On Holding AG

NIKE, Inc.

lululemon athletica inc.

The shares of On Holding, a Swiss manufacturer of premium sports shoes, jumped by almost 19% on November 12, after the publication of its quarterly report, and have more than doubled over the past three years. The company will not <a href="https://www.cnbc.com/2025/11/12/on-onon-earnings-q3-2025.html">offer</a> discounts on Mark's merchandise during the holiday season, and its management raised its revenue growth forecast for the next three years. At the same time, Nike - one of On's competitors - is going through some tough times. But what if their competition is not a sprint but a marathon? Independent analyst Mikhail Zavaraev discusses the long-term prospects of the two companies.

The battle of Nike vs On Holding: who has a better chance of "winning the marathon"

The Gap, Inc.

Barclays upgraded its rating on Gap stock earlier this week and now advises buying it

Clothing retailer Gap beat forecasts after a viral ad. Shares rose 10%

Burberry Group plc

Sales in the region that includes China rose 3% after falling 5%

Burberry reported sales growth in China. Is everything so rosy in this market?

Over the summer, the company made progress in three key areas: wholesale, the running category and the North America region

Nike unexpectedly posted an increase in revenue. Will the stock reverse after two years of decline?

Macy's, Inc.

The day's stock gains were the largest since 2023

Macy's shares soared 20%. The retailer reported its best sales growth in 12 quarters

Deckers Outdoor Corporation

Duty risks do not undermine the brand's long-term story, according to the analyst

Shares of UGG brand owner could add 32% - UBS. What keeps his optimism alive?

American Eagle Outfitters, Inc.

BofA has downgraded American Eagle, warning the stock could drop more than 20%. Analysts said the impact of U.S. tariffs is so severe that even the company’s high-profile advertising campaign featuring actress Sydney Sweeney is unlikely to offset the pressure.

BofA: American Eagle shares could come down 20%. It's not about Sydney Sweeney.

adidas AG

Investors fear that the company's sales growth, fueled by the fashion for retro sneakers, is starting to lose momentum

Duties derailed Adidas' forecast revision. Shares plummet to 1.5-year low

PUMA SE

Shares of the sportswear maker collapsed 20%

'Existential crisis': Puma warned of first annual loss in a long time

There's no way the leggings maker can match the palette for its U.S. assortment, and in China, it's out of a booming growth cycle

JPMorgan has abandoned its bullish outlook on Lululemon. What to do with the stock?


The struggling sportswear and footwear retailer was able to exceed revenue and profit expectations