Core Viewpoint - Recent media reports suggested that Bosideng may acquire Canada Goose Holdings Inc., but Bosideng clarified that these reports are untrue and that there is no undisclosed information [1]. Group 1: Company Announcements - Anta also announced that it is not a potential acquirer of Canada Goose Holdings Inc. [3]. - Canada Goose's major shareholder, Bain Capital, is reportedly considering selling part or all of its stake [3]. Group 2: Market Performance - Canada Goose's revenue growth has significantly slowed, with revenue growth rates of 21.54%, 10.84%, 9.6%, and 1.1% projected from fiscal year 2022 to 2025 [4]. - In fiscal year 2025, Canada Goose's revenue increased by 1.1% to CAD 1.348 billion, while net profit surged by 78.3% to CAD 104 million [4]. - The Greater China market saw a revenue increase of 1.0% to CAD 427 million, but a decline of 1.7% when adjusted for fixed exchange rates [4]. Group 3: Market Position and Strategy - The Asia-Pacific market outside of Greater China grew by 31.4%, while the U.S. market grew by 4.4% [4]. - Canada Goose's sales in Greater China surpassed North America in fiscal year 2024, reaching CAD 422 million [5]. - Canada Goose has made multiple changes in its China president position since 2022, indicating potential management instability [5]. Group 4: Competitive Landscape - Bosideng launched a brand upgrade strategy in 2018, positioning its "Dengfeng Series" down jackets (priced between 5,800 and 11,800 yuan) against Canada Goose [5]. - Bosideng's revenue for fiscal year 2024/25 exceeded 25.9 billion yuan, with an 11.6% growth, and net profit increased by 14.3% to 3.514 billion yuan [5].

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].

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。 ...