始祖鸟“三连挫”：大中华区总经理离职，“双11”未能第一波上榜，一场户外活动官宣取消

Core Insights - The departure of Ivan She, the General Manager of Arc'teryx Greater China, has raised concerns about the brand's stability and future direction following the controversial "fireworks show" incident [1][2][3] - The brand's absence from the Tmall "Double 11" sales list indicates a significant decline in consumer trust and brand image, contrasting sharply with its previous performance [3][9] - Arc'teryx's business growth is showing signs of slowing down, with a decline in revenue growth rates in its technical apparel segment, despite overall revenue growth for its parent company, Amer Sports [11][14] Group 1 - Ivan She has left his position, with Jeffery Ma temporarily taking over, reporting directly to the global CEO [1] - The "fireworks show" event, which sparked environmental concerns, has led to investigations and accountability measures against involved parties [2] - Arc'teryx issued an apology and committed to environmental assessments following the backlash from the event [1][2] Group 2 - The brand did not appear on the Tmall "Double 11" sales list, marking a significant drop in its market presence compared to the previous year [3][9] - The cancellation of the planned outdoor climbing event has further impacted consumer perception and trust in the brand [6][9] - Experts suggest that the brand's long-term viability is at risk due to the damage to its professional and environmental image [9][10] Group 3 - Amer Sports reported a revenue of $5.183 billion for 2024, with a 18% year-on-year increase, while Arc'teryx's revenue growth is showing signs of decline [11][14] - The company experienced a stock price drop of over 18% since the "fireworks show" incident, reflecting market concerns [14] - As of Q2 2025, Arc'teryx accounted for 41.6% of Amer Sports' total store count, indicating its significant role in the company's operations [13]