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    James Duffy

    Managing Director and Senior Equity Research Analyst at Stifel Financial Corp.

    James Duffy is a Managing Director and Senior Equity Research Analyst at Stifel Financial Corp., specializing in coverage of the retail, brands, and consumer sector with a primary focus on companies such as Levi Strauss & Co., Fox Factory, and VF Corporation. He is recognized for a strong performance track record, currently holding a 4-star rating with an average return of 5.8% and a 51.91% success rate on platforms that track analyst performance. Duffy began his analyst career in the early 2000s and joined Stifel Nicolaus in the past decade after earlier positions at other financial institutions. He maintains active FINRA registration and holds industry-standard securities licenses, validating his standing as a trusted equity analyst within his field.

    James Duffy's questions to On Holding (ONON) leadership

    James Duffy's questions to On Holding (ONON) leadership • Q4 2024

    Question

    James Duffy asked about the company's investments in consumer insights, particularly regarding younger consumers, and the distribution and marketing strategies planned for 2025 and 2026 to build on this momentum.

    Answer

    Executive Co-Chairman David Allemann credited the growth in youth appeal to high-profile partnerships with Zendaya and FKA twigs, live sports moments, and the expansion of physical retail stores in major cities. Co-CEO Marc Maurer added that the strategy involves intentionally pairing new products with the right authenticators and channels to reach specific communities. CFO Martin Hoffmann noted that the company's strong margin profile allows for significant upper-funnel marketing investments to fuel this long-term brand building.

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