On Holding AG表示，公司正受益于社会整体向健康、长寿和积极生活方式转变的大趋势。联合创始人大卫·阿勒曼在与分析师的电话会议中指出，消费者正从传统的休闲阶层转向他所谓的"运动阶层"。他强调："财富的旧象征——久坐的舒适感和过度消费——正逐渐被对活力的追求所取代。长寿才是终极奢侈品。"
阿勒曼认为，这种结构性趋势对定位于身份认同而非功能性的高端创新品牌尤为有利，例如On Holding。不过尽管存在这一积极背景，由于年度业绩展望未能达到投资者预期，On Holding股价当日仍下跌13%。
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