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On Holding AG: Strong Brand Momentum and Product Launches Drive Buy Rating Amid Market Challenges

Paul Lejuez, an analyst from Citi, maintained the Buy rating on On Holding AG (ONONResearch Report). The associated price target remains the same with $60.00.

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Paul Lejuez has given his Buy rating due to a combination of factors including the strong brand momentum and successful product launches by On Holding AG. The company is expected to surpass first-quarter sales and EBITDA margin expectations, driven by robust sales and a successful launch of the Cloud 6 product, which accounts for a significant portion of their sales.
Additionally, despite the challenges posed by foreign exchange rates and tariffs, the company’s brand strength, direct-to-consumer sales mix, and pricing power are anticipated to mitigate potential margin pressures. Lejuez views On Holding AG as a compelling growth story in the retail sector, with a balanced risk/reward profile heading into the first-quarter earnings report. The expectation of management reiterating their full-year sales guidance, despite macroeconomic uncertainties, further supports the Buy rating.

Lejuez covers the Consumer Cyclical sector, focusing on stocks such as Nike, On Holding AG, and Abercrombie Fitch. According to TipRanks, Lejuez has an average return of 7.7% and a 55.42% success rate on recommended stocks.

In another report released on April 29, KeyBanc also maintained a Buy rating on the stock with a $60.00 price target.

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