The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Weber: Real Footwear Revenue Is in Daily Trainers, Not Racing Shoes
“I think we were the first one to identify that the real business was in trainers. It wasn't in racing shoes. It wasn't in spikes. It wasn't in marathon racing shoes. The business is in the trainers.”
Weber: Footwear's Multi-Sport Sprawl Began With Factory Utilization Pressures
“And what no one understood that I found out later is that the mindset in our industry literally came from owning a factory. When you had a shoe factory, you had to keep it busy all year long and keep the people employed. So you went from baseball cleats to wre…”
Brooks CEO: Running business is everyday wellness, not elite competition
“The sport is the soul of running, right? Track and field, cross country, road racing, the Olympics, now trail and ultra, but the business is people that are investing in themselves, fitness and health and wellness.”
Weber: Companies with Issues Get Sold, While Opportunities Attract Investors
“The pitch I made to our team, and it's what I believed, is that companies with issues get sold. Companies with the opportunity attract investors.”
Weber: Beginner Runners Need Premium Footwear More Than Elite Athletes
“But what's interesting at our sport, the person that really needs the best footwear and the best Run bra and all of that are the people that are just beginning. Because the injury potential for those people is really high.”
Weber: Footwear Manufacturing Complexity Resembles Cars More Than Apparel
“It's not the car business, but it's more like the car business than the t-shirt business. There's every, there's tooling on everything. 12 sizes men's, 12 sizes women's, widths, colors. It's scaling these things in the fact there's a lot of tooling.”