4.6 • 854 Ratings
🗓️ 28 September 2021
⏱️ 28 minutes
🧾️ Download transcript
Did you think we were done with footwear IPOs? Think again! The market is hot for performance apparel, and On Holdings is the newest public business looking to capitalize. Join Asit Sharma and Emily Flippen as they continue the footwear discussion in today’s episode over On Performance running shoes.
Stocks: On Holdings AG (NYSE: ONON)
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0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
0:20.4 | And we're talking energy. And today we're talking tech. Let's dive in. |
0:25.0 | Welcome to Industry Focus. Today is Tuesday, September 28th, and I'm your Consumer Goods Host host Emily Flippin. |
0:33.0 | Today I'm joined by Motley Fool's senior analyst, |
0:35.2 | Osset Sharma, and we thought it'd be fun |
0:37.3 | to keep up our discussion on the shoe market |
0:39.5 | after last week's episode over all birds |
0:42.2 | by discussing a recent IPO on Holdings. They're the |
0:45.8 | maker of the on running performance shoes. |
0:48.2 | Osset, thank you for joining as always. |
0:50.3 | Emily, thanks for having me and I hope to have my game on for the next 25 minutes or so. |
0:56.0 | You're going to set the bar high for the number of on puns we can make during today's episode. |
1:02.0 | Rock on, my friend. Well on it's really interesting it it |
1:08.4 | reminds me a lot of all birds we'll get to how they're different but I do think in a lot of ways I'll probably compare the two and the first way that it's similar to all birds is actually through its founding story. |
1:19.4 | This is another shoe company that was founded by a group of people that are really into shoes. |
1:26.6 | And they do have a focus mostly on performance and we'll get to that. |
1:29.8 | But there's an eco element to this business as well. |
1:32.3 | There is and the thing that strikes me between the two companies is that, it's something you pointed out in the |
1:39.4 | notes actually, Emily, when we're preparing for this episode. |
1:44.0 | On seems to have more of an entrepreneurial bent to it |
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