Moncler: The Après Playbook - [Business Breakdowns, EP.218]

This is Business Breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. We believe every business has lessons and secrets that investors and operators can learn from, and we are here. to bring them to you.

To find more episodes of breakdowns, check out joinccolossus.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers, or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. This is Matt Russell and today we are breaking down Montclair.

You know they're down jackets. Their stylized M logo. It's the mix of style and substance that blends into the brand history and evolution of Montclair. I was joined by Chris Davies, investment manager at Bailey Gifford, to cover Montclair's evolution, particularly in the hands of Remo Ruffini, and we get into the push to define luxury outerwear. extend outward into other product categories and keep that core DNA of fashion and function.

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