The Consumer Ascent

The Consumer Ascent

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LOCO: Initial Work on a Potential Inflection
Encouraging early signals, though durability and portability remain open questions
Mar 17
From Trail to Street: Salomon's Second Act
Why Amer Sports May Still Be Early (Part 2)
Mar 16
Arc’teryx and the Rise of Technical Luxury
Arc’teryx has become the technical luxury brand of outdoor apparel. Retail data suggests strong conversion once consumers encounter it. Awareness is the…
Mar 10

December 2025

The New Princess of K-Beauty
Long: APR Co., Ltd. (KOSE:A278470), 12-month Target of ~KRW375,000, or ~47% upside
Dec 8, 2025
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