Glasses on the run Newsletter #36

Hi,

I hope you are all well and will enjoy this short newsletter.

What was interesting in the business of running

A deep New York Times investigation into the Kanye West - Adidas partnership and how it evolved over time. And here are seven key takeaways.

An interesting interview with Brooks CEO Jim Weber - about innovation, Brooks' goal for a double-digit growth next year, and the growth of the overall market.

Garmin revenue rose 12% to $1.28 billion in the quarter, ending on 30th September. Its fitness business (including wearables) grew 26% to $353 million.

Deckers (Hoka's owner) on the other hand, grew its net sales 24.7 % to $1.092 billion during the same quarter. Its DTC business grew 38.8%, making 30.3% of the total sales. The growth was driven by Hoka and UGG.

And finally, is Strava turning into a dating app?

As always, thank you for reading,

Momchil