Workflow
消费参考丨始祖鸟或许也要涨价了
2 1 Shi Ji Jing Ji Bao Dao·2025-05-26 23:47

Group 1: Nike and Amer Sports Pricing Strategies - Nike plans to increase prices on certain products in the U.S. market starting next month, with a maximum increase of $5 for shoes priced between $100 and $150, and $10 for shoes priced above $150. Products under $100, children's items, and popular "Air Force One" shoes will not see price increases [1] - Amer Sports, the parent company of Arc'teryx, indicated that if tax rates rise, it expects an EPS impact of $0.05, corresponding to about 100 basis points of margin pressure. The company plans to counteract tariff impacts through price increases, supplier negotiations, and supply chain adjustments [1] - Amer Sports reported a 23% year-over-year revenue growth to $1.473 billion in the first quarter, with adjusted net profit rising significantly from $39 million to $148 million [1] Group 2: Regional Performance and Growth - Amer Sports' Technical Apparel segment saw a 28.4% year-over-year revenue increase to $664 million, with direct-to-consumer sales up 31% and same-store sales up 19% [2] - The Outdoor Performance segment, including Salomon, experienced a 24.9% revenue growth to $502 million, driven by over 60% growth in the Greater China and Asia-Pacific regions [2] - In the first quarter, sales in the Greater China region surged 43.1% to $446 million, nearly matching North America's sales of $465 million, which grew by 12% [2]