On Holding AG
Organization
On Holding AG is a Swiss athletic shoe and performance sportswear company that designs and markets sports clothing and running shoes. Founded in 2010, the company is known for its innovative cushioning technology and high-performance athletic gear.
What experts have said about On Holding AG
9 statements · 5 positive · 3 negative · 1 neutral
On Holding expects sales growth in the high teens over the next few years.
“It expects sales growth in the high teens over the next few years.”
Open the episode · Alibaba and ON Rise; Viking Therapeutics SurgesListen at 2:10
Stifel expects On Holding to gain the most athletic-footwear market share over five years.
“Stifel analysts view On Holding as, quote, the number one market share gainer in athletic footwear over the next 5 years.”
Open the episode · Viking Soars; On Holding Climbs; Quest Diagnostics DropsListen at 2:21
On Holding expects high-teens sales growth over the next few years.
“the company said it expects sales growth in the high teens over the next few years”
Open the episode · Shopify Gains, Moderna Climbs, On RalliesListen at 3:47
On Holding expects net sales of at least 5.6 billion Swiss francs by 2029.
“it expects net sales to grow by at least 5.6 billion Swiss francs, as I mentioned, by 2029”
Open the episode · Shopify Gains, Moderna Climbs, On RalliesListen at 4:09
On Holding is trying to compete with Nike and Adidas.
“trying to compete against the likes of Nike and Adidas”
Open the episode · Shopify Gains, Moderna Climbs, On RalliesListen at 4:44
On Holding shares are down about 36% in 2026.
“the stock is still having a bit of a rough year, down about 36% so far for 2026”
Open the episode · Shopify Gains, Moderna Climbs, On RalliesListen at 4:49
On Holding’s premium pricing strategy is performing poorly.
“Not too well.”
Open the episode · On Holdings Tumbles, Hims & Hers Drops, Venture Global FallsListen at 1:05
On Holding shares fell 16% in premarket trading.
“the shares are down 16% in the pre market.”
Open the episode · Cardinal Health Beats; On Holding Drops; Intel Raises $20 BillionListen at 2:08
On Holding’s shares have performed exceptionally well.
“On-holding shares have been going great guns, been absolutely flying”
Open the episode · IC025 Investor Insights: Small Cap Gems & Common-Sense Investing IdeasListen at 16:28
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
3 episodes featuring On Holding AG

Stock Movers
Riot’s AI pivot lifts shares as Hims and On face pressure
The episode shows how sharply different growth stories—from peptide treatments to AI infrastructure—are reshaping investor expectations.
Aug 11, 2026 · 6 min

Stock Movers
Premium pricing rattles On Holding as three stocks slide
The episode shows how pricing decisions, strategic expansion, and unsold LNG cargoes can quickly reshape investor expectations.
Aug 11, 2026 · 6 min

Stock Movers
Intel’s $20 billion raise meets mixed stock signals
The episode contrasts strong healthcare guidance and a major technology financing with weaker consumer demand and uncertainty in space and AI partnerships.
Aug 11, 2026 · 7 min
