ONON
Footwear & Accessories · Consumer Cyclical
Analyst
Baird
Analyst
Robert W. Baird
Equibles does not estimate personal net worth.
Jonathan Komp is recorded as Analyst at Baird and Analyst at Robert W. Baird. Jonathan Komp has spoken on 31 earnings calls and 2 other investor events across 14 companies, most recently for Crocs, Inc. on October 29, 2026. Those appearances were for On Holding AG (ONON), Boot Barn Holdings, Inc. (BOOT), Crocs, Inc. (CROX), Planet Fitness, Inc. (PLNT), Rocky Brands, Inc. (RCKY) and 9 other companies. The companies whose calls Jonathan Komp spoke on are classified in the Consumer Cyclical and Communication Services sectors.
“Could you maybe talk more about the underlying health you're seeing for the North America D2C business? And, you know, what you're expecting going into the fourth quarter for the underlying trend as well as the business model shift impact.”
“Maybe first question, Tom, could you give a little more color on fourth quarter, if you're willing, just expectations, supporting the revenue growth, any more color by channel as you think about it?”
“If I could follow up on Salomon, I want to ask further that the new store opening in July in Flatiron really telling the full story footwear and apparel you know performance and sports style does that really represent where you see the brand heading you know as you continue to diversify toward a broader you know…”
“Could you maybe just share a little more insight what you're seeing in the running market in general from a standpoint of overall competitiveness and discounting.”
“Could you just maybe share a little bit more perspective? When you look at the divergence across channels right now, are you seeing a similar divergence in your everyday running platforms across channels, or do you think there are some unique factors in the America's Whole Salt segment currently?”
Baird
Analyst
Source not stated
Robert W. Baird
Analyst
Source not stated
ONON
Footwear & Accessories · Consumer Cyclical
CROX
Footwear & Accessories · Consumer Cyclical
PLNT
Leisure · Consumer Cyclical
RCKY
Footwear & Accessories · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
VFC
Apparel Manufacturing · Consumer Cyclical
NKE
Footwear & Accessories · Consumer Cyclical
Internet Content & Information · Communication Services
Apparel Manufacturing · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
DLTH
Apparel Retail · Consumer Cyclical