Daniel Schwartz
speaker
501 appearances
1 recordings
1 series
first heard Feb 2026
last heard 10 Feb
Daniel Schwartz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
And we proved that out through the creation of these master franchise joint ventures in places like Brazil and in China and in India and in France, which is one of the best burger markets in the world.
I think we had opened our first restaurant in an airport in the south of France.
And it was an absolute hit overnight.
And so we went to France to look to find a partner to manage that country.
And as time went by, we found Olivier Bertrand.
And he's an incredible restaurant operator.
And collaborating with him, we built this 2 billion euro plus business.
Even if
A business has great historical financials.
I think today we likely wouldn't be willing to take big customer concentration risk.
And then that goes back to that likelihood of, or potential of being disintermediated and an inability to price risk.
It surprised people, I bet.
It surprised many people, including us the first time we... First two being Nike and Adidas.
And the numbers are a little skewed in that I'm referring to sneakers only, and a lot of these companies like Nike and Adidas have apparel businesses, and Skechers is 99% footwear.
No, because it's growing so fast.
Two-thirds of the business is already outside of the U.S.
And when you look at who is buying the brand and the market share the company has within those customer cohorts, it's actually pretty good.
Broadly speaking, we like footwear.
We like athletic footwear.
We believe there is a casualization and an athleisure trend within society.
Showing 341–360 of 501 · page 18 of 26
← Previous
Next →