On Holding Appoints New CFO Frank Sluis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy ONON?
Source: seekingalpha
- Executive Transition: On Holding has announced that Frank Sluis will join as CFO effective May 1, 2026, succeeding Martin Hoffmann, who expanded his role as sole CEO last year while continuing CFO duties to ensure a smooth transition.
- Background Insight: Sluis most recently served as CFO for Europe & Indonesia at Ahold Delhaize, and his extensive financial management experience is expected to bring new strategic perspectives and financial optimization to On Holding.
- Leadership Handover: Hoffmann will continue to oversee the finance organization until Sluis's start date, ensuring business stability and continuity during the leadership transition, thereby mitigating potential operational risks.
- Future Outlook: This executive change reflects On Holding's commitment to financial management, aiming to drive sustainable growth in a competitive market by introducing new leadership.
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Analyst Views on ONON
Wall Street analysts forecast ONON stock price to rise
21 Analyst Rating
18 Buy
2 Hold
1 Sell
Strong Buy
Current: 44.270
Low
30.00
Averages
60.79
High
85.00
Current: 44.270
Low
30.00
Averages
60.79
High
85.00
About ONON
On Holding AG is a Switzerland-based company active in athletic sports accesories industry. The Company provides footwear and sports apparel and is engaged in developing and distributing performance sports products, through independent retailers and global distributors. The Company sells its products trough the internet and its own stores.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Consistent Sales Growth: Dutch Bros has achieved transaction growth for five consecutive quarters, demonstrating resilience in consumer spending despite macroeconomic fluctuations, with future sales expected to strengthen as the economy improves.
- On Holding Sales Surge: On Holding reported a 35% year-over-year sales growth in Q3 2025, with a remarkable 94% increase in the Asia-Pacific region, highlighting the brand's strong growth potential in international markets, which is crucial for future expansion.
- Global Market Performance: On Holding's new Ginza store in Tokyo set a record for the highest monthly sales globally, while a new store in Bangkok achieved the highest daily opening sales in company history, showcasing its robust performance and expansion capabilities in the global market.
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- Market Share Growth: e.l.f. is growing at twice the rate of its competitors in the U.S. cosmetics market, with increasing shelf space at major retailers like Walmart, reflecting an enhancement in brand influence.
- On Holding Footwear Brand: On Holding's stock is down 29%, but its sales surged 35% year-over-year in the latest quarter, showcasing the brand's strong growth potential despite demand uncertainties.
- Pricing Power Demonstrated: On Holding's ability to maintain premium pricing without discounts indicates product quality and consumer loyalty, suggesting it will continue to attract consumers willing to pay a premium for comfort.
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On Announces Q4 and Full Year 2025 Earnings Release Date
- Earnings Release Schedule: On will release its Q4 and full year 2025 financial results on March 3, 2026, before U.S. markets open, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: Management will host an earnings conference call at 8 a.m. U.S. Eastern Time on March 3, 2026, aimed at sharing performance details and addressing investor inquiries to bolster market confidence.
- Participation Details: Investors can join the call via dedicated phone lines in the U.S., U.K., and Switzerland, ensuring convenient access for global investors and enhancing the company's international market presence.
- Digital Community Engagement: Operating in over 80 countries, On engages with a digital community through its website, showcasing its innovations in high-performance apparel and footwear, further solidifying its brand image.
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- Carlyle Group Outlook: Analyst Alexander Blostein notes that Carlyle Group's historically low management fee CAGR of just 4% makes its stock undervalued, and its robust cash flow could support future share repurchases or acquisitions, enhancing growth prospects.
- Spotify's Growth Potential: Analyst Eric Sheridan recommends buying Spotify ahead of its earnings report, arguing that the long-term growth potential is currently underestimated, particularly with the introduction of new premium pricing tiers that could enhance the company's pricing power.
- On Holding Market Opportunity: Analyst Richard Edwards from Goldman Sachs points out that the recent pullback in On Holding's shares presents a buying opportunity, with strong indicators for Q4 2025 performance and potential gross margin upside being underestimated by the market, particularly among high-income consumers.
See More
On Holding Appoints New CFO Frank Sluis
- Executive Transition: On Holding has announced that Frank Sluis will join as CFO effective May 1, 2026, succeeding Martin Hoffmann, who expanded his role as sole CEO last year while continuing CFO duties to ensure a smooth transition.
- Background Insight: Sluis most recently served as CFO for Europe & Indonesia at Ahold Delhaize, and his extensive financial management experience is expected to bring new strategic perspectives and financial optimization to On Holding.
- Leadership Handover: Hoffmann will continue to oversee the finance organization until Sluis's start date, ensuring business stability and continuity during the leadership transition, thereby mitigating potential operational risks.
- Future Outlook: This executive change reflects On Holding's commitment to financial management, aiming to drive sustainable growth in a competitive market by introducing new leadership.
See More
Long-Term Growth Opportunities in Consumer Stocks
- Dutch Bros Expansion Plans: Dutch Bros aims to double its store count by 2029, currently operating 1,081 locations across 24 states, indicating significant market potential with plans for 7,000 stores, which could enhance long-term investor returns.
