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ONON vs VFC
Which Stock Would AI Choose? On Holding AG (ONON) vs. VF Corporation (VFC) Stock Comparison
Key Takeaways
- On Holding AG (ONON) delivered record Q1 2026 net sales of CHF 831.9 million, reflecting 14.5% year-over-year growth (26.4% constant currency), supported by strength in direct-to-consumer and wholesale channels.
- VF Corporation (VFC) reported Q1 fiscal 2027 revenue of $1.67 billion with an adjusted gross margin of 54.9%, but posted an adjusted loss per share of $(0.27) that missed estimates, triggering a sharp stock decline amid weaker Vans performance.
- ONON shares have shown relative resilience with a year-to-date return of approximately 19% through early August 2026, outperforming the broader market benchmark in the period.
- VFC stock experienced heightened volatility following its July 2026 earnings release, with shares trading near $15 amid broader repositioning efforts across its brand portfolio.
- ONON benefits from consistent premium athletic footwear demand and upcoming Q2 2026 results, while VFC focuses on margin expansion and debt reduction amid brand-specific challenges.
- Market sentiment remains more constructive toward ONON’s growth trajectory compared with VFC’s recent earnings reaction and operational adjustments.
Introduction
Investors and traders seeking to understand relative performance in the consumer discretionary sector often examine pairs of stocks with distinct business profiles but overlapping exposure to apparel, footwear, and brand-driven growth. On Holding AG (ONON) and VF Corporation (VFC) represent contrasting approaches within this space: one focused on premium performance athletic products and the other managing a diversified portfolio of lifestyle and outdoor brands. This comparison highlights recent operational results, stock behavior, and positioning factors that may influence decisions for those monitoring growth-oriented consumer names versus turnaround or value-oriented plays. The analysis draws on verifiable developments from recent market activity to provide a balanced view suitable for both institutional and individual market participants.
ONON Overview and Recent Performance
On Holding AG (ONON) operates as a Swiss performance sportswear company specializing in premium athletic footwear and apparel. The business emphasizes innovation in cushioning technology and has expanded through both direct-to-consumer and wholesale channels across key regions. In recent weeks, the company reported record first-quarter 2026 net sales of CHF 831.9 million, up 14.5% year-over-year or 26.4% on a constant-currency basis, marking the first time quarterly sales exceeded CHF 800 million. Gross profit margin reached a new high, reflecting operational efficiencies and favorable cost trends. Stock performance has been steady amid broader market gains, with shares trading near $37.55 in early August 2026 and delivering a year-to-date return of about 19%. Sentiment has remained supported by strong analyst consensus and anticipation of second-quarter results scheduled for August 11, 2026, which are expected to provide further insight into sustained demand momentum.
VFC Overview and Recent Performance
VF Corporation (VFC) is a diversified apparel and footwear company whose portfolio includes The North Face, Vans, Timberland, and other established brands targeting outdoor, lifestyle, and action sports consumers. The company has focused on portfolio optimization, margin improvement, and debt reduction in recent periods. In its fiscal first quarter ended June 27, 2026, VF Corporation reported revenue of $1.67 billion and an adjusted gross margin of 54.9%, while posting an adjusted loss per share of $(0.27). The results included a revenue beat on certain metrics and an updated full-year outlook, yet the stock declined sharply following the release due to softer-than-expected Vans performance and a chief financial officer transition. Shares have traded around $15 in recent sessions, reflecting elevated volatility over the past several weeks amid efforts to stabilize key brands and execute strategic repositioning.
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Head-to-Head Comparison
On Holding AG (ONON) and VF Corporation (VFC) operate in adjacent segments of the consumer apparel and footwear industry but differ markedly in scale, focus, and recent momentum. ONON centers on a single premium brand with rapid international expansion and direct-to-consumer growth, driving consistent top-line acceleration and margin expansion in recent quarters. VFC manages multiple heritage brands, creating opportunities for portfolio balancing but also exposing results to uneven performance across lines such as Vans. Recent stock behavior underscores these contrasts: ONON has maintained steadier price action supported by growth catalysts, whereas VFC has faced sharper reactions to earnings and leadership changes. Sector exposure for both remains tied to discretionary spending trends, yet ONON’s narrower premium positioning offers different risk-reward dynamics compared with VFC’s broader brand mix and ongoing transformation initiatives. Market sentiment has favored ONON’s execution consistency relative to VFC’s more volatile near-term outlook.
Tickeron AI Verdict
Based on observable factors including trend consistency, sales momentum, and relative positioning, Tickeron’s AI models may currently favor On Holding AG (ONON) over VF Corporation (VFC). ONON’s record recent-quarter results, sustained growth across channels, and upcoming earnings provide clearer near-term visibility, while VFC’s earnings reaction and brand-specific pressures introduce greater near-term uncertainty. This assessment reflects probabilistic evaluation of available data rather than any guarantee of future outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ONON is a Hold and VFC is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ONON’s FA Score shows that 0 FA rating(s) are green whileVFC’s FA Score has 1 green FA rating(s).
