Group 1 - Johnson Fistel, PLLP has initiated an investigation into the board members of Skechers U.S.A., Inc. regarding potential breaches of fiduciary duties related to the proposed sale of the company to 3G Capital Corp [1] - On May 5, 2025, Skechers entered into a definitive agreement for a go-private transaction with 3G, where shareholders can choose to receive either $63.00 in cash per share or $57.00 in cash plus one unit in the post-closing private entity [2] - Prior to the announcement, Skechers common stock traded near $80.00 per share over the twelve months leading up to the deal [2] Group 2 - The investigation by Johnson Fistel is aimed at shareholders who believe the buyout price is too low and are interested in the details of the investigation [3] - Johnson Fistel is a nationally recognized law firm specializing in shareholder rights and has a history of representing both individual and institutional investors [4] - In 2024, Johnson Fistel was ranked in the Top 10 Plaintiff Law Firms, recovering approximately $90.725 million for clients in securities cases [5]

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 - The company rescinded its annual guidance for 2025 due to macroeconomic uncertainties related to global trade policies [8].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].

每经记者 孙宇婷 每经编辑 张海妮 凭借大众化定位和舒适性优势在全球鞋类市场"杀"出重围的斯凯奇（NYSE:SKX），于当地时间5月5日突然宣布私有化决定。作为全球第三大运动鞋零售 商、两度入选《财富》500强的行业巨头，这一举措引发市场震动。 《每日经济新闻》记者注意到，就在不久前，包括耐克、阿迪达斯、斯凯奇在内的76家鞋企联名致信白宫，请求豁免所谓的"对等关税"，因为新关税政策已 对平价鞋企构成"生存威胁"，若政策持续，部分企业恐面临倒闭风险。 新关税政策下，一双原本售价1100元的球鞋，如今消费者要支付近1700元，这让主打"高性价比"的斯凯奇陷入两难境地。机构普遍认为，斯凯奇选择此时私 有化，实为规避上市公司监管压力，以便在关税风波中掌握更大的经营自主权。 斯凯奇获3G资本溢价收购 2024年，斯凯奇销售额近90亿美元，同比增长12%。过去五年，公司营收几乎翻了一番。作为斯凯奇最大的海外市场，中国市场的高速发展起到了关键作 用。 在刚过去的2025财年第一季度，斯凯奇实现了创纪录的24.1亿美元季度销售额，其中，国际销售额占比达65%。按区域看，欧洲、中东和非洲地区销售额增 长了14%，美洲地区销售额 ...

经济观察报 记者 叶心冉 5月5日，斯凯奇发布公告（Skechers，SKX.NYSE）宣布，已与投资公司3G资本（3G Capital）达成收 购协议。3G资本将以每股63美元收购斯凯奇全部流通股，较斯凯奇过去15天成交量加权平均股价溢价 30%。待收购完成后，3G资本预计将持有新成立公司（New LLC）约80%的股权，从而实现对斯凯奇的 控股。3G资本是汉堡王母公司RBI的控股股东，此次交易已获斯凯奇董事会批准，预计将于2025年第三 季度完成。交易完成后，斯凯奇将成为一家私人控股公司。 （原标题：汉堡王实控方3G资本溢价30%吞下斯凯奇） 交易消息发布后，当地时间5月5日，斯凯奇开盘报61.79美元/股，较前一交易日收盘价上涨28.42%。 根据公告，斯凯奇现任董事长兼CEO罗伯特·格林伯格（Robert Greenberg）、总裁迈克尔·格林伯格 （Michael Greenberg）及首席运营官大卫·温伯格（David Weinberg）将继续领导公司。 斯凯奇成立于1992年，以"舒适科技"为定位，凭借高性价比、时尚设计和创新技术迅速崛起。2024年， 其全球销售额89.7 亿美元，创历史新高， ...

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]