# On Holding

Type: Company (ONON)

Source: GetYourBrief — https://getyourbrief.com/entity/on-holding
Canonical HTML page: https://getyourbrief.com/entity/on-holding

## Recent coverage (5 stories, network-wide)

### On Holding's 22% Growth and 65.4% Gross Margin Draw Insiders as Nike Falters
2026-08-19 16:54:34 · Sector: retail · Sentiment: Neutral · Impact: 6/10 · Sources: 2

On Holding's deliberate pullback in Americas wholesale protected full-price positioning and lifted gross margin to 65.4% even as revenue growth decelerated to 22%. Insiders bought 130,000 shares after the Q2 miss, signaling confidence ahead of a fall launch. For retail leaders, the story is about channel health and margin discipline in a softening athletic footwear market.
Full story: https://getretailbrief.com/story/on-holding-insider-buying-retail-margins-nike-12-year-low

### On Holding's Forward Multiple Is 70% Below Its 5-Year Average as Insiders Buy
2026-08-19 16:54:27 · Sector: finance · Sentiment: Neutral · Impact: 6/10 · Sources: 2

After a Q2 revenue miss and guidance cut, On Holding's CEO and co-founder each bought 65,000 shares. Nike trades at a 46% forward P/E premium to the sector while On's PEG sits below median and its forward multiple is roughly 70% below its 5-year average. Investors are weighing a contrarian insider signal against a still-decelerating wholesale channel.
Full story: https://getfinancebrief.com/story/on-holding-valuation-insider-buying-nike-forward-pe

### Data Intelligence and Cloud Platforms Drive Q4 Growth Across Tech Verticals
2026-03-04 00:26:47 · Sector: saas · Sentiment: Positive · Impact: 6/10 · Sources: 6

The Q4 2025 earnings cycle highlights a strategic shift toward high-margin data intelligence, with Sportradar and Quanterix leading through specialized platform scaling. While BigBear.ai navigates a transition in government contract volumes, the broader sector is prioritizing operational efficiency and international expansion to drive long-term profitability.
Full story: https://getsaasbrief.com/story/quanterix-sportradar-bigbear-ai-q4-2025-earnings-analysis

### Growth Divergence: On Holding and Sportradar Surge as Quanterix Pivots
2026-03-04 00:22:42 · Sector: finance · Sentiment: Positive · Impact: 6/10 · Sources: 6

A wave of Q4 2025 earnings reports reveals a stark performance gap between high-margin consumer platforms and specialized technology firms. While On Holding and Sportradar delivered record margins and aggressive capital returns, Quanterix and BigBear.ai faced organic declines despite achieving critical regulatory and liquidity milestones.
Full story: https://getfinancebrief.com/story/growth-divergence-on-holding-sportradar-quanterix-earnings

### Premium Retail and Digital Payments Surge as D2C Strategies Mature
2026-03-04 00:20:58 · Sector: retail · Sentiment: Positive · Impact: 6/10 · Sources: 6

On Holding and Paysafe report robust growth in direct-to-consumer and e-commerce channels, signaling a shift toward high-margin digital engagement. While premium footwear and specialized payment wallets see record adoption, industrial and AI-service providers navigate margin volatility and shifting contract cycles.
Full story: https://getretailbrief.com/story/on-holding-paysafe-earnings-analysis-2026

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