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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
On (ONON) investor relations material
On 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Brand vision and premium positioning
Aims to be the most premium global sportswear brand, focusing on customer experience and emotional connection.
Premium positioning differentiates from mass market, allowing unique growth strategies and market expansion.
Emphasizes investment in product innovation, quality, design, and sustainability to maintain premium status.
Avoids discounting and carefully selects distribution channels to reinforce brand value.
Margin strength from premium positioning enables reinvestment in innovation and team development.
Growth performance and market expansion
Surpassed 2026 margin and sales targets, outperforming sector peers during a challenging year.
Expansion in retail and apparel, with China becoming the second largest market and Asia Pacific exceeding expectations.
Focused on expanding addressable market by increasing brand awareness and product relevance.
Growth strategy includes entering new sports categories and appealing to broader demographics.
Developing products for 2028, with a clear long-term growth plan and evolutionary approach.
Product innovation and category diversification
Running remains core, with new innovations like LightSpray and updates to key franchises launching in 2026.
CloudTec technology integrated with superfoams, debuting in Cloudsurfer 3, pre-launching in October.
Expanded into tennis, outdoor, and training, with collaborations (e.g., Zendaya) driving growth among younger female customers.
Tennis apparel is the fastest-growing segment, leveraging visibility on and off court.
Seeks growth in sports at the intersection of performance and lifestyle, targeting broader daily relevance.
On's premium strategy and scaling challenges
On's running innovation strategy and new tech
On's margin philosophy and reinvestment strategy
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Frequently asked questions
On Holding AG designs and markets performance sportswear, with a primary focus on footwear for running and athletic activities. The company offers shoes, apparel, and accessories through direct-to-consumer channels and retail partners globally. The company is headquartered in Zurich, Switzerland, and its shares are listed on the NYSE.
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