On Holding AG (ONON) Presents at ICR Conference 2026 Transcript

Group 1 - The On brand is distinguished by its premium positioning compared to other sportswear brands, which is considered a significant strength or "super power" of the company [1] - The management of the business is influenced by the premium nature of the brand, affecting decision-making processes [2] - As the company scales, there may be a trade-off between maintaining premium positioning and achieving growth, raising questions about whether these objectives are compatible [2]