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AI is not optimistic (m)

Posted on September 18, 2026 at 10:38:33 AM by LS&Play

If On Running ever collapses like Allbirds, it will start with over-saturation. Once a brand goes from high-end running shoe to the uniform of every accountant, dentist, and tech commuter in the city, the cool factor evaporates. The early adopters move on to the next niche trend, leaving the brand heavily reliant on mainstream consumers.
Then come the product fatigue and design quirks. Those signature hollow soles are great for a clean look, but they quickly turn into gravel collectors and lose their bounce over time. Once the hype dies down, bloated inventory and a lack of true athletic performance loyalty lead straight to heavy discounting and clearance-rack purgatory.

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