ANTA SPORTS(HK:02020) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-15 05:21Group 1: Industry Developments - The fashion industry is experiencing mixed sentiments, highlighted by the publication of Giorgio Armani's will, which indicates a shift from his long-standing independence to potential capital-driven changes [1][3] - Kering has postponed the full acquisition of Valentino due to debt pressures, indicating a cautious approach to expansion amidst financial challenges [1][8] - Anta Group aims to open 1,000 stores in Southeast Asia over the next three years, positioning the region as a strategic hub for its global expansion [1][4] Group 2: Company-Specific Updates - Dior is expanding its design team to support creative director Jonathan Anderson, emphasizing its commitment to maintaining leadership in luxury design [2][9] - The will of Giorgio Armani specifies that heirs must sell a portion of the Armani Group's shares within 18 months and consider listing the company if a sale does not occur [3][4] - Anta Group's Southeast Asia operations are expected to see nearly double revenue growth by mid-2025, with significant contributions from new markets [4][8] - Golden Goose reported a 13% increase in revenue to €342.1 million in the first half of 2025, driven by strong DTC sales and global expansion [12][13] - Jiangnan Buyi's revenue for the 2025 fiscal year reached ¥5.5484 billion, a 4.6% increase, with net profit rising 6% to ¥897.5 million [10][11] - Tapestry plans to increase Coach's revenue to $10 billion, focusing on young consumers and aiming for significant market share growth [11][12] - The late Francesco Trapani's legacy in reshaping the luxury jewelry market through his leadership at Bulgari is being recognized following his passing [5][6]