Added to YB: 2026-09-11
Pitch date: 2026-09-09
AS [neutral]
Amer Sports, Inc.
-0.33%
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
$16.2B
Pitch Price
$27.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.75
P/E
28.97
EV/Sales
2.23
Sector
Textiles, Apparel and Luxury Goods
Category
N/A
Amer Sports: Arc’teryx - If The Shoe Doesn’t Fit…
AS (update): Amer Sports is showing the first meaningful real-time warning signs around Arc’teryx footwear: store expansion alone appears insufficient to reach the $650M revenue goal, requiring materially higher shoe sales per DTC store and/or more wholesale distribution, while current consumer interest looks weak. The broader brand appears healthy for now, with solid Asian store traffic and an improving, more apparel-oriented Veilance assortment, though poor in-store placement constrains exposure.
Read full article (2 min)