Latest Thesis
On Holding: the premium running brand that now has to outrun inventory risk
On Holding has become a multi-billion-franc performance footwear and apparel brand, with strong gross profit and operating profit, but the investment case still turns on whether premium demand, wholesale control, inventory discipline and global expansion can compound together.
Financials and workspace tools are for paid members.
Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.
Recent Reports
Compact report index for this company.
ReportTypeUpdatedReadActions
On Holding: the premium running brand that now has to outrun inventory riskOn Holding has become a multi-billion-franc performance footwear and apparel brand, with strong gross profit and operating profit, but the investment case still turns on whether premium demand, wholesale control, inventory discipline and global expansion can compound together.NYSEMay 20, 2026Research reportReadSlides