- 시작
- 2026년 9월 22일신뢰도 90%출처 제공
On Sets 2029 Targets and a $1 Billion Buyback at Its 2026 Investor Day
At its Investor Day at On Labs in Zurich, On targeted high-teens constant-currency sales growth to at least CHF 5.6 billion in 2029 and an adjusted EBITDA margin of 22%+, and authorised its first share buyback, up to $1 billion through 2029.
- On hosted its 2026 Investor Day at On Labs in Zurich, setting targets for 2026-2029 built on what it calls the On Premium Playbook[1]
- 2029 ambitions: high-teens constant-currency net sales growth to at least CHF 5.6 billion (approaching $7 billion), a gross margin of 65.0%+ throughout, an adjusted EBITDA margin of 22%+ by 2029 and an adjusted EBITDA CAGR above 20%[1]
- Run, Sneaker and Apparel are the key growth pillars, with entry into Football and Golf as new sports categories[1]
- The board authorised On's first share repurchase, up to $1 billion of Class A shares through the end of December 2029[1][2]
- Laura Miele of Electronic Arts became Lead Independent Director from 21 September 2026[1]
- On said it will significantly exceed the 2026 targets set at its 2023 Investor Day, reiterated low-20% constant-currency growth for 2026, and guided to about 17% constant-currency growth in Q3 2026, plus up to $65 million of tariff refunds in the quarter[1]
참고자료 2신뢰도 90%
첫 번째 항목은 항상 핀의 출처입니다. 전체 신뢰도는 각 자료가 위의 시작·종료 시각을 얼마나 확실히 뒷받침하는지에 대한 가중 평균이며, 자료는 최신 자료보다 180일 오래될 때마다 가중치가 절반이 됩니다.
- [1]90%press.on-running.com/on-enters-next-chapter-unveils-strategy-to-redefine-what-a-sportswear-brand-can-be-alongside-2029-financial-targetspress.on-running.com· 게시 2026년 9월 27일· 시작 2026년 9월 22일 ✓· 점수의 51%
On's release of September 22, 2026 says the company 'hosts its 2026 Investor Day today at On Labs in Zurich', with the live webcast 'on September 22, 2026 at 8:00 a.m. U.S. Eastern Time (2:00 p.m. Central European Time)'.
- [2]90%On Holding AG Form 6-K, Exhibit 99.1: On Investor Day 2026sec.gov· 게재 2026년 9월 22일· 점수의 49%
The same release as filed with the SEC: 2029 targets, the USD 1 billion repurchase authorisation through December 2029, Laura Miele as Lead Independent Director and the reiterated 2026 outlook.
수정 제안
빠지거나 잘못된 점이 있나요? 이 핀을 뒷받침하는 링크, 다른 시작일이나 종료일과 그 이유, 빠지거나 잘못된 사실을 자신의 말로 알려주세요. AI가 이 핀의 출처와 대조하고 더 나은 자료를 찾아, 뒷받침하는 페이지를 추가합니다. 핀 자체의 출처가 여전히 가장 중요하게 반영됩니다.
