The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's take a look at what these Wall Street heavyweights have to say about On Holding (ONON) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. On Holding currently has an a ...

On Holding (ONON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this running-shoe and apparel company have returned +20.6% over the past month versus the Zacks S&P 500 composite's +3.1% change. The Zacks Leisure and Recreation Products industry, to which On Holding belongs, has gained 9.5% over this period. Now the key question is: Where could the stock be headed in the ne ...

Hinterhaus Productions/DigitalVision via Getty Images Investment Thesis On Holding (NYSE:ONON) is a company dedicated to sports clothing and that in recent years has stood out for its running shoes, which have very high gross margins thanks to the high sales price that the company has managed to maintain. While its market share is currently extremely small, it is rapidly gaining more and more year- on-year. I think that if the product continues with the current trend, there's potential for ON to become a ma ...

A strong earnings report lifted shares of the running shoe company. Shares of On Holding (ONON 4.04%) were soaring this week after the fast-growing running shoe company posted better-than-expected results in its first-quarter earnings report. According to data from S&P Global Market Intelligence, the stock was up 24.9% for the week. On is outrunning the competition In a difficult environment for consumer discretionary goods like footwear and apparel, On continued to report strong growth ...

On Holding stock is on the run with sales surging. After seeing sales rise by 55% in 2023, On Holding (ONON 0.60%) had a strong start to 2024 as well, reporting first-quarter results on May 14. That helped Needham analyst Anna Andreeva boost her optimism for the stock in a report released this week. Andreeva reiterated her buy rating on shares of the Swiss outdoor footwear and apparel company and raised the price target from $40 to $45 per share. That projected share price is about 25% higher than where the ...

财务数据和关键指标变化 - 第一季度净销售额达到5.082亿瑞士法郎,同比增长20.9%,按固定汇率计算同比增长29.2% [9][27][28] - 毛利率达到59.7%,较上年同期的58.3%有所提升 [46] - 调整后EBITDA利润率为15.2%,较上年同期的14.5%有所提升 [50] - 净利润达到9.14亿瑞士法郎,创历史新高 [50] 各条业务线数据和关键指标变化 - 鞋类业务净销售额增长21%至4.847亿瑞士法郎,其中高性能跑鞋系列表现出色 [42] - 服装业务净销售额增长16.7%至1,970万瑞士法郎,公司调整了大部分产品的尺码以更好满足全球客户需求 [44][45] 各个市场数据和关键指标变化 - 欧洲中东非洲(EMEA)地区净销售额增长6.1%至1.262亿瑞士法郎,按固定汇率计算增长10.4% [34][35] - 美洲地区净销售额增长22%至3.296亿瑞士法郎,按固定汇率计算增长30.4% [37][38] - 亚太地区净销售额增长68.6%至5,240万瑞士法郎,按固定汇率计算增长90.7% [40][41] 公司战略和发展方向及行业竞争 - 公司继续专注于成为全球最高端的运动品牌,在跑步、零售和服装等核心战略领域取得进展 [10][11][13][17] - 在跑步领域,公司通过创新产品和本地跑步俱乐部等策略,在多个城市实现10%以上的市场份额 [12][13] - 公司加快了自有零售店的开设,目前已有50家门店,其中34家为自营 [13][14] - 公司在选择批发合作伙伴时保持谨慎,专注于高端渠道和年轻消费者 [15][16] - 公司服装业务取得快速增长,并与FKA Twigs等艺术家展开合作,提升品牌形象 [17][18] 管理层对经营环境和未来前景的评论 - 管理层对公司在2024年第一季度的出色表现感到自豪,并对全年保持乐观态度 [9][58][59] - 公司预计全年按固定汇率计算的净销售额增长至少30% [59] - 公司将在即将到来的奥运会期间进行大规模的营销活动,以进一步提升品牌知名度 [53][54][55][57] 问答环节重要的提问和回答 问题1 **Jay Sole 提问** 询问公司在亚洲市场,特别是中国和其他地区的发展情况 [63] **Martin Hoffmann 回答** 公司在亚洲市场表现出色,尤其是在日本市场,销售增长超出预期。公司在中国也在按计划推进,包括开设更多门店和与主要商场合作开设旗舰店 [64][65][66] 问题2 **Tom Nikic 提问** 询问公司在新的批发渠道合作(如Dick's Sporting Goods、Foot Locker等)的表现情况 [72] **Caspar Coppetti 回答** 这些大型批发渠道正在成为公司业务的重要组成部分,公司正在学习如何更好地服务这些渠道,确保产品和体验能满足消费者需求。公司正在持续扩大在这些渠道的门店数量 [73][74] 问题3 **Christina Fernandez 提问** 询问公司订单情况和对下半年的预期 [77] **Martin Hoffmann 回答** 公司第二季度开局良好,需求保持强劲。尽管在某些产品和颜色上存在供给短缺,但公司有信心能满足下半年的强劲需求,支撑公司全年指引 [78][79][80]

Sales are surging as awareness grows. Shares of shoe company On Holding (ONON 15.51%) jumped to new 52-week highs on Tuesday after the company reported financial results for the first quarter of 2024. As of 10:30 a.m. ET, On stock was up 15%. Consumers are buying more shoes directly from On On is based in Zurich, and reports its earnings results in Swiss francs. But I'll reference the approximate U.S. dollar equivalent for simplicity. In Q1, On generated record quarterly net sales of over $560 million, whic ...

On Holding (ONON) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 137.50%. A quarter ago, it was expected that this running-shoe and apparel company would post earnings of $0.11 per share when it actually produced a loss of $0.06, delivering a surprise of -154.55%. Over the last four ...

Key Points On exceeded the analysts' consensus and raised guidance. Guidance is cautious. The company is gaining traction in its core market and expanding into new verticals. Analysts favor the stock and have been lifting their targets, a trend that should continue. 5 stocks we like better than ON On’s NYSE: ONON Q1 results prove it is gaining traction with athletes and is on track to dethrone Nike NYSE: NKE as the god of running shoes. The company’s results exceeded expectations on strength in all channels ...

On Holding AG (ONON) is scheduled to report first-quarter 2024 results on May 14, before the opening bell. In the last reported quarter, the company’s earnings missed the Zacks Consensus Estimate by 154.6%. Q1 Estimates The Zacks Consensus Estimate for the bottom line is pegged at 16 cents per share, indicating no change from the year-ago levels. In the past 30 days, estimates for current-quarter earnings have witnessed downward revisions of 5.9%. The consensus mark for revenues is pegged at $555.5 million, ...