On Holding AG

NIKE, Inc.

lululemon athletica inc.

The shares of On Holding, a Swiss manufacturer of premium sports shoes, jumped by almost 19% on November 12, after the publication of its quarterly report, and have more than doubled over the past three years. The company will not <a href="https://www.cnbc.com/2025/11/12/on-onon-earnings-q3-2025.html">offer</a> discounts on Mark's merchandise during the holiday season, and its management raised its revenue growth forecast for the next three years. At the same time, Nike - one of On's competitors - is going through some tough times. But what if their competition is not a sprint but a marathon? Independent analyst Mikhail Zavaraev discusses the long-term prospects of the two companies.

The battle of Nike vs On Holding: who has a better chance of "winning the marathon"

L'Oreal S.A.

The Estee Lauder Companies Inc.

Unilever PLC

Shiseido Company, Limited

Amorepacific Corporation

The popularity of decorative and care cosmetics among men is on the rise. It is especially noticeable in TikTok, wrote <a href="https://www.bloomberg.com/news/articles/2025-11-10/men-s-makeup-influencer-bach-buquen-could-lead-the-way-for-gen-z-bros?srnd=homepage-europe&amp;embedded-checkout=true">Bloomberg</a>.

The return of metrosexuals: which companies will capitalize on men's love of cosmetics

Alphabet Inc.

Meta Platforms, Inc.

In October, Jimmy Donaldson, aka Mr. Beast, a global YouTube star with 450 million subscribers, launched <a href="https://www.vyro.com/">Vyro</a>, a new platform for clipping, i.e. producing short videos. The videos "masquerade" as user-generated fan content, but in reality they are elaborate advertising campaigns paid for by sponsors.

Short clips for stars began to bring in millions. Mr. Beast

Kering SA

In the third quarter of this year, the shares of luxury giant Kering jumped by 53% - this is the largest quarterly growth of its quotations, <a href="https://www.bloomberg.com/news/articles/2025-10-02/kering-shares-notch-best-ever-quarter-as-de-meo-readies-overhaul">wrote</a> Bloomberg. On October 10, the securities updated the annual maximum - at the moment the price exceeded €322.

Operation Rescue: can the new team revitalize the Gucci owner's business

Alibaba Group Holding Limited

Meituan

JD.com, Inc.

September was extremely successful for the shares of Alibaba, one of the leaders of the Chinese e-commerce market. Quotes of the company's depositary receipts on the NYSE soared by more than 30%, and since the beginning of the year the company's capitalization has grown by more than 123%.

Alibaba, JD.com and Meituan are waging war in China. Which one should an investor bet on?

Pop Mart International Group Limited

Investments in Pokémon cards have yielded a 3,821% return since 2004, and shares in Pop Mart, the maker of Labubu toys, have soared 200% in just a few months in 2025. But both iconic monster markets raise the question: Is there a bubble here?

Battle of the monsters: Pokémon vs. Labubu - who is more attractive to investors?

Nestle S.A.

Corporate chaos and falling sales: what's happening to the food giant?

The perfect storm for Nestlé: can the company get out of the crisis

EssilorLuxottica Societe anonyme

Safilo Group S.p.A.

Last year, the eyewear market was one of the few luxury product categories to show growth, consultancy Bain &amp; Company <a href="https://www.bain.com/insights/luxury-in-transition-securing-future-growth/#:~:text=Eyewear%20expanded%20by%203%25%20to%205%25%20at%20current%20exchange%20rates%20in%202024%2C%20reaching%20%E2%82%AC17%20billion.%20Growth%20was%20fueled%20by%20heightened%20creativity%2C%20trading%20up%20by%20customers%20to%20higher%20price%20segments%2C%20and%20specialized%20brands%20that%20effectively%20catered%20to%20the%20distinct%20preferences%20of%20some%20consumer%20groups.">reckoned </a>. This year, judging by the reporting of public companies in the sector, the trend is continuing.

Keep your eyes open: how AI and nostalgia are driving up eyewear sales 

Ulta Beauty, Inc.

The Swatch Group AG

Funko, Inc.

Treatonomics, or the "gig economy," is a consumer trend gaining momentum around the world, CNBC <a href="https://www.cnbc.com/2025/08/09/from-lipsticks-to-concerts-the-treatonomics-trend-is-booming.html">reported</a>. People are looking for ways to cheer themselves up in times of economic instability through "emotional" purchases. Which companies will benefit?

"Lipstick Effect" on steroids: how to capitalize on people's desire to please themselves

Amazon.com, Inc.

Walmart Inc.

Amazon held its biggest sale of the year last week - Amazon Prime Day. Online sales remain an important part of the company's business, but now analysts tend to view it as a way to "fuel" the company's entire ecosystem. What's worth keeping an eye on for investors right now?

Sales are no longer the main thing. What is becoming Amazon's mainstay?

Snowpheres, a hybrid of sneakers and loafers, have become the hottest trend in the footwear world, <a href="https://www.bloomberg.com/news/features/2025-07-01/nike-new-balance-hoka-bet-on-snoafers-as-hot-footwear-trend">reports</a> Bloomberg. Despite the fact that the new type of footwear looks at least strange, New Balance, Hoka and Nike have noted a huge demand for such models. For the latter, the unexpected demand for a new version of ugly shoes is also an opportunity to fix its sales situation. How do companies try to make money on ugly shoes?

The silent comfort revolution: why sports brands are bringing 'ugly shoes' to market

In mid-June, China's state-run media outlet "Renmin Zhibao" <a href="https://www.bloomberg.com/news/articles/2025-06-20/china-warning-on-blind-box-toys-sends-pop-mart-shares-tumbling?embedded-checkout=true">called</a> for stricter regulation of blind box sales - so-called "surprise boxes" with toys, when the buyer does not know what is inside, Bloomberg wrote. Current rules prohibit the sale of such boxes c toys to children under 8 years old and require parental consent to purchase for children from 8 to 18 years old.