Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fid ...

There were 1,394 unusually active options in Wednesday’s options trading. Of these, 894 (64%) were calls, while 500 (36%) were puts. That’s a bullish indicator for stocks. The fourth-highest Vol/OI (volume-to-open-interest) ratio yesterday was the Oct. 17 $35 call for Amer Sports (AS), the fast-growing sporting goods conglomerate, whose brands include Salomon, Wilson, Arc’teryx, and Louisville Slugger. More News from Barchart The call option’s volume was 24,835, 109.89 times higher than the open intere ...

机构：中银国际 研究员：Tony LI/Penny PENG A more pressing concern is rather sector-wide. In essence, we do notexpect Anta would lose market share to its peers after the incident, but weexpect there may be higher marketing cost, albeit manageable, after the incident. We view that the more pressing concern for Anta would be the sector-wide weakconsumer sentiment, as suggested in July-Aug 2025 national retail sales figures. We believe the market landscape in 4Q25 would remain competitive, which couldweigh on sales and ma ...

Amer Sports Inc. has high hopes for its Arc’teryx brand — and Wall Street approves of its star-power status. The parent of Arc’teryx, Salomon and Wilson Sports, among other brands, held its first Investor Day meeting last week since its initial public offering where chief executive officer Jie Zheng said Amer is expected to “deliver another very strong third quarter results across all three segments, led by continued exceptional growth from Salomon Softgoods and an Arc’teryx acceleration.” More from WWD ...

Amer Sports Inc. (NYSE:AS) has outlined a long-term financial algorithm that uses its previously issued guidance for the year ending December 31, 2025, as the base year, with a planning horizon extending beyond five years. The company now expects revenue for the third quarter of 2025 to grow in the high-20s percentage range from a year earlier, above its prior forecast of about 20%. Adjusted operating margin is projected at or above the upper end of its earlier 12% to 13% range. Looking further ahead, Ame ...

公司评级与目标价调整 - 汇丰银行将Amer Sports Inc评级从持有上调至买入 并将目标价从38美元提高至50美元 [1] - 汇丰银行承认此前低估了公司品牌组合的复合增长潜力 [1] 品牌与区域市场表现 - 除始祖鸟品牌和大中华区传统增长引擎外 成功模式正延伸至其他品牌组合和亚洲市场 [2] - Salomon软产品类别过去三年保持强劲连续增长 户外性能品类销售额实现低双位数复合年增长率 [2] 公司基础信息 - 公司总部位于芬兰赫尔辛基 是一家跨国运动用品集团 [3] - 品牌组合包括Atomic/Arc'teryx/Armada/Enve Composites/Peak Performance/Salomon/Wilson七大核心品牌 [3]

股价表现与交易数据 - 8月22日开盘上涨2.53% 报38.14美元/股 成交268.8万美元 总市值211.51亿美元 [1] 财务业绩 - 截至2025年06月30日收入总额27.09亿美元 同比增长23.46% [1] - 归母净利润1.53亿美元 同比增长10814.29% [1] 机构评级与目标价 - 8月20日获瑞银集团上调目标价至52美元 最新评级Buy [2] 公司业务概况 - 公司为全球运动和户外品牌平台 旗下品牌包括Arc'teryx/Salomon/Wilson/Atomic/Peak Performance [2] - 通过批发和直接面向消费者渠道在全球制造销售运动装备/服装/鞋类 [2] - 销售网络覆盖34个国家 主要市场为北美/欧洲/亚洲和中国 [2]

财务表现 - 第二季度调整后每股收益6美分 超出分析师共识预期3美分 [1] - 第二季度销售额12.4亿美元 同比增长23% 超出市场预期的11.8亿美元 [1] - 公司上调2025财年GAAP每股收益指引至77-82美分 较此前67-72美分显著提升 并高于71美分的市场预期 [3] - 2025财年销售额预期上调至62.2-62.7亿美元 高于先前59.6-60.6亿美元的指引区间 并超越华尔街60.8亿美元的预估 [3] 业务亮点 - Salomon鞋类业务成为新的增长引擎 为Arc'teryx品牌卓越的销售和利润率轨迹增添强劲动力 [2] - 产品组合中长期价值创造潜力得到显著提升 [2] 市场反应 - 财报发布后次日股价上涨2% 报收36.46美元 [3] - 美国银行证券将目标价从42美元上调至45美元 维持买入评级 [8] - Baird将目标价从44美元上调至45美元 维持跑赢大盘评级 [8]

财务表现 - 公司第二季度调整后每股收益为6美分 超出分析师预期的3美分 [1] - 季度销售额达12.4亿美元 同比增长23% 高于市场预期的11.8亿美元 [1] - Salomon品牌营业利润同比增长35% 利润率扩大超700个基点 [3] 品牌与业务 - Salomon品牌表现突出 全渠道销售额增长28% 实现连续加速增长 [3] - Technical Apparel增长符合预期 同比增速为15% 但环比增速放缓 [4] - 大中华区增长势头强劲 直接面向消费者(DTC)业务表现亮眼 [4] 分析师观点 - 高盛分析师维持买入评级 目标价45美元 认为业绩超预期且年度展望上调 [2] - 管理层第三季度营收指引高于市场共识 显示增长势头延续 [4] - 关注Arc'teryx品牌在各地区的可比销售潜力及利润率提升机会 [6] 市场反应 - 公司股价周二下跌6.28% 报35.15美元 [6]