On Holding (ONON) is becoming a buying opportunity due to its improved valuation after a significant stock drop, making it attractive for the creator's portfolio.
Source Post
Is On Heading For Disaster?
Aug 14, 2026
The creator discusses On Holding's recent stock performance, which has declined significantly due to reduced revenue growth guidance and a disappointing quarterly report. The discussion contrasts On Holding's strategy of maintaining premium pricing and margins with the cautionary tales of Nike and Lululemon, whose margins declined as their growth slowed. Despite slowing growth, On Holding has maintained high gross margins, though operating margins are still lower than Lululemon's, attributed to investments in sales, marketing, and R&D.
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Lululemon has seen slowing revenue growth and a decline in operating margins over the past decade, with gross margins also decreasing recently.
Nike experienced slowing revenue growth and a significant drop in gross and operating margins over the past decade, serving as a cautionary tale for On Holding.
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