Zacks Investment Research
03 Sept 2026, 14:55 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Analysis by Kasper Rasmussen · Founder & analyst
What the story claims
4 claims · each scored for market impact
On Holding AG (ONON) raised its 2026 full-year gross-margin outlook to at least 65% from at least 64.5%. — An increase in gross margin guidance indicates improved pricing power and efficiency, which is fundamentally positive for the stock.
+0.40On Holding AG reported 21.6% constant-currency sales growth and a second-quarter gross margin expansion of 390 basis points to 65.4%. — Strong top-line growth combined with significant margin expansion demonstrates operational strength and demand.
+0.30On Holding AG's direct-to-consumer (DTC) sales grew 34.3% in Q2, now representing 45.7% of net sales. — Shifting toward DTC allows for better control over pricing and margins, reducing reliance on wholesale partners.
+0.20Continue reading
6 related stories
Search tags
Potential new U.S. tariffs may increase product costs, creating a headwind for second-half execution. — Tariffs act as a cost pressure that could erode the gains seen in gross margins if costs cannot be passed to consumers.
-0.20Which stocks this story touches
Raised 2026 gross-margin outlook following strong constant-currency sales growth and wider profitability.
Reported a decline in NIKE Direct revenues, contrasting poorly with competitors' channel execution.
Reported positive direct-to-consumer sales growth outpacing wholesale for HOKA.
[mutual] Both companies compete in the athletic footwear market, as evidenced by the comparison of their channel sales patterns.
[mutual] Both companies compete in the athletic footwear market, with the article contrasting their channel execution and growth outcomes.
[mutual] Both companies compete in the athletic footwear market, specifically comparing direct-to-consumer and wholesale growth patterns.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
Zacks Investment Research
2h ago
