Group 1 - Recent rumors indicate that private equity firms Hillhouse Capital and Anhong Capital have expressed verbal acquisition intentions for Canada Goose's controlling shareholder, Bain Capital, with an estimated valuation of approximately $1.35 billion [1] - Other potential buyers include a consortium formed by Bosideng, Anta Sports, and FountainVest Partners, which previously collaborated with Anta, Tencent, and the founder of Lululemon to acquire Amer Sports [1] - Canada Goose's market performance has been relatively weak in recent years, with revenue growth slowing significantly from 21.5% in fiscal year 2022 to just 1.1% in fiscal year 2025 [1] Group 2 - Canada Goose reported a 22.4% year-over-year increase in global revenue for the first quarter of fiscal year 2026, reaching CAD 108 million (approximately RMB 561 million), marking the largest increase in nearly nine quarters [2] - The significant growth in the Greater China region was 18.7%, indicating strong market performance [2] - The company is implementing a four-season strategy to diversify its product line beyond winter apparel, introducing items such as sweaters, footwear, and sunglasses to maintain consumer engagement during off-peak seasons [2]
安踏、波司登回应竞购加拿大鹅:不予置评,后者上季度营收增长22.4%