James Duffy's questions to On Holding AG (ONON) leadership • Q4 2024
Question
James Duffy asked about the company's investments in consumer insights, particularly regarding younger consumers, and the distribution and marketing strategies planned for 2025 and 2026 to build on this momentum.
Answer
Executive Co-Chairman David Allemann credited the growth in youth appeal to high-profile partnerships with Zendaya and FKA twigs, live sports moments, and the expansion of physical retail stores in major cities. Co-CEO Marc Maurer added that the strategy involves intentionally pairing new products with the right authenticators and channels to reach specific communities. CFO Martin Hoffmann noted that the company's strong margin profile allows for significant upper-funnel marketing investments to fuel this long-term brand building.