萨洛蒙的增长态势要超越始祖鸟了。 11月18日晚间，始祖鸟、萨洛蒙等品牌母公司亚玛芬体育（AS.N）发布2025年第三季度财报。截至9月30日的三个月，亚玛芬体育营收同比增长30%至 17.56亿美元（折合人民币125.12亿元）。其中，大中华区持续高增长，期内营收4.62亿美元（折合人民币32.84亿元），同比增长47%。 亚玛芬首席财务官Andrew Page透露，公司三大核心业务板块——户外功能性服饰、山地户外服饰及装备、球类及球拍装备，本季度的销售额与利润率均 超预期。亚玛芬体育同步上调全年业绩指引，预计2025年全年营收增速达23%-24%。 瑞银分析师Jay Sole在最新报告中看好亚玛芬体育的整体业绩走势，旗下网球品牌威尔胜在中国电商平台的商品交易总额增长迅猛，成为亚玛芬在亚洲市 场的新增长点。 Wind金融终端显示，截至北京时间11月19日23点27分，亚玛芬体育报35.31美元/股，涨幅达5.85%，总市值约195亿美元。 萨洛蒙加速拓店，中国市场仍在高增长 分地区看，中国市场依然是亚玛芬体育全球增长的重要引擎。 图源：Pexels 亚玛芬体育首席执行官郑捷在三季度业绩交流会上指出，山地户外 ...

Core Viewpoint - Amer Sports reported strong Q1 2025 results, with revenue of $1.473 billion, a 23% year-over-year increase, and operating profit growth of 97% to $214 million, indicating robust market performance and growth momentum [1][4]. Group 1: Financial Performance - Q1 revenue reached $1.473 billion, up 23% year-over-year (26% growth at constant currency) [1] - Operating profit increased by 97% to $214 million, while adjusted operating profit rose by 79% to $232 million [1] - The company raised its full-year revenue growth forecast to 15%-17% and adjusted earnings per share expectations to $0.67-$0.72 [4] Group 2: Business Segments - The outdoor functional apparel segment, led by Arc'teryx, saw a revenue increase of 28% to $664 million [1] - The mountain outdoor apparel and equipment segment, driven by Salomon footwear expansion, grew by 25% to $502 million [2] - The racquet sports segment, through Wilson's strategic initiatives, achieved a revenue of $306 million, a 12% increase [2] Group 3: Regional Performance - Revenue in the Greater China region surged by 43% to $446 million, with Salomon adding 22 new stores [3] - The Asia-Pacific region reported a 49% revenue increase to $157 million [3] - EMEA region revenue grew by 12% to $405 million, while the Americas achieved $465 million in revenue [3] Group 4: Strategic Insights - The company emphasizes the effectiveness of its direct-to-consumer strategy, with DTC revenue in the outdoor functional apparel segment growing by 19% [1] - Strategic positioning and brand differentiation are highlighted as key factors for sustained growth across various market segments [2] - The CFO noted the company's ability to navigate macroeconomic uncertainties, including tariff adjustments, through a diversified global presence and strong pricing power [4]