[{"data":1,"prerenderedAt":291},["ShallowReactive",2],{"story-210462-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":43,"questions":44,"relatedArticles":69,"body_color":289,"card_color":290},"210462",null,"Athletic Footwear Market Shift: On Holding's 22% Stock Plunge Signals Premium Running Shoe Saturation & DTC Dominance Opportunity","- Americas running shoe sales collapse 13% growth (down from 17%), wholesale channel contracts 12.7% while DTC surges 34.3%, creating inventory liquidation opportunities for third-party sellers on Amazon/eBay through Q4 2026",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,27,37,38,14,39,40,41,42],"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1434120008/image_1434120008.jpg?io=getty-c-w630","https://en.cryptonomist.ch/wp-content/uploads/2026/08/On-Holding-Stock-1.jpeg","https://sgbonline.com/wp-content/uploads/2026/08/OnHoldingSpring26.png","https://img.biggo.com/MJ8Ljs-INlGgcJfezGG2PHm7JfQTaAeCyC2SNxKY7Po/fit/1720/0/sm/0/aHR0cHM6Ly9pbWcuYmdvLm9uZS9uZXdzLWltYWdlL2Vhcm5pbmdzX2NhcmQvMjAyNi0wOC9VU19PTk9OXzIwMjYtMDgtMTFfMTc4NjQ3NzE0MS53ZWJw.webp","https://images.simplywall.st/asset/industry/4121000-choice1-main-header/1585186790255","https://d.techtimes.com/en/full/472273/holding-drops-22-record-margin-quarter-wholesale-bet-surreal-superfoam.png?w=836&f=19f7e914ade82fa8744b04bfc70c46e1","https://images.wsj.net/im-41777913?width=700&height=466","https://shoez.biz/wp-content/uploads/2026/08/on-runnnig.jpg","https://storage.googleapis.com/media.mwcradio.com/mimesis/2026-08/11/2026-08-11T090304Z_1_LYNXMPEM7A0KG_RTROPTP_3_ON-HLDG-RESULTS.JPG","https://news.stocktwits-cdn.com/large_on_holding_ag_OG_cf97e7c925.jpg","https://img.biggo.com/CepxTGzfTIp3CPBnsBCEavk9WesMx2mAH2Ie6eDsWbs/fit/1720/0/sm/0/aHR0cHM6Ly9pbWcuYmdvLm9uZS9uZXdzLWltYWdlL2FpX2dlbmVyYXRlZC8yMDI2LTA4LzcwNjk3NGI4LThkMjEtNDBlOS1iOWM1LWFiYWY3MjZhMDE2MV8xNzg2NDk5MTk4X2RlZmF1bHQuanBn.webp","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1016571530/image_1016571530.jpg?io=getty-c-w1280","https://wwd.com/wp-content/uploads/2026/08/The-Cloudmonster-3-Franchise.jpg?w=1000&h=563&crop=1","https://media.kvue.com/assets/AssociatedPress/images/12092526-b54f-41b4-8096-f9ce0c2fe1e8/20260811T091509/12092526-b54f-41b4-8096-f9ce0c2fe1e8_750x422.png","https://www.reuters.com/resizer/v2/UYXKJ6QXOZMALMEFCBVOYTHBXM.jpg?auth=66faef89a9af0e9ad69f7c59cb5cc37d690f2cf67b3c58374dcb370db6ddabf0&width=1080&quality=80","https://i0.wp.com/ouispeakfashion.com/wp-content/uploads/2026/08/OSF-main-image-7-1.jpg?resize=1170%2C600&ssl=1","https://hermes.media.static.aol.com/media/2026/08/01/efcf72bd-099f-3108-8c38-48a59d0e6567/e856b19b-5603-43fc-9fae-b2b07c76a9fa.jpg","https://s.yimg.com/cv/apiv2/cv/apiv2/social/images/yahoo-finance-default-logo.png","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1200937783/image_1200937783.jpg?io=getty-c-w630","https://imgproxy.divecdn.com/bHjufFX49xQ6QfMOkJYchwMshJLpnvTjDXQuL6nfkhA/g:ce/rs:fill:1200:675:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9Pbi1taWFtaV9zdG9yZV9UNlJFV0JGLnBuZw==.webp","https://s.yimg.com/lo/mysterio/api/5BFAB8D79AD0E42DA5D3561C230EC7361B6612D75BCABEC9BE9D255658FC4EEA/subgraphmysterio/resizefill_w1200_h434;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fsimply_wall_st__316%2F044527dc303068ac9ca156aafbedfd45.jpg","https://s.yimg.com/lo/mysterio/api/C8BE8A9BA8A1074D76ADDEF718121BED73EA90AF2F8005D8A2DE89275139A48C/subgraphmysterio/resizefit_w960_h638;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Ffootwear_news_finance_8%2Fdbc2d7883cc16a78712442b15dcbb521.jpg","https://d1f00kj7ad54bu.cloudfront.net/Pictures/1024x536/3/9/7/61397_onholdingheadtotoe_402855.jpg","https://ts2.tech/wp-content/uploads/2026/08/on-holding-lifts-margin-goal-amid-slower-wholesale-expansion.jpg","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ibgi9RT6yX5k/v0/-1x-1.webp","https://g.foolcdn.com/editorial/images/882460/maxresdefault-20.jpg","https://www.thedailyupside.com/wp-content/uploads/2026/08/sipaphotostwentysix259430-scaled-e1786490025568.jpg","https://blog.tipranks.com/wp-content/uploads/2026/08/shutterstock_2561108583-750x406.jpg","https://www.modaes.com/files/2026/15-redaccion-empresas/on-running/on-running-fabrica-korea-robots-1200.jpg","https://media.zenfs.com/en/investorshub_458/30a0e2a14717264135377411c5adcad2","https://image-cdn.pluang.com/web/compressed/analyst_insights.webp","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://en.cryptonomist.ch/wp-content/uploads/2026/08/On-Holding-Stock.jpeg","**On Holding's catastrophic Q2 earnings miss (CHF 850.3M vs. CHF 878.16M consensus) and 22% stock collapse on August 11, 2026 reveals a critical market inflection in premium athletic footwear.** The Swiss brand's wholesale channel contraction—from 25.1% sequential growth to just 12.7%—combined with deliberate sell-in reductions to U.S. retailers, signals aggressive inventory management ahead of January 2027 product launches (CloudSurfer 3, CloudSurfer Max 2). This creates a 4-6 month window of elevated wholesale inventory liquidation across Amazon, eBay, and Shopify, with On Holding's 30% brand awareness ceiling limiting pricing power in a \"highly promotional multi-brand retail environment.\"\n\n**The geographic divergence is critical for sellers:** Americas growth decelerated to 13% (Q2) from 17% (Q1)—representing over 50% of On's revenue—while Asia-Pacific exploded 54.7%, indicating demand concentration shift. Management's commitment to \"full price integrity\" over volume means On will NOT aggressively discount, creating arbitrage opportunities for third-party sellers to capture market share through competitive positioning. DTC revenues surged 34.3%, demonstrating that On's premium positioning works through owned channels but fails in wholesale environments saturated with Nike, Adidas, and Saucony competition.\n\n**For cross-border e-commerce sellers, this presents three distinct opportunities:** (1) **Inventory acquisition window (Aug-Dec 2026):** Wholesale partners and authorized resellers will face margin pressure as On reduces sell-ins; sellers can negotiate better wholesale terms or acquire excess inventory at 15-25% discounts. (2) **Category expansion play:** Running shoe market saturation signals demand migration to adjacent categories—trail running, cross-training, lifestyle sneakers—where On has weaker positioning. Sellers should diversify beyond pure running shoes. (3) **Competitive positioning:** On's elevated inventory levels (per Jefferies analyst Randal Konik) and margin sustainability concerns create 6-12 month window where third-party sellers can undercut on price while On maintains premium positioning, capturing price-sensitive segments (Amazon BSR rankings, Buy Box share).