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北京时间·🕒 发布 22:00:00(美东 10:00)待核·⟳ 抓取 20:00:11·⚡ 决策 07-30 20:24:49 +24m38s·89.2 天前
On 将在巴西圣保罗开设首两家门店
这是品牌零售扩张和门店开业宣传,缺少订单金额、收入指引或可量化短期利润增量。
📄 原文ONON↗ 原文
On Announces Opening Dates for Its First Two Stores in São Paulo
Continuing its expansion in the Brazilian market, the premium Swiss sportswear brand will open its stores at JK Iguatem…
不做 On Holding(ONON.US)
两家巴西门店开业属于品牌宣传和常规零售扩张,未披露销售目标或业绩增量,相对公司规模太小,不形成可交易 edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 low · price-in 风险 low ↗
关键理由
- 这是品牌零售扩张和门店开业宣传,缺少订单金额、收入指引或可量化短期利润增量。
- 两家门店面积分别约250平方米和305平方米,相对 On 全球80多个国家的业务体量过小,难以形成可回测交易催化。
主要风险
- 若后续公司披露巴西市场销售指引或门店扩张速度显著超预期,需要由新信号重新评估。
原文全文
展开原文 · 4,167 字
On Announces Opening Dates for Its First Two Stores in São Paulo
Continuing its expansion in the Brazilian market, the premium Swiss sportswear brand will open its stores at JK Iguatemi and MorumbiShopping on July 30 and August 6, respectively
SÃO PAULO, Brazil, July 30, 2026 – After much anticipation, On, the premium Swiss sportswear brand, is announcing its first stores in Brazil. The brand’s first two locations will open in São Paulo at JK Iguatemi on July 30 and at MorumbiShopping on August 6. This milestone represents an important step in strengthening On’s connection with local communities and reinforces its continued expansion and investment in Brazil. The new stores will provide physical touchpoints for customers to experience firsthand On’s latest innovations in footwear, apparel and accessories.
“Brazil is one of our key markets in Latin America and a country that is increasingly connected to the latest trends in sports and movement,” said Fiorella Palacios, Senior Director of Latin America at On. “Bringing On stores to Brazil is a fundamental step in our global retail expansion, allowing these local communities of athletes and movers to experience and test our technology firsthand through the premium brand experience that only On can offer. We want these stores to be more than just retail locations; our ambition is for them to become gathering places for people who love movement, where they can not only find the right product, but also connect with our brand authentically and with one another. We are incredibly excited about this new milestone for the brand in Brazil.”
Both stores will be inspired by iconic elements of São Paulo’s architecture. The JK Iguatemi location draws its main inspiration from SESC Pompeia, incorporating its stone brutalist aesthetic and sense of movement reflected in the venue’s signature walkways and bridges. The space will also feature touches of red, a color commonly associated with some of the city’s most recognizable examples of brutalist and modernist architecture. Spanning 250 sqm, the store will open to the public on July 30.
The MorumbiShopping location, set to open on August 6 and covering 305 sqm, is a physical translation of architecture in movement—bringing to life On's Swiss DNA and passion for design. The space draws direct inspiration from São Paulo's iconic Copan Building, designed by the legendary Oscar Niemeyer. The store’s design, atmosphere, and personalized service will follow the same premium standards found in On’s top international retail locations, ensuring an exclusive and deeply inspiring experience for every customer.
Recognized for its innovation and design across high-performance footwear, apparel, and accessories for a variety of categories—including road and trail running, training, tennis, and lifestyle—On selected two of São Paulo’s most prominent retail destinations for the opening of its first standalone stores in Brazil. Both JK Iguatemi and MorumbiShopping embody the innovative spirit and premium positioning that define the brand. Each location will offer On’s full product assortment, including the latest innovations in running and training footwear, as well as complete apparel and accessories collections designed to outfit consumers from head to toe.
