Sanmeet Deo

In this discussion, Jason Moser, a technology and consumer goods analyst, shares insights into the market's mixed signals as earnings season approaches. He explores CoStar's acquisition of Matterport, shedding light on its significance for real estate data. Sanmeet Deo dives into the allure of On Holdings, emphasizing their innovative running shoes and the impact of Roger Federer on their brand growth. The comparison with competitors illustrates On's challenge to achieve rapid expansion in the dynamic athleisure market.