SoFi, MercadoLibre, and Lemonade are disrupting traditional financial services with technology. On is developing its brand globally and gaining a loyal following.
E-commerce giant MercadoLibre is gaining millions of new customers who are driving growth. Specialty coffee chain Dutch Bros has a large expansion plan for its innovative coffee chain.
MercadoLibre and Amazon both have serious long-term opportunities in e-commerce. On and Dutch Bros are both thriving despite a challenging operating environment.
On Holding's Q3 strength reinforces the growth story. On delivered a clear beat across sales, gross margin, and EBITDA. Updated guidance, structural margin improvements, and strong DTC traction support higher confidence in the path to the 2028 outlook. Despite a share de-rating, ONON continues to execute at a premium level; we maintain our constructive stance as the market underestimates the br...
On Holding stands out as a top pick among small- and mid-cap growth stocks for 2026, despite a 25% share price correction. ONON continues to deliver >30% revenue growth, expanding market share in Asia and apparel, with gross margins soaring to 65.7% and strong EBITDA gains. The stock now trades at a compelling 13.8x EV/FY26 adjusted EBITDA, positioning the company as a 'growth at a reasonable p...
First, the Swiss company On outpaced Nike. Now it's betting it can beat tariffs, too
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