- Consistent Sales Growth: Dutch Bros has achieved transaction growth for five consecutive quarters, demonstrating resilience in consumer spending despite macroeconomic fluctuations, with future sales expected to strengthen as the economy improves.
- On Holding Sales Surge: On Holding reported a 35% year-over-year sales growth in Q3 2025, with a remarkable 94% increase in the Asia-Pacific region, highlighting the brand's strong growth potential in international markets, which is crucial for future expansion.
- Global Market Performance: On Holding's new Ginza store in Tokyo set a record for the highest monthly sales globally, while a new store in Bangkok achieved the highest daily opening sales in company history, showcasing its robust performance and expansion capabilities in the global market.
See More
Emerging Brands Present Buying Opportunities Amid Stock Pullbacks
- e.l.f. Beauty Brand: e.l.f. Beauty's stock has fallen 67%, yet its annual sales have surged from $578 million to $1.52 billion, indicating strong market demand and suggesting a potential rebound as sales growth continues.
- Market Share Growth: e.l.f. is growing at twice the rate of its competitors in the U.S. cosmetics market, with increasing shelf space at major retailers like Walmart, reflecting an enhancement in brand influence.
- On Holding Footwear Brand: On Holding's stock is down 29%, but its sales surged 35% year-over-year in the latest quarter, showcasing the brand's strong growth potential despite demand uncertainties.
- Pricing Power Demonstrated: On Holding's ability to maintain premium pricing without discounts indicates product quality and consumer loyalty, suggesting it will continue to attract consumers willing to pay a premium for comfort.
See More
On Announces Q4 and Full Year 2025 Earnings Release Date
- Earnings Release Schedule: On will release its Q4 and full year 2025 financial results on March 3, 2026, before U.S. markets open, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: Management will host an earnings conference call at 8 a.m. U.S. Eastern Time on March 3, 2026, aimed at sharing performance details and addressing investor inquiries to bolster market confidence.
- Participation Details: Investors can join the call via dedicated phone lines in the U.S., U.K., and Switzerland, ensuring convenient access for global investors and enhancing the company's international market presence.
- Digital Community Engagement: Operating in over 80 countries, On engages with a digital community through its website, showcasing its innovations in high-performance apparel and footwear, further solidifying its brand image.
See More
Analysts Recommend Multiple Stocks
- Earnings Expectations: Synopsys is set to report its Q1 results on February 25, with analysts forecasting earnings of $3.56 per share and revenue of $2.39 billion, which could bolster market confidence and drive stock price recovery if met.
- Rating Upgrade: Barclays raised the price target for Rocket Companies from $19 to $22 while maintaining an Equal-Weight rating, indicating confidence in the company's future growth despite a recent 13.7% drop in share price to $17.93.
- Buy Recommendations: Both Citigroup and Truist Securities maintained Buy ratings on Gilead Sciences, raising their price targets to $156 and $145 respectively, reflecting optimism about its future performance, with shares rising 1.7% to $141.95.
- Holiday Sales Outlook: On Holding is expected to report strong holiday sales, with BTIG reiterating a Buy rating and a $70 price target, as shares increased 0.8% to $45.25, indicating market expectations for sales growth.
See More
Goldman Sachs Sees Quality Buying Opportunities Ahead of Earnings
- Goldman Sachs Recommendations: Analysts at Goldman Sachs highlight compelling buying opportunities in companies like Spotify, Eli Lilly, Roblox, Carlyle Group, and On Holding ahead of earnings, particularly favoring Carlyle Group for its low management fees, which are expected to drive stock price appreciation.
- Carlyle Group Outlook: Analyst Alexander Blostein notes that Carlyle Group's historically low management fee CAGR of just 4% makes its stock undervalued, and its robust cash flow could support future share repurchases or acquisitions, enhancing growth prospects.
- Spotify's Growth Potential: Analyst Eric Sheridan recommends buying Spotify ahead of its earnings report, arguing that the long-term growth potential is currently underestimated, particularly with the introduction of new premium pricing tiers that could enhance the company's pricing power.
- On Holding Market Opportunity: Analyst Richard Edwards from Goldman Sachs points out that the recent pullback in On Holding's shares presents a buying opportunity, with strong indicators for Q4 2025 performance and potential gross margin upside being underestimated by the market, particularly among high-income consumers.
See More
On Holding Appoints New CFO Frank Sluis
- Executive Transition: On Holding has announced that Frank Sluis will join as CFO effective May 1, 2026, succeeding Martin Hoffmann, who expanded his role as sole CEO last year while continuing CFO duties to ensure a smooth transition.
- Background Insight: Sluis most recently served as CFO for Europe & Indonesia at Ahold Delhaize, and his extensive financial management experience is expected to bring new strategic perspectives and financial optimization to On Holding.
- Leadership Handover: Hoffmann will continue to oversee the finance organization until Sluis's start date, ensuring business stability and continuity during the leadership transition, thereby mitigating potential operational risks.
- Future Outlook: This executive change reflects On Holding's commitment to financial management, aiming to drive sustainable growth in a competitive market by introducing new leadership.
See More
