ONON
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by TBPN 2mo ago
LONG1mo ago
“competitors seized on the opportunity … brought very modern footwear in”The Real Eisman Playbook · Michael Binetti
On Running and Hoka stealing Nike's share with modern, doctor-recommended footwear
ONONLONG@ $36.98
$36.92-0.16%
since call Jun 22
peak +6.2%
LONG2mo ago
“I don't think you get to Foot Locker through an agentic conversation. … it should show you, based on merit, an On Running pair of hiking boots.”TBPN
Agentic, merit-based shopping bypasses retail brand moats and surfaces premium DTC names like On, lifting ONON.
ONONLONG@ $35.23
$36.92+4.80%
since call May 5
peak +12.3%