On Holding AG (NYSE: ONON ) has continued the company’s hot streak. The running shoe company has attracted consumers with innovative and comfortable designs, translating into rapid topline expansion as On continues to capture notable market share from competition. The stock’s performance clearly reliesI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revo ...

Company Performance - On Holding (ONON) closed at $48.20, reflecting a -1.41% change from the previous day, underperforming the S&P 500, which fell by 0.77% [1] - Over the past month, shares of On Holding have increased by 19.33%, surpassing the Retail-Wholesale sector's gain of 9.54% and the S&P 500's gain of 11.54% [1] Upcoming Earnings Report - On Holding is set to release its earnings report on May 13, 2025, with an expected EPS of $0.24, indicating a 36.84% decrease from the same quarter last year [2] - The consensus estimate for revenue is $773.88 million, representing a 33.1% increase from the prior-year quarter [2] Fiscal Year Estimates - For the entire fiscal year, Zacks Consensus Estimates predict earnings of $1.19 per share and revenue of $3.39 billion, reflecting changes of +8.18% and +28.48% respectively from the previous year [3] - Analysts' estimate revisions are crucial as they indicate the evolving nature of business trends, with positive revisions suggesting optimism about the company's profitability [3] Valuation Metrics - On Holding currently has a Forward P/E ratio of 41.08, which is significantly higher than the industry average Forward P/E of 13.78 [6] - The company's PEG ratio stands at 1.96, compared to the industry average PEG ratio of 1.43 [6] Industry Context - The Retail - Apparel and Shoes industry, which includes On Holding, has a Zacks Industry Rank of 186, placing it in the bottom 25% of over 250 industries [7] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

The market expects On Holding (ONON) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 13, 2025, might help the stock move higher if these key numbers are bette ...

Economic Overview - Low to middle-income consumers are reducing spending to pay down credit card debt, while affluent consumers continue to spend selectively [1][2] - The economy is divided, with strong revenue and earnings growth reported by many companies despite market uncertainty [2] Company Analysis: Tapestry Inc. (TPR) - Tapestry is known for luxury accessories and lifestyle products, with a current stock price of $70.65 and a price target of $78.00, indicating a 12% upside potential [3][5] - The company reported record earnings per share of $2 in Q2 FY2025 and achieved a net paydown yield of 38% over the last 12 months [4][5] - Analysts have a Moderate Buy rating on TPR, with some price targets adjusted but remaining above the consensus price [5][6] Company Analysis: On Holding AG (ONON) - On Holding specializes in high-end footwear and apparel, with a current stock price of $48.11 and a price target of $58.77, suggesting a 23% increase potential [7][10] - The company uses over 30% recycled or renewable materials in its products, appealing to younger consumers [8] - Despite a recent double beat in earnings, ONON stock is down over 13% in 2025 due to concerns over exposure to China amid tariff issues [9][10] Company Analysis: Viking Holdings Ltd. (VIK) - Viking Holdings, a newcomer in the luxury cruise market, has a current stock price of $41.02 and a price target of $46.89, indicating potential growth [12] - The company is 88% booked for 2025 and does not anticipate cancellations due to market weakness, suggesting resilience in the cruise line industry [14] - Despite volatility typical of newly public companies, VIK stock has increased nearly 50% since its launch [14]

James Anderson Provides Update on Holdings of MyndTec Inc.April 24, 2025 5:16 PM EDT | Source: James AndersonDetroit, Michigan--(Newsfile Corp. - April 24, 2025) - James Anderson (the "Investor") announces update to his ownership of common shares in the capital of MyndTec Inc. (the "Issuer") (the "Common Shares") and common share purchase warrants of the Issuer (the "Warrants").On April 24, 2025, the Issuer completed the first tranche (the "First Tranche") of a private placement of units ("Uni ...

Investors with an interest in Retail - Apparel and Shoes stocks have likely encountered both Gap (GAP) and On Holding (ONON) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revi ...

Group 1 - The article emphasizes the importance of identifying "divergent stocks," which are disruptive companies with strong fundamentals and long growth potential but currently undervalued prices [1] - The investment strategy focuses on long-term growth and seeks innovative companies that contribute positively to society [1] Group 2 - The author has a beneficial long position in ONON shares, indicating a personal investment interest in the company [1]

Group 1 - The U.S. stock markets have recently experienced a sharp correction, particularly affecting growth stocks, prompting a search for high-performing international companies [1] - The article mentions the decision to divest from struggling companies like Nike, indicating a shift in investment strategy [1] Group 2 - Gary Alexander, with extensive experience in technology and startups, contributes insights on industry trends and has been active on Seeking Alpha since 2017 [1] - His articles are widely disseminated, appearing in popular trading apps like Robinhood, which enhances their reach and influence [1]

Investment Rating - The report assigns a strong buy rating for the company, indicating a positive outlook for future performance [5][6]. Core Insights - The company, On Running (ONON), experienced a robust sales growth of 35.7% year-on-year in Q4 2024, reaching 606.6 million Swiss Francs, driven by increased global brand recognition [5]. - Direct-to-Consumer (DTC) sales surged by 43.4% to 296.2 million Swiss Francs, while wholesale business grew by 29.1% to 310.4 million Swiss Francs, benefiting from selective expansion with key clients [5]. - The company anticipates a sales growth of at least 27% for 2025, projecting total sales of 2.94 billion Swiss Francs [8]. Financial Overview - In FY 2024, total sales reached 2.318 billion Swiss Francs, marking a 29.4% increase, with DTC sales growing by 40.3% and wholesale by 22.8% [6]. - The gross margin improved by 1.0 percentage point to 60.6%, and net profit increased by 204.5% to 242.3 million Swiss Francs, with a net profit margin of 10.4% [6]. - The company reported a diluted earnings per share of 0.97 Swiss Francs for FY 2024 [6]. Regional Performance - EMEA market sales grew by 18.2% to 577.8 million Swiss Francs, the Americas by 27.4% to 1.480 billion Swiss Francs, and the Asia-Pacific market surged by 84.5% to 260.2 million Swiss Francs [6]. - The Asia-Pacific region showed particularly strong growth, indicating a significant opportunity for expansion [6]. Product Performance - Footwear sales increased by 28.5% to 2.199 billion Swiss Francs, with specific models like Cloudmonster, Cloudsurfer, and Cloudrunner recording growth rates between 60% and 140% [6]. - Apparel sales rose by 46.7% to 101 million Swiss Francs, while accessories saw a 49.5% increase to 17.7 million Swiss Francs [6]. Future Outlook - For 2025, the company expects a gross margin around 60.5% and an EBITDA margin between 17.0% and 17.5% [8]. - The company plans to expand its production capacity in Zurich and build a larger facility in South Korea, aiming to enhance operational efficiency [7]. - The number of stores in China is projected to increase from 58 to 80, with a target market share of 10% by 2026 [7].

Core Insights - Consumer-driven industries are particularly susceptible to economic downturns, yet strong brands like On Holding can still succeed [1] - The U.S. consumption-based economy significantly impacts the stock market, influencing investor strategies during uncertain times [1] - On Holding is highlighted as a company with strong brand power and resilience, presenting an attractive investment opportunity even in volatile markets [1] Industry Analysis - The current economic climate poses challenges for consumer-driven sectors, necessitating a focus on brands that can maintain pricing power [1] - Investors are encouraged to identify stocks with robust brand strength to navigate market uncertainties effectively [1] Company Focus - On Holding is positioned as a resilient player in the market, showcasing the ability to thrive despite economic challenges [1] - The discussion emphasizes the importance of brand power in sustaining performance during downturns, with On Holding serving as a prime example [1]