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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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7 views
On Holding is experiencing exceptional top-line growth, driven by strong brand momentum, athlete partnerships, and expansion into casual wear and apparel. The company's strategy centers on aggressive retail expansion and increasing direct-to-consumer sales, aiming to boost margins and sustain high revenue growth. Financials are robust, with industry-leading gross margins and operating leverage, but risks include tariff exposure due to reliance on Vietnamese suppliers.