- ONON’s FA Score: 0 green, 5 red.
- VFC’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ONON’s TA Score shows that 4 TA indicator(s) are bullish while VFC’s TA Score has 3 bullish TA indicator(s).
- ONON’s TA Score: 4 bullish, 6 bearish.
- VFC’s TA Score: 3 bullish, 6 bearish.
Price Growth
ONON (@Wholesale Distributors) experienced а -6.83% price change this week, while VFC (@Apparel/Footwear) price change was -3.36% for the same time period.
The average weekly price growth across all stocks in the @Wholesale Distributors industry was -1.56%. For the same industry, the average monthly price growth was +0.25%, and the average quarterly price growth was +0.63%.
The average weekly price growth across all stocks in the @Apparel/Footwear industry was -0.23%. For the same industry, the average monthly price growth was -3.99%, and the average quarterly price growth was +3.62%.
Reported Earning Dates
ONON is expected to report earnings on Nov 17, 2026.
VFC is expected to report earnings on Nov 02, 2026.
Industries' Descriptions
@Wholesale Distributors (-1.56% weekly)Companies in this industry handle the wholesale shipments for the manufacturer of a product. They have warehouses and distribution centers, and they ship products directly to the retailer. Digitization, increasing competition, emerging customer demand, and product innovation are some of shifts that the industry has been facing in recent times – something that is potentially creating needs/opportunities for business model revisions or transformations. Data, analytics, and technology are becoming increasingly important for whole distributors in anticipating and analyzing consumer needs, and therefore planning their business strategies accordingly. Fastenal Company, W.W. Grainger, Inc., Genuine Parts Company and Pool Corporation are some of the largest names in the business.
@Apparel/Footwear (-0.23% weekly)Apparel/footwear might be slightly more ‘cyclical’ in the largely non-cyclical category of non-durables. While digital giants like Amazon have been rapidly expanding their presence, traditional clothing/footwear retailers have also been bulking up their online presence in recent years, to milk the burgeoning trend of online shopping among consumers across the globe. The apparel and footwear retail market was valued at around $ 360 billion in 2018, and this figure was expected to reach about $386 billion by 2020 (according to a Statista report). NIKE, Inc, V.F. Corporation and Under Armour, Inc. are some of the companies with the largest U.S. stock market caps in this segment.
| ONON | VFC | ONON / VFC | |
| Capitalization | 10B | 5.65B | 177% |
| EBITDA | 416M | 788M | 53% |
| Gain YTD | -35.413 | -19.679 | 180% |
| P/E Ratio | 20.30 | 20.83 | 97% |
| Revenue | 3.12B | 9.51B | 33% |
| Total Cash | 1.09B | 670M | 163% |
| Total Debt | 542M | 4.95B | 11% |
VFC | ||
|---|---|---|
OUTLOOK RATING 1..100 | 64 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 23 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 49 | |
PRICE GROWTH RATING 1..100 | 64 | |
P/E GROWTH RATING 1..100 | 97 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| ONON | VFC | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 90% | N/A |
| Stochastic ODDS (%) | 3 days ago 86% | 3 days ago 68% |
| Momentum ODDS (%) | 3 days ago 80% | 3 days ago 77% |
| MACD ODDS (%) | 3 days ago 80% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 80% | 3 days ago 77% |
| TrendMonth ODDS (%) | 3 days ago 81% | 3 days ago 76% |
| Advances ODDS (%) | 10 days ago 74% | 10 days ago 69% |
| Declines ODDS (%) | 6 days ago 79% | 6 days ago 77% |
| BollingerBands ODDS (%) | 3 days ago 84% | 3 days ago 72% |
| Aroon ODDS (%) | 3 days ago 80% | 6 days ago 88% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KTUP | 7.66 | 0.24 | +3.23% |
| T-REX 2X Long KTOS Daily Target ETF | |||
| TRUD | 26.27 | 0.25 | +0.97% |
| VanEck Consumer Disc TruSector ETF | |||
| SPDW | 52.02 | 0.41 | +0.79% |
| State Street® SPDR® Ptf Dev Wld exUS ETF | |||
| BAB | 26.35 | -0.07 | -0.26% |
| Invesco Taxable Municipal Bond ETF | |||
| GTEK | 56.96 | -0.23 | -0.39% |
| Goldman Sachs Future Tech Leaders Eq ETF | |||
VFC and
Correlation & Price change
A.I.dvisor indicates that over the last year, VFC has been loosely correlated with SHOO. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if VFC jumps, then SHOO could also see price increases.
| Ticker / NAME | Correlation To VFC | 1D Price Change % | ||
|---|---|---|---|---|
| VFC | 100% | +3.01% | ||
| SHOO - VFC | 63% Loosely correlated | +0.81% | ||
| WWW - VFC | 57% Loosely correlated | +2.49% | ||
| NKE - VFC | 57% Loosely correlated | +1.37% | ||
| DECK - VFC | 56% Loosely correlated | +3.17% | ||
| LEVI - VFC | 54% Loosely correlated | +1.22% | ||
More | ||||