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彪马出售案波澜再起,传安踏李宁为潜在买家
Guan Cha Zhe Wang· 2025-11-27 09:22
Group 1 - Anta Sports is reportedly one of the potential bidders for the acquisition of German sports brand Puma, possibly in partnership with a private equity fund, similar to its previous acquisition of Amer Sports [1] - Other potential bidders include Li Ning, Asics, Authentic Brands Group, and private equity firm CVC, with Li Ning already discussing financing options with banks [1][2] - The news of the acquisition has led to a significant increase in Puma's stock price, which rose nearly 20% in a single day, marking one of the largest single-day increases since 2001 [2] Group 2 - Puma's largest shareholder, Artemis SAS, is considering selling its stake due to debt pressures faced by both Artemis SAS and its parent company, Kering [2][3] - Despite interest in selling, the sale process has not gone smoothly, with the Pinault family reportedly not receiving satisfactory offers and considering canceling the sale [3] - Puma's Q3 2025 financial results showed a 10.4% decline in sales to €1.9557 billion, primarily due to strategic adjustments, and a net loss of €62.3 million [3] Group 3 - Puma's new CEO, Arthur Holden, emphasized the brand's potential and outlined a clear goal to rank among the top three global sports brands while achieving sustainable profits [3] - The company is facing ongoing challenges, including weak brand momentum, changes in channel structure, tariff pressures in the U.S., and high inventory levels [3] Group 4 - Puma has been leveraging collaborations with influencers and pop culture to revitalize its brand, including partnerships with fitness influencer Pamela and K-pop star Rosé [4] - The company is refocusing on core performance categories such as football, running, and training, and has appointed a Chief Brand Officer to enhance product focus and brand management [4] Group 5 - Puma has been investing in the HYROX fitness competition, which has seen rapid growth in events and participants, with plans to host over 100 events by the 2025/26 season [5] - The brand aims to enhance its influence in the Chinese market through initiatives like the "Puma Break 60" plan, which supports participants in completing the competition within 60 minutes [5] - Puma's continued investment in comprehensive fitness events aligns with a broader industry trend of returning to professional sports from a focus on fashion [5]
安踏李宁被传收购Puma股权,回应来了
Guan Cha Zhe Wang· 2025-08-26 10:25
(文/霍东阳 编辑/张广凯) 8月25日,有外媒报道称,德国运动品牌Puma的最大股东(持股比例29.3%)Artemis SAS正在探索对其 所持股份的下一步安排,不排除出售的可能性。 Artemis SAS是开云集团首席执行官Pinault家族的投资工具,其所持Puma股份主要来自于开云集团此前 以股代息的行为。 全球奢侈品行业持续低迷,开云集团是受冲击最严重的企业之一。在2025年第二季度及上半年财报中, 集团销售额和利润均出现两位数下滑,且降幅超出市场预期。 | BY REGION | | BY CHANNEL | | BY DIVISION | | | --- | --- | --- | --- | --- | --- | | EMEA | -3.1% | WHOLESALE | -6.3% | FOOTWEAR | +5.1% 7 | | AMERICAS | -0.5% | TOTAL DTC | +9.2% | APPAREL | -10.7% | | APAC | -2.9% | BRICK & MORTAR | +3.4% | ACCESSORIES | -6.4% > | | | | E ...