公开资料显示，加拿大鹅创办于1957年。2013年，贝恩资本以2.5亿美元收购加拿大鹅控股权，并于 2017年主导该公司在纽交易所和多伦多证交所同时上市，至今已持有该品牌超过12年。 加拿大鹅被传出售，或是因为其近年相对疲软的市场表现。截至2025年3月30日，Canada Goose加拿大 鹅2025财年营收达13.484亿加元，同比增长1.1%；除大中华区外的亚太市场成为主要增长引擎，同比增 长 31.4%。这份业绩表现不能算差，但从近三年业绩看加拿大鹅增长承压增速放缓。2022-2025财年， 公司营收增速从21.5%大幅滑落至1.1%。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 8月29日，《辟谣财知道》注意到，针对市场传闻"波司登、安踏体育及方源资本组成的财团有意收购加 拿大鹅"，波司登在港交所发布公告明确澄清："相关报道内容不实，公司无任何应披露而未披露的信 息。" 此前，市场传闻加拿大鹅控股股东贝恩资本正在考虑出售其所持股份。知情人士称，目前交易尚在早期 阶段，贝恩资本正与财务顾问探讨出售部分或全部股份的方案，评估包括其他私募股权投资公司在内的 潜在买家的初步意向。 ...

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 ...

Group 1: Financial Performance - Hermès reported a 9% sales growth in Q2, reaching €3.9 billion, with all regions showing growth [15] - Adidas achieved a 7.3% increase in net sales to €12.1 billion, with a significant 70% rise in operating profit to €1.2 billion [2] - Prada's net revenue for H1 reached €2.74 billion, reflecting a 9.1% growth at constant exchange rates [3] - Canada Goose experienced a robust start to the fiscal year with a 22.4% increase in global revenue to CAD 107.8 million [10] - L'Oréal's sales for H1 were €22.47 billion, with a 1.6% growth, and an operating profit margin of 21.1% [9] - SMCP reported a 2.7% increase in sales to €601.1 million, with growth in all regions except Asia [11] Group 2: Management Changes - Kering appointed Luca de Meo as CEO, offering a €20 million signing bonus, which positively impacted the stock price [4] - PUMA appointed Andreas Hubert as COO, aiming to streamline operations by integrating various functions [8] - Arena announced Mark Pinger as the new Chief Brand Officer, effective October 1, 2025 [8] - Jil Sander's CEO Serge Brunschwig resigned after six months in the position [14] Group 3: Brand and Market Insights - The performance of Prada's main brand declined by 1.9%, while Miu Miu surged by 49.2%, indicating a divergence in brand performance [3] - Hermès' leather goods sales grew by 14.8%, while the watch segment faced challenges with a 5.5% decline [15][16] - L'Oréal's digital transformation efforts are beginning to show results, with a growth acceleration from Q1 to Q2 [9] - The luxury market is showing resilience, with brands like Canada Goose capitalizing on strong demand [10]

Core Viewpoint - Canada Goose Holdings Inc. is considering selling part or all of its shares held by Bain Capital, which has attracted interest from private equity firms amid declining sales and stock prices [1][2][11]. Company History - 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 the company in 2013 [1][4][6]. - The brand gained significant recognition through product placements in films and sponsorships of major film festivals, leading to sales exceeding $100 million by 2013 [5][6]. Market Performance - The company experienced rapid growth after its IPO in 2017, reaching a peak market value of over $7.8 billion, but has since faced declining sales growth, with projected sales growth dropping to 1.1% by fiscal year 2025 [11][12]. - Canada Goose's stock market value has decreased significantly, from $7.8 billion to approximately $1.36 billion, resulting in a loss of over $6.4 billion [11][12]. Challenges in China - The Chinese market, once a stronghold for Canada Goose, has seen declining performance due to negative publicity and increased competition from domestic brands like Bosideng and other high-end foreign brands [11][12]. - The company has faced operational challenges in China, including multiple changes in leadership and a decline in consumer sentiment [12]. Potential Sale and Market Trends - Bain Capital is reportedly working with financial advisors to explore the sale of its shares, which may be seen as an opportune exit point to lock in returns [12]. - The current market environment has seen increased activity in consumer brand mergers and acquisitions, with private equity firms showing interest in acquiring distressed assets, particularly in the luxury and essential goods sectors [14][16].