NFL Star Christian McCaffrey On Owning His Own Brand and Life After Football
Watch on YouTube ↗  |  February 11, 2026 at 17:36 UTC  |  5:56  |  Bloomberg Markets
Speakers
Christian McCaffrey — NFL Player / Co-Founder While on Earth
Host — Bloomberg Business of Sports

Summary

  • McCaffrey discusses the longevity and impact of the FedEx Air and Ground Player of the Year award, highlighting the brand's deep integration with the NFL over 23 years.
  • He details his transition from passive investor to active co-founder in the wellness brand "While on Earth," partnering with former Nobull CMO Todd Maloney.
  • A key market insight is his characterization of the athleisure and footwear apparel space as "unbelievably competitive," suggesting a saturated market where only high-quality product differentiation can survive.
Trade Ideas
Ticker Direction Speaker Thesis Time
CONSUMER DISCRETIONARY
NEUTRAL Christian McCaffrey
NFL Player / Co-Founder While on Earth 		"In the athleisure space and footwear apparel space. It's an unbelievably competitive area. And so you really need to have good quality." An industry insider (launching his own brand) explicitly flags the sector as saturated ("unbelievably competitive"). This implies that incumbent mass-market apparel brands face severe margin compression and fragmentation risk from new entrants. The "easy money" in athleisure is gone; only brands with superior quality control will maintain pricing power. NEUTRAL (Sector Saturation/Execution Risk). Consumer spending contraction could hurt the entire discretionary sector regardless of quality. —
FDX
LONG Christian McCaffrey
NFL Player / Co-Founder While on Earth 		"I got the FedEx 2025 Air and Ground Player of the Year... award that's been around for 23 years... FedEx is donating $15,000 to a Feeding America food bank." FedEx continues to execute a high-ROI, long-duration marketing strategy by anchoring itself to the NFL's premier talent. This consistency in brand visibility and corporate responsibility reinforces its moat in the US logistics market against competitors. LONG (Brand Dominance/Stability). Slowdown in global shipping volumes or rising fuel costs. 0:09