About this episode
On is the hottest brand in footwear right now. The company is experiencing strong growth and it's captured the attention of investors.
Zaid breaks down how On built its cult following, the numbers behind its explosive growth, the bull case around innovation and the running boom, and the bear case around brutal competition, fashion risk, and a rich valuation.
This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
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