Core Viewpoint - Bosideng clarifies that reports regarding a potential acquisition of Canada Goose Holdings Inc. are false and emphasizes that shareholders and potential investors should rely on official announcements [1][3] Company Overview - Bosideng International Holdings Limited is recognized as a leading expert in the down jacket sector, with brands including Bosideng, Xuezhongfei, and Bingjie [3] - The company has diversified into women's apparel and school uniforms, with brands such as Jesse, Bangbao, Keliyauno, and Salmet [3] Financial Performance - Bosideng has shown consistent net profit growth, with figures from 2020 to 2024 being 1.203 billion, 1.710 billion, 2.062 billion, 2.139 billion, and 3.074 billion yuan respectively [3] - The gross profit margin for the brand's down jacket business decreased by 1.6 percentage points to 63.4% for the fiscal year 2024/25, influenced by higher sales growth in the distributor channel compared to self-operated channels and rising core material costs [7] - The overall gross profit margin for the group fell by 2.3 percentage points to 57.3% for the fiscal year 2024/25 [7] Market Reaction - As of August 29, Bosideng's stock rose by 2.25% to 4.55 HKD per share, with a market capitalization of 52.617 billion HKD, reflecting a year-to-date increase of approximately 20% [7]

Core Viewpoint - Canada Goose is reportedly exploring a potential sale, with interest from private equity firms and other buyers, amid a backdrop of declining growth and market performance [3][4]. Group 1: Acquisition Rumors - Recent media reports suggest that private equity firms Hillhouse Capital and Bain Capital have expressed verbal interest in acquiring Canada Goose, with an estimated valuation of approximately $1.35 billion [3]. - Other potential buyers include a consortium formed by Bosideng, Anta Sports, and FountainVest Partners, which previously collaborated on acquisitions in the sports sector [3]. Group 2: Financial Performance - For the fiscal year ending March 30, 2025, Canada Goose reported revenues of CAD 1.3484 billion, reflecting a modest year-on-year growth of 1.1%, with the Asia-Pacific market (excluding Greater China) showing significant growth of 31.4% [4]. - Over the past three years, Canada Goose's revenue growth has significantly slowed, dropping from 21.5% to 1.1% [4]. - The company's market capitalization has decreased by over RMB 44 billion, currently standing at approximately RMB 9.7 billion [4]. Group 3: Recent Performance and Strategy - In the first quarter of fiscal 2026, Canada Goose achieved a 22.4% year-on-year revenue increase, reaching CAD 108 million (approximately RMB 561 million), marking the largest growth in nearly nine quarters [4]. - The company has implemented a seasonal strategy to diversify its product offerings beyond winter apparel, introducing items such as sweaters, footwear, and sunglasses, which has helped maintain consumer engagement during off-peak seasons [5].

8月29日，波司登在港交所发布澄清公告，公司谨此提及今日若干媒体关于本公司可能收购Canada Goose Holdings Inc. 的相关报道。本公司现澄清，相关报道的内容不实，公司亦无任何应披露而未披露 的信息。 建议本公司股东及潜在投资者不要依赖有关本公司的市场传言，有关本公司之信息应以本公司在香港联 合交易所有限公司披露易网站(https://www.hkexnews.hk)刊登的相关公告为准。本公司股东及潜在投资 者于买卖本公司股份时务请审慎行事。 来源：波司登国际控股有限公司 转自：鲁中晨报 ...

Core Viewpoint - Bosideng International Holdings Limited clarifies that media reports regarding a potential acquisition of Canada Goose Holdings Inc. are false and that the company has no undisclosed information [2][6][12] Company Summaries Bosideng International Holdings Limited - The company issued a clarification regarding media speculation about acquiring Canada Goose, stating that the reports are untrue and advising shareholders and potential investors to rely on official announcements [6][12] - For the fiscal year ending March 31, 2025, Bosideng reported revenue of 25.902 billion yuan, an increase of 11.6% year-on-year, with net profit rising 14.3% to 3.514 billion yuan [14] Canada Goose Holdings Inc. - Canada Goose reported a 22.4% year-on-year increase in global revenue for Q1 of fiscal year 2026, reaching 108 million Canadian dollars (approximately 561 million yuan), marking the largest growth in nearly nine quarters [13] - The Greater China region saw an 18.7% growth in the same quarter, driven by strong performance in direct sales channels [13] Anta Sports Products Limited - Anta Sports clarified that it is not involved in the potential acquisition of Canada Goose, despite media reports suggesting otherwise [7][10][12] - Anta recently announced a joint venture with the South Korean fashion group MUSINSA, holding a 40% stake, and has fully acquired the German outdoor brand Jack Wolfskin [14]

