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 that allows us to, either through our own sales force or through our exclusive dealer network, deliver the product within a week, two weeks, which is typically what people would expect their window coverings to be delivered.
Every product is largely custom-made to measure, so there's no one single SKU.
And so we have billions of permutations of...
styles, colors, patterns, sizes.
And the business was around prior to us buying it for about 100 years.
And we talk about all the things that can change in the world and disruption risks, but we're highly confident about the sun rising and the sun setting.
And you see houses are being built with larger and larger windows because people like natural light.
And so it's a product that's here to stay.
We're the number one leader.
There's some volume growth.
There's a little bit of price growth.
And as I mentioned, as we mentioned earlier, there's this historical roll-up element of the business where you're buying small players in the industry.
And we are the natural home for many of these small players.
A lot of companies brag about all their ESG initiatives and energy savings.
Our window coverings actually save people tons of energy.
I think it's one of these things where the TAM is large, but it's not so large.
And we really have this scaled manufacturing coupled with the scale distribution.
And so I think gaining distribution is hard.
It's quite hard given the way you go to market because there's a service component.
There's an installation component to this product, this process.
Showing 81–100 of 501 · page 5 of 26
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