\n\nThe company's lowered full-year guidance (low-20% growth vs. 23%+ prior) and elevated inventory levels suggest Q3-Q4 promotional intensity will increase despite management's stated commitment to full-price selling. Sellers should monitor On's quarterly inventory disclosures and adjust PPC bidding strategies accordingly—expect 8-15% price compression in running shoe category through Q1 2027 as On clears excess stock before new launches.",[45,48,51,54,57,60,63,66],{"title":46,"answer":47,"author":5,"avatar":5,"time":5},"What product categories should sellers focus on given On Holding's running shoe challenges?","On Holding's running shoe underperformance (core category) signals market saturation in premium running segment. The company's 30% brand awareness ceiling limits pricing power, and wholesale channel weakness indicates demand migration to adjacent categories. For sellers: (1) diversify beyond pure running shoes into trail running, cross-training, and lifestyle sneakers where On has weaker positioning; (2) focus on price-sensitive segments (Amazon BSR 5,000-15,000 range) where On's premium positioning creates gap; (3) consider complementary categories—running socks, insoles, moisture-wicking apparel—where On's brand awareness doesn't translate to category dominance; (4) Asia-Pacific demand surge (54.7%) suggests opportunity in emerging market-specific footwear (lightweight, heat-resistant designs) where On hasn't established premium positioning.",{"title":49,"answer":50,"author":5,"avatar":5,"time":5},"How should sellers adjust pricing and marketing strategies given On Holding's guidance cut?","On Holding lowered full-year growth guidance to low-20% range from 23%+ and management stated commitment to 'full price integrity over volume growth,' but elevated inventory levels and wholesale channel weakness suggest promotional intensity will increase despite stated positioning. For sellers: (1) expect 8-15% category-wide price compression through Q1 2027—adjust PPC bids downward by 10-12% to maintain ACOS targets; (2) increase content marketing focus on differentiation (reviews, comparison content) rather than price competition; (3) monitor On's weekly Amazon pricing and adjust competitive pricing algorithms accordingly; (4) shift marketing spend toward brand awareness campaigns (30% brand awareness indicates opportunity) rather than direct response; (5) prepare inventory for Q1 2027 launch window when On increases wholesale support and brand marketing spend, creating category-wide demand spike.",{"title":52,"answer":53,"author":5,"avatar":5,"time":5},"When will On Holding's wholesale channel recover and what products are launching?","Management projects wholesale momentum to revive following major product launches: CloudSurfer 3 (January 2027), CloudSurfer Max 2 (April 2027), and Cloudflow relaunch. CFO Frank Sluis characterized slower wholesale growth as 'transitory rather than structural,' indicating Q3-Q4 2026 will remain challenging for wholesale partners. For sellers: (1) expect 4-6 month window (Aug 2026-Jan 2027) of elevated inventory liquidation and potential discounting as On clears stock before launches; (2) monitor On's quarterly inventory disclosures for sell-in reduction signals; (3) plan PPC campaigns around January 2027 launch window when On increases wholesale support and brand marketing spend; (4) acquire inventory at discounted wholesale terms during Q4 2026 to capitalize on launch momentum.",{"title":55,"answer":56,"author":5,"avatar":5,"time":5},"How does On Holding's inventory situation affect third-party sellers on Amazon and eBay?","Jefferies analyst Randal Konik warned that On's elevated inventory levels combined with moderating growth may trigger margin compression and downward estimate revisions. On deliberately reduced sell-ins to U.S. wholesale to maintain 'healthy