Added to YB: 2026-08-21
Pitch date: 2026-08-18
AS [neutral]
Amer Sports, Inc.
-4.13%
current return
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.
Company Info
Amer Sports, Inc. designs, manufactures, markets, distributes, and sells sports equipment, apparel, footwear, and accessories in Europe, the Middle East, Africa, the Americas, Mainland China, Hong Kong, Macau, Taiwan, and the Asia Pacific.
Market Cap
$19.8B
Pitch Price
$33.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.33
P/E
35.49
EV/Sales
2.72
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Amer Sports 2Q26 Immediate Call Postmortem
AS (earnings): 2Q26 blowout across all segments. GM +300bps ex-tariff refunds. Arc'teryx broad strength, women's fastest-growing, entering Dick's wholesale (15 doors). Salomon 'explosive' APAC/China growth, 400-500 shops potential; sportstyle push via Nordstrom/JD/Foot Locker. Wilson softgoods strong, Tennis 360 in 450 Dick's. Momentum into 3Q26 but guidance conservative vs trends.
Read full article (3 min)