野村证券分析师在报告中指出，安踏体育有望从对彪马的潜在收购中获益。分析师表示，彪马长期在全 球运动休闲、足球及篮球领域积累的品牌优势，恰好能对安踏现有品牌矩阵形成互补，后者目前相对更 聚焦跑步与户外细分市场。相比安踏在中国运动服饰市场展现的运营能力与丰富的多品牌管理经验，彪 马的业务运营（尤其在中国市场）正面临显著挑战。野村认为，若收购达成，安踏在提升彪马本土化运 营方面存在巨大空间，彪马或将成为安踏旗下又一核心品牌。该行维持对安踏的"买入"评级，目标价 117港元。 ...

据了解，蓝瓶咖啡被誉为"咖啡界的Apple"，由单簧管演奏家詹姆斯·弗里曼于2002年在美国加利福尼亚 州创立。其以"只售卖烘焙后48小时内新鲜咖啡豆"为核心原则，采用SCA杯测评分84分以上的精品豆， 并以极简美学和空间设计闻名。 2017年，雀巢宣布斥资5亿美元收购蓝瓶咖啡68%的股权。目前，蓝瓶咖啡在美国、中国内地、中国香 港、日本、新加坡和韩国均设有门店。其于2022年2月在上海开出中国内地首店，截至目前在内地拥有 15家门店，分布在上海、深圳和杭州。 据彭博社等多家媒体报道，中国最大的连锁咖啡品牌瑞幸咖啡及其主要投资方大钲资本，正在考虑竞购 雀巢旗下的精品咖啡品牌蓝瓶咖啡（Blue Bottle Coffee），以提升品牌形象并进军高端咖啡市场。 知情人士透露，相关讨论尚处于早期阶段，最终未必会提出正式收购要约。并且，瑞幸咖啡与大钲资本 的潜在收购目标不止一个，除蓝瓶咖啡外，双方也在评估收购另一精品咖啡品牌%Arabica的中国业务运 营商，该运营商背后有私募股权公司PAG的投资。 对此，观察者网向瑞幸咖啡方面求证，相关负责人表示"不予置评"。截至目前，大钲资本、雀巢、 %Arabica等方面均未作 ...

人民财讯12月15日电，涛涛车业（301345）12月15日公告，公司的孙公司Trailblazer Motors Inc.拟以 1500万美元收购Champion MotorsportsGroup Investor,LLC.持有Champion Motorsports Group Holdings,LLC.(简称"标的公司")的100%股权。标的公司的全资子公司Champion Motorsports Group,LLC. 系公司主要客户，其持有知名品牌Racka。通过本次交易，公司将获得标的公司Racka品牌的所有权，有 助于拓展公司自有品牌矩阵和扩大自有品牌销售规模。同时，公司承接了Racka品牌的市场影响力、客 户资源及市场份额，有利于加速自有品牌全球化的布局。 ...

Core Viewpoint - The potential acquisition of Puma by Anta Sports is under consideration, with other bidders like Li Ning and Asics also in the mix, indicating a significant shift in the global sportswear market [2][3]. Group 1: Acquisition Interest - Anta Sports is reportedly considering a bid for Puma, possibly in collaboration with private equity firms [2]. - Other potential bidders include Li Ning and Asics, although both companies have denied any substantial negotiations regarding the acquisition [2][4]. Group 2: Puma's Current Situation - Puma's largest shareholder, Artemis SAS, is exploring options for its 29.3% stake, with a sale being a possibility due to financial pressures from the Kering Group [4][5]. - Puma's performance has declined significantly, with a 10.4% year-over-year drop in sales to €1.9557 billion and a net loss of €62.3 million in Q3 2025 [6]. - The company faces challenges such as weak brand momentum, changing channel structures, U.S. tariff pressures, and high inventory levels [6]. Group 3: Anta's Growth and Strategy - Anta has achieved a significant milestone, with combined revenues from Anta Sports and Amer Sports surpassing ¥100 billion, making it the third-largest sportswear group globally [7]. - In H1 2025, Anta's revenue grew by 14.3% to ¥38.54 billion, with Amer Sports' revenue increasing by 23.46% to approximately ¥19.44 billion [8]. - Anta's ambition for global expansion is evident, with ongoing rumors of potential acquisitions, including Reebok, although these have been denied [9][10]. Group 4: Anta's Acquisition History - Anta has a track record of successful acquisitions, having built a portfolio of around 20 brands through strategic purchases since 2009 [11]. - Recent acquisitions include a stake in the Korean fashion e-commerce platform Musinsa and full ownership of the German outdoor brand Wolfskin [12]. - The acquisition of Puma would solidify Anta's position as a globally influential sports brand group, potentially reshaping the competitive landscape among Nike, Adidas, and Puma [12].

