Oct. 16 at 4:36 PM
$ONON The trendiness (Federer, and yes, you see the shoes everywhere, the apparel less so) drove the price way up, but then reality set in: mixed quarterly results and guidance, fierce competition from larger rivals, the negative catalyst of the tariff, and presumably the steady departure of weaker hands. Still long and hopeful that the brand carves out a permanent seat at the athletic table. Might be a while...
Q3 earnings coming on November 11... Anybody have different insights / analysis to share?