#athletic footwear

2개의 글

June 18, 2026

ONON Stock Outlook 2026: On Holding — The Swiss Running Brand Betting on Premium Forever

ONON (On Holding AG) stock outlook 2026: deep dive into CloudTec technology moat, DTC margin story, apparel expansion optionality, China growth runway, brand-heat sustainability risk, Roger Federer partnership, and competition vs Hoka (DECK), Nike (NKE), and Skechers (SKX).

ONON NKE DECK

June 18, 2026

SKX Stock Outlook 2026: Skechers Goes Private — What It Means for Footwear Investors

SKX (Skechers) went private via 3G Capital's $9B acquisition in September 2025. This analysis covers the buyout terms, what it means for investors who held shares, the comfort-value moat that made SKX attractive, and how to play the footwear theme through NKE, DECK, CROX, and ONON in 2026.

SKX NKE DECK