Core Viewpoint - Canada Goose Holdings Inc. is considering selling part or all of its shares held by Bain Capital, attracting interest from private equity firms amid declining sales and stock prices [4][14][15]. Company Overview - Canada Goose was founded in 1957 in Toronto and initially focused on functional cold-weather gear before transforming into a global luxury brand with the help of Bain Capital, which acquired it in 2013 [4][7][9]. - The brand gained significant recognition through product placements in films and sponsorships of major film festivals, leading to sales exceeding $100 million by 2013 [8]. Financial Performance - Canada Goose's sales growth has been declining, with revenue growth rates of 21.54%, 10.84%, and 9.6% for fiscal years 2022, 2023, and 2024, respectively, and a projected drop to 1.1% for fiscal year 2025 [14]. - The company's market value has decreased from a peak of $7.8 billion to approximately $1.36 billion, losing over $6.4 billion in value [14][15]. Market Challenges - The brand's performance in China has been disappointing, facing issues such as fines for false advertising and criticism over return policies, while local competitors like Bosideng are gaining market share [14][15]. - Canada Goose's revenue in China for fiscal year 2025 was CAD 427 million, showing only a 1% increase year-over-year, with a decline of 1.7% when adjusted for fixed exchange rates [15]. Management Changes - The company has undergone multiple changes in its China leadership, with the recent appointment of Celine Xie as the new president for the region, marking the third leadership change since 2022 [15]. Investment Landscape - The potential sale of Canada Goose reflects a broader trend in the consumer market, where private equity firms are actively seeking opportunities amid high inflation and interest rates, particularly in luxury and essential goods [18][20]. - Notable recent acquisitions in the consumer sector include 3G Capital's $9.4 billion purchase of Skechers and various deals involving Starbucks China and other brands, indicating a robust environment for mergers and acquisitions [18][19].

以下文章来源于投资界 ，作者周佳丽 投资界 . 清科创业旗下创业与投资资讯平台 加拿大鹅要被卖了。 彭博社报道，加拿大鹅控股公司（Canada Goose Holdings Inc.）的控股股东贝恩资本正在考虑出售其持有的部分或全部股份，目前已引起一些私募股权机构等潜在 买家的兴趣。 1957年诞生于多伦多一间不起眼的小仓库里，加拿大鹅原本是一个寒冷天气功能型的小众品牌，直到最近几年才摇身一变成为全球奢侈品牌。这背后离不开一位 重要推手——贝恩资本：2013年收购，2017年推动加拿大鹅登陆资本市场，助其跃升为全球"羽绒服一哥"。 一件动辄上万元，加拿大鹅也一度火到了中国，然而最近几年却渐渐卖不动了。目睹公司业绩增长乏力，股价跌跌不休，当年雪中送碳的人想脱手了。 一件羽绒服19000元 中国撑起半边天 加拿大鹅似乎开始被中产抛弃。 加拿大鹅的故事可以追溯到二战前后。 早年间，波兰犹太小伙Sam Tick横渡大西洋来到加拿大，在多伦多的一家布料加工厂做切割工人。经过多年积攒，他终于在1957年开办了自己的小工厂Metro Sportswear。 最一开始，Sam Tick主做羊毛背心、雨衣和雪地摩托服类的产品， ...