, which actually is an athletic brand. They see that as cultivating the future for them.

They’re going to see a winding down in their brown shoe business, if you will, and it will move more to the

white shoe business. They’ve invested in that. I would think Wolverine, that’s a great idea for Wolverine to do,

is maybe look at maybe another brand that they could get, not start,but a brand that they could acquire.

Another one that will be a great industry indicator is Skechers. Skechers, of course, has their own stores. They

are terrific genuises when it comes to manufacturing, that’s why their prices are the way they are, and they are

much more nimble in switching mid-crisis, mid-market, whatever it may be, where Wolverine plods along. It’s

really hard to turn that entire steamship, mostly because there are a dozen brands in the portfolio, so they’ve

got a bunch of tugboats rather than one big steamship, like a Skechers. Skechers could also feel some market

share out there right now because they have always focused on comfort. They were successful before COVID

and I think they’re going to continue to grow.

[00:34:48]

Q: Are there any wholesale customers Wolverine must maintain a relationship with? If it were to recognise the

distribution shift and adjust accordingly, would it be too entrenched in some partnerships to exit?

GM: They do have good relationships and good partnerships. The chairman, Blake Krueger, is very well-

known in the athletic footwear industry. I sat with him on several boards in the industry and that prominence

within the industry is really important to him but also to Wolverine as a company, and because of that too, I

think it also puts blinders on those in the industry. Everybody is very transactional, doing business with the

people that sit on the boards with you, including DSW was on some of the boards we were on, and Kohl’s and

JCPenney, God bless them, were on these boards. I think these relationships, when business is good and the

economy is good, the relationships matter. When it’s time to make a fundamental shift in how to do business, I

believe that Wolverine, it would behove them to spend time with some of their critical partners like DSW, like

Famous Footwear, all of those, there are a whole bunch of them out there like that, and try to figure out more

creative ways on doing business, rather than, “Okay. We’re going to sell you product twice a year. We’re going

to ship it to you twice a year. You’re going to sell off what you can. What you can’t, you’ll send back to us.” I

think the dynamic of doing business, it needs a refresher.

I will also add, if you look at some of these small brands that are starting, like an Allbirds, like Greats, which

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Steve Madden bought, they’re not even considering bricks-and-mortar. They’re definitely all about direct-to-

consumer. What they also have to realise, Wolverine, is, if DSW makes a sale for Merrell, while that looks nice,

it would be much more profitable and it would be better for the brand if Merrell made that sale. I do think it’s

a very volatile situation with the large bricks-and-mortar partners right now.

[00:37:07]

Q: You said some of the best footwear companies are essentially marketing companies that sell sneakers on

the side. How has Wolverine utilised marketing spend in comparison to peers with low marketing budgets?

GM: Yes, the marketing budgets seem to be incredibly low. They are still using traditional means of

marketing. For example, I was watching the US track and field Olympic trials to other night, and there was a

Merrell TV ad. Television advertising is not the modern-day to market. While they have a presence on social

media, it’s not compelling. Social media is a very, very inexpensive way to market. You can make USD 1 spend

like USD 3 on social media. Again, this goes back to Michigan and this maybe being a little outdated in their

approach, they do print advertising. I don’t who even read magazines, never mind looks at the ads. I just think

that’s a great way to take their brands, several of their brands and really get it out there. I think that the big

thing that any brand has to do right now is not convince their current loyal consumers to buy more, I think

they need to grow the pie, they need to expand the pie in order to grow the pie. They need to start to talking to

new consumers. One of the things I tried to do, and it was hard to do with a very small marketing budget, how

do I get younger, fresher product to younger, fresher people? The average age of the consumer was going up.

She, as I like to say, was in her late 40s, and, if I’m not mistaken, in a couple of years she’s going to be in her

early 50s. I think marketing is not just to advertise, quote, a shoe and sell a shoe. Marketing is how do you get

people interested in your brand?

I also think Wolverine has some things that they’re very good at, so the old thing about doing well and doing

good, meaning you could do well on a quarterly and grow your dividends for your shareholders, but you have

to do well too, meaning how do you give back to the community? Timberland has always outpaced the other

casual outdoor brands in this. Right now, I think any consumer that is intrigued or interested in a brand,

they’ll always say to you, “We don’t care about your brand and we know what your brand cares about.” I don’t

think Wolverine does a good job of that. I think that is, unfortunately, the way it’s got to be in the future.

[00:39:58]

Q: What’s the right way to engage with today’s consumer and keep up with some of the trendier brands?

