What top creators are saying about On Holding AG(ONON)

Shares were reported down 4% that week amid controversy involving its celebrity endorser Kylian Mbappé. The episode highlights potential reputational and geopolitical risks in China, but does not establish the cause of the decline or the company's China exposure.

The hosts characterized recent results from On as weak, against a cautious view of consumer-discretionary brands.

Cited as a newer athletic-footwear competitor gaining ground as established brands such as Nike failed to anticipate changing competition; no company-specific investment assessment is provided.

Capturing retail shelf space and market share from Nike in performance running and lifestyle categories, backed by strong product focus.

Rapidly capturing wholesale market share from legacy competitors by maintaining strong brand identity and premium retail positioning.

Delivering consistent 30% year-over-year revenue growth and actively taking market share from legacy athletic brands in footwear.

High growth potential with 65% gross margins and 30% YoY revenue growth; currently undervalued relative to its IPO despite improved fundamentals and expansion into DTC.

Identified as a competitor successfully taking ground from Nike.

The stock is considered significantly overvalued with management criticized for issuing shares due to lack of profitability rather than strategic growth.

Capturing market share from legacy players like Nike through high innovation.

Cheapest apparel stock on growth-adjusted basis (EV/GP/RG of 0.18) with 64% gross margins and strong brand status.

A 'pure play' on the decline of Nike with revenue tripling since IPO and outstanding 63% gross margins; treated as a recurring revenue business.

Aggressively taking market share from Nike; considered 'too cheap' given its growth trajectory and profitability.

Gaining market share as a competitor to Nike.

The speaker is very bullish, calling the stock 'dirt cheap' as its flat stock price has not reflected its revenue tripling to $3.6 billion. The company is a high-growth, high-margin business successfully taking market share.

A new position added based on a strong order book, good management through tariffs, and an attractive valuation with a PEG ratio of only 0.7x.

A pure-play investment in a high-growth, high-margin brand that is disrupting the apparel sector and taking market share from legacy brands. Considered 'dirt cheap' based on its valuation metrics.

Identified as a favorite investment opportunity due to a high predicted revenue growth rate of 31%, strong brand trend, high direct-to-consumer sales, and an attractive growth-adjusted valuation.

Highlighted as a major brand now using Shopify's platform, which historically might have built its own e-commerce solution. This validates Shopify's enterprise offering.

Cited as a highly successful example of a celebrity partnership, with Roger Federer's early investment leading to significant financial success, highlighting the brand's strong growth trajectory.

Stock surged 20% after crushing earnings expectations and raising full-year guidance, demonstrating strong growth in a weak sector through product reinvention and expansion.

Considered a bullish, undervalued stock that has been 'forgotten by the market'. It has strong growth (32% predicted), high gross margins (61%), and is considered much cheaper than competitors like Nike.

Presented as a high-growth, profitable company trading at a compelling and 'too cheap' valuation. It is positioned as a strong challenger to Nike with excellent financial metrics, including 36% forward revenue growth and a 61% gross margin.

A prominent investor expressed very strong positive sentiment, calling the product superior to competitors like Nike and highlighting strong brand momentum and a successful partnership with Roger Federer.

A speculative trade was made ('just for fun') because performance data looked good, especially in comparison to competitor Hoka, which recently reported strong earnings.

Proprietary web data shows the company has 'meaningfully better' year-over-year acceleration in online traction compared to competitor Hoka, suggesting potential market share gains and strong sales.