UPON FURTHER REVIEW
The considered view, once the noise settles.
Every company under dedicated coverage gets an Upon Further Review report each quarter, typically within 3–5 business days of its earnings call. It goes well beyond the sell-side’s earnings recaps: what actually changed, what it means, and an updated financial model. Included in both paid plans.
DEEP DIVES
Original research you won’t find anywhere else.
At least twice a year for every company under dedicated coverage, a Deep Dive goes well beyond the earnings calls, with store visits, channel checks and primary research that most of the sell-side no longer has time to do. Included in the $500 plan.
Why the sell-side rarely does this: read Confessions of a Sell-Side Analyst →
Western Investors Rarely Dig Into Asia…
Store checks at athletic retailers in Hong Kong and Japan: HOKA, On and Arc'teryx look strong while Nike is heavily discounted in Japan.
We Have Sense Tec Isn’t There Yet In Apparel
Why On needs its own stores to succeed in apparel, since wholesale rarely explains innovative clothing to shoppers.
Channel Conflict Set To On
Can On keep 20%+ growth beyond 2026? A look at its young direct-to-consumer business and friction with wholesale partners.
Fashion Island: A "Tight Fit" For Athleisure
Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.
Good Story But Just Doesn’t Turn Us On
Rising wholesale promotions are an early warning for On, while China acceleration and apparel are its main offsets.
Ground Zero in the Athletic Footwear Debate
Why Foot Locker is where the athletic footwear share shift shows up first.