GM: I think the consumer has to feel like there is an element of discovery to it and not that they were hit over

the head a thousand times with a brand. We used to call it at Nike, in the very early days, we called it the word-

of-foot advertising. That’s the other thing, how do you just get to critical local heroes in each community and

get them to be brand advocates and brand ambassadors? I think that’s one way. I don’t think they’re very good

at that. I think the other thing too, with getting your name out there, is doing something good and getting

recognition for it. I think old-time marketers would just be like, “We’re going to advertise this shoe,” and then

a week later they’d go, “How many pairs did we sell?” I think right now is, “We’re going to go do something

that’s out of the box.” I went to Sundance Film Festival and did a project with Oculus Rift, which, at the time,

had just been purchased by Facebook. It was to take a virtual trip through the hills, and I did it at Sundance

Film Festival because that’s what movies do, they distort your reality. The whole reason of doing it wasn’t to

sell shoes, I wasn’t chastised for not having shoes to sell at that event, it was more just to get eyeballs and

interest in this brand. I think if I had only one person to hire next year, it wouldn’t be a designer, it wouldn’t be

a leather guy who knows how to work with tanneries, it would be a very, very modern 21st-century marketer.

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[00:41:43]

Q: How has the digital advertising shift impacted barriers to entry into the categories Wolverine plays in?

GM: If you look at the categories, they’re just in the same categories they were in 10 years ago, and if you’ve

ever been to the outdoor industry shows, the one they have every year in Salt Lake City, it’s moved around a bit

but all the brands look exactly the same. It’s a very, very chummy, almost fraternal-type atmosphere in that

part of the industry. Everybody’s just kind of okay with, “Yes, we grew 2%. Isn’t that awesome?” I think that

plagues that industry. The athletic industry is not that way at all. It is cut-throat, and it is highly competitive.

The industry just tries to out-brown itself, everything’s brown. For some reason, plaid is the official colour of

the outdoor industry and the casual industry. I don’t know what plaid has to do with the outdoors, but go look

at any brand, they always have plaid. Everybody tries to out-plaid one another, and I think this idea of just

being in this little circle of outdoor brands is not what global brands do. They play in that arena, obviously.

That’s where they come from, so that’s where your target consumer is, but how do you go out and convert the

consuming target, because there’s a bigger world out there than the one they play in? I don’t know, it’s an

intriguing problem. It does come with money, marketing has never been a priority from a dollars perspective,

and, again, second thing is, how do you make USD 1 spend like USD 3, you have to because the budgets are so

small, that’s not deployed as well.

[00:43:33]

Q: What other low-cost in-house initiatives could Wolverine potentially utilise, such as leveraging data to

understand consumers? How would you frame its attitude or ability to have a strong data-centred strategy?

GM: First of all, it’s a very competent company. Don’t get me wrong. They do have data at their disposal. I

think data is only as good as the way you read it. Data should give birth to an insight. If you’re just looking at

how many pairs of shoes you sold last week, that’s not a good use of your data, and because of that, they’re just

trying to replicate the past and hope that it gets better in the future. Do they have the capability and the

infrastructure? Yes. I never found it, while I was there anyway, to be a place where, “Data is going to give us an

insight that’s going to help us make very bold decisions about being not only in the future but staying ahead of

the industry rather than chasing it.” The competence, meaning the data is there, how you read it is an art form

and I don’t recall that being part of the company culture.

[00:44:57]

Q: We’ve discussed the notable core challenges Wolverine faces. Do you think management recognises the

weaknesses in bricks-and-mortar, innovation, e-commerce and international, or is it business as usual?

GM: They just appointed a new CEO, so I think the jury is out. There are very, very smart people, the current

president in the organisation, the president of Merrell, who I passed in the night. He was leaving Under

Armour when I joined, and when I got to Wolverine, he was there. He’s now the president of Merrell. He’s a

very, very bright guy and does understand this modern way of thinking. I think what has to happen is every

brand needs to operate with some level of independence, as opposed to having a responsibility back to the

portfolios. For example, when I was at Merrell, and we were a large part of the entire portfolio and we also

contributed a lot of profit to the portfolio, some of the decision-making was based on contributing to the

portfolio rather than maybe taking some of that profit and investing it in the future of the brand. I hope the

new CEO will take some of these brands and literally put them on an island, and let them operate in a way

that’s good for the brand, still with some responsibilities and things they have to give back to the parent

company.

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[00:46:27]

Q: What are the industry implications of Nike cutting off wholesalers and focusing on strict D2C? Might other

brands follow suit? Are any brands successfully building an innovative approach in their own right?

