高盛：安踏体育_消费与休闲企业日_重申指引；狼爪（Jack Wolfskin）交易完成；斐乐（Fila）改革推进

2 June 2025 | 9:22PM HKT Anta Sports Products (2020.HK): Consumer & Leisure Corporate Day: Guidance reiterated; Jack Wolfskin deal complete; Fila reforms on the Bottom line: We hosted Anta group at our Consumer & Leisure Corporate Day on Jun 2. Key investors focus are Fila reform under new CEO's strategies, margin puts and takes by brand and plans for Jack Wolfskin/future M&A. Our positive view on Anta group is reinforced by its solid trading YTD and strong execution across its brand portfolio, though we no ...