杰富瑞分析师在一份研究报告中指出，瑞士运动鞋制造商On Holding AG的美国业务正遭遇瓶颈。最新数据显示，该公司在北美市场的销售额同比仅增长约3%，与去年同期33%的强劲增幅相比大幅下滑。分析师进一步表示，其直接面向消费者的销售增长也在减速——该业务板块本季度销售额增长16%，远低于一年前45%的增速。
分析师警告称：“如果美国市场销售额转为负增长，同时直销业务持续放缓，那么公司的利润率优势将难以为继，并可能开始下滑。”受此消息影响，On Holding股价应声下跌4%。
杰富瑞分析师在一份研究报告中指出，瑞士运动鞋制造商On Holding AG的美国业务正遭遇瓶颈。最新数据显示，该公司在北美市场的销售额同比仅增长约3%，与去年同期33%的强劲增幅相比大幅下滑。分析师进一步表示，其直接面向消费者的销售增长也在减速——该业务板块本季度销售额增长16%，远低于一年前45%的增速。
分析师警告称：“如果美国市场销售额转为负增长，同时直销业务持续放缓，那么公司的利润率优势将难以为继，并可能开始下滑。”受此消息影响，On Holding股价应声下跌4%。
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