GM: Yes, I can answer that a couple of ways. First of all, the reason I referenced Nike, and I’m glad you did

too, is because Nike operates in a stratosphere that’s way above the industry. It’s in another solar system. It’s

up there with Apple and brands like that. Yes, of course, it’s of this industry and they’ve made decisions.

Whether you make Jimmy Choo and make high heels or whether you’re making casual hiking shoes like

Wolverine, the lessons to be learned from Nike and the things that Nike has done to lead the industry have to

be very well-noted. Nike’s whole idea with e-commerce, I remember when I was at Nike, Nike was very slow

getting into e-commerce because they didn’t trust it, and, sure enough, there was the famous dot-com bubble

that burst. Nike is very, very astute at listening to consumers, watching what’s going on. Yes, they get to dictate

the market to a certain degree, but they also give people what they want. Heidi O’Neill, who is in charge of

director-to-consumer for Nike, said the idea behind Nike.com is to create a place where people get to hang out

with Nike. Sure, there’s going to be many purchases, but Nike’s not transactional. It’s just, “Hey, I’m going to

go on Nike today and see what’s going on.” It doesn’t mean you’re going to buy something, but the likelihood

of you buying something in the future has just been heightened because you came to check out something else.

Other brands, I mentioned earlier some of the smaller brands. I have been counselling some young start-ups.

They have no interest whatsoever in going into bricks-and-mortar, and if they do, they eventually will do it

only to have a showcase, just a footprint to show off their brand, rather than to treat it as a place to make a

transaction. I think that dynamic of company-owned stores is shifting for many brands, and Wolverine also is

heavily leveraged there. They have quite a few outlet stores. As an example of how Wolverine has also maybe

looked at it from a portfolio perspective, there was a time when there were hybrid stores in outlet centres

where you could buy Sperry and you could buy Saucony. It’s fascinating because it’s not like Yum! Brands

owning Taco Bell and Pizza Hut, where food is food. People who buy exceptional running shoes are never

usually looking for boating shoes, etc. I think Wolverine, I would take a year of profitability and put it into

building a killer infrastructure on going direct-to-consumer, but have it be a platform to communicate with

consumers as well as to sell the product or, said another way, let them buy your product as a privilege.

[00:50:13]

Q: Many companies and brands – even some top-tier fashion companies such as Capri Holdings or Tapestry –

seem to be slow to position themselves correctly for the new digital landscape. Why are some players so slow

to adapt to these consumer trends when the core crux of their business is to be on-trend?

GM: If you wake up every morning for a long time and have a cup of coffee, it’s really hard to switch to tea.

Even though you know the benefits of tea are there, you’re still going to get up and drink your coffee. I just

think it’s like an industry stubbornness. It’s also some companies are afraid that they might have to take two

steps back in order to go two steps forward, and because of that, they’re reluctant to make those changes.

Some of their early measures of success in bricks-and-mortar, one would be foot traffic. Foot traffic is down

everywhere, including Whole Foods. The other one would be dollars per square foot, that was a measure. That

doesn’t matter any more because rents are rising and you can’t raise the price of your goods at the same rate as

rent is rising. Then the other measurable is conversion. Oddly enough, conversion is slightly up for many of

these bricks-and-mortar guys because people have made their buying decisions either outside the store, on

their phone, on a device, at home, and then they come in and they just pick up what they want and they leave,

so conversion is misleading.

Bricks-and-mortar, I remember we had a trade show twice a year, and the trade show was basically to

showcase our brand to retailers that already bought the product from us, so I don’t know what we had the

trade shows for. We did that religiously because of the commitment to the industry. Then, if we wanted to

open a store, say in New York, as a showcase to the world, it took an act of God to get the store open. I always

treated a store as a trade show, but instead of it being open for four days, it’s open for 363. There are people

going by all the time looking at your brand and occasionally they may buy something, which lowers your cost. I

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think there’s a mentality shift that has to happen with bricks-and-mortar. The other thing is that many

companies have this internal struggle where the e-comm guys are competing with the bricks-and-mortar guys.

It’s ridiculous because the consumer is going to buy the product regardless. There’s not a win-win going on

there. I saw that that at Under Armour and some of the other brands I worked at. What it does is it stunts the

growth of e-comm, because we feel there’s this thing that’s embedded in us that we feel like if we sell it at a

store, it’s a much more important purchase than if somebody bought it online. I think a lot of it is just cultural,

and when you watch all these small brands coming up right now, you’re going to hear about them online, they

have great Instagram pages, Instagram is a great place to sell things right now and a lot of these brands are

just not going there.

[00:53:31]

Q: You suggested outlet shopping is a profit model disguising itself as discount model to consumers. Can you

discuss the false narrative of there being a different consumer for every channel, rather than the same

consumer shopping across each? How might that inform distribution strategy changes?

