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On Running

also referred to as: on

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 25, 2023 by Ben Gilbert · said 9 times in 2 episodes since 2023 · across every show →

Mentions by year

brought up most by Ben Gilbert (4), Michael Lewis (3), David Rosenthal (2)

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2025 7 mentions in 1 episode
2023 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about On Running, oldest first

Jul 25, 2023 neutral
Assertion Supported
Brooks, On, and Hoka Reached Billion-Dollar Run Rates by 2023
“You've got Brooks, On, and Hoka all becoming billion dollar revenue run rate companies in the last 18 months.”
Ben Gilbert Jul 25, 2023 ▶ 3:52:53 Nike (Audio) · Acquired
Dec 15, 2025 bearish
Opinion
Lewis: Nike blew its dominance by ditching wholesale retail for direct-to-consumer
“Nike basically blew it, right? They let these, they let, they got rid of their stores. They thought it's all going to be online and on and Hoka roll in”
Michael Lewis Dec 15, 2025 ▶ 2:38:32 10 Years of Acquired (with Michael Lewis) · Acquired
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