On Holding: Is This Swiss Sneaker Brand the One Who Knocks Out Nike?

A ON e to Watch

Alright listen up. Some pencil pushing analyst over at Citigroup a real Heisenberg in the financial world if you ask me seems to think this On Holding company is about to become the next big thing. They make sneakers apparently. Fancy ones. They’ve upgraded the stock whatever that means probably more numbers for Skyler to obsess over. Apparently this stock has slipped 15% so far this year I bet my blue stuff this is all going to change...

Tariffs? Please! I AM the Danger

Now this Lejuez character the analyst is worried about Trump's tariffs. Honestly tariffs? I've dealt with Gus Fring! Tariffs are small potatoes. But here's the thing: because On Holding is Swiss not American they might just slide under the radar. Smart move Switzerland. Very…efficient. Like my lab setup. Speaking of set ups I bet Trump and the government didn't expect me to start cooking Crystal Meth.

Say My Name: On Holding

This Lejuez guy says On Holding is the fastest growing brand in athletic wear. 'Brand heat,' he calls it. Sounds a lot like the kind of heat I was cooking with back in the day. And because they're Swiss not American they're supposedly perfectly positioned to take advantage of this whole tariff mess. Like I always said you gotta be adaptable. Improvise. Overcome. Or in my case cook.

Backlash? More Like a Breakthrough

Apparently people in China might be souring on American brands. Nike Lululemon...they could be in trouble. Which according to this guy helps On Holding. Serves them right trying to muscle in on MY territory with their… yoga pants. You can't expect everyone to play nice sometimes you gotta be the one who knocks ya know.

Pricing Power: The Ultimate Leverage

Here’s the kicker: On Holding has the 'pricing power' to pass on the cost of these tariffs to customers. Sounds like they're running a tight ship. A little bit like me but I was trying to support my family unlike these people.

Remember My Name

So there you have it. On Holding a Swiss company that might just be the one to watch. Who knew that shoes could be so…interesting? All this talk of tariffs and brands...makes me almost miss the simplicity of a good clean cook. Almost. Stay out of my territory.