On Holding AG reported strong Q3 sales growth, accompanied by a 2025 guidance raise. Growth wasn't slowed down by industry turbulence. The On brand continues to gain market share across all major markets, enabled by increasing brand relevance. Expansion into apparel adds another growth avenue. The gross margin showed an especially strong 510 basis point gain, reflecting a number of factors. Ult...
On Holding just reported its Q3 earnings, raising guidance for the full year. The company is gaining a lot of market share in a struggling shoe and apparel sector right now.
There are numerous reasons why the On Holding's NYSE: ONON 2025 sell-off was irrational, but the three that stand out are the first, second, and third time it raised guidance this fiscal year. Valuation was a concern; the stock traded at approximately 100 times its current-year earnings—an astronomical multiple.
Baron Asset Fund underperformed for a second consecutive quarter as U.S. equities continued their strong rally from the market lows reached on April 8. From a sector perspective, stock selection in IT and Communication Services was responsible for about three-quarters of the underperformance in the period. Stock selection in Consumer Discretionary, Financials, and Industrials hampered relative ...
On Holding AG ( ONON ) Q3 2025 Earnings Call November 12, 2025 8:00 AM EST Company Participants Caspar Coppetti - Co-Founder & Executive Co-Chairman Martin Hoffmann - CEO & CFO Conference Call Participants Paul Lejuez - Citigroup Inc., Research Division Jay Sole - UBS Investment Bank, Research Division Alexandra Straton - Morgan Stanley, Research Division Krista Kerr Zuber Samuel Poser - Willia...
Consumers continue to snap up On Holding's premium sneakers. But they shouldn't expect them to get cheaper this holiday season.
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