18 lines
1.5 KiB
JSON
18 lines
1.5 KiB
JSON
{
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"HubID": "4906",
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"Date": "11/4/2024",
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"HubTags": [
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"External Platform Posts"
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],
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"Contacts": [
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"c6209BillAmos",
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"c6299Eoin_Comerford",
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"c6480Mallory_Ottariano"
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],
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"Companies": "NW Alpine,Youer",
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"File": "",
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"Image": "",
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"Summary": "<p>Great summary Eoin Comerford and a maybe their strong balance sheet will save them. Columbia Sportswear Company is clearly an incumbent brand that did will in our era of globalized production to get us the cheapest products. They optimized around that, but the formula is changing quickly. Can they shift underlying fundamentals to (1) a deglobalizing world = reshoring is an imperative, (2) drastically reduce emissions, (3) become truly circular, and (4) connect more emotionally with the consumer? What they are doing is just the proverbial \"lipstick\", which every incumbent brand is doing. We get buzzwords like strategic review, pivot, brand repositioning, customer focus, SKU rationalization, new hires....but no changes in the underlying fundamentals for how brands need to operate in a new era. We're in a time of major inflection points and incumbent brands - especially big ones like Columbia - are at significant risk of disruption. Maybe they will see the light and use that balance sheet to work on the underlying fundamentals. If not, I think they are the walking dead. A shoutout to brands on the right path: Youer® NW Alpine Gear, LLC Katabatic Gear FORLOH INC. Runyon Burgeon Outdoor Wuru Wool Company American Roots </p>",
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"Notes": ""
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}
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