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北京时间·🕒 发布 07-31 01:00:00(美东 07-30 13:00)待核·⟳ 抓取 23:00:12·⚡ 决策 07-30 23:01:03 +51s·88.9 天前
On Holding在加州新增四家门店
公司官方披露在加州新增四家门店,总全球门店超过70家,属于常规零售渠道扩张和品牌宣传。
📄 原文ONON↗ 原文
On Expands California Footprint with Four New Stores in San Francisco, San Diego and Los Angeles
Retail On Expands California Footprint with Four New Stores in San Francisco, San Diego and Los Angeles Premium retail…
不做 On Holding(ONON.US)
四家门店开业是常规经营和品牌宣传,未披露金额、销售目标或利润增量,对ONON.US短线重定价太小,不做。
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 medium ↗
关键理由
- 公司官方披露在加州新增四家门店,总全球门店超过70家,属于常规零售渠道扩张和品牌宣传。
- 公告未披露销售目标、租金回报、单店收入或利润增量,无法形成相对On Holding市值的短周期可量化重定价。
主要风险
- 若后续财报披露DTC同店销售或加州门店贡献显著超预期,需由新的财报或经营数据事件重新评估。
原文全文
展开原文 · 5,165 字
Retail
On Expands California Footprint with Four New Stores in San Francisco, San Diego and Los Angeles
Premium retail hubs designed to serve and connect California’s vibrant athletic and outdoor communities
07/30/2026
On Chestnut Street in San Francisco, Calif., opening July 30, 2026
ZURICH, Switzerland,
July 30, 2026
– On, the premium global sportswear brand, announced today the expansion of its retail footprint in California with the opening of four new stores, deepening its connection with the West Coast's running and outdoor communities. The company’s new locations include:
Chestnut Street – San Francisco, CA
The Village at Corte Madera – Corte Madera, CA
Westfield University Towne Centre (UTC) – San Diego, CA
Westfield Century City – Los Angeles, CA
"California's movement culture is unmatched, driven by passionate communities that live and breathe active lifestyles," says
Dan Schade, Vice President and General Manager of the Americas at On.
"Expanding our retail presence in California allows us to deliver premium, personalized experiences and equip athletes and movers for the road, trail, studio and court. From San Francisco to Los Angeles to San Diego, our stores are designed to serve as active hubs for anyone pushing their limits."
Premium, Athlete-Inspired Sportswear
The new store locations offer shoppers a premium experience, featuring a full assortment of On footwear, apparel and accessories for running, tennis, training, outdoor and all-day lifestyle. Select products from partner collaborations will also be available in limited quantities.
Located steps from the water in San Francisco’s Marina District, the Chestnut Street store combines clean industrial elements with warm materials and lighting to create a rich visual contrast. Inspired by the iconic red-orange tones of the Golden Gate Bridge and the energetic vibe of the surrounding Marina neighborhood, the space brings On’s Swiss engineering into a welcoming retail environment.
Opening:
Address:
2061 Chestnut Street, San Francisco, CA 94123
Hours:
Mon - Sat: 10 a.m. - 7 p.m. | Sun: 11 a.m. - 6 p.m.
Footprint:
2,800 sq. ft. of retail space
Job Creation:
Approx. 20 team members
Designed for Marin County’s outdoor community, The Village at Corte Madera store seamlessly blends natural wood materials and open layouts with On’s minimalist Swiss aesthetic. The design draws inspiration from Northern California’s coastal redwoods and rugged trails, creating an inviting space for local runners and hikers. Warm timber accents and dedicated seating areas offer a comfortable community hub to prepare for the trails.
September 2026
1702 Redwood Highway, Space 039, Corte Madera, CA 94925
Mon - Fri: 10 a.m. - 8 p.m. | Sat: 10 a.m. - 7 p.m. | Sun: 11 a.m. - 6 p.m.
4,000 sq. ft. of retail space
Approx. 30 team members
Westfield UTC – San Diego, CA
Reflecting Southern California’s coastal aesthetic, the Westfield UTC location pairs light stone and floor-to-ceiling glass with On’s modular display systems. Inspired by the sun-drenched beaches and ocean cliffs of San Diego, sand-toned finishes and generous aisle space maximize natural light throughout the store. The open, airy layout creates a relaxed atmosphere that serves as a welcoming hub for group runs and product discovery.
4545 La Jolla Village Drive, Suite C17, San Diego, CA 92122
Mon - Sat: 10 a.m. - 9 p.m. | Sun: 11 a.m. - 8 p.m.
3,300 sq. ft. of retail space
Approx. 25 team members
Inspired by the energy and waterways of Los Angeles, the Westfield Century City store brings a sense of continuous movement to life. The design balances sleek industrial materials, inspired by brutalist architecture, with warm organic touches, featuring sweeping curved walls, polished concrete, and linear lighting. Soft leather seating and clean, minimalist displays create an inviting space for athletes to explore On’s latest product technology.
