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Solid CC growth, higher gross and EBITDA margins, robust DTC growth, and upside from a premium-product pipeline plus store openings typically drive near-term stock appreciation. The company also provides a credible 2026 guide and a pronounced shift toward higher-value DTC channels, which historically supports multiple expansion in premium-brand retailers.
What happened, with direct paths to the underlying reporting
On Holding posted a robust Q2 2026, with net sales of CHF 850.3 million, up 13.5% YoY and 21.6% CC, led by Direct-to-Consumer growth of 26% and a 45.7% DTC share. The company raised profitability with a 65.4% gross margin and 19.8% Adjusted EBITDA margin, guiding low-20% CC net-sales growth for 2026 and continued premiumization via store expansion and a strong product pipeline including Strike 2 and SURREAL foam, signaling further upside.
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