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Why do you think Warren Buffett hates Nike stock ($NKE) so much?
Nike stock cut to sell as U.S. business faces challenges
Your moves on on-running (ONON)?
Hot Stocks: USX nearly quadruples; ONON jumps on earnings; ALT, AG plunge
On Holding stock accelerates on strong sales, margin expansion (NYSE:ONON)
$ONON - The Switzerland shoe company that's taking over the Middle Class
Losing money? Here’s your redemption play: $ONON
For such a large well known sports brand with leading sponsorships, can UAA not seem to expand growth?
ONON might make good shoes, but they are already worth more than LEVI?
$ONON, I like their shoes and stocks.
Mentions
This year, it was AFRM, APP, CRWV, NBIS, ONON
Who's heard of ONON? I got in early ($18 per share) and doubled my money, but it's stagnant lately. But if enough people know the brand, maybe next Nike or LuLu? Sales keep mooning every quarter. Closing at 3 billion in sales for 2025.
Who's heard of ONON? I got in early ($18 per share) and doubled my money, but it's stagnant lately. But if enough people know the brand, maybe next Nike or LuLu? Sales keep mooning every quarter. Closing at 3 billion in sales for 2025.
Who's heard of ONON? I got in early ($18 per share) and doubled my money, but it's stagnant lately. But if enough normies know the brand, maybe next Nike or LuLu? Sales keep mooning every quarter. Closing at 3 billion in sales for 2025.
You can’t go by Tim Cook. You need to go by if the company can survive tariffs and the competition which is $ONON . Buy both companies and you can’t lose. The first company what lowers their future outcome or poor earnings, sell it.
Got it. So inverse my mentality from today and do puts on BBWI and calls on GAP and ONON
Consider adding ONON, amzn, sofi , Hood, JPM
AXON (huge recent drop so do dd), RYCEY (international exposure), ONON
Deckers is insane value. US sales are flatlining, but the international sales is growing rapidly. I consider Deckers to be a more forward looking and innovative shoe brand within running HOKA, along the lines of ONON, but also with simple brands like Ugg as well. Running is a huge and growing business based on the number of YouTubers doing marathons. Where I live marathons get sold out extremely quickly. Runners need multiple shoes as they all wear out eventually. Lulu is also very good, but their apparel has less of a moat as they are so many other options. But still cheap and a good buy IMO.
All consumer cyclical stocks are down this year, so the macro trend is against it. But I do like ONON because its market is upper middle class suburban adults, one of the few demographics with disposable income these days.
Forward PE of 44...... for a footwear company. DECK's is 13, BIRK is 30. Also, most footwear companies have been crushed the past six months. BIRK and ONON are down 30%. DECK is down 37%. RCKY and SHOO are the exceptions. Its up 145% for three years.
$ONON - with offering lets see 37 🩸🩸🩸
Waiting for SRRK, ONON, PUBM, COGT to drop
Where do you get 6x PE from? On multiple sites it says a trailing PE of 24. If your only thesis is its undervalued by its current multiple then you need a better thesis. Tariffs this year dumped every consumer apparel brand. Even ONON that is growing at 35+% revenue growth for the last 4 quarters is down 23% YTD. I'd imagine once tariffs gets pulled these consumer apparel brands will come back. Additionally, there are multiple reports of middle class and below spending less and the only consumer brands that are up seem to be for upper class like Estee Lauder, Ralph Lauren, etc.
ONON rug pull inevitable 🩸🩸🩸🩸
ONON still green in a sea of red
Sell PUBM, COGT, ONON 🛑🛑🛑
Short PUBM, COGT, ONON 🩸🩸
Oh you mean ONON not ON. I agree. Mostly because these sorts of things are cyclical. I’m long NKE heavily
Someone in here called ONON calls yesterday. Mentioned the same jump Nike had, etc. I saw it past market hours but I knew they were right. Woke up and saw ONON… instantly threw up
Puts on ONON right as it hit all time high. Waiting for it to dip back down and cash out
i’m blown i missed out on ONON i was looking pre market and was up 9 percent so i stayed away
ONON seems to be the 10 bagger so far. 40$ calls were 40 cents yesterday
ONON looks fake. Even though I want it to go up
Bought ONON 40c yesterday. Pissed I didn't buy 50 of them. Talked myself out of it. Only bought 2. Guh
ONON calls was the easy play
As I predicted, ONON beat. $45 incoming.
Called it for ONON. up 10% pre market
Didn't ONON already report tho?
Might grab ONON calls. Its been falling over the last few months, NKE beat last earnings and they're supposedly losing market share to ON. I think if they can beat and give any sort of positive guidance, there could be a correction to $40.
