Group 1 - The sports consumer goods industry is facing growth pressure but also presents unprecedented new opportunities [1][4] - Bain Capital announced the acquisition of EcoMarketing, the parent company of the Korean sports and leisure brand Andar, for 500 billion KRW (approximately 2.4 billion RMB) [2] - Andar, founded in 2015, has expanded from a female-focused market to include men's apparel, similar to the growth trajectory of Lululemon [2] Group 2 - The global sports goods industry is experiencing a slowdown, with annual growth rates expected to decline from 7% (2021-2024) to 6% (2024-2029) [4] - Consumers are becoming more price-sensitive due to inflation, leading to a preference for high-cost performance products and reduced brand loyalty [4] - Emerging brands like Lululemon and On have surpassed traditional industry giants in revenue growth and market share, prompting established companies to reassess their growth strategies and market positioning [4]
贝恩砸20多亿买下韩版 Lululemon ，瑜伽裤生意为何成资本眼中的香饽饽
Di Yi Cai Jing·2026-01-08 11:24