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Moby summary of On Holding AG's Q2 2026 earnings call

DTC sales surged 34% as brand scaled premium positioning and protected margins.

On 11 August 2026, On Holding AG reported second-quarter sales of CHF 850.3 million and net income of CHF 105 million, marking a shift from a net loss a year earlier. While the company highlighted strong direct-to-consumer momentum and raised its profit outlook, a slowdown in Americas growth and full-year sales guidance at the lower end of expectations raised fresh questions about the balance between expansion and discipline. Next, we’ll examine how softer Americas growth and tempered...

ON (NYSE:ONON) reported second-quarter 2026 net sales of CHF 850 million, up 21.6% at constant currency and 13.5% on a reported basis, as direct-to-consumer demand outpaced growth in its wholesale business. The Swiss sportswear company also raised its full-year gross-margin outlook while maintaining

On Holding AG (ONON) delivers strong Q2 2026 results with record DTC sales, expanded gross margins, and robust innovation pipeline despite deliberate wholesale slowdown in the Americas.

ONON's DTC momentum and Asia-Pacific growth drive stronger margins. The company raises its 2026 gross margin outlook.

Americas sales grew just 13% in constant currency terms in Q2, slowing from 17% growth the prior quarter

Co-CEO David Allemann said On Holding is winning over what it calls the “movement class,” consumers who view fitness as part of their identity.

On Holding (ONON) delivered earnings and revenue surprises of 0.00% and -3.42%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

On Holding stock has fallen 18.7% year to date, yet its Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside while market multiples suggest the shares are priced on the rich side. With earnings news approaching and a low overall value score, investors are weighing a discounted cash flow signal against a less generous read from traditional ratios. On Holding is down 18.7% so far in 2026, which puts extra focus on whether the current price offers a margin of safety...

On Holding (NYSE:ONON) heads into its August 11, 2026 earnings report with two key storylines for investors: expectations for higher earnings and revenue, and a fresh co CEO structure. See our latest analysis for On Holding. On Holding’s recent 1-day share price return of 1.54% and 90-day share price return of 7.12% suggest building momentum ahead of earnings, even as the year to date share price return is down 18.66% and the 1-year total shareholder return is down 18.41%. If you are weighing...

Tapestry (TPR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Investors will want to know more about future plans following its second top leadership change in a year.

On Holding (ONON) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

These stocks could all make big moves as they report earnings.

Canada Goose (GOOS) delivered earnings and revenue surprises of -1.59% and +6.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

On Holding stock has fallen 32.2% over the past year, yet the current checks send mixed signals, with a Discounted Cash Flow (DCF) estimate pointing to meaningful upside while market multiples suggest the shares are not obviously cheap. On Holding is down 32.2% over the last 12 months, which puts a spotlight on whether the recent share price weakness has already absorbed much of the bad news. Optimism around the brand's push beyond performance running into higher priced lifestyle products...

DRI reports fourth-quarter fiscal 2026 results with EPS above estimates and sales up 13.7% YoY, supported by same-restaurant sales growth despite a revenue miss.

Over the last 7 days, the United States market has dropped by 2.5%, yet it has risen by 23% over the past year, with earnings expected to grow by 17% annually in the coming years. In this context of fluctuating performance and anticipated growth, stocks with high insider ownership can be appealing as they often signal confidence from those closest to the company's operations and potential for substantial earnings growth.

ON (NYSE:ONON) reported what executives described as an “outstanding” start to 2026, with first-quarter net sales surpassing CHF 800 million for the first time and profitability expanding as the company reiterated its full-year growth outlook. Net sales reached CHF 831.9 million in the quarter, up

On Holding AG (ONON) reports robust growth with a 26.4% increase in net sales and strategic retail expansion, despite facing foreign exchange headwinds and geopolitical challenges.

With me today on the call are Caspar Coppetti, Founder and Co-CEO; Martin Hoffmann, outgoing CEO and CFO; and Frank Sluis, our new CFO as of May 1; David Allemann, Founder and Co-CEO, will also join us for the Q&A session. With that, I'm very happy to turn the call over to Caspar.

Apparel sales surged 45% and Asia-Pacific grew 61% as the Swiss sneaker brand posted its highest-ever quarterly revenue

Shares of Under Armour plummeted Tuesday after the sportswear retailer finished off a third consecutive fiscal year of falling sales and issued weak guidance for 2027. The company reported an adjusted loss of 3 cents a share for the fiscal fourth quarter, a tick below analysts’ consensus call for a loss of 2 cents. Analysts had expected slight revenue growth and adjusted earnings of 23 cents a share.

On Holding (ONON) delivered earnings and revenue surprises of +32.77% and +0.86%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.