On's growth accelerated for the fourth straight quarter — people call it hype, I call it a revolution. Despite tariff uncertainties, management raised their full year sales guidance. Management intends to raise prices to mitigate tariff pressures — they expect no demand destruction from this.
In 2025, among the biggest rebounders is one of the hottest names in the consumer discretionary sector over the past year or so, Amer Sports NYSE: AS. Since going public back in Feb. 2024, Amer Sports has seen its shares rise by around 187% as of the May 23 close.
Zacks.com users have recently been watching On Holding (ONON) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
ON 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.
Shares of On Holding skyrocketed ~10% after reporting Q1 results, leading me to downgrade my rating to neutral. The company raised its full-year constant currency growth expectations while dialing back margin guidance due to tariffs. ONON faces a number of risks, ranging from heavy competition to a rally in the Swiss franc that will pressure growth in Q2 and beyond.
On Holding AG (NYSE:ONON ) Q1 2025 - Earnings Conference Call May 13, 2025 8:00 AM ET Company Participants Jerrit Peter - Head of IR Caspar Coppetti - Executive Co-Chairman & Co-Founder Martin Hoffmann - CFO & Co-CEO Conference Call Participants Jonathan Komp - Baird Alex Straton - Morgan Stanley Aneesha Sherman - Bernstein Jay Sole - UBS Aubrey Tianello - BNP Paribas Anna Andreeva - Piper Sandler Tom Nikic - Needham and Company Christina Fernandez - Telsey Advisory Group John Kernan - TD Cowen Operator Hello and thank you for standing by. My name is Tiffany and I will be your conference operator today.
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.
Shares of On Holding (ONON) rose on Tuesday after the Swiss sneaker maker reported better first-quarter revenue than analysts had expected and lifted its full-year sales outlook.
ONON's Q1 performance is expected to have benefited from robust direct-to-consumer traction, strategic global expansion and sustained product innovation.
Zacks.com users have recently been watching On Holding (ONON) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
On Holding AG has continued to rapidly capture market share in running shoes, solidifying the company's position in the industry. Competition remains noteworthy regardless. The Q1 report is set to continue On's brand growth story. The future outlook is important in the report, amid tariff uncertainty. The current growth narrative supports ONON's expensive valuation. While I estimate upside to a fair value of $57.5, potential changes in the narrative are still quick to change the value.