Core Viewpoint - 3G Capital has reached a multibillion-dollar agreement to acquire Skechers and take the company private, with unanimous approval from Skechers' board [1][2]. Deal Details - 3G Capital will purchase outstanding Skechers shares for $63 each, with an option for existing shareholders to receive $57 in cash and one unlisted, non-transferable equity unit in a newly-formed parent company [2]. - The total value of the deal is approximately $9.4 billion [2]. - The transaction is expected to be completed in the third quarter, pending customary closing conditions and regulatory approvals [4]. Company Transition - Skechers will cease trading on the New York Stock Exchange after the transaction, ending its nearly 26-year run as a publicly traded company [5]. - CEO Robert Greenberg expressed optimism about the partnership with 3G Capital, highlighting their history of supporting global consumer businesses [5]. Management and Strategy - The current management team, including Robert and Michael Greenberg, will remain in charge post-transaction [6]. - Skechers plans to continue its strategic initiatives, focusing on product innovation, international development, direct-to-consumer expansion, and investments in distribution and technology [6]. Financial Performance - In the first quarter, Skechers reported sales of $2.41 billion and net earnings of $202.4 million [8]. - The company rescinded its annual guidance for 2025 due to macroeconomic uncertainties related to global trade policies [8]. Market Position - Skechers, co-founded by Robert and Michael Greenberg in 1992, claims to be the third-largest footwear company globally, selling 297 million units last year [9]. - The company's market capitalization was approximately $9.19 billion at the time of the announcement regarding the acquisition [9].

避险情绪重回市场。 当地时间周一，美股三大股指收跌，纳指跌0.74%，标普500指数跌0.64%，道指跌0.24%。道指与标普500指数此前连续9个交易日的上涨至此终结。市场对全 球贸易局势的担忧加剧，尤其是特朗普称对进口电影征收100%的关税，引发了市场的不确定性。 据新华社，特朗普周日称，将对所有在外国制作的电影征收100%关税。另据媒体援引消息人士报道，在与美国的贸易谈判中，印度提出对钢铁、汽车零部件 和医药产品实行互免关税方案，但仅限于一定数量的进口。 特朗普上周日表示，一些贸易协议最早可能在本周敲定。包括韩国、日本和印度在内的亚洲经济体正积极与美国接触，争取率先达成临时协议。 关税威胁下，避险情绪重回市场，黄金涨近3%，接近抹平一周来跌幅。 大型科技股多数下跌，苹果跌超3%，特斯拉跌逾2%，亚马逊、奈飞、英特尔跌超1%，英伟达小幅下跌；微软、谷歌、Meta小幅上涨。伯克希尔哈撒韦-A跌 近5%，伯克希尔哈撒韦-B跌超5%，巴菲特宣布将于2025年底卸任首席执行官一职。 特斯拉收跌2.42%。据报道，特斯拉在欧洲核心市场正面临严峻挑战。最新数据显示，今年4月该品牌在六大主要欧洲市场的电动车注册量同比骤 ...

Group 1 - Trump authorized a 100% tariff on movies made abroad to attract the film industry back to the US [3] - Taobao's flash purchase service surpassed 10 million orders within 6 days of launch, significantly boosting delivery services [5][6] - National retail and catering sales during the May Day holiday increased by 6.3% year-on-year, with strong demand for trade-in programs [5][7] Group 2 - Xiaomi's Lei Jun transitioned from executive director to director, with the company expanding its business scope [7] - Major retail sectors, including home appliances and automobiles, saw sales growth of 15.5% and 13.7% respectively during the holiday [7][6] - WeChat payment usage increased by 10% during the May Day holiday, with the restaurant sector seeing a 12.3% rise [10] Group 3 - Waymo's autonomous taxi was stopped by police in Tokyo, highlighting the ongoing human oversight in its testing phase [10] - Microsoft announced the discontinuation of Skype, urging users to migrate to Microsoft Teams [12] - Volvo's NOVO Energy plans to cut nearly 50% of its workforce due to restructuring after a partner's bankruptcy [14] Group 4 - OpenAI is transitioning its for-profit entity to a public benefit corporation to better align with its mission [16] - Skechers agreed to be acquired by 3G Capital for $63 per share, with the deal expected to close in Q3 [16] - Saudi low-cost airline Flynas is preparing for an IPO, aiming to sell 30% of its shares [16][17] Group 5 - The May Day box office reached 740 million, with top films generating significant revenue [21] - Ctrip reported a 130% increase in inbound travel orders during the May Day holiday, indicating a strong recovery in the tourism sector [21][22] - High-star hotel bookings in county areas surged by 80% during the holiday, reflecting changing travel preferences [22]

