On Holding Expands Its Reach Beyond Running Shoes -- Market Talk

Dow Jones
03/03

1043 ET - Martin Hoffmann, who serves as both CEO and finance chief for On Holding, says on a call with analysts that the Swiss shoe maker is meaningfully expanding its reach. The brand's global awareness is approaching 30%, he says, while still noting a large and untapped growth opportunity. "New fans are building full looks, basket sizes are growing and crucially, customers are choosing On at full price across every region," Hoffmann says. Apparel and accessories now account for 15% of the company's total retail net sales, and the company expects apparel to meaningfully outpace overall growth over coming years. On Holding sinks 12%after its 2026 revenue guidance missed analyst estimates. (connor.hart@wsj.com)

(END) Dow Jones Newswires

March 03, 2026 10:44 ET (15:44 GMT)

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