Group 1 - Sequoia China has announced the acquisition of a controlling stake in Golden Goose Group, with Temasek and its wholly-owned asset management company participating as minority shareholders [1][2] - The acquisition aims to help Golden Goose preserve its Italian craftsmanship while accelerating its global expansion [1][3] - The current CEO, Silvio Campara, will continue in his role, supported by the existing leadership team, while Marco Bizzarri will serve as the non-executive chairman [2][3] Group 2 - Sequoia China and Temasek's investment reflects a strong strategic and cultural alignment with Golden Goose [2][3] - The partnership is expected to leverage their extensive investment experience in lifestyle and consumer technology brands to enhance Golden Goose's international presence [3][4] - The acquisition is seen as a significant move in a year marked by active consumer mergers and acquisitions, indicating a trend among top investment firms [1][11] Group 3 - Golden Goose has experienced substantial growth, with revenue increasing from €266 million in 2020 to an expected €655 million in the fiscal year 2024, maintaining a strong growth trajectory [9][10] - The brand has expanded its direct-to-consumer (DTC) channels significantly, with the number of global direct stores rising from 97 to 227 since 2019 [9][10] - The company has established a strong emotional connection with consumers through innovative projects and a diverse product matrix [9][10] Group 4 - The acquisition of Golden Goose marks the conclusion of a busy year for consumer mergers, with notable transactions including Starbucks' sale of a majority stake in its China business [11][12] - The current market conditions are viewed as favorable for acquisitions, with many companies seeking to adjust their strategic positions amid economic fluctuations [11][12] - There is a growing expectation for the emergence of numerous mid-sized and large merger funds in China, contributing to a healthier and more diverse industry ecosystem [12]
红杉中国,刚刚买下「小脏鞋」
3 6 Ke·2025-12-20 03:05