Core Viewpoint - Julie & Holleman LLP is investigating the acquisition of Skechers U.S.A., Inc. by 3G Capital, citing potential conflicts of interest and concerns that the deal price is undervalued [1][4]. Company Overview - Skechers is a footwear company controlled by the Greenberg family, which collectively owns over 60% of the company's stock and voting power [2]. Acquisition Details - On May 5, 2025, Skechers announced its sale to 3G Capital, transitioning to a private company. Stockholders may receive either $63 per share in cash or $57 per share in cash plus a share in the post-close private entity, which has trading restrictions [3]. Legal Concerns - Julie & Holleman is pursuing legal claims regarding the fairness of the acquisition deal, particularly focusing on the Greenbergs' conflicts of interest and the perceived undervaluation of Skechers [4].

Group 1 - Sketchers' stock surged by 24.5% following the announcement of a $9 billion acquisition by 3G Capital, contrasting with a 0.3% decline in the S&P 500 index [1][2] - The acquisition deal has been approved by majority shareholders, making it highly likely to proceed, with the stock moving towards the buyout valuation [2][4] - Shareholders will have the option to receive either $63 per share in cash or $57 per share in cash plus a nontransferable share in a new private holding company [4] Group 2 - The acquisition price represents a 30% premium compared to the stock's average price over the previous 15 trading days [4] - After the buyout, Sketchers will continue to be managed by CEO Robert Greenberg and the existing management team [5] - Despite the buyout announcement being favorable for current shareholders, the potential upside for new investors is limited to 2.4% based on current trading prices, suggesting it may not be a worthwhile investment at this time [6]

Core Viewpoint - Skechers has agreed to be taken private by 3G Capital in a $9.4 billion deal amid challenges from US tariffs and trade policies [1][2][3] Group 1: Deal Details - The acquisition price is set at $63 per share, which represents a 28% premium over Skechers' stock price prior to the announcement [1] - Following the announcement, Skechers' shares increased by 25% to $61.61 [1] - The deal is expected to close in the third quarter of 2025 and will be financed through cash from 3G Capital and debt financing from JPMorgan Chase Bank [4] Group 2: Market Context - Skechers withdrew its annual results forecast last month due to the impact of the Trump administration's trade policies on the global economy and consumer sentiment [2][5] - The Trump administration has increased import tariffs on Chinese goods to 145%, significantly affecting Skechers as China constitutes a major source of imports for its US business [2]

Company Overview - Proactive is a publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - The company specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive delivers news and insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking and enthusiastic adopter of technology, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

The entrance of the Sketchers retail store at the Barton Creek Square Mall on July 16, 2024 in Austin, Texas.Footwear giant Skechers has agreed to be acquired by private equity firm 3G Capital, the companies announced on Monday. The firm will pay $63 per share in cash for Skechers, a 30% premium to the company's current valuation on the public markets. Once the deal is closed, Skechers will become a privately held company. "With a proven track-record, Skechers is entering its next chapter in partnership wit ...

Group 1 - Skechers has agreed to be acquired by 3G Capital [1] - The acquisition marks a significant move in the footwear industry [1] - 3G Capital is known for its investments in consumer brands [1] Group 2 - The deal reflects ongoing consolidation trends within the retail sector [1] - Skechers' strategic positioning may enhance under 3G Capital's management [1] - The acquisition could lead to potential growth opportunities for Skechers [1]

克拉克在4月30日晚间发给财政部长贝森特、商务部长卢特尼克和美国贸易代表格里尔的信中写道："我们 深感担忧，哪怕只需数周或数月就能达成协议，许多小企业也将遭受无法弥补的损害。" 当地时间5月2日消息，美国鞋类分销商和零售商协会本周致信白宫，请求豁免美国总统特朗普所谓 的"对等关税"，称这些关税对鞋类行业构成了"生存威胁"。 据悉，这封信由76个鞋类品牌签署，其中包括耐克、阿迪达斯、斯凯奇和安德玛。信中表示，许多生产平 价鞋类的公司无法承受如此高的关税，也无法转嫁这些成本。如果不立即解除对等关税，这些公司将不得 不倒闭。该协会表示，许多订单已被搁置，美国消费者的鞋类库存可能很快就会不足。 另据央视新闻援引美国消费者新闻与商业频道（CNBC）报道，当地时间4月30日，美国商会致信特朗普 政府，敦促其立即实施"关税豁免机制"，以防止美国经济陷入衰退，并对小企业造成"无法弥补的伤害"。 不过，白宫拒绝了他们的请求。 美国商会代表全美超过300万家企业和组织，是全球规模最大、影响力最广的商业组织之一。该组织要求 特朗普政府的主要贸易官员取消对所有小型企业进口商以及对所有"无法在美国生产"或美国国内无法获得 的产品的关税 ...