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11min chapter
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Exploring the On-Clouds Brand and Athleisure Market Trends
The chapter delves into the rising popularity of on-clouds running shoes, known for their unique technology and Swiss design, contrasting it with competitor Hoka. It examines Lululemon's potential as a competitor with their expansion into footwear and collaboration with Roger Federer. The discussion also covers concerns about valuations, co-CEO dynamics, and the strategy of a footwear company opting for premium pricing in the athleisure market.
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Listen to the best highlights from the podcasts you love and dive into the full episode