WSJ
10 Nov 2026, 11:51 UTC · 1d ago
On Holding Logs Higher Profit, Sales
Impact · against what's priced in
The Q3 results provide a positive catalyst for ONON by demonstrating growth resilience and pricing power that the market had previously discounted. While the price assumes a sharp deceleration to 9.6% revenue growth, the 'higher sales' and 'full-price integrity' suggest the company is closer to the growth premiums the market currently declines to pay for.
- ONON+0.30
Challenges what's priced in
- The price assumes
Sustaining mid-20s percentage revenue growth
The report of higher sales and the ability to maintain full-price integrity challenges the market's assumption of a sharp deceleration to 9.6% revenue growth.
What ONON's price assumes · Sep 22
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