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Insights · Consumer Brands

Everything on Consumer Brands

1 insight · 1 episode

  1. 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