Group 1 - The Trump Administration has implemented new tariffs of at least 10% on all goods entering the United States, with a potential 46% tariff specifically for goods made in Vietnam [1] Group 2 - The focus is on identifying innovative companies that contribute positively to society, referred to as "divergent stocks," which are characterized by strong fundamentals and long growth potential despite currently low prices [2] Group 3 - The article emphasizes that past performance does not guarantee future results and that no specific investment recommendations are provided [3]

Core Viewpoint - Amer Sports has experienced a significant stock price increase of approximately 187% since its public offering in February 2024, positioning it as a leading name in the consumer discretionary sector [1][2] Financial Performance - The company reported a strong Q1 earnings performance, with sales growth exceeding 23%, surpassing analyst expectations of just under 17% [3] - Adjusted diluted earnings per share (EPS) more than doubled from $0.11 to $0.27, significantly exceeding forecasts [4] - Amer Sports raised its full-year EPS guidance midpoint by over 4% and increased its revenue growth guidance from 14% to 16%, both ahead of analyst expectations [4] Brand and Market Position - Amer Sports' success is largely attributed to its key brand, Arc'teryx, known for high-end outdoor clothing, particularly lightweight waterproof jackets priced between $400 and $900 [6] - The technical apparel segment, which includes Arc'teryx, saw the fastest revenue growth at 28%, contributing 45% to total revenue [7] - Sales in Greater China grew by 43%, accounting for around 25% of total revenue, while the U.S. market contributed 26% with a 12% growth rate [7][8] Direct-to-Consumer Strategy - The company's direct-to-consumer (DTC) sales grew by 39%, significantly outpacing the 12% growth in its wholesale channel, indicating a positive trend for higher margins [8] Segment Performance - The Outdoor Performance segment, which includes Salomon footwear and apparel, saw its growth rate nearly double to 25%, making up 34% of total revenue [9] - Salomon generated $1 billion in revenue in 2024, capturing less than 1% of the global $180 billion sneaker market, with plans for further product launches [10] Valuation and Analyst Ratings - Analysts have raised their price targets for Amer Sports, with an average target just under $41, indicating a potential upside of 6% from recent closing prices [11] - The stock's price-to-earnings ratio stands at nearly 49x, significantly above the industry average of 29x, reflecting its strong earnings and sales growth profile [12] Future Outlook - The company is viewed as having high growth potential, particularly in the footwear segment, but expectations for continued outperformance will need to be managed [13]

Prices for On shoes are going up.On Holding (ONON -0.54%) is being hit by tariffs like everyone else, but the company's response is unique. Management has said it will raise prices, which will keep profits coming in.*Stock prices used were end-of-day prices of May 14, 2025. The video was published on May 19, 2025. ...

On Holding AG (NYSE: ONON ) has released a very strong first quarter result with sales up 40% in constant currency. The weaker USD provided a slight tailwind to the reported result, with reported sales up 43%.LDV stands for Long Duration Value. It characterises my investing style and the companies I seek to own. I am a market cap and industry agnostic investor seeking high quality, growing companies that can be comfortably held for decades. My emphasis is on return on invested capital and free cash flow per ...

ON TodayONONON$57.41 +6.10 (+11.89%) 52-Week Range$33.55▼$64.05P/E Ratio133.51Price Target$58.18Add to WatchlistON Holdings' NYSE: ONON stock price surged following the Q1 earnings release and 2025 update, leading its and other high-end retail stocks into technical price reversals. The results are favorable for itself, distinguishing it as a leading footwear, athletic, and apparel brand, and indicate strength in a category that includes names like Lululemon NASDAQ: LULU, a more direct competitor, and Willi ...

Group 1 - The U.S.-China trade negotiations have positively impacted the markets, leading to a sharp rally as if tariffs were never announced, with the S&P 500 now in flat territory for the year [1] - Valuation multiples in the market are currently very stretched despite the ongoing presence of economic uncertainties [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry themes [1] - He has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, with his articles reaching popular trading apps like Robinhood [1]

On (ONON) Q1 2025 Earnings Call May 13, 2025 08:00 AM ET Company Participants Jerrit Peter - Head of IRCaspar Coppetti - Co-Founder & Executive Co-ChairmanMartin Hoffmann - Co-CEO & CFOChad Britnell - Equity Research Senior AssociateJay Sole - Managing DirectorTom Nikic - Managing Director, Equity ResearchJohn Kernan - Managing Director Conference Call Participants Jonathan Komp - Senior Research AnalystAneesha Sherman - AnalystAubrey Tianello - AnalystAnna Andreeva - Managing Director & Senior Research Ana ...

On (ONON) Q1 2025 Earnings Call May 13, 2025 08:00 AM ET Speaker0 Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the On Holding AG Q1 twenty twenty five Results Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the call over to Jarrett Peter, Head of Investor ...

On Holding (ONON) came out with quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.17%. A quarter ago, it was expected that this running-shoe and apparel company would post earnings of $0.20 per share when it actually produced earnings of $0.38, delivering a surprise of 90%.Over the last four quart ...

On Holding AG (ONON) is scheduled to report first-quarter 2025 results on May 13, before the opening bell.ONON’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed on two occasions, the average surprise being 45.6%.Trend in Estimate Revision of ONONThe Zacks Consensus Estimate for first-quarter earnings per share is pegged at 24 cents, indicating a deterioration of 36.8% from 38 cents reported in the year-ago quarter. (Find the latest earnings estimates and surprises ...