品牌投资与出售

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高端与神秘感淡去 曾风靡一时的加拿大鹅要被卖了?
Bei Jing Shang Bao· 2025-08-28 22:07
Core Viewpoint - The potential sale of Canada Goose by its major shareholder Bain Capital is being discussed, with possible buyers including Boyu Capital, Advent International, Bosideng, and Anta Sports, amid a decline in the brand's market position [2][3][9]. Group 1: Company Background - Canada Goose was founded in 1957 as a niche clothing brand for extreme weather and has transformed into a global luxury brand in recent years [3][4]. - Bain Capital acquired a majority stake in Canada Goose for $250 million in December 2013 and facilitated its IPO in 2017 [4][5]. - Under Bain Capital's leadership, Canada Goose expanded its product range from about 20 to over 200 SKUs and initiated a global expansion strategy [4][5]. Group 2: Financial Performance - Canada Goose's revenue surged by 46.4% in the 2018 fiscal year, with its stock price reaching a peak of $72.3 per share in November 2018 [5]. - However, sales growth has slowed significantly, with projected growth rates of 21.54%, 10.84%, 9.6%, and 1.1% from fiscal years 2022 to 2025 [7]. Group 3: Market Position and Challenges - Canada Goose's market share is being eroded by increasing competition from other luxury and high-end brands, particularly in the Chinese market [9][10]. - The brand has faced quality and customer service issues, leading to regulatory penalties and a decline in consumer perception [7][9]. - The rise of new competitors in the high-end down jacket market, such as Arc'teryx and Lululemon, is further challenging Canada Goose's market position [10]. Group 4: Potential Acquisition Implications - The sale of Canada Goose could be beneficial for both the brand and potential Chinese buyers, as it may enhance Canada Goose's market presence in China and align with local consumer preferences [11].
加拿大鹅“待价而沽”
Bei Jing Shang Bao· 2025-08-28 14:34
曾风靡一时的加拿大鹅要被卖了?8月28日,有消息称,加拿大鹅背后控股股东贝恩资本正在筹划出售手中加拿大鹅的股份,潜在买家包括中国的 Boyu Capital博裕资本、美国私募股权投资公司安宏资本(Advent International)以及波司登、安踏体育等。对于传闻,加拿大鹅相关人士对北京商报记者表 示:"不予评论";波司登相关人士同样对北京商报记者回应:"公司不对市场传闻予以评论。"安踏体育则直接发布公告否认为潜在收购方。在业内人士看 来,加拿大鹅从高峰滑落的剧情正在上演,贝恩资本不会做赔本生意,此时出售加拿大鹅或是最好的时机。 加拿大鹅回应:不予评论 加拿大鹅被卖的消息不断发酵,引来各方围观。根据公开资料,目前,贝恩资本持有加拿大鹅60.5%的多重投票权股份,拥有公司55.5%的总投票控制权。 为进一步了解消息的准确性,北京商报记者联系加拿大鹅相关人士,对方回应称:"品牌方对此不予评论。" 关于潜在买家,有消息称,目前来自中国的 Boyu Capital博裕资本和美国私募股权投资公司安宏资本(Advent International)已经发出邀约,报价13.5亿美 元。此外,其他潜在买家还包括来自中国 ...