ONON — Research (2026-09-09)

2026-09-09T00:00:00Z 2026-10-02T18:00:00Z onon tli research retail apparel
What changed in the latest update +20 −1
@@ -5 +5 @@ created: '2026-09-09T00:00:00Z' @@ -7,0 +8 @@ sources: + - email://103614 @@ -33 +34,19 @@ ONON (On Holdings) covered by TLI in context of broader apparel sector weakness − - **Conviction:** star — initial coverage + - **Conviction:** star — initial coverage + + ### 2026-10-02 (afternoon) — email #104108 — Build A Chart Video (Text/Transcript) + **Subject:** $ONON - Build A Chart - Video + **Type:** Video with transcript. Vojtech builds an ONON chart from scratch. + - ONON now at a **pretty attractive level**; subscribers were asking for it after they signed Mbappé + - Marketing is "something else" — they are trying hard to grow, which is appreciated + - Not a textbook Elliott Wave structure — clear waves but a lot of them + - Distinguishing **impulsive uptrend** vs **corrective downtrend** (diagonal-like correction, strongly overlapping waves) + - Identifies an **expanding flat** correction (A-B-C extended); choosing correct wave 3 via Fibonacci extension + - "When the rules are not perfect, you need to go with what makes the most sense" + **Price check:** 2026-10-02 afternoon — ONON price not captured in batch (video post). Build-a-chart highlights attractive level post-Mbappé. + ## Price Check + + ### 2026-09-22 — email #103614 — Q2'26 Valuation Analysis (Promo-based) + **Subject:** $ONON - Q2'26 Valuation Analysis - + **Type:** Image-based post. Promo/social content — Where To Go Next, follow X/IG. + **Price check:** 2026-09-22 — **$27.32.** Sector-wide apparel weakness continues alongside NKE, LULU. Deep below 200 WMA. +

Sources

email://103168
email://103614
new section edited section · markers reflect the latest update

Summary

ONON (On Holdings) covered by TLI in context of broader apparel sector weakness alongside NKE and LULU. All three dropping considerably from highs, deep below 200 WMAs.

TLI Analysis

Sep 9, 2026 (email #103168)

  • "It's going from bad to worse for the apparel companies"
  • NKE, LULU, and ONON all dropping considerably from their highs
  • Deep below their 200 WMA
  • Sector-wide weakness — not a ONON-specific issue

Position Context edited

  • Type: Athletic apparel / footwear
  • Context: Covered in broader apparel sector analysis
  • Conviction: star — initial coverage

2026-10-02 (afternoon) — email #104108 — Build A Chart Video (Text/Transcript) new

Subject: $ONON - Build A Chart - Video Type: Video with transcript. Vojtech builds an ONON chart from scratch. - ONON now at a pretty attractive level; subscribers were asking for it after they signed Mbappé - Marketing is "something else" — they are trying hard to grow, which is appreciated - Not a textbook Elliott Wave structure — clear waves but a lot of them - Distinguishing impulsive uptrend vs corrective downtrend (diagonal-like correction, strongly overlapping waves) - Identifies an expanding flat correction (A-B-C extended); choosing correct wave 3 via Fibonacci extension - "When the rules are not perfect, you need to go with what makes the most sense" Price check: 2026-10-02 afternoon — ONON price not captured in batch (video post). Build-a-chart highlights attractive level post-Mbappé.

Price Check new

2026-09-22 — email #103614 — Q2'26 Valuation Analysis (Promo-based) new

Subject: $ONON - Q2'26 Valuation Analysis - Type: Image-based post. Promo/social content — Where To Go Next, follow X/IG. Price check: 2026-09-22 — $27.32. Sector-wide apparel weakness continues alongside NKE, LULU. Deep below 200 WMA.