千元徒步鞋穿不到一周就开胶？口碑业绩双承压的始祖鸟“飞”不动

Core Insights - The brand Arc'teryx, once celebrated for its outdoor gear, is facing consumer backlash due to quality issues such as peeling shoes and defective clothing [1][4] - The AERIOS hiking shoes, priced at 1800 yuan, have received mixed reviews, with some praising their lightweight design while others criticize their comfort and durability [3][4] - The parent company Amer Sports reported a revenue of $1.236 billion for Q2 2025, marking a year-on-year growth of approximately 23.46%, but the growth rate for Arc'teryx's segment has slowed down [6][8] Product Quality and Consumer Feedback - Arc'teryx's AERIOS shoes utilize a glue-based construction method instead of traditional stitching, which can enhance waterproofing but also raises concerns about durability and potential peeling over time [3][4] - Customer complaints have surged, with 2987 complaints related to Arc'teryx on a consumer feedback platform, highlighting issues with product quality and inadequate after-sales service [4][5] - Experts suggest that the brand needs to improve its after-sales service and maintain high-quality standards to regain consumer trust [5] Financial Performance - Amer Sports reported a revenue of $1.236 billion for Q2 2025, with a net profit of $18.2 million, a significant recovery from a net loss of $3.7 million in the previous year [6][7] - The outdoor performance segment, which includes Arc'teryx, saw a revenue increase of 35.28%, while the technical apparel segment, where Arc'teryx operates, grew by 23%, indicating a slowdown compared to previous quarters [8] - The decline in growth rate for Arc'teryx is attributed to increased competition from brands like Lululemon and Goldwin, which are also targeting the high-end functional apparel market [8]