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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Compass Diversified (CODI) investor relations material
Compass Diversified Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary4 Dec, 2025
Overview of Lugano fraud and financial restatement
A pervasive, intentional fraud at Lugano led to the restatement of 2022–2024 financials, with the former CEO orchestrating inflated sales, fake inventory, and undisclosed financing arrangements, all isolated to Lugano.
The fraud resulted in a $375M+ reduction in 2024 inventory, over 85% drop in Lugano revenue, and significant losses, prompting Lugano's Chapter 11 filing and a Section 363 sale process.
Recovery from Lugano will depend on asset sales, tax refunds, and insurance claims, but the loss is the largest in company history.
Remediation and governance enhancements
Acquisition criteria and governance expectations are being refined to avoid over-reliance on founder CEOs and atypical business models.
Risk management and internal audit functions are moving to an outsourced model, with added compliance oversight reporting to the Audit Committee.
Deal structuring, due diligence, and intercompany loan oversight are being standardized and strengthened.
Management services agreements are being modified to align interests and recoup overpaid fees by end of 2026.
Business performance and outlook
The eight other subsidiaries remain resilient, showing growth in sales and EBITDA, with BOA and The Honey Pot highlighted for strong performance.
Arnold Magnetic faced short-term headwinds due to China export controls but is positioned for long-term growth.
Velocity, after divesting Crosman, is now a small but stable part of the portfolio.
New acquisition criteria impact on deal flow?
Divestiture strategy: balancing value vs speed?
Expected value and timing of structural offsets?
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Next Compass Diversified earnings date
Q1 202517 Dec, 2025
Next Compass Diversified earnings date
Q1 202517 Dec, 2025
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Frequently asked questions
Compass Diversified Holdings is a publicly traded holding company that owns and manages a diversified portfolio of middle-market businesses. The company invests in various sectors, including branded consumer products, niche industrial manufacturing, and related industries. Through its subsidiaries, Compass Diversified provides operational and strategic support to its portfolio companies, focusing long-term growth and value creation. The company is headquartered in Westport, Connecticut, and its shares are listed on the NYSE.
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