What's Wrong With On Holding Stock?

On Holding's stock has declined 23% in 2026 due to an intentional slowdown in wholesale shipments to promote full-price sales. Despite the near-term headwinds, the company maintains strong fundamentals with 34.3% direct-to-consumer sales growth, 65.4% gross margins, and 56.2% apparel sales growth. Management projects low-20% constant-currency sales growth for 2026 and is expanding into football and golf with a $7 billion sales target. The stock trades at a reasonable 21x trailing earnings with a PEG ratio of 0.49, below analyst consensus price target of $43.55.

10/23/2026, 7:15 AM • The Motley Fool

2 Brilliant Stocks to Buy Now and Hold Forever

Amazon and On Holding are recommended as long-term buy-and-hold stocks. Amazon benefits from robotics investments that could save $4 billion annually and trades at a reasonable 32x forward P/E with 20%+ expected earnings growth. On Holding, a Swiss sportswear brand, maintains pricing power with 56% apparel sales growth and trades at an attractive PEG ratio below 1.0, with only 30% global brand awareness offering significant growth potential.

10/21/2026, 5:40 AM • The Motley Fool

Just 26% of Wall Street Analysts Rate Nike a Buy. Is It Time to Be Greedy While Others are Fearful?

Nike's stock has plummeted over 50% as CEO Elliott Hill's turnaround strategy has failed to reverse declining sales, particularly in China where revenue dropped 26% year-over-year. With only 26% of analysts rating it a buy and competitors like On Holding and Deckers Outdoor gaining market share with stronger margins, the article suggests waiting for the new Pace cost-cutting plan to show results before investing, rather than buying into the current pessimism.

10/16/2026, 9:45 AM • The Motley Fool

Should You Buy Nike Stock Before Oct. 1?

Nike stock has plunged to a 12-year low and was removed from the S&P 100 index due to strategic missteps and rising competition. While the stock trades at a low P/E ratio of 17 with a 4.6% dividend yield, analysts forecast continued revenue declines. The article advises investors to avoid buying before the Oct. 1 earnings report until Nike demonstrates it can reinvigorate revenue growth, as dividend payouts are exceeding free cash flow.

09/26/2026, 3:29 PM • The Motley Fool

Nike and Lululemon Both Hit Multi-Year Lows in September. Which Stock Is Best Positioned to Make a Comeback?

Nike and Lululemon have both collapsed to multi-year lows due to weak North American sales, slowing revenue growth, and increased competition. Nike faces challenges from its wholesale retailer exit strategy and reliance on markdowns, while Lululemon struggles with soft women's apparel sales and tariff pressures. Though both face near-term headwinds, Lululemon appears better positioned for a comeback due to its cheaper valuation (10x earnings vs. Nike's 21x), despite analyst expectations for continued declines in fiscal 2027.

09/17/2026, 4:30 PM • The Motley Fool

2 Top Stocks That Can Double in 5 Years

Netflix and On Holding are identified as two stocks with potential to double in five years. Netflix trades at reasonable valuations with only 7% penetration of a $670 billion addressable market and expects 13-14% revenue growth in 2026. On Holding, a footwear brand gaining share against Nike, maintains strong profitability with 65% gross margins and expects low-20% sales growth, trading at 16x forward earnings with 24% expected earnings growth.

09/17/2026, 4:10 AM • The Motley Fool

Lululemon's Comparable Sales Fell 9%. Can New CEO Heidi O'Neill Turn Things Around or Is the Brand Broken?

Lululemon reported its worst comparable sales result in modern history with a 9% decline in Q2, missing revenue expectations and slashing full-year guidance. New CEO Heidi O'Neill, a Nike veteran, takes over amid investor skepticism and founder criticism. The broader athletic apparel industry is also struggling, complicating the turnaround challenge ahead.

09/03/2026, 8:03 PM • The Motley Fool

Nike Just Hit a 12-Year Low. Is the Bottom Near?

Nike stock fell below $40 for the first time in 12 years, down 76% from its peak due to stalled revenue growth, margin compression, and competitive pressures. However, the company shows signs of potential recovery with expected gross margin expansion, renewed growth in running shoes and North America, and upcoming tariff refund benefits of $986 million.

08/18/2026, 2:15 PM • The Motley Fool

Peter Lynch Had a Keen Eye for Spotting Ten-Bagger Stocks. Here's Why On Holding Checks Every Box.

The article applies Peter Lynch's investment philosophy of finding ten-bagger stocks to On Holding, a Swiss running shoe maker. The company exhibits Lynch's preferred characteristics: visible brand popularity, strong growth (23%+ annually), multiple growth engines (Asia expansion, apparel line, direct-to-consumer), and significant runway compared to competitors. While acknowledging risks including rich valuation, intense competition, and the demanding path to becoming a global powerhouse, the author suggests On Holding belongs on investors' watchlists as a potential long-term growth story.

08/01/2026, 6:05 AM • The Motley Fool

Activewear Market to Reach USD 650.97 Billion by 2032, Expanding at a 6.59% CAGR

The global activewear market is expected to grow from $439.74 billion in 2026 to $650.97 billion by 2032 at a CAGR of 6.59%, driven by athleisure adoption, hybrid work trends, sustainability demands, and AI-enabled personalization. Success will depend on performance credibility, inclusive sizing, localized strategies, and transparent sustainability practices across diverse regional markets.

07/20/2026, 11:51 AM • GlobeNewswire

Everyone Is Talking About SpaceX. Here Are 2 Growth Stocks I Like Much Better.

While SpaceX has generated significant buzz and raised $86 billion in its IPO, the article argues that MercadoLibre and On Holding are superior growth stock investments. MercadoLibre is growing faster than SpaceX at 49% revenue growth year-over-year, is already profitable, and trades at a more reasonable 43x trailing earnings. On Holding is expanding its premium athleticwear brand with strong margins and growing brand penetration, trading at 39x trailing earnings. Both stocks offer better value and growth prospects compared to SpaceX's expensive valuation and lack of profitability.

06/28/2026, 7:05 AM • The Motley Fool

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