marketplace inventory levels for optimal product launch performance,' but this creates supply-demand imbalance across retail partners. For sellers: (1) expect 8-15% price compression in running shoe category through Q1 2027 as On clears excess stock despite full-price positioning commitment; (2) wholesale partners facing inventory buildup will offer better terms—negotiate 15-25% discounts on bulk purchases; (3) elevated inventory increases Buy Box competition on Amazon—prepare for aggressive PPC bidding and margin pressure; (4) monitor On's inventory turnover metrics quarterly to anticipate promotional windows.",{"title":58,"answer":59,"author":5,"avatar":5,"time":5},"What tariff and cost implications does On Holding's margin guidance reveal for sellers?","On Holding raised gross margin guidance to at least 65% from 64.5% despite 'higher U.S. import tariffs,' indicating the company absorbed tariff costs through operational efficiencies and DTC channel mix shift (higher margin). This reveals: (1) U.S. import tariffs on athletic footwear are material enough to impact margin guidance; (2) DTC channels (34.3% growth) carry 200-300 bps higher margins than wholesale; (3) On's ability to maintain margins despite tariffs suggests pricing power in premium segment. For sellers: (1) expect tariff costs to compress wholesale margins 50-100 bps—factor into inventory acquisition pricing; (2) shift product mix toward higher-margin categories (DTC-compatible products) to offset tariff impact; (3) consider nearshoring or alternative sourcing to reduce tariff exposure; (4) monitor U.S. tariff policy changes quarterly as they directly impact athletic footwear category profitability.",{"title":61,"answer":62,"author":5,"avatar":5,"time":5},"What is the difference between On Holding's DTC and wholesale channel performance?","On Holding's DTC channel surged 34.3% in Q2 (constant currency) while wholesale growth collapsed to 12.7% from 25.1% sequentially—a 12.4 percentage point deceleration. Management deliberately reduced wholesale sell-ins to prevent inventory buildup and protect full-price positioning ahead of January 2027 product launches. DTC represents 'the most premium expression of our brand' with 30% brand awareness, while wholesale faces 'highly promotional multi-brand retail environment' dominated by Nike, Adidas, and Saucony. For sellers: DTC strength validates premium positioning but signals On will not support wholesale partners aggressively, creating opportunity for third-party sellers to fill demand gap through Amazon, eBay, and Shopify with competitive pricing.",{"title":64,"answer":65,"author":5,"avatar":5,"time":5},"Which geographic markets show strongest demand for On Holding products?","Asia-Pacific demonstrated robust momentum with sales jumping 54.7% in Q2 2026, while Americas—On's largest market at 50%+ of revenue—decelerated sharply to 13% growth from 17% in Q1. This geographic divergence indicates demand concentration shift away from mature North American market toward emerging Asia-Pacific regions. For cross-border sellers: (1) Asia-Pacific represents growth opportunity for On-compatible products (trail running, cross-training); (2) Americas market saturation suggests sellers should focus on inventory acquisition from wholesale partners facing margin pressure; (3) consider geographic arbitrage—sourcing from Asia-Pacific suppliers and selling into Americas wholesale channels where On is pulling back support.",{"title":67,"answer":68,"author":5,"avatar":5,"time":5},"Why did On