~~~雅各布专栏 —— 专注行业第一品牌商业模式研究~~~ （以下为正文） 题图来源于网络 概况与背景 Nike公司作为全球最大的体育用品公司，其投资并购活动贯穿了从1990年代至今的整个发展历程。从最初的品牌多元化扩张，到近年来的数字化转型， Nike通过一系列战略性收购构建了庞大的商业版图。本研究旨在全面梳理 Nike从开展投资并购活动以来的所有交易案例，包括已完成、正在进行以及已 终止的项目，深入分析其战略逻辑、财务影响和整合效果。 研究发现，Nike的并购活动可分为三个主要阶段：1990-2000年代的品牌多元化扩张期、2000-2010年代的技术与数字化布局期，以及2010年代至今的数字 化转型深化期。在这 30多年的并购历程中，Nike共完成了14项收购，同时也进行了多次资产剥离，展现出清晰的战略聚焦和资产优化逻辑。 一、Nike投资并购全景图谱1.1已完成的品牌收购 Nike的品牌收购历程始于 1990年代，主要集中在运动和生活方式品牌领域。以下是主要的品牌收购案例： 雅各布专栏是一个拥有 5 万名 CxO 的知识内容社区，也是职场不同角色的CxO（Qualified CxO & Intrapr ...

Award-winning products include the Odent Ultimate Infinity Jacket, Arctic Patrol Down Parka, and within workwear, the Magne Evolution Jacket. These are scalable platforms we will drive global growth, and nowhere is that opportunity greater than in the U.S. We see significant room to grow through a combination of new distribution, D2C growth, and investments in demand creation to increase brand awareness. Currently, awareness in the U.S. is only 29%. This has grown by six points since 2019 while revenue has ...

Core Insights - iFabric Corp. is launching its apparel brand, Verzus All Apparel, through its subsidiary Intelligent Fabric Technologies (North America) Inc. [1] - The brand will be introduced at a leading wholesale club retailer in Canada, featuring five men's apparel programs initially available online [1] - The apparel is designed using advanced textile technologies developed by IFTNA, focusing on performance [1]

Kontoor Brands (NYSE:KTB) Q3 2025 Earnings Call November 03, 2025 08:30 AM ET Speaker0Welcome to the Kontoor Brands Q3 2025 earnings conference call and webcast. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. You may be placed into the question queue at any time by pressing star one on your telephone keypad. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conferenc ...

Core Viewpoint - Julie & Holleman LLP is investigating the proposed acquisition of Guess?, Inc. by a group led by co-founders Maurice and Paul Marciano and CEO Carlos Alberini, expressing concerns that the $16.75 per share deal price is too low [1][5]. Company Overview - Guess? is a global fashion and lifestyle brand founded in 1981 by the Marciano brothers, who took the company public in 1996 and have maintained control since then [2]. Stock Performance - Guess?'s stock price has significantly declined from above $30 in mid-2024 to below $10 in early 2025, indicating a challenging market environment [3]. Acquisition Details - On August 20, 2025, it was announced that the Marciano brothers, CEO Alberini, and Authentic Brands Group will take Guess? private for $16.75 per share, with the management team continuing to run the operating company while Authentic Brands will own its intellectual property [4]. Legal Concerns - Julie & Holleman is pursuing potential claims regarding the fairness of the acquisition deal, highlighting conflicts of interest as key insiders will remain with the company while public shareholders are being cashed out at what appears to be a significantly undervalued price [5].

Gildan Activewear's net sales in Q3 ending 28 September 2025 was $911m, which was 2.2% higher than the same period last year and in line with previous guidance for the quarter of low single-digit growth. Its operating income was $192.1m compared to $192.9m in Q3 2024, which was a decline of 0.4%, while its net profit was $120.2m in Q3 2025 compared to $131.5m in Q3 2024 ( a decline of 8.6%). Gildan's president and CEO Glenn Chamandy said: "We were pleased with this quarter’s results as we continue to dri ...

Investors might want to bet on Tapestry (TPR) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of a c ...

棉服、帽子、围巾、鞋子……连日来，在浙江省湖州市吴兴区织里镇，一家童装企业正加班加点打 包一批特殊物资——该企业承接了联合国儿童服装采购订单，这些物资将用于联合国在阿富汗的人道主 义援助项目。 进入打包作业区，地上摆放了数十个纸箱，大伙分工协作，一部分工人负责将箱内的物品按数量和 类别挑出，其余人负责将物品装进包裹。 眼下，企业正在进行第二批货物的打包作业，准备发货。"为了完成这批订单，我们组织起所有生 产线，确保优先交付。公司已经从事跨境电商好几年了，对生产发货流程比较熟悉，能够做到快速反 应。"王永强说。 此次合作标志着织里童装凭借过硬品质，正式进入联合国人道主义援助产品供应链，是当地"童装 出海"专班推动本土企业从传统跨境电商向国际政府采购市场拓展的重要突破。 湖州市吴兴区童装产业发展中心副主任朱佩介绍，在政府引导下，当前国际市场对织里童装的需求 日益旺盛，出海氛围良好。接下来，相关部门将为当地童装企业导入更多国际资源，助推童装深度出 海。 "现在准备的物资主要是以保暖为主。物资将以家庭为单位发放，因为每一家的孩子都比较多，因 此男式女式及各个尺码的物品都有。一个包里面有38种产品，能满足家里孩子基本的 ...

