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footwear industry

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Nov 6, 2023 by Joey Zwillinger · across every show →

Everything said about footwear industry, oldest first

Nov 6, 2023 neutral
Assertion Supported
Zwillinger: Footwear industry was 70-80% wholesale before Allbirds
“Because the whole industry is structured like this before we started was, you know, 70, sometimes 80% wholesale distributed.”
Joey Zwillinger Nov 6, 2023 ▶ 21:28 Joey Zwillinger: From $4.1BN to $142M Market Cap;Why Public Markets Have Written Allbirds Off |E1078 · 20VC with Harry Stebbings
Dec 22, 2023 neutral
Assertion Supported
Powers: Footwear margins average 10-12%, while Crocs achieves high twenties
“Above 10% is, is healthy, probably average 10 to 12. And, you know, so you have folks out there like Crocs, which is, you know, high twenties.”
Dave Powers Dec 22, 2023 ▶ 49:42 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
Dec 19, 2025 negative
Insight
Marolf: Footwear Products Balancing Function and Style Equally Fail
“Not sure that really still exists or has ever existed in the way that that's been described and that it makes sense to have a product that does function and style equally well.”
Gérald Marolf Dec 19, 2025 ▶ 13:26 20Product: On Running's CPO on How to Create Emotion Through Product | Why 99% of Products Fail and How to Create Cults Around Products | The Biggest Product Mistakes On Have Made & Lessons Learned with Gérald Marolf
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