Holding's stock plunge 22% and what does it mean for sellers?","On Holding's stock crashed on August 11, 2026 after Q2 sales missed consensus by CHF 28M (850.3M actual vs. 878.16M expected) and management lowered full-year growth guidance to low-20% range from 23%+. The primary driver was wholesale channel collapse in the Americas (13% growth vs. 17% prior quarter), representing over 50% of company revenue. For sellers, this signals: (1) On will reduce wholesale sell-ins through Q4 2026 to prevent inventory buildup, creating potential acquisition opportunities at discounted wholesale terms; (2) elevated inventory levels across retail partners may trigger promotional activity despite On's stated commitment to full-price selling; (3) third-party sellers can capture market share in running shoes as On focuses DTC channel (34.3% growth) and pulls back wholesale support.",[70,75,80,84,88,92,96,100,104,108,112,116,120,125,129,133,137,141,145,149,153,157,161,165,169,173,177,181,185,189,193,197,202,206,210,214,218,222,226,230,235,239,243,247,251,255,259,263,266,270,273,277,281,285],{"id":71,"title":72,"source":73,"logo":16,"time":74},1377109,"On Holding Tempers Outlook as Running-Shoe Sales Underwhelm","https://www.wsj.com/business/retail/on-holding-tempers-outlook-as-running-shoe-sales-underwhelm-19940ee3","2D AGO",{"id":76,"title":77,"source":78,"logo":5,"time":79},1377146,"On Holding (ONON) Stock Plummets 22% Following Q2 Revenue Shortfall and Guidance Cut","https://blockonomi.com/on-holding-onon-stock-plummets-22-following-q2-revenue-shortfall-and-guidance-cut","1D AGO",{"id":81,"title":82,"source":83,"logo":33,"time":74},1377145,"On Holding lifts margin goal amid slower wholesale expansion","https://ts2.tech/en/on-holding-stock-margin-target-rises-as-wholesale-growth-slows",{"id":85,"title":86,"source":87,"logo":5,"time":74},1377148,"On Holding Stock Plunges 16% as Americas Growth Suddenly Cools","https://finance.yahoo.com/markets/stocks/articles/holding-stock-plunges-16-americas-183813705.html",{"id":89,"title":90,"source":91,"logo":5,"time":74},1377147,"On Shares Fall Sharply After Wholesale Slowdown in Q2","https://finance.yahoo.com/markets/stocks/articles/second-quarter-results-fueled-strong-090000091.html",{"id":93,"title":94,"source":95,"logo":5,"time":74},1377149,"On Holding (ONON) Matches Q2 Earnings Estimates","https://finance.yahoo.com/markets/stocks/articles/holding-onon-matches-q2-earnings-111002930.html",{"id":97,"title":98,"source":99,"logo":30,"time":74},1377108,"On Holding (ONON) Is Down 17.8% After Mixed Q2 Beat And Lower-End Guidance - Has The Bull Case Changed?","https://finance.yahoo.com/markets/stocks/articles/holding-onon-down-17-8-001748636.html",{"id":101,"title":102,"source":103,"logo":27,"time":74},1377107,"On Holding shares plunge 22% after Q2 sales miss, lowered growth outlook","https://finance.yahoo.com/markets/stocks/articles/holding-shares-fall-sharply-q2-094135863.html",{"id":105,"title":106,"source":107,"logo":20,"time":74},1377140,"Swiss Sports Brand On Holding Shares Plunge as Americas Growth Stalls, Sales Strategy at Crossroads","https://finance.biggo.com/news/706974b8-8d21-40e9-b9c5-abaf726a0161",{"id":109,"title":110,"source":111,"logo":5,"time":74},1377142,"Why On Holding Stock Just Hit a 2-Year Low","https://www.asktraders.com/analysis/why-on-holding-stock-just-hit-a-2-year-low",{"id":113,"title":114,"source":115,"logo":5,"time":74},1377141,"On Holding