The brand is also set to open a third store before the end of the year in Rio de Janeiro, at Leblon Shopping. Additional details, including the official opening date, will be announced soon.
About On
On was born in the Swiss Alps in 2010 with the mission to ignite the human spirit through movement – a mission that still guides the brand today. Sixteen years after market launch, On delivers industry-disrupting innovation in premium footwear, apparel, and accessories for high-performance running, outdoor, training, all-day activities, and tennis. On’s award-winning CloudTec® and LightSpray™ innovation, purposeful design, and groundbreaking strides within the circular economy have attracted a fast-growing global fan base – inspiring humans to explore, discover and Dream On.
On is present in more than 80 countries globally and engages with a digital community on www.on.com.
Continuing its expansion in the Brazilian market, the premium Swiss sportswear brand will open its stores at JK Iguatemi and MorumbiShopping on July 30 and August 6, respectively
SÃO PAULO, Brazil, July 30, 2026 – After much anticipation, On, the premium Swiss sportswear brand, is announcing its first stores in Brazil. The brand’s first two locations will open in São Paulo at JK Iguatemi on July 30 and at MorumbiShopping on August 6. This milestone represents an important step in strengthening On’s connection with local communities and reinforces its continued expansion and investment in Brazil. The new stores will provide physical touchpoints for customers to experience firsthand On’s latest innovations in footwear, apparel and accessories.
“Brazil is one of our key markets in Latin America and a country that is increasingly connected to the latest trends in sports and movement,” said Fiorella Palacios, Senior Director of Latin America at On. “Bringing On stores to Brazil is a fundamental step in our global retail expansion, allowing these local communities of athletes and movers to experience and test our technology firsthand through the premium brand experience that only On can offer. We want these stores to be more than just retail locations; our ambition is for them to become gathering places for people who love movement, where they can not only find the right product, but also connect with our brand authentically and with one another. We are incredibly excited about this new milestone for the brand in Brazil.”
Both stores will be inspired by iconic elements of São Paulo’s architecture. The JK Iguatemi location draws its main inspiration from SESC Pompeia, incorporating its stone brutalist aesthetic and sense of movement reflected in the venue’s signature walkways and bridges. The space will also feature touches of red, a color commonly associated with some of the city’s most recognizable examples of brutalist and modernist architecture. Spanning 250 sqm, the store will open to the public on July 30.
The MorumbiShopping location, set to open on August 6 and covering 305 sqm, is a physical translation of architecture in movement—bringing to life On's Swiss DNA and passion for design. The space draws direct inspiration from São Paulo's iconic Copan Building, designed by the legendary Oscar Niemeyer. The store’s design, atmosphere, and personalized service will follow the same premium standards found in On’s top international retail locations, ensuring an exclusive and deeply inspiring experience for every customer.
Recognized for its innovation and design across high-performance footwear, apparel, and accessories for a variety of categories—including road and trail running, training, tennis, and lifestyle—On selected two of São Paulo’s most prominent retail destinations for the opening of its first standalone stores in Brazil. Both JK Iguatemi and MorumbiShopping embody the innovative spirit and premium positioning that define the brand. Each location will offer On’s full product assortment, including the latest innovations in running and training footwear, as well as complete apparel and accessories collections designed to outfit consumers from head to toe.
The brand is also set to open a third store before the end of the year in Rio de Janeiro, at Leblon Shopping. Additional details, including the official opening date, will be announced soon.
About On
On was born in the Swiss Alps in 2010 with the mission to ignite the human spirit through movement – a mission that still guides the brand today. Sixteen years after market launch, On delivers industry-disrupting innovation in premium footwear, apparel, and accessories for high-performance running, outdoor, training, all-day activities, and tennis. On’s award-winning CloudTec® and LightSpray™ innovation, purposeful design, and groundbreaking strides within the circular economy have attracted a fast-growing global fan base – inspiring humans to explore, discover and Dream On.
On is present in more than 80 countries globally and engages with a digital community on www.on.com.
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