On Holding | Investor Day Presentation Deck | 137 slides

On Holding · 2023-10
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

129
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
The image features a mirrored block in the center, reflecting the person sitting in front of it. The On Running logo is visible in the top right corner.other
Open slide detailBeat · Attention
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The image features the On Running logo on the screen in the background.filler
Open slide detailBeat · Attention
05
front_matter
Open slide detailBeat · Attention
06
front_matter
Open slide detailBeat · Interest
07
The image features the On Running logo and the text 'ONON LISTED NYSE' and 'Dream On.'front_matter
Open slide detailBeat · Interest
08
The slide uses a photo of the NYSE as a backdrop to emphasize the IPO milestone.summarize
Open slide detailBeat · Interest
09
The slide uses a visual collage to convey brand authority and success.establish_context
Open slide detailBeat · Interest
10
The slide uses a 4-column grid layout to map strategic pillars to visual evidence.summarize
Open slide detailBeat · Interest
11
The slide uses a 4-column layout to present strategic pillars.summarize
Open slide detailBeat · Interest
12
The slide uses circular image-based data points to represent brand awareness metrics.analyze_data
Open slide detailBeat · Interest
13
The slide uses a background image of a race event to reinforce the 'core communities' theme.summarize
Open slide detailBeat · Need
14
The slide uses a visual collage to reinforce the brand's community-centric strategy.summarize
Open slide detailBeat · Need
15
The slide uses a 4-column layout where one column is highlighted to emphasize a specific strategic focus.summarize
Open slide detailBeat · Need
16
The slide highlights growth metrics for two primary sales channels.analyze_data
Open slide detailBeat · Need
17
Growth rates denote Net Sales CAGR LTM H1'21 vs. LTM H1'23.quantify_opportunity
Open slide detailBeat · Need
18
The slide uses a color-coded map to distinguish between 'In-house conversion' (orange) and 'New country' (blue) expansion since the IPO.present_framework
Open slide detailBeat · Need
19
The slide uses a visual of a mobile app interface to illustrate the 'intimate customer relationship' and direct-to-consumer strategy.summarize
Open slide detailBeat · Need
20
The slide uses a map to visualize retail expansion strategy. The '2x' and '22x' labels are ambiguous in context but likely refer to store counts or growth metripresent_solution
Open slide detailBeat · Solution (Provide relief)
21
The slide uses a logo grid to demonstrate brand credibility and partnership growth since the IPO.establish_context
Open slide detailBeat · Solution (Provide relief)
22
The slide uses a 4-column grid layout to present strategic pillars.summarize
Open slide detailBeat · Solution (Provide relief)
23
The slide uses a split-screen visual metaphor to contrast motion/performance with stillness/sustainability.establish_context
Open slide detailBeat · Solution (Provide relief)
24
PAD likely stands for Performance All Day.present_solution
Open slide detailBeat · Solution (Provide relief)
25
The slide uses a 4-column grid layout to present strategic pillars.summarize
Open slide detailBeat · Solution (Provide relief)
26
The slide uses a split-screen visual to contrast remote/flexible work environments with traditional office/call center setups, illustrating the 'conscious outsosummarize
Open slide detailBeat · Solution (Provide relief)
27
transition
Open slide detailBeat · Solution (Provide relief)
28
The slide uses a color-coded legend to distinguish between manual and automated facilities.present_framework
Open slide detailBeat · Solution (Provide relief)
29
Part of On Investor Day 2023 presentation.other
Open slide detailBeat · Solution (Provide relief)
30
The slide uses a visual comparison between two time periods with growth indicators.analyze_data
Open slide detailBeat · Solution (Provide relief)
31
The slide uses a high-contrast text block over a motion-blurred action shot to convey brand identity.establish_context
Open slide detailLoop · Golden Circle
32
The slide uses a high-impact lifestyle photo as the background with text overlaid on a semi-transparent white block.establish_context
Open slide detailLoop · Golden Circle
33
The slide uses a 3-column grid layout to categorize strategic initiatives.present_framework
Open slide detailLoop · Golden Circle
34
The diagram uses nested rectangles to represent market sizes of 25bn, 70bn, and 355bn.size_opportunity
Open slide detailLoop · Golden Circle
35
The slide uses a background image of runners to reinforce the brand identity and the theme of growth/momentum.summarize
Open slide detailLoop · Golden Circle
36
On Investor Day 2023 presentation slide 36.introduce_nominees
Open slide detailLoop · Golden Circle
37
Contains the On Running logo.filler
Open slide detailLoop · Golden Circle
38
On Running brand slide.other
Open slide detailLoop · Golden Circle
39
The slide uses a background photo of employees to reinforce the 'team' and 'work' themes.summarize
