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一代鞋王,彪马要卖了
36氪· 2025-09-01 10:46
以下文章来源于投资界 ,作者吴琼 投资界 . 清科创业旗下创业与投资资讯平台 抄底机会。 文 | 吴琼 来源| 投资界(ID:pedaily2012) 封面来源 | Pixabay 这一幕仍在继续。 据彭博社报道,知名运动品牌彪马(Puma)市值过去一年大幅缩水,身后皮诺家族开始接触潜在买家。换言之,彪马要被卖了。 彪马的崛起堪称传奇。起源于一个德国小镇家庭,当时达斯勒家族的兄弟二人共同生产专业运动鞋。后来,哥哥创办彪马,弟弟则做出了阿迪达斯。外界 印象深刻的是,彪马曾凭借与明星蕾哈娜合作设计的Creeper运动鞋风靡全球,巅峰时期一年营收84.65亿欧元(约合人民币720亿元)。 只是最近几年,随着全球消费疲软,越来越多公司愿意卖了——彪马身后的富豪家族也决定放手了。 阿迪达斯的"兄弟" 彪马崛起史 一百多年前,哥哥鲁道夫·达斯勒(Rudolf Dassler)和阿道夫·达斯勒(Adolf Dassler)出生在德国一个名为黑措根奥拉赫的小镇。弟弟阿道夫从小就十分 热爱运动。当时他观察到,每个项目的运动员都缺乏专门的鞋子,于是萌生了生产专业运动鞋的想法。1924年,他们注册了公司Gebrüder Dassl ...
一代“鞋王”彪马要被卖了
Hu Xiu· 2025-08-31 07:33
Core Viewpoint - Puma, the renowned sports brand, is reportedly up for sale as its market value has significantly declined over the past year, prompting the Pinault family to explore potential buyers [2][10]. Group 1: History and Rise of Puma - Puma originated from a German family, the Dassler brothers, who initially produced specialized athletic shoes, leading to the eventual creation of Puma and Adidas after a split [4][5]. - In the 1970s and 1980s, Puma gained popularity in hip-hop culture and maintained a strong presence in the sports industry through collaborations with top athletes [6]. - The brand saw a resurgence in the 2010s, particularly with the launch of the Creeper sneaker designed in collaboration with Rihanna, which became a global hit [8]. Group 2: Recent Challenges and Strategic Decisions - Despite achieving record revenues of €8.465 billion (approximately ¥72 billion) in 2022, Puma has faced challenges, including leadership changes and declining sales [8][15]. - The Pinault family, Puma's major shareholder, is now considering selling the brand, having previously attempted to divest in 2014 and 2018 without success [11][13][14]. - Recent financial reports indicate a 2.0% decline in sales to €1.942 billion, with a net loss of €247 million for the first quarter [15]. Group 3: Market Context and Opportunities - The current economic climate has led many consumer brands, including Puma, to consider selling, with 60% of consumer goods executives anticipating asset sales in the next three years [20]. - The decline in Puma's stock price, which has dropped over 80% from its peak in 2021, presents a potential buying opportunity for interested parties [17]. - The trend of companies selling non-core assets is expected to increase, providing a favorable environment for acquisitions in the consumer sector [19][20].