{
  "docId": "019de071-87af-71c1-8c17-7f0b1b999163",
  "docSlug": "55e1968b8dd1942dcf1fb6fc78c60acf",
  "documentTitle": "On Holding | IPO Presentation Deck | 35 slides",
  "authorId": "on-holding",
  "authorName": "On",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2021-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7860465,
  "pageNumber": 32,
  "pageCount": 35,
  "prevPage": 31,
  "nextPage": 33,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 8,
  "notes": "The slide uses a split-layout: left side for market sizing (TAM), right side for qualitative/quantitative trend analysis.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de071-87af-71c1-8c17-7f0b1b999163/32",
  "deckHref": "/decks/019de071-87af-71c1-8c17-7f0b1b999163",
  "deckJsonHref": "/decks/019de071-87af-71c1-8c17-7f0b1b999163.json",
  "deckAnchorHref": "/decks/019de071-87af-71c1-8c17-7f0b1b999163#slide-32",
  "components": [
    {
      "bbox": {
        "h": 0.45,
        "w": 0.45,
        "x": 0.02,
        "y": 0.45
      },
      "kind": "image",
      "text": "Product photography of On running gear",
      "attrs": null,
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0acd36a7-b33a-41d5-bf42-e21bd6471c6b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.45,
        "x": 0.52,
        "y": 0.3
      },
      "kind": "list",
      "text": "DTC & Digitalization; Health & Wellness; ESG; Community; Casualization; China Market Opportunity",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ee286b45-bc0f-48af-a6ea-5a97f516d760",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.4,
        "x": 0.02,
        "y": 0.35
      },
      "kind": "paragraph",
      "text": "Global sportswear apparel ~$174 billion; Global sports footwear ~$119 billion",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "23deb87b-fac6-493d-ba44-a2433ba063a4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.3,
        "x": 0.02,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Source: Euromonitor, Outdoor Industry Association, McKinsey & Co., RunRepeat.com, IAAF analysis",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "84424fe4-32be-4910-88b6-7771ddab213c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.4,
        "x": 0.02,
        "y": 0.15
      },
      "kind": "title",
      "text": "Massive market opportunity ~$300 billion",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "180b243e-86cd-4570-9d45-75afef0abe45",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.4,
        "x": 0.02,
        "y": 0.02
      },
      "kind": "title",
      "text": "We Operate In a Massive Market With Secular Growth Drivers",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4656c389-6e32-44f6-8e84-e8acb1a834f7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.4,
        "x": 0.52,
        "y": 0.15
      },
      "kind": "title",
      "text": "Mega consumer trends playing to our strengths",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8188b0d5-80d8-46da-b7d8-a499edd138e3",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "market-sizing",
      "slug": null,
      "matchId": "657e9dd3-6133-4e65-8898-fdc0a125beff",
      "evidence": "Quantification of TAM and sub-segments",
      "confidence": 1
    }
  ],
  "arcBeats": [],
  "loops": [
    {
      "to": 32,
      "from": 32,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "d551a60b-2ad7-431f-b0d1-7056002ca048",
      "evidence": "The market sizing slide presents a massive market with secular growth drivers.",
      "position": 2,
      "objective": "What are the consequences of not investing in On?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.5,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}