{
  "slug": "on-holding-2026-10-08t15-2",
  "company": "On Holding",
  "headline": "On shifted to DTC and lifted profit margins in 2026 outlook.",
  "topic": "{Stash Edge — Distribution Play}",
  "source_name": "The Motley Fool",
  "source_url": "https://news.google.com/rss/articles/CBMixAFBVV95cUxNR1JWemxyZVZPTUMyWWN2RnpsNnByT0FuZi10ODdjMVlpR19SRzNILWpIdFg0bURtX3oxekU2VmtJd1VoVi1zeWx6eXhhLUthM1hOOElpZ2ZLaU5lOHBzMHUyLUpjNklKWGNGMmgwaGdNMEhHWGRLQlg4eFFucUlNMWhIOXRCMkM0ZUtiLTdjTktjRUw2U2YwQ3VtUDZibm50Y3U0dDNOVko3MkozbHVzRV81OGxpNDFIOW0ySXpscnV0VGJF",
  "landing": "https://pops4-stash-edge.billing-010.workers.dev/articles/on-holding-2026-10-08t15-2",
  "channels": {
    "linkedin": {
      "label": "LinkedIn · Jenny",
      "body": "{Stash Edge — Distribution Play}\n◆ PLATINUM · Channel mix optimization · On Holding\n\nOn shifted to DTC and lifted profit margins in 2026 outlook.\n\nThis is a playbook for mid-size brands that have wholesale slots but are bleeding margin. On already has the shelf presence—they're using it as a traffic driver, not a profit center. They're telling the market: we own the customer now. For a two-year-old brand with $2M in Whole Foods slots, that same logic says: keep the shelf for brand lift, but spend to own the repeat purchase. It takes discipline to give up a big wholesale check to protect the margin on the next one.\n\nMy Stash Take on what it means for the rest of us →\nhttps://pops4-stash-edge.billing-010.workers.dev/l/t/li/on-holding-2026-10-08t15-2\n→ Your Stash Room — your logo, live pricing, ships blind: https://pops4-stash-edge.billing-010.workers.dev/l/r/li/on-holding-2026-10-08t15-2\n→ Proper imprints, done right at POPS4: https://pops4-stash-edge.billing-010.workers.dev/l/s/li/on-holding-2026-10-08t15-2",
      "chars": 1021,
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      "alt_label": "HakoShikin agency",
      "alt_body": "{Stash Edge — Distribution Play}\n◆ PLATINUM · Channel mix optimization · On Holding\n\nOn shifted to DTC and lifted profit margins in 2026 outlook.\n\nThis is a playbook for mid-size brands that have wholesale slots but are bleeding margin. On already has the shelf presence—they're using it as a traffic driver, not a profit center. They're telling the market: we own the customer now. For a two-year-old brand with $2M in Whole Foods slots, that same logic says: keep the shelf for brand lift, but spend to own the repeat purchase. It takes discipline to give up a big wholesale check to protect the margin on the next one.\n\nMy Stash Take on what it means for the rest of us →\nhttps://pops4-stash-edge.billing-010.workers.dev/l/t/lh/on-holding-2026-10-08t15-2\n→ Your Stash Room — your logo, live pricing, ships blind: https://pops4-stash-edge.billing-010.workers.dev/l/r/lh/on-holding-2026-10-08t15-2\n→ Proper imprints, done right at POPS4: https://pops4-stash-edge.billing-010.workers.dev/l/s/lh/on-holding-2026-10-08t15-2",
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    "bluesky": {
      "label": "Bluesky",
      "body": "{Stash Edge — Distribution Play}\n◆ PLATINUM · Channel mix optimization · On Holding\n\nOn shifted to DTC and lifted profit margins in 2026 outlook.\n\nMy Stash Take →\nhttps://pops4-stash-edge.billing-010.workers.dev/l/t/bs/on-holding-2026-10-08t15-2",
      "chars": 245,
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    },
    "substack": {
      "label": "Substack · Fending",
      "title": "On shifted to DTC and lifted profit margins in 2026 outlook.",
      "body": "✍️ YOUR NOTE — write 2–3 lines to ONE person so they feel: \"this is about me… I could actually do this… I could make money from this.\" Energize them, make it yours. (This is the part that gets the opens.)\n[ your take… ]\n———\nHere is a real one you can run this week 👇\nPer The Motley Fool, On Holding's 2026 strategy centers on expanding the direct-to-consumer channel to drive higher profit margins, a shift away from wholesale dependency.\nHere's the cool part — the lever almost everyone misses (and you don't have to): map your current channel mix—what percentage is wholesale vs. DTC. Calculate the margin differential per channel. Then allocate acquisition spend only to the DTC cohorts that return >3:1 ROAS at 90 days. Wholesale continues (it's reach), but growth capital flows to DTC. On is using 2026 to cement this; they are announcing it early to set investor expectations. Do the math on your own P&L first.\nWhat that means for you: This is a playbook for mid-size brands that have wholesale slots but are bleeding margin. On already has the shelf presence—they're using it as a traffic driver, not a profit center. They're telling the market: we own the customer now. For a two-year-old brand with $2M in Whole Foods slots, that same logic says: keep the shelf for brand lift, but spend to own the repeat purchase. It takes discipline to give up a big wholesale check to protect the margin on the next one.\nIf you make, sell, or gift anything with your name on it — this is yours to run. You can do this.\n(Real, not theory — The Motley Fool: https://news.google.com/rss/articles/CBMixAFBVV95cUxNR1JWemxyZVZPTUMyWWN2RnpsNnByT0FuZi10ODdjMVlpR19SRzNILWpIdFg0bURtX3oxekU2VmtJd1VoVi1zeWx6eXhhLUthM1hOOElpZ2ZLaU5lOHBzMHUyLUpjNklKWGNGMmgwaGdNMEhHWGRLQlg4eFFucUlNMWhIOXRCMkM0ZUtiLTdjTktjRUw2U2YwQ3VtUDZibm50Y3U0dDNOVko3MkozbHVzRV81OGxpNDFIOW0ySXpscnV0VGJF.)\n———\nOr — want it built FOR you? Your logo, your products, your own private room, priced and ready, in about five minutes. That's literally what we do →\nhttps://www.pops4.com/vip?utm_source=substack&utm_medium=newsletter&utm_campaign=stash",
      "chars": 2100,
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}