红杉中国成为Golden Goose控股股东 带领意大利时尚品牌加速全球布局
Xin Lang Cai Jing·2025-12-20 01:09

Core Insights - Sequoia China announced the acquisition of a controlling stake in Golden Goose Group, with Temasek and its wholly-owned asset management company,淡明资本, participating as minority shareholders [2][3][13] - Golden Goose has shown strong revenue growth, increasing from €266 million in 2020 to €655 million in the fiscal year 2024, maintaining a robust growth momentum [2][13] - The brand has expanded its direct-to-consumer (DTC) channels significantly, increasing its global direct store count from 97 to 227 since 2019, and achieved a 21% growth in DTC channels in the first nine months of 2025 [2][13] Company Overview - Golden Goose is a next-generation global fashion brand that blends luxury, lifestyle aesthetics, and sports style, known for its high-quality products and unique "distressed" look [6][17] - The brand has built a community of over 2 million "Dreamers" and operates in the Americas, Europe, the Middle East, and Asia-Pacific, with a strong online and wholesale presence [6][17] Investment Strategy - The partnership between Sequoia China and Temasek reflects a strategic and cultural alignment with Golden Goose, leveraging their extensive investment experience in lifestyle and consumer technology brands [3][14] - Sequoia China has a history of supporting over 1,600 companies, focusing on transformative technologies and high-growth potential [18] - Temasek, with a portfolio net worth of SGD 434 billion (approximately USD 324 billion), aims to create resilient and forward-looking investment portfolios [19] Leadership and Management - Silvio Campara will continue as CEO of Golden Goose, supported by Marco Bizzarri, who will serve as the non-executive chairman, bringing extensive experience from leading luxury brands [3][14] - The management team is expected to drive Golden Goose's next phase of global expansion while maintaining its Italian heritage [4][15]