On's Investor Day: Kylian Mbappé Deal, Golf Expansion, and Premium Strategy

This session outlines On's strategic expansion into football with Kylian Mbappé and golf, alongside its premium pricing model and financial outlook. Co-CEOs David Allemann and Caspar Copetti discuss disrupting the sports industry through innovation and athlete partnerships.

■ Strategic Partnerships and Market Expansion
- Signing Kylian Mbappé for On's first soccer deal
- Entering the golf market using CloudTec technology
- Leveraging Thierry Henry as Director of Football

■ Financial Performance and Brand Positioning
- Maintaining high average selling prices and low discount rates
- Projecting high-teens revenue growth and 20% EBITDA CAGR
- Announcing a $1 billion share buyback program over three years

■ Product Development and Consumer Insights
- Growing apparel business by over 50% year-over-year
- Expanding lifestyle franchises like Cloudtilt
- Addressing consumer demand across different price points

Understanding these strategies provides insight into how On differentiates itself from competitors like Nike while targeting premium segments. Viewers gain clarity on the company's long-term vision and operational focus.