On Holding Can Improve Its Conversion Rate -- Market Talk

Dow Jones05-13

1320 ET - On Holding says its digital and physical traffic is outpacing revenue growth. Martin Hoffmann--who stepped down as CEO of the running shoe maker earlier this month and will remain an advisor through March--says on a call with analysts that this trend means demand is ahead of the company's current conversion rate, validating investments that aim to introduce the brand to new communities and grow the premium market. However, naysayers could interpret the trend as evidence that On's premium positioning is prompting budget-conscious shoppers not to follow through with purchasing $200 running shoes or $100 polo shirts. On Holding is off 2.4%. (connor.hart@wsj.com)

(END) Dow Jones Newswires

May 12, 2026 13:20 ET (17:20 GMT)

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However, naysayers could interpret the trend as evidence that On's premium positioning is prompting budget-conscious shoppers not to follow through with purchasing $200 running shoes or $100 polo shirts. On Holding is off 2.4%. 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