683亿，斯凯奇要卖了

Group 1 - 3G Capital plans to acquire Skechers for $9.4 billion (approximately 68.3 billion RMB), with the transaction expected to complete in Q3 of this year, leading to Skechers going private [2][7] - Following the announcement, Skechers' stock price surged by 25% [2] - Skechers has successfully differentiated itself in the market by focusing on casual footwear, avoiding the professional sports segment dominated by Nike and Adidas, and has become the second-largest casual shoe brand in the U.S. [3] Group 2 - Skechers' global sales are projected to grow from approximately $4.6 billion in 2020 to about $9 billion by 2024, nearly doubling in four years, with a year-on-year growth of 12.1% in 2024, outpacing Nike and Adidas [3] - In Q1 2025, Skechers reported sales of $2.41 billion, a 7.1% increase compared to the same period in 2024, but profits slightly decreased to $202.4 million [4] - Since entering the Chinese market in 2007, Skechers has seen significant success, with revenue exceeding 9 billion RMB in 2024, surpassing local brands like Xtep and 361 Degrees [5] Group 3 - Skechers has aggressively expanded in China, adding an average of 500 stores annually, reaching nearly 3,500 stores by 2024, with China accounting for 15% of its sales and becoming its largest overseas market [6] - However, in Q1 2025, sales in the Chinese market declined by 16%, and Skechers' stock has dropped about 30% since the beginning of the year due to trade policy uncertainties and declining sales in China [6] - Analysts believe Skechers' decision to go private is aimed at avoiding regulatory pressures and gaining greater operational autonomy amid trade challenges [7][8] Group 4 - 3G Capital, founded in Brazil in 2004, manages $14.3 billion in assets and is known for significant investments in the consumer sector [9][10] - The firm has a history of successful acquisitions, including the merger of AmBev and Interbrew to form InBev, and the acquisition of Anheuser-Busch, resulting in the creation of AB InBev [10][11] - 3G Capital's acquisition of Skechers at a 30% premium over its market valuation reflects confidence in Skechers' long-term business prospects and growth potential [12]