AG Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2026","https://www.marketscreener.com/news/on-holding-ag-reports-earnings-results-for-the-second-quarter-and-six-months-ended-june-30-2026-ce7859dbd98ff623",{"id":117,"title":118,"source":119,"logo":5,"time":74},1377144,"On Holding AG Files Q2 2026 Interim Financials and Updates U.S. Registrations","https://www.tipranks.com/news/company-announcements/on-holding-ag-files-q2-2026-interim-financials-and-updates-u-s-registrations",{"id":121,"title":122,"source":123,"logo":26,"time":124},1377143,"Peter Lynch Had a Keen Eye for Spotting Ten-Bagger Stocks. Here's Why On Holding Checks Every Box.","https://www.aol.com/articles/peter-lynch-had-keen-eye-102500000.html","13D AGO",{"id":126,"title":127,"source":128,"logo":5,"time":74},1377135,"On (ONON) Q2 2026 Earnings Call Transcript","https://www.theglobeandmail.com/investing/markets/stocks/ONON-N/pressreleases/3793488/on-onon-q2-2026-earnings-call-transcript",{"id":130,"title":131,"source":132,"logo":5,"time":74},1377134,"On Holding (NYSE:ONON): What Could Today’s Update Reveal About Global Brand Demand And Channel Expansion?","https://kalkinemedia.com/us/stocks/growth/on-holding-nyseonon-what-could-todays-update-reveal-about-global-brand-demand-and-channel-expansion",{"id":134,"title":135,"source":136,"logo":25,"time":74},1377137,"On Reports 13.5% Net Sales Growth in Q2 2026, Driven by DTC and Asia-Pacific","https://ouispeakfashion.com/on-reports-13-5-net-sales-growth-in-q2-2026-driven-by-dtc-and-asia-pacific",{"id":138,"title":139,"source":140,"logo":19,"time":74},1377136,"ONON Stock Plunges To 2-Year Lows In Record Single-Day Crash After Guidance Cut, Revenue Miss","https://stocktwits.com/news-articles/markets/equity/onon-stock-record-drop-2-year-low-q2-revenue-miss-guidance-cut/cZoNTXBRJXb",{"id":142,"title":143,"source":144,"logo":5,"time":74},1377139,"On Holding AG Stock (ONON) Moved Down by 20.38% on Aug 11: Drivers Behind the Movement","https://www.tradingkey.com/news/market-movers/262096777-market-movers-onon-20260811",{"id":146,"title":147,"source":148,"logo":36,"time":74},1377138,"Premium Sneaker Brand On’s Stock Tumbles Amid Push to Keep ‘Full Price’ Power","https://www.thedailyupside.com/industries/consumer/premium-sneaker-brand-ons-stock-tumbles-as-it-prioritizes-keeping-prices-high",{"id":150,"title":151,"source":152,"logo":18,"time":74},1377131,"Sportswear brand On misses quarterly sales view as consumer demand weakens","https://kfgo.com/2026/08/11/sportswear-brand-on-misses-quarterly-sales-view-as-consumers-cut-back",{"id":154,"title":155,"source":156,"logo":5,"time":74},1377130,"Swiss sportswear company On posts return to profit in Q2","https://www.retail-insight-network.com/news/on-posts-return-profit-q2",{"id":158,"title":159,"source":160,"logo":42,"time":74},1377133,"On Holding Stock Analysis: Daily Recovery Faces 200-Day Resistance Ahead of Earnings","https://en.cryptonomist.ch/2026/08/11/on-holding-stock-rebounds-but-stays-trapped-below-its-200-day-wall",{"id":162,"title":163,"source":164,"logo":40,"time":74},1377132,"On Holding AG stock drops 20% after Q2 revenue miss; DTC sales surge 26% offsets weak wholesale growth","https://pluang.com/en/news-feed/on-holding-ag-onon-turunkan-target-harga-setelah-laporan-pendapatan-q2",{"id":166,"title":167,"source":168,"logo":5,"time":74},1377124,"On opens first-ever stores in São Paulo and Copenhagen as DTC sales rise 26%","https://www.stocktitan.net/news/ONON/on-reports-results-for-the-second-quarter-and-six-month-period-ended-0pt8hrn5puik.html",{"id":170,"title":171,"source":172,"logo":41,"time":74},1377123,"ONON: