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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
And every time, a year later, it's like, wow, they did.
They added a billion dollars.
And sure enough, in the handful of years we knew them, they doubled the size of the business.
It's one of these things where, to your point, maybe some people, especially maybe in New York, some people wouldn't know that the brand is as big as it is today.
But when you start looking into the numbers, if you look back over the last, and I'm not going to cherry pick years, so two-year, three-year, five-year, ten-year, seven-year, eight-year, they would cager sales and volume in the double digits.
And they had the second highest loyalty rate amongst...
Customers, I think only after Nike, they were the most diversified.
They had the highest SKU count, most diversified across all categories of athletic footwear, thereby reducing the risk.
There was no Hero SKU.
There was no Air Jordan or Yeezy or Samba or equivalent.
Basically, you have highly experienced management who essentially founded the business 30 plus years ago, and Robert and his product team coming up with incredible innovation, and Michael and his store team building big, beautiful stores.
David and the supply chain team making sure that they can deliver the shoes to the stores promptly.
I think they saw that we have been involved in businesses
for decades, not years, that we don't buy businesses and then flip them, and that we ourselves have operating experience running our businesses.
And so I think the owner-operator and long-term nature of 3G was something they found attractive.
And I think given where they were in their life cycle and succession planning and whatnot, it made sense to explore.
Each transaction is different.
I think they're all, BK is talking about Hunter Douglas, they're all great businesses.
And I think there are different ways we were able to kind of help in each.
And this business is certainly growing faster than any of the other businesses that we've been involved in.
Showing 381–400 of 501 · page 20 of 26
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