2m 2m 2m 2m 2m 2m 2m
- $11.2BMarket Cap
- -31.77%1-Year Change
- Footwear & AccessoriesIndustry
ON HOLDING N-A (ONON)
Key Performance
More- Earnings Score: N/A
- Momentum Score: 27
- True Yield: N/A
- Financial Health Score: N/A
Latest Research & News
Is Nike Stock Undervalued Right Now?
Nike's stock has declined 65% over five years due to management missteps, lack of product innovation, and increased competition. New CEO Elliott Hill, hired in October 2024, is attempting a turnaround by refocusing on sports, but revenue remains flat year-over-year (down 3% excluding currency effects). With a P/E ratio of 30 and no evidence of sales recovery, the analyst warns the stock appears to be a value trap and recommends avoiding it until the company demonstrates it can win back customers.
06/22/2026, 6:05 AM • The Motley Fool
Got $1,000? 3 Stocks to Buy Now While They're on Sale
With the S&P 500 at historically high valuations, three stocks are presented as potential bargains: Target, a recovering retailer with improving sales and a 55-year dividend history; Carnival, a cruise operator reporting record demand and bookings despite oil price headwinds; and On Holding, a growing athletic wear brand with strong margins and loyal affluent customers.
05/27/2026, 4:05 AM • The Motley Fool
Nike Stock's Terrible Performance Just Keeps Getting Worse. Is It Finally Time to Buy?
Nike stock has plummeted to a 12-year low, down 34% year-to-date, as the company faces declining Greater China revenue, tariff pressures, and margin compression. While the balance sheet remains healthy with a 3.9% dividend yield and 24 consecutive years of dividend increases, management has pushed back the timeline for growth recovery to Q2 fiscal 2027. The analyst suggests the stock may be attractive for dividend-focused investors but lacks a clear path to meaningful sales growth.
05/15/2026, 10:03 AM • The Motley Fool
On Holdings Sets Up for Marathon Rally: New Highs Are Coming
On Holdings (ONON) is positioned for significant upside despite macroeconomic headwinds and a CEO change. The company reported strong Q1 2026 earnings with 14.5% YoY revenue growth (26.4% FXN), margin expansion, and raised full-year EBITDA guidance by 100 bps. Trading at a discount to peers and forward outlook, with analyst support and strong institutional accumulation, the stock could see 70%+ upside from support levels near $32.
05/12/2026, 1:05 PM • Investing
Will S&P 500 Open Up Or Down On May 12?
The S&P 500 closed at a record high on Monday but Polymarket traders predict a weaker opening on Tuesday as investors await April's Consumer Price Index report, which is expected to show the highest inflation print since September 2023. Geopolitical tensions with Iran and Middle East developments are also weighing on sentiment, though technology stocks remain resilient with strong earnings and AI enthusiasm supporting the market.
05/12/2026, 5:27 AM • Benzinga
Buy and Hold Forever? Here's How Nike and Lululemon Athletica Stack Up
The article evaluates whether Nike and Lululemon Athletica are suitable for long-term 'forever' portfolio holdings. Nike faces challenges including management missteps, over-reliance on direct-to-consumer sales, lack of innovation, and intensifying competition, resulting in a 62.6% stock decline over three years. Lululemon struggles with slowing revenue growth (expected 2-4% in 2026), increased competition from lower-priced alternatives, and internal leadership disputes. The author concludes neither company warrants permanent portfolio positions due to difficult revenue growth prospects.
04/25/2026, 3:03 PM • The Motley Fool
Nike's stock has collapsed 62.7% over three years, pushing its dividend yield to 3.5% (third-highest in the Dow). While Apple CEO Tim Cook has been buying Nike shares, the company faces significant challenges including failed direct-to-consumer strategy, weak earnings recovery, and free cash flow that can't cover dividends. Though new CEO Elliott Hill is implementing turnarounds, Nike remains expensive at 24.6x forward earnings and investors should wait for clearer evidence of recovery before buying.
04/23/2026, 12:30 PM • The Motley Fool
After the Sell-Off, Is Buying Nike a Smart Move or a Missed Boat?
Nike stock has plummeted 76% from its November 2021 peak amid declining sales in China, a 35% drop in net income, and lost market share to competitors like On Holding and Hoka. While the company shows some recovery signs in running revenue and has a strong brand, the author recommends caution, suggesting only high-risk-tolerance investors should consider buying until financial performance improves.
04/15/2026, 8:02 AM • The Motley Fool
Nike Stock Is Down 76% From Its High. Is It Too Late to Buy, or Right on Time?
