On Holdingâs Massive Untapped Market
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- āđāļāļĒāđāļāļĢāđāđāļĄāļ·āđāļ 3 āļŠ.āļ. 2024
- On Holding (NYSE: ONON) has grown at an incredible rate primarily by selling running shoes. But the company's future is much more than that. Apparel is starting to show up in stores and there's a tremendous amount of potential for clothing from On. Travis Hoium highlights the potential in this video.
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00:00 Introduction to On Holding
00:28 On Holding's Market Potential
01:29 Apparel's Impact on Financials
02:23 High-Quality Products and Pricing
03:29 Growth and Financial Performance
04:50 Valuation and Market Comparison
05:53 Future Growth Prospects
07:17 Conclusion and Final Thoughts
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Thx for the video. I am building an ONON position. Itâs not cheap, but the best companies never are.
I'm an avid track and field fan. I don't think the olympics will do much for them. They don't have any of the big name athletes, people know. They sign distance runners that would need break out performances to get their name known and even then its probably fleeting. ON does not make the kits (uniforms) for the US T&F team, that will be nike. I imagine most casual viewers don't even recognize their brand logo if they saw them on an athletes feet. Not saying the stock can't do well, just don't see the olympics doing anything to really help. Their target market seems to be affluent middle age women. Maybe they can pull off a lulu and be different and expensive thereby translating into a aspirational brand. That would be more of a catalyst than the games in Paris.
I think you are wrong about that , on is blowing up in China
Do you think On will perform better than Lulu over the next 5 years?
I own On and I don't own Lulu.