Huge fan of $ONON On running shoes. We think the brand is strong and lends to the stock having great long-term potential.
On Hldg
Azione
Azione
ISIN: CH1134540470
Ticker: ONON
CH1134540470
ONON
Price
Discussione su ONON
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14
1Mes·
All these stocks hit new 52 WEEK HIGHS at some point today
Apple $AAPL (-0,86%)
Affirm $AFRM (+0,43%)
Brookfield $BN (+0,35%)
Dutch Bros $BROS
Citi $C (-0,11%)
Cameco $CCO (+1,74%)
Carnival $CCL (+0,19%)
Marvell $MRVL (+0,49%)
Norwegian $NCLH (+0%)
On Holding $ONON
Palantir $PLTR (+2,45%)
Royal Caribbean $RCL (-0,59%)
Rocket Lab $RKLB (-2,69%)
Shake Shack $SHAK (+0,46%)
Square $SQ (+0,77%)
Trade Desk $TTD (+1,05%)
Visa $V (+0,16%)
Walmart $WMT (+0,42%)
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1 CommentoLaiko@NathanLaiko
1Mes
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22
•2Mes·
$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
22
2Mes·
Earnings next week (11.11 - 15.11)
4Mes·
What is your opinion on $ONON ?
11
8 Commenti
Not tradable on TradeRepublic, but I like the shoes and wear them myself 👌🙂
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9Mes·
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 (+0,15%) 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 (+0,15%) invested?
10Mes·
Big movements today:
Sold x2299 $ALSEN (-0,74%) at 0.919$ (all the position)
Sold x26 $RBLX at 40.59$ (small part of the position)
Sold x3000 $EME (+0,69%) at 0,40$ (all the position)
Bought x33 $ONON at 33,25$
Bought x3 $META (+1%) at 484$
Bought x2 $MSFT (+1,7%) at 403$
Bought x50 $RIVN (-1,57%) at 12.67$
What do you think about this?
22
10Mes·
The week summarized:
Monday
- Oracle Corp. ($ORCL (+8,04%) ) published quarterly results.
Tuesday
- NFIB Small Business Optimism Index (February)
- Consumer Price Index (February)
- Quarterly results of On Holding AG ($ONON ), Kohl's ($KSS (+0,07%) ), Manchester United PLC ($MANU (+0,35%) ) and LoanDepot Inc. ($LDI (-0,29%) )
Wednesday
- Dollar Tree ($DLTR (+1,03%) ), Lennar Corp. ($LEN (+0%) ) and Williams-Sonoma Inc. ($WSM (+0,2%) ) publish quarterly results.
Thursday
- Retail sales in the USA (February)
- Producer Price Index (February)
- Business inventories (January)
- Quarterly results from Adobe ($ADBE (+0,23%) ), Dollar General ($DG (+0,47%) ), Ulta Beauty Inc. ($ULTA (-0,01%) ) and Dick's Sporting Goods Inc. ($DKS (+1,58%) )
Friday
- Empire State Manufacturing Survey (March)
- Import Price Index (February)
- Industrial Production (February)
- Consumer sentiment (March)
- Capacity utilization (February)
- Quarterly results from Jabil Inc. ($JBL (+0,81%) )
55
1 Commento
In the picture: OPEC (Organization of the Petroleum Exporting Countries) is an organization of 13 oil-producing countries based in Vienna, Austria. Key member countries include Saudi Arabia, Iran, Iraq, Venezuela and the United Arab Emirates.
OPEC's main task is to coordinate the production volumes of its member countries in order to influence the global oil market and oil prices. By setting production quotas, OPEC can control supply and demand on the oil market and thus influence prices. This power enables the organization to exert both economic and political influence, which can have a global impact.
OPEC's main task is to coordinate the production volumes of its member countries in order to influence the global oil market and oil prices. By setting production quotas, OPEC can control supply and demand on the oil market and thus influence prices. This power enables the organization to exert both economic and political influence, which can have a global impact.
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