Nike stock has plummeted 76% from its 2021 peak as the company attempts to recover from strategic missteps including over-reliance on direct-to-consumer sales and falling behind on innovation. New CEO Elliott Hill is implementing a turnaround strategy with renewed wholesale partnerships and faster product innovation, but recovery will be slow. The company faces significant headwinds in China with expected 20% sales decline, weak gross margins at 40.2%, and a struggling Converse brand. While Nike has the brand strength to potentially recover, investors should not expect quick results.
04/15/2026, 2:15 AM • The Motley Fool
Nike Reported Its Q3 Earnings Last Week. Is a Turnaround on the Horizon for the Struggling Retailer?
Nike's Q3 earnings showed flat revenues and a 35% net income decline, with gross margins pressured by tariffs. However, the company's turnaround strategy under CEO Elliott Hill is showing early signs of success, particularly in running (up 20%) and wholesale channels (up 11% in North America). The company faces significant headwinds including a 10% decline in Greater China and continued margin pressure, making 2027 a more realistic timeline for meaningful recovery than 2026.
04/11/2026, 7:15 AM • The Motley Fool
The sneaker industry faces existential challenges as major players like Nike and Allbirds struggle with excess inventory, margin compression, intense competition from smaller rivals, and weak demand in key markets like China. Post-pandemic growth has stalled, macro headwinds persist, and strategic missteps have further weakened these companies. The analyst recommends avoiding the sector until market conditions improve.
04/10/2026, 3:35 PM • The Motley Fool
Down Over 75%, Here's One Silver Lining that Could Intrigue Nike Investors
Nike stock has plummeted over 75% from its November 2021 highs, facing challenges from its failed direct-to-consumer strategy and declining Chinese market sales. However, the company is projected to grow EPS at approximately 25% CAGR through 2028, outpacing the S&P 500's expected 15% growth, suggesting potential operational efficiency improvements and a possible turnaround ahead.
04/08/2026, 4:30 PM • The Motley Fool
After Nike's Drop, Here Are the 3 Retail Growth Stocks I'd Buy Today
With Nike struggling amid consumer spending pressures, the article highlights three retail growth stocks worth considering: Amazon, leveraging AI and multiple growth engines; Lululemon, showing strong international expansion particularly in China; and On Holding, demonstrating premium pricing power and robust margin performance in the footwear sector.
04/05/2026, 4:05 AM • The Motley Fool
Nike Down 75% From Its High: How Much Lower Can the Stock Go?
Nike stock has plummeted 75% from its peak amid a prolonged turnaround that is taking longer than expected. Q3 2026 results showed weakness likely to continue, with Q4 guidance pointing to a 3% revenue decline versus analyst expectations of 2% growth. The company faces intense competition from rivals like On Holdings, margin contraction, and deteriorating analyst sentiment. While institutions own ~65% of shares, the risk of distribution and further downside remains significant.
04/02/2026, 3:11 PM • Investing
Did Nike's Turnaround Just Hit a Wall? Here's What Investors Need To Know
Nike reported flat revenue at $11.28 billion and a 23% decline in operating income in Q3, with the stock tumbling 9% after hours. The company faces headwinds from tariffs and inventory clearance efforts, with gross margin expected to return to growth only in Q2 2027. While running category shows strength with 20%+ growth, overall trends have worsened sequentially, raising investor concerns about the pace of the turnaround.
03/31/2026, 11:30 PM • The Motley Fool
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Statistics
MoreInformation as of 06/22/2026
Company Profile
On Holding AG, together with its subsidiaries, develops and distributes performance sports products under the On brand in Switzerland, the rest of Europe, the Middle East, Africa, the United States, the rest of the Americas, and the Asia-Pacific. The company offers athletic footwear, apparel, and accessories for performance running, performance outdoor, performance all day, performance training, performance tennis, and young movers. It sells its products to athletes and active customers through wholesale and direct-to-consumer channels; run specialty, general sporting goods, outdoor, luxury, street fashion, and lifestyle retailers; owned retail stores; and e-commerce platforms. On Holding AG was founded in 2010 and is headquartered in Zurich, Switzerland.
Key Executives
- Caspar Coppetti
- Julie Pender
- Frank Sluis
- Olivier Bernhard
- Narek Verdian
Current Ownership Distribution
- Institutions2.7B (83.47%)
- Mutual Funds517.8M (15.86%)
- Insiders21.6M (0.66%)
- Other0 (0.00%)