Group 1 - The company issued a clarification announcement on August 29 regarding media reports about a potential acquisition of Canada Goose Holdings Inc., stating that the reports are untrue [1] - The company emphasized that there is no undisclosed information that should be revealed, urging shareholders and potential investors to rely on official announcements made on the Hong Kong Stock Exchange's website [1] - The company advised shareholders and potential investors to act cautiously when trading its shares, in light of market rumors [1]

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]

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。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

Group 1 - Company denies reports of acquiring Canada Goose Holdings Inc. [1] - Company clarifies that the media reports are inaccurate [1] - Company states that there is no undisclosed information that needs to be revealed [1]

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]

人民财讯8月29日电，波司登在港交所公告，公司谨此提及若干媒体关于公司可能收购Canada Goose Holdings Inc.的相关报道。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。 ...

Core Viewpoint - Bain Capital is reportedly planning to sell its stake in Canada Goose, with potential buyers including Hillhouse Capital, Anhong Capital, Bosideng, and Anta Sports, amid a decline in the brand's market position [1][3][9] Group 1: Company Background - Canada Goose was founded in 1957 as a niche clothing brand for extreme weather and has transformed into a global luxury brand, largely due to Bain Capital's influence [4] - Bain Capital acquired a majority stake in Canada Goose for $250 million in December 2013 and facilitated its IPO in 2017 on both the New York and Toronto stock exchanges [4] - Under Bain Capital's leadership, Canada Goose expanded its product range from over 20 SKUs to more than 200, and initiated global expansion, including entering the Chinese market in 2018 [4] Group 2: Financial Performance - In the fiscal year 2018, Canada Goose's revenue surged by 46.4%, leading to a peak stock price of $72.3 per share in November 2018 [5] - From fiscal years 2022 to 2025, Canada Goose's overall sales growth has slowed, with growth rates of 21.54%, 10.84%, 9.6%, and 1.1% respectively [7] Group 3: Market Position and Challenges - Canada Goose experienced a significant brand presence in China, with revenue contribution from the Chinese market increasing from 12% to 35% between 2018 and 2022 [6] - The brand's high-end image is reportedly diminishing, with consumers questioning product quality and after-sales service, leading to a decline in brand perception among high-net-worth individuals [7][9] - The competitive landscape is intensifying, with brands like Arc'teryx, Salomon, and lululemon gaining market share in the high-end down jacket and outdoor apparel segments [9][10] Group 4: Potential Acquisition Insights - Bain Capital holds 60.5% of Canada Goose's multiple voting shares and 55.5% of total voting control, making it a significant player in any potential sale [3] - The reported offers for Canada Goose are around $1.35 billion, indicating a strategic move by Bain Capital to capitalize on the brand's current market position [3] - Analysts suggest that a sale could benefit both Canada Goose and potential Chinese buyers by enhancing market presence and adapting to local consumer preferences [10]

Core Viewpoint - Anta Sports is not a potential acquirer of Canada Goose, despite market rumors suggesting otherwise. The company is currently evaluating the sale of its shares by Bain Capital, the controlling shareholder of Canada Goose, which has been considering selling part or all of its stake [3][4]. Group 1: Company Overview - Canada Goose was founded in 1957 and has been under Bain Capital's ownership since 2013 when it was acquired for $250 million. Bain Capital has held the brand for over 12 years and led its dual listing on the New York Stock Exchange and the Toronto Stock Exchange in 2017 [3][4]. - As of March 30, 2025, Canada Goose reported annual revenue of CAD 1.3484 billion, reflecting a year-on-year growth of 1.1%. However, this growth rate has significantly declined compared to previous years, where sales growth was 21.54%, 10.84%, and 9.6% from fiscal years 2022 to 2024 [3][4]. Group 2: Market Reactions and Potential Buyers - Following the news of a potential sale, Canada Goose's stock price increased by 16.19%, closing at $14.14 [6]. - Various luxury brand giants such as LVMH, Kering Group, and VF Corporation are speculated to be potential acquirers, seeking synergies from the acquisition [4]. - Bain Capital has reportedly received multiple acquisition offers, valuing Canada Goose at approximately $1.4 billion, with interested parties including private equity firms Boyu Capital and Advent, as well as a consortium involving Anta Sports and Boyu Capital [4][5]. Group 3: Strategic Intentions of Anta Sports - Anta Group's Chairman, Ding Shizhong, stated during a mid-year performance meeting that the company will continue to pursue strategic acquisitions, focusing on brands with strong value and potential for strategic transformation, as well as investing in high-potential emerging brands [6].