!banbet ONON 40 3d
ONON it’s your time to shine now
Calls: OKLO NBIS Puts: CRCL ONON
Didn't ONON already report earnings??
might have to sell ONON CSPs 👀
ONON reports next week. Don't sleep! Yes, my bags are heavy, and yes, I am totally confident in my position.
Not on the board, but ONON reports 11/12. Stock is literally at 1-year low. Every kid wants these. Don't say I didn't tell you!
Absolutely. LULU, ONON, SG, CAVA, CMG all look like multibaggers rn
Trumps tariffs are almost certainly about to be overturned. $LULU $ONON
I wish OpenAI or Nvidia would announce a partnership with ONON My fault for buying it, but I love the shoes. It just slumps and slumps like it’s about to fall off the couch.
ONON pricing in everyone giving up shoes forever
ON Running is growing 40% YOY and accelerating vs LULU is declining, why would you ever invest in LULU over ONON or any other growing Athletic brands?
HIMS 58. AEO 13 SOUN 19 PUTS IMAX 33 RIVN 14.5 ONON 43 Calls
WTF just happened with $ONON
CAT 505 IMAX 33.75 RIVN 14.25 ONON 43.75 calls. AEO 13 HIMS 51 WULF 12.25 puts.
ONON 43.75, SHLS 10, RIVN 14.25 IMAX 33.75 calls WULF 12.25, AEO 13, HIMS 51 puts.
ONON 44. RIVN 14.75 Calls WULF 10.50 SOUN 16.50 RUN 17.75 Puts 11/28
ONON 44. RIVN 14.50 calls WULF 10.50 SOUN 16.50 IMAX 32.25 RUN 17.75 puts
Odyssey 3 is ONON Phoenix 1 could be BN but I’m not sure. Phoenix 2 is MELI
Since the moderators never let me post on main, I'm running this back: ONON and RIVN have already been accomplished. Still believe IMAX. Plus: AEO 17.00. WULF 9.50. RUN 15.50. GRAB 5.25 puts. 10/27 [https://www.reddit.com/r/wallstreetbets/comments/1nldrby/comment/nfgl54f/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/wallstreetbets/comments/1nldrby/comment/nfgl54f/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
I’m buying **BIRK** at tomorrow’s open instead of ONON or CROX. While CROX has decent operating margins (\~27%) and solid gross margin (\~58.8%), BIRK outshines it with **higher operating (\~29.7%) and net margins (\~15.1%)**, plus strong brand pricing power. ONON is also a risky bet ... its **market cap is roughly double BIRK’s**, yet it generates similar revenue (\~$2.3B vs \~$1.96B for BIRK), making BIRK a more attractive risk-reward choice. Puma could be an interesting challenger, but the stock is stagnant and too risky ... it’s effectively dead money. GOOD LUCK :D See you in some weeks ;)
If even WSB starts buying CROX or BIRK, or even ONON, maybe I should at least buy a few hundred s\* ;) lol Usually, CROX was only discussed on VALUE stocks LOL
Only the ugly ones wear crocs, the hot ones wear ONON.
This may be the case, but their market cap is lower than 20 years ago, and they are worth three times less than a joke of a company such as On (ONON). And this from one of the (if not the) once most iconic clothing brand in the world. If we look at Lululemon now (still 5 times their market cap), were AF as iconic today as they were in the early 2000s, with the current inflation of stock prices they would trade for 100 billion. So, even if rebranding efforts are working out for them and even if they manage to successfully reposition themselves and maybe can one day be worn again without people making fun of you, IMO they still serve as a very good example of how clothing brands come and go.
IMAX $29.75, AEO $17.00, WULF $9.50 puts. ONON $46.50, RIVN $15.25 calls. 10/27
IMAX $29.75, AEO $17.00, WULF $9.50 puts. ONON $46.50, RIVN $15.25 calls. 10/27
WULF puts $10 AEO $17.50 puts GRAB puts $4.75 ONON $45.75 calls. RIVN $15.50 calls 11/3
GRAB is inflated, but is a good long term. Anything between 5 and 5.35 is a fair price. ONON is a long term buy at anything under 45. LULU will never bounce back. (It and HIMS are fighting to see who gets the Netflix docuseries first) AEO "will not replace" it. I said this at 1.50, but CGTX under 1.75 is a good price for long term. A hung amount was bought by insiders at 2.05, when it was 2.48, so, of course, people sold. Definitely something to monitor.
AEO puts 16.75. ONON calls 45.
AEO 16.50 puts. ONON 45 calls. SHLS 7.50 calls
Still bullish on ONON calls 48. RIVN calls 15.25 10/24. Watching for a false dip from Friday's overnight on FBIO, then hoping for a continued climb.
