Brand Traction And Unique Business ModelThe business case is unchanged: superior brand traction, high spend, and luxury approach underpin EPS growth, above sector margins and a unique business model in the sector.
Growth And Upside PotentialON is among the best positioned for growth and upside vs consensus expectations given premium positioning in performance and lifestyle and management's consistent innovation across franchises.
Order Book TrendsHealthy order book trends were detailed for Spring 2026 (Cloudrunner 3 and Cloudmonster 3) and management is pleased with how Fall/Winter 2026 order books are shaping up.