Open slide detailLoop · Golden Circle
40
The slide uses a grid layout to align five distinct cultural pillars with visual imagery.summarize
Open slide detailLoop · Golden Circle
41
The slide uses a map visualization combined with regional metrics and representative photography.establish_context
Open slide detailLoop · Cost Of Inaction
42
The slide highlights specific headcount allocations within the broader organization of 1,800 employees.summarize
Open slide detailLoop · Cost Of Inaction
43
The slide uses a background image of employees to reinforce the 'team' theme.summarize
Open slide detailLoop · Cost Of Inaction
44
The slide uses a three-column layout with descriptive text and corresponding imagery for each pillar.summarize
Open slide detailLoop · Cost Of Inaction
45
The slide uses a collage of social media-style photos to demonstrate community engagement.illustrate_case
Open slide detailLoop · Cost Of Inaction
46
The slide features the On Running logo and the word 'Video'.filler
Open slide detailLoop · Cost Of Inaction
47
transition
Open slide detailLoop · Cost Of Inaction
48
The text is overlaid on a high-quality lifestyle photo of two runners.present_solution
Open slide detailLoop · Cost Of Inaction
49
The slide uses a high-contrast overlay on a background photo of a team, with key terms highlighted in white boxes.propose_solution
Open slide detailLoop · Cost Of Inaction
50
The slide uses a split-screen layout with a high-impact photo of a crowd and tennis player to illustrate 'brand moments'.present_framework
Open slide detailLoop · Cost Of Inaction
51
The slide uses a split-screen layout with a bold, high-contrast text block on the left and an evocative brand-related photo on the right.present_framework
52
The slide uses a split-screen layout with text on the left and a high-quality photograph of an On retail store on the right.present_solution
53
The slide uses a background image of Ben Shelton playing tennis to illustrate the 'Ben effect'.summarize
54
Contains the On Running logo.filler
56
The slide uses a high-contrast red-lit photo of a runner to evoke emotion and brand identity.establish_context
57
The slide uses a high-impact lifestyle image of a runner to convey brand identity.other
58
The slide uses visual metaphors to anchor the brand's aesthetic identity in the Swiss design tradition.establish_context
59
The slide uses a split-screen layout to contrast product design with real-world application (reflectivity).present_framework
60
The slide uses a pyramid structure to represent a hierarchy or foundational model of design principles.present_framework
61
establish_context
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The slide uses high-impact photography to communicate brand values rather than data.establish_context
63
The slide uses a split-screen visual approach to showcase product details (shoe sole and apparel construction) as a manifestation of their design ethos.establish_context
64
The term 'Sui Generis' is Latin for 'of its own kind' or 'unique'.establish_context
65
The slide features a stylized, artistic rendering of an On running shoe.transition
66
The slide uses a high-impact, full-bleed lifestyle photograph with bold, high-contrast typography to convey brand ethos.establish_context
67
The slide uses high-quality photography to convey brand identity and the core thesis.establish_context
68
The slide uses a grid layout to categorize product lines, likely for a brand overview or market segmentation presentation.present_framework
69
The slide uses a grid layout to display different product categories (Running, Outdoor, Training, Tennis, All Day) with imagery.establish_context
70
The slide uses a triptych of high-quality action photos of athletes to convey brand authority.establish_context
71
The slide uses a vertical segmentation framework to map product attributes to consumer benefits.present_framework
72
The slide uses a split-screen visual approach to contrast performance gear with sustainable product innovation.present_solution
73
The slide uses a split-screen visual layout to contrast performance technology with sustainability technology.establish_context
74
The slide uses a grid layout to show different product categories (Running, Outdoor, Training, Tennis, All Day), with 'Training' currently highlighted.transition
75
The slide uses a high-impact lifestyle image to reinforce brand positioning.establish_context
76
The slide uses high-energy, motion-blurred photography to convey the 'Training' theme.establish_context
77
The slide features two identical images of the shoe side-by-side, likely for visual impact.present_solution
78
The slide uses a grid layout to show existing categories (Running, Outdoor, Training, All Day) alongside the new focus area (Tennis).present_solution
79
The slide uses a celebrity endorsement strategy (Roger Federer) to associate the brand with excellence.other
80
The slide uses a high-impact photo to establish brand authority and athlete endorsement.establish_context
81
The slide uses a high-impact hero image of Iga Świątek to establish brand credibility.front_matter
82