Record DTC growth and gross margin drive strong Q2 results, with robust outlook for 2026","https://www.tradingview.com/news/urn:summary_document_transcript:quartr.com:4003833:0-onon-record-dtc-growth-and-gross-margin-drive-strong-q2-results-with-robust-outlook-for-2026",{"id":174,"title":175,"source":176,"logo":5,"time":74},1377126,"On Q2 Swings to Profit, Sales Rise; Shares Fall Pre-Bell","https://www.moomoo.com/news/post/74482237/on-q2-swings-to-profit-sales-rise-shares-fall-pre",{"id":178,"title":179,"source":180,"logo":23,"time":74},1377125,"On Holding: Q2 Earnings Snapshot","https://www.kvue.com/article/syndication/associatedpress/on-holding-q2-earnings-snapshot/616-c91f6cc6-4972-4933-b8fb-b2aebf5c45bd",{"id":182,"title":183,"source":184,"logo":15,"time":74},1377128,"On Holding Drops 22% on Record Margin Quarter: Wholesale Bet on SURREAL Superfoam","https://www.techtimes.com/articles/323986/20260811/holding-drops-22-record-margin-quarter-wholesale-bet-surreal-superfoam.htm",{"id":186,"title":187,"source":188,"logo":5,"time":74},1377127,"On Holding Slides After Q2 Sales Missed Expectations Despite Strong Margins","https://www.quiverquant.com/news/On+Holding+Slides+After+Q2+Sales+Missed+Expectations+Despite+Strong+Margins",{"id":190,"title":191,"source":192,"logo":5,"time":74},1377129,"ONON Looks 38.6% Undervalued on GF Value™","https://www.gurufocus.com/news/9024895/onon-looks-386-undervalued-on-gf-value",{"id":194,"title":195,"source":196,"logo":13,"time":74},1377160,"[ONON Q2 2026 Earnings Call] On Defies Promotional Wholesale Slump: DTC Soars 34% to Record 46% Mix, Lifting Gross Margin to 65.4%","https://finance.biggo.com/news/US_ONON_2026-08-11",{"id":198,"title":199,"source":200,"logo":35,"time":201},1377120,"On Holding: A 7.0 Score and a Bright Future?","https://www.fool.com/investing/2026/08/10/on-holding-a-70-score-and-a-bright-future","3D AGO",{"id":203,"title":204,"source":205,"logo":14,"time":74},1377122,"On Holding (NYSE:ONON) Stock Price Resets As Growth Outlook Cools","https://simplywall.st/stocks/us/consumer-durables/nyse-onon/on-holding/news/on-holding-nyseonon-stock-price-resets-as-growth-outlook-coo",{"id":207,"title":208,"source":209,"logo":5,"time":74},1377121,"On Missed Sales Forecasts, But It’s Holding The Line On Pricing","https://finimize.com/content/on-missed-sales-forecasts-but-its-holding-the-line-on-pricing",{"id":211,"title":212,"source":213,"logo":34,"time":74},1377113,"On Sales Disappoint After Swiss Brand Resists Markdowns in US","https://www.bloomberg.com/news/articles/2026-08-11/on-sales-disappoint-after-swiss-brand-resists-markdowns-in-us",{"id":215,"title":216,"source":217,"logo":37,"time":74},1377157,"On Holding Stock (ONON) Plunges After Q2 Miss and Downgrade Spark Growth Concerns","https://www.tipranks.com/news/on-holding-stock-onon-plunges-after-q2-miss-and-downgrade-spark-growth-concerns",{"id":219,"title":220,"source":221,"logo":22,"time":74},1377112,"On’s Investors May Have More Questions Than Answers","https://wwd.com/footwear-news/shoe-industry-news/on-running-wholesale-full-year-guidance-cut-new-shoes-1239105520",{"id":223,"title":224,"source":225,"logo":5,"time":74},1377156,"Federer-backed On’s shares plunge as Americas sportswear growth slows By Reuters","https://www.investing.com/news/stock-market-news/sportswear-brand-on-misses-quarterly-sales-view-as-consumers-cut-back-4850969",{"id":227,"title":228,"source":229,"logo":29,"time":74},1377115,"On’s revenue disappoints — is currency change to