Pure Foods Tasmania has finalised the acquisition of Elato, a premium ice cream brand in Australia. The deal saw Pure Foods Tasmania (PFT) acquiring all intellectual property, brand assets, recipes and supply arrangements relating to Elato Ice Cream. The initial consideration was A$50,000 ($32,638.25) paid in PFT shares, with up to four million additional shares potentially issuable upon the achievement of revenue and profitability milestones. The acquisition creates PFT’s new Ice Cream Division, unitin ...

Core Viewpoint - Li Ning and other sportswear companies are reportedly interested in acquiring German competitor Puma, but Citigroup analyst Xiaopo Wei believes that due to Li Ning's "single brand, multi-category, diversified channel" strategy, the company is unlikely to pursue foreign brand acquisitions in the medium term [1] Company Analysis - Citigroup maintains its ranking of the Chinese sportswear industry, placing Anta first, followed by Tmall and then Li Ning, with all three stocks rated as "Buy" [1] - Asics, the Japanese sportswear company that owns the Onitsuka Tiger brand, has denied media reports regarding its interest in acquiring Puma, stating that there are no discussions or plans in this regard [1] Market Activity - Puma's major shareholder, the French Pinault family, is working with advisors to sell its 29% stake and is in contact with potential buyers [1] - Anta is reportedly one of the companies considering a potential bid for Puma and is working with advisors to evaluate the acquisition proposal; if Anta decides to proceed, it may collaborate with a private equity firm [1] - Li Ning is in discussions with banks regarding financing options and is conducting a preliminary assessment of Puma [1] - Asics may also have an interest in Puma [1]

（原标题：深夜，股价暴涨！） 【导读】Puma股价暴涨，市场传安踏、李宁等巨头正考虑竞购 中国基金报记者 泰勒 大家好，今晚受美国感恩节假期影响，美股休市一日。而下一个交易日，美股市 场将提前3小时收市（即提前于北京时间次日02:00休市）。 我们关注一下其他市场的消息。 11月27日 晚间，德国运动服装制造商彪马（Puma）股价暴涨超16%。 有报道称，中国安踏正在考虑收购这家陷入困境的德国运动品牌之一。 Puma目前正处于其所谓的"重启期"：在疫情期间收入短暂上升之后，公司的销售增速大幅放缓。疫情 过后，这个品牌在消费者中的吸引力下滑，随之带来了高库存问题。 本月早些时候，Puma股价跌至10多年来新低，在运动服饰市场竞争日益激烈、关税打击消费情绪的背 景下，其今年以来的跌幅已超过50%。 此外，Puma也可能吸引中国运动品牌李宁以及日本亚瑟士的兴趣。 李宁公司在一份声明中表示："截至目前，公司并未就相关新闻中提及的交易开展任何实质性的谈判或 评估。" 今年7月1日上任的Puma首席执行官Arthur Hoeld，肩负着重振这一疲软品牌的任务。他的扭亏计划包括 裁员、收缩产品线以及提升营销运营效率。 Ho ...

Core Viewpoint - Puma's stock price surged over 16% amid reports that Chinese sportswear giants Anta and Li Ning are considering a potential acquisition of the struggling German brand [2][5]. Group 1: Company Performance and Challenges - Puma is currently in a "restart phase" after experiencing a temporary revenue increase during the pandemic, followed by a significant slowdown in sales growth [5]. - The brand's appeal among consumers has declined post-pandemic, leading to high inventory issues [5]. - Puma's stock price recently hit a 10-year low, with a year-to-date decline exceeding 50% due to intensified competition in the sportswear market and tariff impacts on consumer sentiment [5]. - The company has acknowledged major challenges, including insufficient brand momentum, U.S. tariff pressures, and high inventory levels [6]. Group 2: Acquisition Interest - Reports indicate that Anta Sports is considering acquiring Puma, which could serve as a gateway for Anta into Western markets [5]. - Analysts suggest that Anta has a strong track record in revitalizing underperforming assets, making the acquisition a strategic move [5]. - Other potential suitors for Puma may include Chinese brand Li Ning and Japanese company Asics [5]. Group 3: Management and Strategic Plans - Puma's new CEO, Arthur Hoeld, who took office on July 1, is tasked with revitalizing the brand through layoffs, product line reductions, and improved marketing efficiency [6]. - Hoeld has stated that 2025 is expected to be a year of restart for Puma, with significant measures already taken to enhance cash management and operational efficiency [6]. - In the most recent quarter, Puma reported a double-digit decline in sales and has revised its 2025 performance guidance from a low to mid-single-digit sales growth to a projected low double-digit sales decline [6]. Group 4: Shareholder Information - The largest shareholder of Puma is Artemis, which holds 29% of the shares and is controlled by the French billionaire Pinault family, also the largest shareholder of Kering, the parent company of Gucci [7].

