Added to YB: 2025-09-17
Pitch date: 2025-09-14
AS [bullish]
Amer Sports, Inc.
+6.23%
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
$20.6B
Pitch Price
$36.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.42
P/E
66.56
EV/Sales
3.63
Sector
Textiles, Apparel and Luxury Goods
Category
growth
AS: Far From The Arc Of This Story
AS: Arc'teryx driving growth via footwear/women expansion showing strong store productivity gains; Salomon aggressively expanding 130+ stores in 2yrs but comps solid; Wilson tennis push amid category competition. Chip Wilson sold $160M stock pre-investor day (red flag). FY25 EPS est $0.77-$0.90. High valuation but Arc'teryx brand power justifies premium if no issues emerge in other segments.