d.MBA cover image

102- ON - Business Design Teardown

d.MBA

00:00

Impressive Gross Margins and On's IPO

The speakers discuss the impressive gross margins of companies like Lululemon, Hoka, A6, Nike, and ESUP, and highlight how On is investing differently. They also share details about On's profitable net profitability since 2022 and compare its IPO to companies like Bumble, Robinhood, and Coinbase, while wondering about thumbs up emojis on Tom's video.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app