StreetInsider.com News Articles

Jefferies Cautious on On Holding AG (ONON): 'Buying Growth Today Caps Margins Tomorrow'

Tue, 20 Oct 2026 07:53:24 -0400

Jefferies analyst Randal Konik reiterated an Underperform rating and $20.00 price target on On Holding AG (NYSE: ONON).

The analyst comments "Buying Growth Today Caps Margins Tomorrow. Marketing rose to 14% of sales in '26 (12% LY), selling expense hit 9.5%, and the 2Q inventory-sales spread hit +1,774bps, the largest ever. Layer in new-store fixed costs from the retail buildout outlined at Analyst Day, an Americas biz we see going negative in '27, and a rising cost to acquire each engaged visitor, and SG&A deleverage plus markdown risk remain our base case for '26-'27. With the top-line guide already cut and

Footwear and apparel earnings season begins this week, BTIG previews names

Tue, 20 Oct 2026 05:56:26 -0400

Investing.com -- Footwear and apparel companies begin reporting third-quarter earnings this week, starting with Deckers Outdoor Corp (NYSE:DECK), followed by VF Corp (NYSE:VFC), Boot Barn Holdings Inc (NYSE:BOOT), and Crocs Inc (NASDAQ:CROX) the following week, according to BTIG.

BTIG maintains a neutral rating on Deckers and Crocs, while rating VF Corp and Boot Barn as buys with price targets of $23 and $215, respectively. The firm said sentiment in the sector leans negative, as shown by compressed multiples and rising short interest.

The footwear sector faces promotional pressure, while ongoing inflation raises questions about consumer spending and how companies will manage rising

Footwear and apparel earnings season begins this week, BTIG previews names

Tue, 20 Oct 2026 05:56:26 -0400

The footwear sector faces promotional pressure, while ongoing inflation raises questions about consumer spending and how companies will manage rising

Footwear and apparel earnings season begins this week, BTIG previews names

Tue, 20 Oct 2026 05:56:26 -0400

The footwear sector faces promotional pressure, while ongoing inflation raises questions about consumer spending and how companies will manage rising

Footwear and apparel earnings season begins this week, BTIG previews names

Tue, 20 Oct 2026 05:56:26 -0400

The footwear sector faces promotional pressure, while ongoing inflation raises questions about consumer spending and how companies will manage rising

Footwear and apparel earnings season begins this week, BTIG previews names

Tue, 20 Oct 2026 05:56:26 -0400

The footwear sector faces promotional pressure, while ongoing inflation raises questions about consumer spending and how companies will manage rising

Footwear and apparel earnings season begins this week, BTIG previews names

Tue, 20 Oct 2026 05:56:26 -0400

The footwear sector faces promotional pressure, while ongoing inflation raises questions about consumer spending and how companies will manage rising

Piper Sandler lists best footwear stocks to own

Wed, 14 Oct 2026 14:30:00 -0400

Piper Sandler's 26th annual teen survey, covering roughly 9,000 teenagers, found overall footwear spending still declining but shifting toward non-athletic styles, prompting the broker to name five favorite stocks.

"With Footwear spend overall declining, we are picking the names where innovation stands out/distribution has upside," analysts Anna Andreeva and Noah Helfstein wrote, naming On Holding (NYSE: ONON), Amer Sports (NYSE: AS), Birkenstock (NYSE: BIRK), Steven Madden (NASDAQ: SHOO), and V.F. Corp. (NYSE: VFC) as favorites. Piper Sandler upgraded VFC to Overweight on Tuesday.