斯凯奇将以94亿美元交易被私有化，新老板曾收购汉堡王

Core Viewpoint - Skechers has agreed to be acquired by private equity giant 3G Capital for $9.4 billion, with the deal expected to close in Q3 2025, resulting in Skechers' common stock being delisted from the NYSE [2][5] Group 1: Acquisition Details - 3G Capital will purchase all outstanding shares of Skechers at $63 per share, representing a 28% premium over the stock's closing price last Friday and a 30% premium over the 15-day volume-weighted average price [5] - Existing shareholders have the option to receive $57 per share in cash along with a non-transferable equity unit in a newly formed private holding company, indicating 3G Capital's confidence in Skechers' long-term growth prospects [5] - Skechers will continue to be led by its current executive team, including Chairman and CEO Robert Greenberg, President Michael Greenberg, and COO David Weinberg, maintaining its existing strategic initiatives [5] Group 2: Company Background - Founded in 1992, Skechers has positioned itself with "Comfort Technology" and has rapidly grown due to its high cost-performance ratio, stylish designs, and innovative technology [9] - Skechers achieved a record global sales of $8.97 billion in 2024, with over 5,300 stores worldwide [9] Group 3: Financial Performance - For Q1 2025, Skechers reported a 7.1% year-over-year increase in sales to $2.41 billion, although slightly below market expectations; gross margin was 52%, and net profit rose 37% to $202.4 million [11] - Sales in Europe, the Middle East, and Africa grew by 14.4% to $718 million, while the Americas saw an 8.3% increase to $1.104 billion; however, the Asia-Pacific market experienced a 2.6% decline, primarily due to a 16% drop in sales in China [11] Group 4: Market Challenges - Skechers withdrew its annual performance forecast due to the impact of tariffs imposed by the Trump administration, which have weakened consumer confidence and created significant operational risks [12] - The footwear industry, including major brands like Nike and Adidas, has expressed concerns over the tariffs, stating they pose a "survival threat" to the industry and could lead to increased prices and reduced consumer demand [12]