+100%
My first 100 I am so happy.
🥳
Puestos
14$ONON | On Holding AG Q3 '24 Earnings Highlights:
🔹 Revenue: CHF 635.8M (Est. CHF 618.7M) 🟢; UP +32.3% YoY
🔹 Core EPS: CHF 0.09 (Est. CHF 0.15) 🔴
🔹 Adjusted EBITDA: CHF 120.1M; UP +47.7% YoY
🔹 Gross Profit Margin: 60.6% (Prior Year: 59.9%)
FY24 Guidance:
🔹 Revenue: CHF 2.29B (Est. CHF 2.31B) 🟡
🔹 Gross Profit Margin: Expected ~60.5%
🔹 Adj EBITDA Margin: Projected at upper end of 16.0%-16.5%
Segment:
🔸Direct-to-Consumer (DTC): Revenue UP +49.8% YoY; DTC channel now 38.8% of total sales, UP +450 basis points
🔸Wholesale: Revenue UP +23.2% YoY
Regional Breakdown:
🔹 EMEA: CHF 165.8M; UP +15.1% YoY
🔹 Americas: CHF 395.5M; UP +34.1% YoY
🔹 APAC: CHF 74.6M; UP +79.3% YoY
Product Category Breakdown:
🔸Shoes: CHF 603.7M; UP +32.1% YoY
🔸Apparel: CHF 26.8M; UP +33.4% YoY
🔸Accessories: CHF 5.3M; UP +53.9% YoY
CEO Commentary:
🔸 "Our record-breaking results this quarter underscore the power of On's premium positioning and strong global demand. The remarkable growth in our DTC channel and rising brand awareness fuel our confidence as we approach the holiday season."
Additional Business Highlights:
🔸 Achieved highest gross profit margin since IPO
🔸 Significant brand momentum driven by high-profile partnerships and successful product launches
🔸 Continued expansion in APAC and strategic store openings worldwide
Earnings next week (11.11 - 15.11)
Looking for a recommendation for a good and inexpensive stock screener
Hello everyone,
I am looking for a good and preferably inexpensive stock screener that can help me make better investment decisions. It would be important to me that it has a user-friendly interface and covers current figures as well as all possible indicators, oscillators and technical criteria.
So far I have used the following online tools:
I realize that there are many paid tools, but maybe there is something in the free or low-cost range that offers a solid performance? Or where a premium subscription really pays off? What do you personally use and what experiences have you had with it?
Thanks for your recommendations!
Best regards
What is your opinion on $ONON ?
Hi Gais. I'm late again 🤣
Regardless of $ONON where I would like to be invested myself (also not possible with scalable), I have recently noticed another brand. I'm seeing more and more shoes from the "Hoka" brand. After a quick google, this brand belongs to $DECK (+0,33 %) and what can I tell you, look at the chart 🤣 I love it when I have an idea and then it turns out that the party is over. Is anyone still $DECK (+0,33 %) invested?
Big movements today:
Sold x2299 $ALSEN (-2,12 %) at 0.919$ (all the position)
Sold x26 $RBLX at 40.59$ (small part of the position)
Sold x3000 $EME (-1,62 %) at 0,40$ (all the position)
Bought x33 $ONON at 33,25$
Bought x3 $META (+0,4 %) at 484$
Bought x2 $MSFT (+1,59 %) at 403$
Bought x50 $RIVN (+1,93 %) at 12.67$
What do you think about this?
The week summarized:
Monday
Tuesday
Wednesday
Thursday
Friday
Principales creadores de la semana