3 Luxury Consumer Brands to Watch in a Beaten-Down Sector

Luxury brands must find a delicate balance between continuing to cultivate an air of exclusivity, maintaining perceived quality even in spite of higher materials costs and inflation, and balancing price increases against customer tolerance. While retail more broadly has faced numerous challenges as consumers have tightened their belts, some high-end luxury brands have largely avoided these pitfalls.

MarketBeat • 7 hours ago

On Holding's 2026 Outlook: DTC Channel Strategy Drives Higher Profit Margins

On Holding continues to aggressively capture market share through premium positioning and proprietary technology. The current stock valuation leaves little room for error if growth rates decelerate further.

The Motley Fool • Sep 15, 2026

On Holding's Surging Apparel Sales Broaden Its Growth Opportunities

ONON's apparel sales gain 47.7% in Q2 2026, as tennis, running and DTC strength broaden growth beyond footwear and deepen consumer ties.

Zacks Investment Research • Sep 15, 2026

Baron International Growth Fund Q2 2026 Portfolio Activity

Baron International Growth Fund gained 14.05% (Institutional Shares) during the second quarter of 2026, while its primary benchmark, the MSCI ACWI ex USA Index, returned 14.49%. During the second quarter, we added a few new investments to existing themes and increased our weighting in certain positions established in prior periods. We exited a few positions during the quarter consistent with our efforts to seek greater concentration in our higher conviction investments.

Seeking Alpha • Sep 15, 2026

On Holding's Aversion to Discounting Tested by Softer Retail Sales

The premium sportswear company's long-held stance of no discounts is up against a more promotional retail environment.

WSJ • Sep 14, 2026

On Holding's Aversion to Discounting Faces Test; America's Bleak Debt Picture

Good morning. Sportswear company On Holding has a long-standing practice of avoiding discounts for its shoes and apparel, which are popular with fashionable consumers (including my wife) and athletes and celebrities such as Swiss tennis champion Roger Federer, who has partnered with the brand as an investor.

WSJ • Sep 14, 2026

On Holdings: Brand Heat Fears Have Run Ahead Of The Evidence

On Holding's sell-off looks more like the market pricing brand fatigue, while the evidence still points to franchise fatigue. The real pressure point is the U.S. wholesale sell-out. DTC growth, full-price gross margins, and strong early reception for newer products still argue against broad brand deterioration.

Seeking Alpha • Sep 11, 2026

On Holding (ONON) Down 13.5% Since Last Earnings Report: Can It Rebound?

On Holding (ONON) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 10, 2026

On Holding AG (ONON) is Attracting Investor Attention: Here is What You Should Know

Zacks.com users have recently been watching On Holding (ONON) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zacks Investment Research • Sep 9, 2026

Lululemon's Problems May Not Be a Warning for Every Athleticwear Stock

Looking at opinions across Wall Street of lululemon athletica inc. NASDAQ: LULU, it seems clear that the stock is in trouble.

MarketBeat • Sep 9, 2026