On Holding AG
ONON · Consumer Cyclical
$27.73
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Lululemon's Comparable Sales Fell 9%. Can New CEO Heidi O'Neill Turn Things Around or Is the Brand Broken?
Lululemon reported its worst comparable sales result in modern history with a 9% decline in Q2, missing revenue expectations and slashing full-year guidance. New CEO Heidi O'Neill, a Nike veteran, takes over amid investor skepticism and founder criticism. The broader athletic apparel industry is also struggling, complicating the turnaround challenge ahead.
Is On Holding (ONON) a Buy as Wall Street Analysts Look Optimistic?
While On Holding (ONON) has a strong buy-equivalent average brokerage recommendation (ABR) of 1.52 from 25 firms, the article cautions that brokerage recommendations are often biased due to institutional conflicts of interest. The Zacks Rank, a quantitative model based on earnings estimate revisions, provides a more reliable indicator. On Holding's consensus earnings estimate has declined 2.1% over the past month, resulting in a Zacks Rank #5 (Strong Sell) rating, suggesting investors should be skeptical of the positive brokerage consensus.
On Holding's DTC Growth Strengthens Its Premium Business Model
On Holding (ONON) reported strong direct-to-consumer (DTC) growth of 26% in Q2 2026, reaching a record 45.7% of total sales. The shift toward DTC, combined with full-price discipline, lifted gross margins by 390 basis points to 65.4% despite U.S. tariffs. The company expects DTC to outpace wholesale in H2 2026 and projects 2026 gross margins of at least 65%. However, ONON shares have declined 25.6% over three months and carry a Zacks Rank #5 (Strong Sell) rating.
Nike Just Hit a 12-Year Low. Is the Bottom Near?
Nike stock fell below $40 for the first time in 12 years, down 76% from its peak due to stalled revenue growth, margin compression, and competitive pressures. However, the company shows signs of potential recovery with expected gross margin expansion, renewed growth in running shoes and North America, and upcoming tariff refund benefits of $986 million.