On Holding: Building Up My Thesis, Averaging Up On The Stock
Portfolio Pulse from
On Holding is showing strong financial performance with an 18.8% FCF margin and 60.2% gross margin. The company's international growth, especially in the APAC region, and expansion of retail stores and DTC channels are key drivers for future success. Despite a deceleration in top-line growth, profitability and operating leverage remain strong, justifying a buy rating after a 23.9% sell-off since January.
February 24, 2025 | 1:00 am
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POSITIVE IMPACT
On Holding's strong financial performance, with high FCF and gross margins, and strategic international growth and retail expansion, support a buy rating despite recent stock sell-off.
On Holding's impressive financial metrics and strategic growth initiatives in international markets and retail expansion are positive indicators for future performance. The recent stock sell-off presents a buying opportunity, as the company's profitability and operating leverage remain strong.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100