GM: It’s interesting you bring that up. You just answered the question yourself, so it is this misnomer that

outlet has one type of consumer, and then there’s some guy locked in his grandmother’s basement shopping

online, and then there’s somebody else shopping on the high street. It is all the same consumer. That goes

back to my earlier point about really taking your brands and highlighting and showcasing your brand, because

consumers are loyal to brands, not to channels of distribution. Within brands, there are products, and

consumers because loyal to products. Give Wolverine credit, they do have products like the Jungle Moc at

Merrell, which it’s a religion to have Jungle Mocs, but it’s one marketplace. There are consumers, people,

places, and things. There are consumers, there are things, the shoes that we sell, and there are only two places

to buy them, in a store or on a device, but there’s only one consumer, not two. I just think that lack of

fundamental, I wouldn’t even say it’s an understanding, I think we’d like to think there are just separate

marketplaces because then it gives us more leverage to push or pull when we need a number at the end of a

quarter, but it’s not really true. You said it yourself better than I did.

[00:55:23]

Q: What will be the key characteristics of brand preservation in the new digital age? What do brands need to

do to stay competitive, maintain leadership or even grow market share?

GM: It used to be that all you had to do was make a better mousetrap. All Toyota had to do was have,

whatever it is, the Civic competes against the Corolla, whatever, and they have a bigger cup holder. That’s not

the way it works any more. There are four elements for just being able to enter this marketplace today. One is

what’s in a name? Wolverine is very lucky that Saucony, Chaco, within its scope, Merrell, of course, Sperry

Top-Sider, they’ve got some great names so they don’t have to build recognition. What they do have to build is

brand heat, so name is very, very important. That’s an advantage for them. Number two, I mentioned earlier in

the call, nobody cares about your brand until they know what your brand cares about. I don’t think Wolverine

does a good enough job with that. Saucony was very lucky, they did an excellent job in a horrible circumstance,

with the Boston Marathon bombing, of actually coining the phrase “Boston Strong” and really jumping on it. I

think Saucony has a recognition for caring for something, but some of the other brands don’t. The third one is,

I mentioned the mousetrap, what problem are you trying to solve for? I think what’s happened here,

Wolverine started in 1883 making shoes and every year year they just tried to make the shoes a little bit better.

What problem are you trying to solve for? What consumer need is out there that you’re trying to fill? I don’t

think they view their business that way, but I think that’s important for them and any brand.

Then the last one, of course, is culture. It’s not just culture within your corporate confines, but every brand has

a culture and that culture is hugely important. If you run a modern business, rather than your typical

hierarchical managers and directors and vice presidents, and you empower the younger people in your

organisation, you’ll be able to advance your cause because those people are also out in the consumer world and

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they also have eyes and ears that they bring back to the brand. The other thing about culture, and why it’s

really important, is it’s tough to build a culture when you’re in a place like Michigan. I could say the same

about Timberland, when I was there. They were in New Hampshire. I would say people didn’t love

Timberland, they loved New Hampshire, and I would say the same for Michigan. I don’t think people love the

brands they work for, they just love Michigan, and so there’s more of, “How do I achieve my goals within my

HR perspective so that I can maintain my employment, because I love to live in Michigan?” I think they need

to expand their culture to be a lot more diverse, and I’m not talking about diversity in the traditional sense. I’m

just talking about diversity in thinking, diversity in design, diversity in innovation and marketing.

Then on the other hand, if you don’t pay attention to your culture, Nike has wrestled with culture issues

internally for a while now, and so has Adidas recently. That’s been well-documented in the press. I always said,

somebody asked me at Cornell University when I spoke, they said, “Will Adidas ever pass Nike? Will it ever

beat Nike?” I said, “The only thing that’s going to beat Nike is its culture.” I think Wolverine can build the

culture, but the culture has to be about consumers. I’ve had a mantra for years that says, I did this at the

Jordan brand, “We don’t own this brand. Kids do. We just manage it for them.” I think their culture has to

shift. All of these things are very possible and doable. A lot of it is mindset, it’s not necessarily just

infrastructure, so I just hope that they would wake up and start realising there are things they can do quickly

and then there are things they need to do just to survive.

[00:59:39]

NH: We’ll end today’s Interview. Let me close by saying thank you, Gene, for your input. Fantastic Interview

and we got through a lot of content. Thank you, clients, for joining Third Bridge Forum’s Interview today. If

you would like to speak to Gene in a private call or meeting, please let your relationship manager know.

GM: Bye-bye.

Transcription ends at 00:59:54 of the recorded material

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