ONON凭借高利润率（目标65%）和增长（接近20%）拥有持久的竞争优势，并得到向橄榄球、高尔夫等新运动品类扩张的支撑。
逐段跳播
On拥有市场份额，而从长远来看，对On最重要的是，它拥有一个利润率非常高的份额。这是一款人们愿意为之付费、并且愿意额外付费的产品；他们在长期预测中设定了65%的利润率。这一预测延伸到2029年。
他们表示，收入将增长近20%，并实现65%的毛利率。这比他们的竞争对手高出15%、20%甚至30%。
On has market share, and the most important thing for On in the long run is that it has a share with a very high profit margin. This is a product that people will pay for and will pay extra; They set a profit margin of 65% in their long-term forecasts.
This extends to 2029. They said they would grow revenues by nearly 20% and achieve a gross profit margin of 65%. This is 15, 20 or even 30% higher than their competitors.
另一件大事是，他们最近表示已签下姆巴佩。所以他们进军足球，如果你愿意这么称呼的话。他们也在转向高尔夫。人们在运动装备上花大钱的两个领域是什么？足球会是其中之一，但高尔夫我压根没想到他们会去做。
The other big thing is that they recently said they have signed Mbappe. So they move on to football, if you want to call it that. They are also turning to golf. What are the two areas where people spend a lot of money on sports equipment?
Football will be one of them, but golf never even crossed my mind that they would go for it
这个频道对 $ONON 的历次判断
The Motley Fool 在这只股票上只有这一条判断。