斯凯奇“卖身”3G资本 中国市场运营不受影响

Core Viewpoint - Skechers has agreed to be acquired by 3G Capital for $63 per share, representing a 30% premium over the average stock price in the last 15 trading days, with the deal expected to close in Q3 2023 [1] Group 1: Acquisition Details - The acquisition aligns with both companies' long-term growth visions, with 3G Capital focusing on long-term investments and operational management [2] - Post-acquisition, Skechers will become a private company, retaining its current leadership team [2] - 3G Capital has shifted from its aggressive past to allow Skechers' existing team to transfer equity into the new private company [2] Group 2: Business Strategy and Performance - Skechers plans to continue its current strategic initiatives, including product innovation, international market expansion, and enhancing direct-to-consumer (DTC) operations [3] - In Q1 2025, Skechers reported sales of $2.41 billion, a 7.1% increase year-over-year, with net profit rising 37% to $209 million [3][4] - Despite overall growth, the Chinese market, a key growth driver, faced a 16% decline in sales year-over-year in Q1 2025 [4] Group 3: Market Position and Future Outlook - Skechers has made strategic adjustments in product development and marketing to address market challenges, focusing on comfort technology products [5] - The company maintains a strong commitment to the Chinese market, which accounts for over 90% of its products being manufactured locally [5]