Insights · Consumer Brands
Everything on Consumer Brands
1 insight · 1 episode
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On Holding maintains high gross margins through price discipline, expanding into apparel and Asia to offset US slowdown.
Impact: Demonstrates the value of brand strength in maintaining margins, though high valuation multiples limit upside potential.
— from Anthropic IPO Valuation and CoreWeave Growth · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Nov 11, 2026