The Elevator pitch

🇮🇹🧥 Moncler: More Than Just a Puffer

Join us on the Elevator Pitch podcast as we explore Moncler, a luxury brand with a compelling story. Often overlooked next to the industry titans, Moncler has carved out a unique space, boasting superior gross margins and consistent growth. We'll uncover how Remo Ruffini transformed the company, its incredible success in Asia, and the strategic move to acquire Stone Island—a bold bet that's starting to pay off. We'll also discuss the future growth drivers, including the US market push and the ever-present possibility of a takeover. Don't miss this deep dive into Moncler's journey and its potential ahead! I’d love to hear your thoughts! Connect with me on ⁠⁠⁠⁠⁠⁠x.com⁠⁠⁠⁠⁠⁠ [https://x.com/ElevatrPitchGuy], ⁠⁠⁠⁠⁠⁠Threads⁠⁠⁠⁠⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly.

🇫🇷🖼️JCDecaux: The Undervalued OOH Advertising Giant

Forget fleeting social media ads; there’s a titan in the advertising world you might be overlooking. JCDecaux, the silent giant behind the bus shelters, billboards, and airport displays we see every day, holds an unparalleled position in the stable out-of-home (OOH) advertising niche. In this episode, we dissect JCDecaux's robust business model, examining its diverse operations from street furniture to transport advertising, and uncovering the significant barriers to entry that protect its market dominance. I’d love to hear your thoughts! Connect with me on ⁠⁠⁠⁠⁠x.com⁠⁠⁠⁠⁠ [https://x.com/ElevatrPitchGuy], ⁠⁠⁠⁠⁠Threads⁠⁠⁠⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly.

🇺🇸🏋️‍♀️The Secret Strength of Planet Fitness: A Deep Dive into the Gym Giant

Discover how Planet Fitness is revolutionizing the high-value, low-price (HVLP) gym segment in the US with its winning formula. As an asset-light company, Planet Fitness boasts strong growth visibility and exciting opportunities for international expansion. In this episode, we'll delve into the market dynamics that have propelled Planet Fitness to the top, and explore the factors that could continue to drive its success. Tune in to learn how this fitness giant is poised to remain a solid compounder, and what this means for its future growth prospects. Curious to learn more? Check the full writeup here: https://elevatorpitch.substack.com/p/planetfitness [https://elevatorpitch.substack.com/p/planetfitness ] I’d love to hear your thoughts! Connect with me on ⁠⁠⁠⁠x.com⁠⁠⁠⁠ [https://x.com/ElevatrPitchGuy], ⁠⁠⁠⁠Threads⁠⁠⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠⁠⁠Bluesky⁠⁠⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠⁠⁠Substack⁠⁠⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly. Disclaimer: Not financial advice, do your own research before investing.

🇺🇸 🦋Evolus: Injecting Profitability

Evolus is a force to be reckoned with in the attractive injectables market, having grown to a impressive 13% US market share with their Jeuveau toxin in just five years. In this episode, we'll dive into the market dynamics and uncover the secrets behind Evolus' remarkable success. We'll also explore the potential implications of their current strategy and where it could take them next. Curious to learn more? Check the full writeup here: ⁠https://elevatorpitch.substack.com/p/evolus [https://open.substack.com/pub/elevatorpitch/p/inpost-diy-deliveries?r=3zjntf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false] I’d love to hear your thoughts! Connect with me on ⁠⁠⁠x.com⁠⁠⁠ [https://x.com/ElevatrPitchGuy], ⁠⁠⁠Threads⁠⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠⁠Bluesky⁠⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠⁠Substack⁠⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly. Disclaimer: Not financial advice, do your own research before investing.

Inpost: DIY deliveries

InPost is a market leader in Poland's last-mile logistics, commanding roughly 45% of the market share and now expanding across Europe. In this episode, we dive into their journey—exploring how they built a formidable stronghold at home and are now leveraging that foundation to drive growth in Western Europe. Curious to learn more? Check the full writeup here: https://open.substack.com/pub/elevatorpitch/p/inpost-diy-deliveries [https://open.substack.com/pub/elevatorpitch/p/inpost-diy-deliveries?r=3zjntf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false] I’d love to hear your thoughts! Connect with me on ⁠⁠x.com⁠⁠ [https://x.com/ElevatrPitchGuy], ⁠⁠Threads⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠Bluesky⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠Substack⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly.