安踏和波司登，双双否认

Core Viewpoint - Recent reports indicate that Canada Goose is attracting interest from multiple companies and private equity funds for a potential acquisition, with notable interest from Chinese down jacket brand Bosideng Group and a consortium formed by private equity firm FountainVest Partners and Anta Group. This news has led to a significant increase in Canada Goose's stock price [1][3]. Group 1: Acquisition Interest - Several companies and private equity funds have expressed interest in acquiring Canada Goose, including Bosideng Group and a consortium involving FountainVest Partners and Anta Group [1]. - Bosideng has publicly denied the acquisition rumors, stating that the reports are inaccurate and that the company has no undisclosed information [1]. - Anta also clarified that it is not a potential acquirer of Canada Goose [3]. Group 2: Financial Performance - Canada Goose's financial performance has shown a noticeable slowdown, with revenue growth rates decreasing from 21.54% in FY2022 to just 1.1% in FY2025 [5]. - For FY2025, Canada Goose reported revenue of CAD 1.348 billion, a 1.1% increase year-over-year, and a net profit of CAD 104 million, which is a 78.3% increase [5]. - The Greater China market generated revenue of CAD 427 million in FY2025, reflecting a 1.0% year-over-year increase, but a significant slowdown from the 47% growth in FY2024 [6]. Group 3: Market Position and Strategy - China has become Canada Goose's largest market, surpassing North America in sales with CAD 422 million in FY2024 [6]. - Canada Goose has been adjusting its leadership in the China region since 2022, with three changes in the position of China President [6]. - Bosideng has been actively upgrading its brand strategy to compete with Canada Goose, launching high-end down jackets and achieving revenue of over RMB 25.9 billion in FY2024/25, with an 11.6% growth [6].