On Holding (ONON) shares rose 1.44% to $47.33 as the company demonstrated resilience against new U.S. import tariffs, outperforming competitors through its robust production strategy and high margins.

  • The company’s 62% gross margins and Vietnam-based production allow it to effectively absorb tariff costs compared to peers like Deckers.
  • Analysts from Bernstein and Simply Wall St highlighted the leadership transition under new CFO Frank Sluis as a key factor for continued stability.
  • Market attention is now shifting toward the upcoming fourth-quarter financial results scheduled for March 3, 2026.