Group 1 - Bosideng clarified that it is not involved in any potential acquisition of Canada Goose Holdings Inc. and that related media reports are inaccurate [1] - Anta Sports also stated that it is not a party to the potential acquisition of Canada Goose, responding to similar media speculation [3] - Bain Capital, the majority shareholder of Canada Goose, has been considering selling its stake, with multiple companies and private equity firms expressing interest in acquiring the brand [7] Group 2 - Canada Goose reported a 22.4% year-on-year increase in global revenue for Q1 of fiscal year 2026, reaching CAD 108 million (approximately RMB 561 million), marking the largest growth in nearly nine quarters [8] - The Greater China region saw an 18.7% growth in the same quarter, driven by strong performance in direct sales channels in mainland China [8] - Bosideng, which specializes in down jackets, achieved revenue of RMB 25.902 billion for the fiscal year ending March 31, 2025, with a year-on-year increase of 11.6% [9]

公开资料显示，加拿大鹅创办于1957年。2013年，贝恩资本以2.5亿美元收购加拿大鹅控股权，并于 2017年主导该公司在纽交易所和多伦多证交所同时上市，至今已持有该品牌超过12年。 加拿大鹅被传出售，或是因为其近年相对疲软的市场表现。截至2025年3月30日，Canada Goose加拿大 鹅2025财年营收达13.484亿加元，同比增长1.1%；除大中华区外的亚太市场成为主要增长引擎，同比增 长 31.4%。这份业绩表现不能算差，但从近三年业绩看加拿大鹅增长承压增速放缓。2022-2025财年， 公司营收增速从21.5%大幅滑落至1.1%。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 8月29日，《辟谣财知道》注意到，针对市场传闻"波司登、安踏体育及方源资本组成的财团有意收购加 拿大鹅"，波司登在港交所发布公告明确澄清："相关报道内容不实，公司无任何应披露而未披露的信 息。" 此前，市场传闻加拿大鹅控股股东贝恩资本正在考虑出售其所持股份。知情人士称，目前交易尚在早期 阶段，贝恩资本正与财务顾问探讨出售部分或全部股份的方案，评估包括其他私募股权投资公司在内的 潜在买家的初步意向。 ...

Group 1 - The core point of the article discusses the financial performance of Canada Goose, indicating a slowdown in revenue growth despite a slight increase in total revenue for the fiscal year ending March 30, 2025, which reached CAD 1.3484 billion, a year-on-year growth of 1.1% [5] - Canada Goose's revenue growth rates for the fiscal years 2022 to 2024 were 21.54%, 10.84%, and 9.6% respectively, highlighting a declining trend in sales growth over the years [5] - The company has delayed its revenue forecast for fiscal year 2026, citing uncertainties related to tariffs as a reason for this decision [5] Group 2 - Bain Capital acquired a controlling stake in Canada Goose for USD 250 million in 2013 and has held the brand for over 12 years, leading to its dual listing on the New York Stock Exchange and the Toronto Stock Exchange in 2017 [5]

Group 1 - On August 29, Bosideng clarified that reports regarding a potential acquisition of Canada Goose Holdings Inc. are false and that the company has no undisclosed information [1] - Bain Capital, the controlling shareholder of Canada Goose, is considering selling part or all of its stake, with a privatization offer valued at approximately $1.35 billion received [3] - Canada Goose's stock price increased by over 16% following the news of the potential acquisition [3] Group 2 - Multiple private equity firms and apparel companies have expressed interest in acquiring Canada Goose, including Bosideng and a consortium formed by FountainVest Partners and Anta Sports [3] - Bain Capital will not make a decision on the acquisition until it receives more offers, with due diligence expected to be completed in less than two months once a buyer is selected [4] - Canada Goose has experienced a slowdown in revenue growth, with a projected revenue increase of only 1.09% to CAD 1.348 billion for the fiscal year ending March 2025, compared to previous years' growth rates of 21.54%, 10.8%, and 9.6% [4]

#波司登否认收购加拿大鹅#【波司登辟谣将收购加拿大鹅 公司回应：报道不实】波司登在港交所公 告，公司谨此提及今日若干媒体关于本公司可能收购Canada Goose Holdings Inc.的相关报道。本公司现 澄清，相关报道的内容不实，公司亦无任何应披露而未披露的信息。 （第一财经，泽塔） ...

Core Viewpoint - Bosideng clarifies that recent media reports regarding a potential acquisition of Canada Goose Holdings Inc. are inaccurate and that the company has no undisclosed information [2] Group 1 - Bosideng issued a statement on the Hong Kong Stock Exchange addressing media speculation about acquiring Canada Goose [2] - The company emphasized that the reports are false and reaffirmed its commitment to transparency [2]