Zacks Investment Research
25 Sept 2026, 18:35 UTC · 1h ago
Verdict
Headline takes no side. We score ONON +0.80 across four claims — strongly bullish.
+0.80strongly bullish
More positive than 87% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
On Holding's second-quarter 2026 gross margin rose to 65.4% from 61.5% a year earlier.
Priced inanalysis of Q2 results reported earlier
So whatThe 390bps margin expansion validates the DTC shift, potentially leading to higher EPS estimates for FY2026.
More positive than 93% of claims this week
On Holding's second-quarter 2026 DTC sales increased 26% to CHF 388.4 million, reaching 45.7% of total sales.
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Scored by the NIS engine · methodology.
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Priced inanalysis of Q2 results reported earlier
So whatReaching nearly 50% DTC mix reduces reliance on wholesale partners and increases full-price selling potential in Q3.
More positive than 86% of claims this week
On Holding's Asia-Pacific sales rose 43.1% to CHF 170.5 million in the second quarter.
Priced inanalysis of Q2 results reported earlier
So whatWith APAC now exceeding 20% of global sales, regional growth will be a primary driver of the top-line multiple.
More positive than 78% of claims this week
On Holding's apparel sales grew 47.7% to CHF 54.2 million in the second quarter.
Priced inanalysis of Q2 results reported earlier
More positive than 65% of claims this week
Which stocks this story touches
More positive than 87% of ticker scores this week
The company shows strong growth in DTC sales, international expansion in Asia-Pacific, and increasing gross margins.
More positive than 48% of ticker scores this week
Mentioned as a growth-oriented footwear player expanding its US western and workwear business.
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Zacks Investment Research
4h ago
−2.0%
Price is moving against the score
$29.86 vs $30.46 close before publication (Sep 24) · not market-adjusted
ONON chart →