October 2026
10250 Santa Monica Blvd, Los Angeles, CA 90067
Mon - Thurs: 10 a.m. - 9 p.m. | Fri - Sat: 10 a.m. - 10 p.m. | Sun: 11 a.m. - 8 p.m.
3,500 sq. ft. of retail space
Company Growth and Expansion
On currently operates three retail stores in California, including Palo Alto, Los Angeles (Abbot Kinney) and Newport Beach (Fashion Island). The four new store openings represent a significant addition to On's U.S. retail fleet, accelerating the brand's direct-to-consumer strategy and bringing its total global footprint to more than 70 stores worldwide.
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
.
Share
Copy URL
On Expands California Footprint with Four New Stores in San Francisco, San Diego and Los Angeles
Premium retail hubs designed to serve and connect California’s vibrant athletic and outdoor communities
07/30/2026
On Chestnut Street in San Francisco, Calif., opening July 30, 2026
ZURICH, Switzerland,
July 30, 2026
– On, the premium global sportswear brand, announced today the expansion of its retail footprint in California with the opening of four new stores, deepening its connection with the West Coast's running and outdoor communities. The company’s new locations include:
Chestnut Street – San Francisco, CA
The Village at Corte Madera – Corte Madera, CA
Westfield University Towne Centre (UTC) – San Diego, CA
Westfield Century City – Los Angeles, CA
"California's movement culture is unmatched, driven by passionate communities that live and breathe active lifestyles," says
Dan Schade, Vice President and General Manager of the Americas at On.
"Expanding our retail presence in California allows us to deliver premium, personalized experiences and equip athletes and movers for the road, trail, studio and court. From San Francisco to Los Angeles to San Diego, our stores are designed to serve as active hubs for anyone pushing their limits."
Premium, Athlete-Inspired Sportswear
The new store locations offer shoppers a premium experience, featuring a full assortment of On footwear, apparel and accessories for running, tennis, training, outdoor and all-day lifestyle. Select products from partner collaborations will also be available in limited quantities.
Located steps from the water in San Francisco’s Marina District, the Chestnut Street store combines clean industrial elements with warm materials and lighting to create a rich visual contrast. Inspired by the iconic red-orange tones of the Golden Gate Bridge and the energetic vibe of the surrounding Marina neighborhood, the space brings On’s Swiss engineering into a welcoming retail environment.
Opening:
Address:
2061 Chestnut Street, San Francisco, CA 94123
Hours:
Mon - Sat: 10 a.m. - 7 p.m. | Sun: 11 a.m. - 6 p.m.
Footprint:
2,800 sq. ft. of retail space
Job Creation:
Approx. 20 team members
Designed for Marin County’s outdoor community, The Village at Corte Madera store seamlessly blends natural wood materials and open layouts with On’s minimalist Swiss aesthetic. The design draws inspiration from Northern California’s coastal redwoods and rugged trails, creating an inviting space for local runners and hikers. Warm timber accents and dedicated seating areas offer a comfortable community hub to prepare for the trails.
September 2026
1702 Redwood Highway, Space 039, Corte Madera, CA 94925
Mon - Fri: 10 a.m. - 8 p.m. | Sat: 10 a.m. - 7 p.m. | Sun: 11 a.m. - 6 p.m.
4,000 sq. ft. of retail space
Approx. 30 team members
Westfield UTC – San Diego, CA
Reflecting Southern California’s coastal aesthetic, the Westfield UTC location pairs light stone and floor-to-ceiling glass with On’s modular display systems. Inspired by the sun-drenched beaches and ocean cliffs of San Diego, sand-toned finishes and generous aisle space maximize natural light throughout the store. The open, airy layout creates a relaxed atmosphere that serves as a welcoming hub for group runs and product discovery.
4545 La Jolla Village Drive, Suite C17, San Diego, CA 92122
Mon - Sat: 10 a.m. - 9 p.m. | Sun: 11 a.m. - 8 p.m.
3,300 sq. ft. of retail space
Approx. 25 team members
Inspired by the energy and waterways of Los Angeles, the Westfield Century City store brings a sense of continuous movement to life. The design balances sleek industrial materials, inspired by brutalist architecture, with warm organic touches, featuring sweeping curved walls, polished concrete, and linear lighting. Soft leather seating and clean, minimalist displays create an inviting space for athletes to explore On’s latest product technology.
October 2026
10250 Santa Monica Blvd, Los Angeles, CA 90067
Mon - Thurs: 10 a.m. - 9 p.m. | Fri - Sat: 10 a.m. - 10 p.m. | Sun: 11 a.m. - 8 p.m.
3,500 sq. ft. of retail space
Company Growth and Expansion
On currently operates three retail stores in California, including Palo Alto, Los Angeles (Abbot Kinney) and Newport Beach (Fashion Island). The four new store openings represent a significant addition to On's U.S. retail fleet, accelerating the brand's direct-to-consumer strategy and bringing its total global footprint to more than 70 stores worldwide.
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
.
Share
Copy URL
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