民有所呼，我有所应。民之所盼，政之所向。为此，第七届南都"东莞市民点赞榜"如期而至，并于10月9日正式启动，主题聚焦"百千万 幸福莞"，面向全市 各级党政机关、企事业单位、社会团体，征集2025年以来在促进经济生产、人民生活、自然生态相融相生过程中，奋力推动"百千万工程"取得新成效、开创 新局面的优秀案例。 "中国式现代化，民生为大"。今年，广东省政府工作报告要求：坚持在发展中保障和改善民生，不断满足人民对美好生活的向往。中共东莞市委十五届九次 全会提出：深入实施"百千万工程"，在高质量发展中不断增进民生福祉。 初心如磐，使命在肩。今年也是广东实施"百千万工程"三年初见成效的重要节点，促进经济生产、人民生活、自然生态相融相生，成为检验成效的关键重 点。 在东莞的大街小巷，商户如扎根城市的"毛细血管"，每一笔交易串起生产与消费，为经济增长不断注入新鲜血液。 建行东莞分行构建商户服务体系，运用建行生活APP为商户搭建引流平台并提供优惠让利，运用商户云贷、收单云商等贷款产品解决商品融资需求，运用分 期通产品满足商户消费需求，将消费金融的触角延伸至街头巷尾，助力"小店经济"焕发勃勃生机。 位于富民服装城的老牌店铺某服 ...

Summary of China Consumer Pulse Q3 2025 Industry Overview - **Industry**: Chinese Consumer Market - **Key Sectors Analyzed**: Alcohol, Apparel, Beauty, Travel, Luxury Goods, Autos Core Insights 1. **Mixed Consumer Sentiment**: Chinese consumer sentiment remains mixed, with a notable divergence in spending patterns across sectors [2][29][30] 2. **Experiential Spending Resilience**: Experiential categories such as restaurants (+24% YoY) and travel (+16% YoY) show resilience, indicating a shift towards experiences over goods [2][35] 3. **Premium Demand Recovery**: Onshore luxury spending has improved, with premium auto sales stabilizing and showing positive year-over-year growth in September, ending a 19-month decline [2][30] 4. **Digital Channels Outperform**: Digital retail channels continue to outperform traditional retail, although there are signs of weakness in specific segments like beauty e-commerce, which saw a -3% decline [2][29][30] 5. **GDP and Retail Growth Slowdown**: China's Q3 GDP growth slowed to 4.8% YoY, with retail growth easing to 2.1%, attributed to fading consumer incentives and macroeconomic uncertainties [3][29] 6. **Deflationary Trends**: Deflationary pressures persist across travel and hotel pricing, with moderate price declines observed [12][29] Sector-Specific Insights Premium Beverages - **Weak Demand**: Ultra-premium Baijiu prices continued to slide in Q3 due to weak demand, particularly around the Mid-Autumn Festival [4][30] Apparel and Sportswear - **Mixed Performance**: The apparel market is growing online but remains negative offline, with brands like Adidas showing over 20% growth while Nike faces challenges [5][22] Home Appliances - **Sector Contraction**: The home appliance sector contracted by 7% in Q3, with significant declines in both domestic and overseas exports [7][31] Luxury Goods - **Signs of Improvement**: Early signs of recovery in the luxury market, with brands like Hermès and Louis Vuitton performing well, while Kering struggles [8][9][30] Automotive - **Sales Growth Slowdown**: Auto sales growth slowed to +2.5% YoY in Q3, with EV sales decelerating to +12.5% YoY. However, EV penetration reached 55.1% [10][16][17] Hotels - **RevPAR Declines**: Domestic hotel RevPAR continues to decline, with luxury hotels being the only segment not experiencing persistent declines [10][23] Travel - **Resilient Growth**: The travel industry showed stable positive growth of 16% during the National Day Golden Week, reflecting ongoing domestic travel trends [11][12] Cosmetics - **Moderate Growth**: The cosmetics sector saw a +6.5% YoY increase in gross merchandise value, marking an improvement from previous quarters [13][29] Additional Considerations - **Cautious Consumer Behavior**: The macroeconomic environment is expected to lead to cautious, value-driven consumer behavior, highlighting the uneven recovery across sectors [3][32] - **Investment Implications**: The outlook for various sectors remains cautious, with potential growth in EVs and premium segments, while traditional sectors face challenges [16][17][22][23]