Group 1 - The acquisition of Skechers by 3G Capital for approximately $9.4 billion at $63 per share has sparked a lawsuit from hedge funds seeking to reassess the company's fair value, claiming the price undervalues the company [2][4] - The acquisition price represented a 30% premium over the 15-day volume-weighted average stock price prior to the announcement, but the stock had already dropped 25% by April 24 due to U.S. government tariff policy fluctuations [4] - Skechers' sales for the first half of 2025 reached $4.85 billion, a 10% year-over-year increase, with the Asia-Pacific region contributing $1.19 billion, up 15.8%, although sales in China declined by 12.1% [6] Group 2 - The lawsuit from hedge funds is seen as a speculative move, where they purchased shares before the acquisition and are now challenging the price to seek higher returns [5] - 3G Capital attempted to negotiate a settlement with a slightly higher offer than the acquisition price, but it did not meet the expectations of the hedge funds and other large investors [5] - Skechers China has managed to produce over 90% of its products locally, reducing the impact of external trade environment changes, and is investing in digitalization and AI to enhance its supply chain [5]
斯凯奇94亿美元私有化交易引诉讼风波
Sou Hu Cai Jing·2025-12-05 02:07