公司财务业绩 - On公司将于2024年3月12日发布2023年第四季度和全年财务业绩[1] - 公司管理层将于2024年3月12日美国东部时间上午8点（中欧时间下午1点）举行财报电话会议和网络直播[2] 公司背景介绍 - On公司成立于瑞士阿尔卑斯山，致力于通过让所有人都能在云端奔跑来改变跑步的感觉[4]

On Holding (ONON) shares rallied 6.8% in the last trading session to close at $32.01. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 7.1% gain over the past four weeks.On Holding’s rally is buoyed by optimism regarding the company’s pent-up demand, strong product innovation pipeline and strength in its D2C business. The company has been gaining momentum across both E-com and own retail. Investors are optimis ...

股价表现 - On Holding (ONON) 最近的股价为 $27.87，与前一个交易日的收盘价相比没有变化[1] - 过去一个月，On Holding 的股价上涨了 1.24%，但落后于消费类可选股票行业的上涨幅度（3.13%）和标普500指数的上涨幅度（5.59%）[2] 财务预期 - 分析师预计 On Holding 的每股收益为 $0.11，同比增长450%，预计营收为 $508.48 亿美元，同比增长33.51%[3] - 投资者应关注分析师对 On Holding 的最新预期调整，这些调整通常反映了短期业务趋势的变化[4] 股票评级和指标 - On Holding 目前的 Zacks Rank 为 2 (买入)，Zacks Rank 系统自1988年以来表现优异，排名为 1 的股票平均年回报率为 +25%[6] - On Holding 目前的前瞻市盈率为 35.06，高于行业平均值（13.15）[7] - ONON 的 PEG 比率目前为 0.91，低于休闲和娱乐产品行业的平均值（1.21）[8] 行业排名和影响因素 - 休闲和娱乐产品行业属于消费类可选股票行业，目前的 Zacks Industry Rank 为 217，位于所有250+行业的倒数14%[9] - 研究显示，排名前50%的行业的表现要比后50%的行业好两倍[10] 建议 - 请关注 Zacks.com 在接下来的交易日中观察所有这些影响股票的指标[11]

Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Is On Holding (ONON) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.On Holding is a member of our Consumer Discretionary group, which includes 292 different companies and currently sits at #13 in the Zacks Sector Rank. The Zacks Sector Rank ...

In the latest trading session, On Holding (ONON) closed at $26.80, marking a +0.9% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 1.25%. At the same time, the Dow added 0.97%, and the tech-heavy Nasdaq gained 1.3%.Heading into today, shares of the running-shoe and apparel company had gained 1.88% over the past month, outpacing the Consumer Discretionary sector's gain of 0.91% and the S&P 500's gain of 1.58% in that time.Investors will be eagerly watching for the ...

Dilok Klaisataporn Introduction On Holding (NYSE:ONON), often referred to as On Clouds due to its product line-up, is an appealing brand offering premium footwear and sports apparel products that have been gaining in popularity in the past few years. The absolute size of the company compared to its industry peers including Nike (NKE) and Lululemon (LULU) is far smaller, yet I believe a potential investment in On Holdings is attractive. On Holdings is not only an extremely fast-growing company with a str ...

On Holding AG (NYSE: ONON) has lost nearly 10% over the past three weeks but a UBS analyst is convinced it’s positioned for a massive rally in 2024.On Holding stock is headed for $51Copy link to sectionJay Sole named the shoe company a top pick for this year on Tuesday and said its shares could climb to $51 which suggests a whopping 80% upside from here. The analyst expects On Holding to grow its per-share earnings at an annualised compound rate of 43% over the next five years. His research note also reads: ...

On Holding (ONON -0.96%) has taken investors on a wild ride since its IPO. The Swiss footwear and sportswear maker went public at $24 in September 2021, and its shares soared to an all-time high of $51.45 just two months later.But over the following two years, On's stock lost nearly 50% of its value as rising rates and other macro headwinds crushed the market's pricier growth stocks.Let's see why that sell-off might represent a buying opportunity for patient investors. How did On carve out its high-growth n ...

Nike公司 - Nike的库存下降14%，意味着库存天数与疫情前水平一致[2] - Nike在欧洲、中东和非洲地区的销售表现较弱，主要是由于服装部门表现不佳，而鞋类部门表现良好[2] On Holding公司 - On Holding计划在中期每年增加20-25家门店[8] - On Holding计划在中国开设新门店[9] - On Holding预计2026年毛利率和EBITDA利润率将达到60%以上和18%以上[11] - On Holding预计2026年每年都会取得进展，销售增长、毛利率演变和销售、总务及行政费用杠杆率提高[12]

公司业绩 - 公司公布2022年第四季度财报，业绩表现出色，股价上涨20%[6] - 2023年第二季度财报显示，营收同比增长52.3%，直销销售同比增长54.7%，批发销售同比增长51.0%[7] - 公司现金流显著增长，前9个月从去年同期的近2亿瑞士法郎负数增长至将近1亿瑞士法郎[37] 市场机会 - 全球运动服装市场庞大，预计到本十年末将增长至4500亿美元；ONON正逐渐蚕食市场份额[15] - 公司计划在未来几年内将其服装销售占比提高到超过10%，从2022年的4%增长[19] - 公司的直销销售占比36.4%，批发销售占比65.4%，预计未来几年这两个数字会更接近50/50[21] 估值和投资 - 目前，ONON的估值非常有吸引力，特别是与耐克、Deckers和Lululemon相比，ONON的增长潜力最大，PEG比率最低[31] - 根据投资模型和合理的市盈率，未来三年内可能会有121%的上涨空间，高于耐克、Deckers或Lululemon的预期增长率[36] - 作者对On Holding AG持续看涨，相信品牌、增长故事和当前估值[41]