

102- ON - Business Design Teardown
Jan 31, 2024
Discover the fascinating story of ON, a Swiss brand revolutionizing the athletic footwear industry with its CloudTec technology and unique sneakers. Learn about ON's technology breakthroughs, founder's dedication to innovation, and the fierce competition it faces. Explore ON's potential for expansion into new market categories, from circular subscription models to catering to niche markets and transitioning into lifestyle and fashion. Delve into interesting discussions on revenue comparison, technology in sports, impressive gross margins, IPOs, and Roger Federer's investment earnings.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
Metrics and Focusing on Success
02:11 • 27min
Creating a Circular Subscription Model for Shoes
29:39 • 17min
Catering to Triathletes: A Niche Market Success Story
46:46 • 20min
From Running to Fashion: The Success Story of 'On' Brand
01:06:28 • 22min
Comparing Revenue and Market Position of On, Hoka, and Nike
01:28:25 • 15min
Technology in Sports, Mechanical Doping, and Cross Margin Comparison
01:43:11 • 2min
Impressive Gross Margins and On's IPO
01:45:13 • 3min
Comparing Roger Federer's Investment Earnings to His Career Earnings
01:47:51 • 2min
Transitioning from Running to Lifestyle: Concerns and Optimism
01:49:47 • 6min
Optimism and Expansion in the Sports Industry
01:55:27 • 3min