ONON calls 48. 10/24. Also, around 44/45 is an ideal entry for buying long term hold. It was overvalued for some time, but from here there is room to grow.
It's almost time for those reminder "Check back in three weeks" post to come around to see how my HIMS and LULU puts did. I still have ONON calls 48 for 9/15. I remain optimistic. But ONON anywhere around 45 is a good entry point for those looking.
I've already done that work. If you like, you can go through my profile comments. Or not. I've been talking about HIMS and LULU puts and ONON calls for as far back as 3 weeks ago. Most of the comments were in the "Weekend discussions" because the moderators wouldn't seem to allow my post on main. I think perhaps one got through in the last week.
I've already done that work. If you like, you can go through my profile comments. Or not. I've been talking about HIMS and LULU puts and ONON calls for as far back as 3 weeks ago. Most of the comments were in the "Weekend discussions" because the moderators wouldn't seem to allow my post on main. I think perhaps one got through in the last week.
Achieve HIMS 42.50 and LULU 200 puts earlier. Still hoping for ONON calls to hit 48 9/15. That one will be tricky, but I'm hopefully. It's the one I believe in long term. HIMS and LULU, the signs were there. But so were my down votes, when I posted my thoughts.
ON Running (ONON) is growing apparel 75% yoy and overall 40%. LULU is flat to down. I’ll stick with ON lol
You are correct. That's why one can't merely depend on logic with puts. LULU and HIMS puts were based on human nature mixed with logic. The same can be applied with my ONON calls. Social media has made "logic" too vast. It's important to find a way to make it smaller. If everyone is looking at the same DD, there will always be a wide hole to drive through. Also, logic is cultural. The more access you have to a culture, the better informed you can be about the decisions you make. In these times of chaos, logic is muddled. That's the control aspect of it. Human nature tends to be more consistent and international.
I discussed that weeks ago when I made my reasoning for HIMS and LULU puts and ONON calls. It's in my message history if you care to look.
HIMS made it below 42.50 last week. Lulu made it below 200 today (everyone said that was impossible). All that's let for me is ONON calls 48 by 9/15. Of course, ONON is the only long term play for me, so I'm fine with that being a long shot, but I'm still optimistic.
HIMS 42.50 9/15 puts achieved. LULU 200 9/15 puts achieved. Still optimist about ONON calls 48. 9/15. Either way, ONON is the best long term of the lot.
New: NIO calls 7/7.25 9/15 Remaining: Lulu 200 9/15. ONON calls 48 9/15 (anything around 45 is a good entry for long term). HIMS puts achieved at 42.50. I still expect it to go lower.
ONON - only apparel retailer growing 40%, analysts at $70 stock at $55 RKT - rates dropping will give housing a boost, they are the largest mortgage lenders
Then I'm wrong. When I started saying 200 puts, it was much higher. Now it's at 202+. It's was at 200 and change in the last week. At that price, $2-5 +/- is nothing a day of trading. I can see how people can see it as a possible long term hold. I don't. But from a puts standpoint, 200 seems feasible to me. Had a said 201, this discussion wouldn't even be happening and I would have HIMS and LULU behind, with on the ONON calls to wait out. Oddly, ONON is the only long term player in the bunch for me.
ONON is definitely worth starting a position here. I wouldn't bet against LULU just like I wouldn't SBUX, only because the Street wants and needs these to go higher because everyone is so heavily in these names.
sometimes we all overthink shit I like Ben Shelton so I bought $ONON I don't do hard drugs anymore so I bought $CELH you don't need to be a fucking quant all the time
HIMS puts of 42.50; successful. Now waiting for Lulu puts 200 and ONON calls 48. 9/15 & 22. (Anything in within 1.50/2 seems feasible. HIMS I chose because it's been overvalued for some time. Still is. They need to shift and focus to HERS. Women are more loyal in the health and beauty market, but I think the weight loss drugs are about to hit bad safety PR. ONON, also has been overvalued, but around 45 is a good entry point for long term. Tariffs won't have as much damage as others because their market does not really care. They have a loyal high value, international following, sponsoring players in sports like Tennis and Track and Field. All Tennis Majors are a big commercial for them. We are not at the U.S Open. They have the World Track competition in Tokyo, that will extend the brand. They will grow steadily, hitting the sweet sport by the Olympics. Lulu is way overvalued. In a way, the are the Tesla of leisurewear. There is no reason for them to be this high, but people are propping them up. That can only last for so long. They tried to expand internationally on a large scale, but that won't help their numbers. Usually by the time clothing firms try to do that, it's already too late. Plus, I don't believe their financials. It's giving WeWork to me. Lulu Delulu will be the name of their future Netflix docuseries.
I like ON Running (ONON), growing revenue like crazy right now while LULU and NKE are flat