Equity Research
William Blair research analyst Dylan Carden was quoted in fashion industry trade magazine Business of Fashion, commenting on how “brand awareness” for direct-to-consumer companies is a top concern.
Things like new digital advertising platforms and strategies help lower costs, but is it at the sake of losing awareness and customers?
“Some of these businesses are living for 2024, when they think they’re going to have a better grasp of normalised trends,” Carden said.
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William Blair initiated research coverage of First Advantage Corporation (FA $15.32), a leading global provider of technology-enabled background screening products.
Read moreWilliam Blair initiated research coverage of On Holding AG (ONON $32.87), a fast-growing performance and lifestyle brand based in Switzerland selling athletic footwear, primarily in running, but with a growing presence in newer categories and apparel.
Read moreWilliam Blair initiated research coverage of Cullinan Oncology, Inc. (CGEM $17.37), a company focused on advancing modality-agnostic targeted therapies for cancer, with a broad pipeline encompassing small molecules and multifunctional therapies across a diverse range of oncologic targets.
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