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Core Viewpoint - The outdoor brand Arc'teryx faced significant backlash following a controversial fireworks show in the Himalayas, leading to public apologies and an investigation by local authorities, although initial sales at their stores remained stable [2][3][5]. Company Performance - Arc'teryx's parent company, Amer Sports, reported a revenue of $5.183 billion in 2024, with the outdoor functional apparel segment, which includes Arc'teryx, achieving a 36% year-on-year growth to $2.194 billion, making it the highest revenue-generating segment among its three business units [5][6]. - In 2024, Amer Sports' revenue from the Greater China region reached $1.298 billion, while the Americas and EMEA regions generated $1.859 billion and $1.513 billion, respectively [5][6]. - By 2025, the Greater China region became Amer Sports' largest market, with a revenue increase of 42% to $410 million, while the Americas saw a 6% growth to $395 million [5][6]. Market Dynamics - The outdoor sports market in China is projected to reach a total scale of 1.35 trillion yuan in 2024, reflecting a 28.6% growth from 2022, indicating a favorable environment for international brands [8]. - Arc'teryx is facing intensified competition in the high-end outdoor market, with competitors like Toray, which has secured exclusive operating rights for several international brands in the Greater China region [8]. - Following the fireworks incident, Arc'teryx's store in Shanghai was observed to have stable customer traffic, but nearby competitors like KOLON SPORT and THE NORTH FACE implemented crowd control measures, indicating a competitive retail environment [9].