Why it fits the American market in particular
The United States is On's largest single market, and the reasons are structural
rather than fashionable. American running is a road-running culture with a
twelve-month calendar — races happen in February in Texas and November in New York.
A shoe tuned for hard, flat, repetitive surfaces is on home ground here in a way it
is not everywhere else.
Second, the US has one of the deepest specialty running retail networks anywhere.
Shops in Boston, Boulder, Portland and Chicago can make or break a model through fit
advice and demo programs, and On invested in those doors early rather than treating
them as an afterthought. That credibility travels: a recommendation from a store
staffer carries further than an advertisement.
Third, the crossover buyer. In the US, a running shoe is also a walking shoe, a
travel shoe and a work shoe. A silhouette that reads well with denim widens the
addressable market far beyond people who log a weekly long run — and that is where a
large part of the brand's American growth has come from.
Fourth, price and channel fit. The premium tier in the US runs from roughly $150 to
$250 for daily trainers and higher for race shoes; On sits inside that band rather
than above it. And with direct channels — its own stores and site — the company
hears feedback faster than a wholesale-only competitor can, which shortens the gap
between a complaint and the next version of a shoe.