我们关注一下其他市场的消息。 11月27日晚间， 德国运动服装制造商彪马（ Puma ）股价暴涨超16%。 有报道称，中国安踏正在考虑收购这家陷入困境的德国运动品牌之一。 【导读】 Puma股价暴涨，市场传安踏、李宁等巨头正考虑竞购 中国基金报记者 泰勒 大家好，今晚 受美国感恩节假期影响，美股休市一日。而下一个交易日，美股市场将提前3小时收市（即提前于北京时间次日02:00休 市）。 梅特勒银行分析师Felix Dennl表示，对安踏而言，收购Puma可能成为其进入西方市场的一扇大门，并提到这家中国公司在盘活表现不佳资产方面战绩不 俗。 此外，Puma也可能吸引中国运动品牌李宁以及日本亚瑟士的兴趣。 李宁公司在一份声明中表示："截至目前，公司并未就相关新闻中提及的交易开展任何实质性的谈判或评估。" 今年7月1日上任的Puma首席执行官Arthur Hoeld，肩负着重振这一疲软品牌的任务。他的扭亏计划包括裁员、收缩产品线以及提升营销运营效率。 Hoeld在10月30日的一份声明中表示："我们在7月底曾说过，2025年将是重启的一年。此后，我们已经采取了重要举措，清理Puma的渠道分销、改善现金 管理，并重置 ...

Group 1: Food Safety and Regulatory Actions - Shanghai's market supervision authority reported issues with school lunches supplied by Shanghai Green捷, leading to the revocation of the company's food business license and the arrest of eight responsible individuals [1] - The state-owned Guangming Food Group has temporarily taken over the campus meal supply for 484 schools since September 23 to ensure students' dining needs are met [1] Group 2: Restaurant Industry Performance - In October, China's national catering revenue reached 519.9 billion yuan, accounting for 11.23% of total retail sales, with a year-on-year growth of 3.8%, marking the highest level in five months [2] - From January to October, the total catering revenue was 461.88 billion yuan, reflecting a year-on-year increase of 3.3% [2] Group 3: Company Developments - Luckin Coffee's CEO announced the company's active pursuit of a return to the U.S. main board, although no specific timeline has been established [4] - Yoshinoya has reopened its ramen business in China with the launch of "煌面屋," aiming to establish ramen as a key business pillar alongside beef rice and udon [6] - Blue Bottle Coffee in China has appointed a new legal representative, marking a significant leadership change after a six-month vacancy [7] Group 4: Mergers and Acquisitions - Dazhong Capital is reportedly considering a bid for Costa Coffee, which is currently owned by Coca-Cola, with an estimated valuation of approximately 1 billion pounds (around 1.3 billion USD) [11] - Costa Coffee operates over 2,700 stores in the UK and Ireland, with 341 stores in China, presenting a complementary opportunity for Luckin Coffee [12] Group 5: Market Expansion and New Offerings - The Chinese fast-food brand "大米先生" announced plans to accelerate nationwide expansion, with 44 new stores opening in major cities [14] - Japanese seafood exports to China have resumed, with the first shipment of frozen scallops marking a significant easing of trade restrictions [15] - Sushi郎's parent company reported record high revenues and profits for the fiscal year 2025, driven by strong overseas sales, particularly in mainland China [16][17] Group 6: Innovative Marketing Strategies - Several five-star hotels have introduced low-priced "leftover blind boxes" to attract customers, significantly reducing the price of buffet offerings [18] - The tea brand "茶瀑布" has surpassed 1,000 signed stores, targeting Gen Z and students with affordable pricing [19] - DQ has launched a collaboration with popular IPs to create themed dessert experiences, enhancing customer engagement [20] Group 7: Membership and Community Engagement - Guoquan Foods announced that its registered membership has exceeded 60 million, achieving its annual target ahead of schedule [21]