blame?","https://www.retaildive.com/news/on-misses-analyst-revenue-expectations-currency-change-q2-earnings/827559",{"id":231,"title":232,"source":233,"logo":14,"time":234},1377159,"Did Earnings Hype and Cofounder Return Just Shift On Holding's (ONON) Investment Narrative?","https://simplywall.st/stocks/us/consumer-durables/nyse-onon/on-holding/news/did-earnings-hype-and-cofounder-return-just-shift-on-holding","7D AGO",{"id":236,"title":237,"source":238,"logo":28,"time":74},1377114,"On Holding slumps on concerns of slowing sales growth (ONON:NYSE)","https://seekingalpha.com/news/4630686-on-holding-slumps-on-concerns-of-slowing-sales-growth",{"id":240,"title":241,"source":242,"logo":11,"time":79},1377158,"On Holding Stock Analysis: Bearish Momentum Post-Earnings Breakdown","https://en.cryptonomist.ch/2026/08/12/on-holding-stock-sinks-16-post-earnings-trapped-below-all-key-emas",{"id":244,"title":245,"source":246,"logo":17,"time":74},1377117,"On's DTC business is growing strongly","https://shoez.biz/en/dtc-geschaeft-von-on-waechst-kraeftig",{"id":248,"title":249,"source":250,"logo":38,"time":74},1377116,"On Achieves Double-Digit Expansion, Bolsters First Half Earnings","https://www.modaes.com/global/companies/on-posts-double-digit-growth-and-boosts-profitability-in-the-first-half-of-the-year",{"id":252,"title":253,"source":254,"logo":5,"time":74},1377119,"On Reports Results for the Second Quarter and Six-Month Period Ended June 30, 2026","https://www.mycarrollcountynews.com/online_features/press_releases/article_913bd6a1-0626-5973-8606-9ab6aa2604c2.html",{"id":256,"title":257,"source":258,"logo":32,"time":74},1377118,"Why On keeps outpacing the sportswear industry","https://www.sgieurope.com/financial-results/why-on-keeps-outpacing-the-sportswear-industry/122606.article",{"id":260,"title":261,"source":262,"logo":27,"time":74},1377151,"Why Shares of On Holding Were Falling Today","https://finance.yahoo.com/markets/stocks/articles/why-shares-holding-were-falling-165443316.html",{"id":264,"title":155,"source":265,"logo":5,"time":74},1377150,"https://finance.yahoo.com/markets/stocks/articles/swiss-sportswear-company-posts-return-141818282.html",{"id":267,"title":268,"source":269,"logo":39,"time":74},1377153,"On Holding shares plunge 22% after Q2 sales miss and weaker growth outlook","https://finance.yahoo.com/markets/stocks/articles/holding-shares-plunge-22-q2-140355287.html",{"id":271,"title":220,"source":272,"logo":31,"time":74},1377152,"https://finance.yahoo.com/markets/stocks/articles/investors-may-more-questions-answers-191607780.html",{"id":274,"title":275,"source":276,"logo":12,"time":74},1377111,"EXEC: ONON Shares Crater as On Brand Faces U.S. Wholesale Growing Pains","https://sgbonline.com/exec-on-holding-faces-u-s-wholesale-growing-pains",{"id":278,"title":279,"source":280,"logo":21,"time":74},1377155,"On Holding: The Quarter Wasn't Great, But The Stock May Finally Be (Upgrade) (NYSE:ONON)","https://seekingalpha.com/article/4934847-on-holding-the-quarter-wasnt-great-the-stock-may-finally-be-upgrade",{"id":282,"title":283,"source":284,"logo":24,"time":74},1377110,"Federer-backed On's shares plunge as Americas sportswear growth slows","https://www.reuters.com/business/retail-consumer/sportswear-brand-misses-quarterly-sales-view-consumers-cut-back-2026-08-11",{"id":286,"title":287,"source":288,"logo":10,"time":74},1377154,"Analysts defend On Holding after earnings slump (ONON:NYSE)","https://seekingalpha.com/news/4630931-analysts-defend-on-holding-after-earnings-slump","#fd2bb8ff","#fd2bb84d",1786735878265]