美国百年奢侈品巨头濒临破产

Core Viewpoint - Saks Global, a century-old high-end department store chain, is facing bankruptcy due to a substantial default on a $100 million bond interest payment due by the end of December 2025, with potential formal bankruptcy announcement in the coming weeks [1][3]. Group 1: Company Overview - Saks Global is a major luxury retail company with over 150 stores worldwide, including its flagship store on Fifth Avenue in New York, collaborating with thousands of brands such as CELINE, Dior, Gucci, and LV [3]. - The company underwent a significant capital restructuring just a year prior, which involved brand acquisitions and attracted investments from major firms like Amazon and Salesforce [3]. Group 2: Financial Performance - Following the restructuring, the company's financial situation deteriorated rapidly, with CEO Marc Metrick acknowledging an 18-month delay in payments to suppliers and requesting a one-year extension for repayments [3]. - In Q2 2025, Saks Global reported a revenue decline of over 13% year-on-year, with net losses continuing to widen [3]. Group 3: Crisis Management - To address the crisis, Saks Global implemented measures including debt swaps, closing some stores, and selling core property assets, completing a $2.2 billion debt swap in August 2025, which was deemed equivalent to default by S&P [4]. - The company sold two large store properties in Texas and California in September and December 2025, respectively [4]. - CEO Marc Metrick, who led major capital operations, announced his resignation on January 2, 2026 [4].