Matthew McClintock 6/11/26 Matthew McClintock 6/11/26

We Have Sense Tec Isn’t There Yet In Apparel

Why On needs its own stores to succeed in apparel, since wholesale rarely explains innovative clothing to shoppers.

Matthew McClintock 12/16/25 Matthew McClintock 12/16/25

Channel Conflict Set To On

Can On keep 20%+ growth beyond 2026? A look at its young direct-to-consumer business and friction with wholesale partners.

Matthew McClintock 12/16/25 Matthew McClintock 12/16/25

Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.

Matthew McClintock 10/22/25 Matthew McClintock 10/22/25

Rising wholesale promotions are an early warning for On, while China acceleration and apparel are its main offsets.

Matthew McClintock 11/12/24 Matthew McClintock 11/12/24

Why Foot Locker is where the athletic footwear share shift shows up first.