Fabletics vs On

Fabletics doubles college merchandise via College Shop

Fabletics has expanded its College Shop program, now offering licensed merchandise for 200 U.S. colleges and universities available online and in a 14-store pilot near campuses. The brand doubled its college partnerships after a spring test with roughly 100 schools produced strong results, according to Meera Bhatia, president of Fabletics. The College Shop assortment is sold on Fabletics.com and in select retail locations (about 10% of its ~135-store fleet) and will be promoted via college-age influencers and social content. Fabletics surpassed $1 billion in revenue in 2025, has more than 3 million active customers, and is targeting $2 billion in revenue and a fourfold increase in EBITDA by 2030 while expanding internationally and opening new stores.

• Fabletics expanded its licensed College Shop merchandise to 200 U.S. colleges and universities.
• College Shop products are available online and via a 14-store pilot near university campuses (about 10% of Fabletics' ~135 stores).
• Fabletics initially tested College Shop with around 100 schools in the spring before doubling partnerships.

Fabletics to Triple International Retail Footprint

Fabletics announced a major retail expansion after surpassing $1 billion in net revenue. The digitally native athleticwear brand plans to open up to 20 new international stores and 25 new U.S. stores (45 total) over the next 12 months, and to expand into markets including India, the United Arab Emirates, Colombia, Peru and across Central America. The company currently operates more than 135 retail stores globally and sells online in the U.S., Canada and Europe. Fabletics said it aims to double revenue and quadruple EBITDA over the next five years, describing brick-and-mortar growth as a key driver to complement international e-commerce and wholesale operations.

• Fabletics plans to open as many as 20 new international stores and 25 new U.S. stores over the next 12 months (up to 45 total).
• The company expects to expand into India, the United Arab Emirates, Colombia, Peru and regions across Central America throughout 2026 and 2027.
• Fabletics reported surpassing $1 billion in net revenue and said it aims to double revenue and quadruple EBITDA over the next five years.

6-K Financial Filing Analysis for On (2026-09-22)

On Holding AG submitted a Form 6-K furnishing a press release regarding its Investor Day meeting. In the furnished Exhibit 99.1, the company announced its new Three-Year Financial Outlook to institutional investors and market participants. The report was formally executed by Chief Financial Officer Frank Sluis on September 22, 2026.

• On Holding AG furnished Exhibit 99.1 announcing its Three-Year Financial Outlook presented at its Investor Day.
• The Form 6-K filing was formally signed by Chief Financial Officer Frank Sluis on September 22, 2026.

On signs Mbappé as it preps soccer entry

Swiss sportswear brand On has officially entered the soccer market by signing French superstar Kylian Mbappé as its newest brand ambassador. Mbappé, captain of the French national team and Real Madrid striker, will collaborate with product developers to test and refine future football footwear and apparel, marking a shift from traditional endorsements. The announcement coincided with Thierry Henry's appointment as Director of Football and the expansion of Swiss national player Sydney Schertenleib's role to include product development. On plans to leverage its LightSpray technology for football products, representing its largest step beyond running. Analysts view this as a strong start but caution about challenges competing with Nike and Adidas, citing performance credibility and low margins on cleats.

• On signed Kylian Mbappé as brand ambassador for its football division; financial terms and duration were not disclosed.
• Mbappé will work with product developers to test and refine football footwear and apparel.
• Thierry Henry was appointed Director of Football, a new role at On.

On to Host Investor Day on Tuesday, September 22, 2026

On announced it will host an Investor Day on September 22, 2026. The announcement was added to the newsroom on September 8, 2026.