The shoes appear worn/distressed, suggesting heavy use or a specific aesthetic choice.establish_context
83
Contains the On Running logo.filler
84
The slide uses a visual grid layout to represent different product categories (Running, Outdoor, Training, Tennis) alongside a central brand image.establish_context
85
The slide uses a large, high-contrast text overlay on a lifestyle photograph to convey brand identity.establish_context
86
The slide uses a minimalist design with a strong brand statement and a high-impact photograph.establish_context
87
The slide uses a triptych of lifestyle photos to convey brand ethos.establish_context
88
The slide features a high-fashion photograph of a person wearing the shoes, with the On logo in the top right corner.front_matter
89
The slide uses a grid-like layout to categorize product applications.present_framework
90
The slide uses a grid-like layout to categorize specific shoe models under lifestyle segments.illustrate_case
91
The slide uses a high-quality lifestyle image to convey the brand's value proposition of versatility.establish_context
92
The slide uses a high-contrast, motion-blurred photography style to convey the brand's focus on performance and sensory experience.front_matter
93
The slide uses a full-bleed background image of runners to evoke the brand's active lifestyle identity.establish_context
94
Slide from On Investor Day 2023.introduce_nominees
95
The slide uses a three-column layout to present strategic pillars, each paired with a representative image.present_framework
96
The slide highlights the company's global footprint across 60+ countries and 9,800+ stores.establish_context
97
The bottom section uses a horizontal line chart/timeline style to indicate distribution channel coverage (Specialty, GSG, Department Store, DTC) for each categodecompose_segments
98
The slide uses a custom maturity curve framework to categorize markets by their development stage.present_framework
99
The chart uses a custom visual overlay (green triangle) to represent the 'Importance of own Retail' variable.present_framework
100
The slide uses a three-column layout to present strategic pillars, each paired with a descriptive image.present_solution
101
The slide uses screenshots of mobile interfaces to demonstrate the blend of editorial content ('Off Stories') and product shopping.present_solution
102
The slide uses a split-screen layout: left side for strategic messaging and quantitative growth metrics, right side for visual proof points of the e-commerce plsummarize
103
The chart is explicitly labeled as illustrative figures.summarize
104
present_solution
105
The slide uses a horizontal layout to categorize e-commerce channels: .com, App, Social commerce, Marketplace, and Distributor-led sites.present_solution
106
The slide uses a split-screen layout with a text-heavy left side and a visual representation of a mobile app interface on the right.present_solution
107
Features a screenshot of the 'On Concierge' chatbot interface.present_solution
108
The slide uses a 'show, don't tell' approach by displaying UI screenshots of the mobile app alongside lifestyle imagery to demonstrate the 'connected' experiencpresent_solution
109
The slide uses a three-column layout to present strategic pillars, each paired with a representative image.present_framework
110
The slide uses a high-quality photograph of a retail store interior to reinforce the brand's physical presence.summarize
111
The slide uses a three-column layout to present apparel share metrics for Yitian Shenzhen, Zurich On Labs, and NYC Williamsburg.analyze_data
112
The slide uses a 2x4 grid layout to display photos of various retail locations with their respective city/country labels.other
113
The slide is a full-bleed architectural rendering of a retail storefront.establish_context
114
The slide serves as a visual announcement of a new retail location.establish_context
115
The slide uses a 2x3 matrix structure to categorize retail strategy.present_framework
116
The slide uses high-quality photography of retail interiors to reinforce the brand's physical store aesthetic.summarize
117
The slide uses a three-column layout to present strategic pillars, each paired with a descriptive image.present_framework
118
The slide uses a split-screen layout to contrast brand appeal with product innovation, supported by quotes from various retail partners.illustrate_case
119
The chart uses a simple bar representation to show current penetration vs. total potential.size_opportunity
120
The slide uses a visual collage of retail store displays to reinforce the 'full storytelling' message.present_solution
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front_matter
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front_matter
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front_matter
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front_matter
125
front_matter
126
Includes Toys R Us branding elements.front_matter
127
transition
128
Includes branding imagery for Topps products (Bazooka, Bottle Pop, Topps Now, etc.)front_matter
129
Includes names of key executives presenting at the event.front_matter