Puma's stock price surged by 20%, and the Pino family is considering transferring their shares
The well-known German sports brand Puma has seen its market value plummet nearly 50% over the past year. Currently, one of its major shareholders, the Pinault family, is considering various strategic options, including selling their existing shares. According to Bloomberg, citing informed sources, the Pinault family has hired advisors and has proactively reached out to Chinese sports brands Anta and Li Ning to assess their acquisition intentions, while also exploring interest from American sports apparel groups and Middle Eastern sovereign funds. Driven by this news, Puma's stock price on the Frankfurt Stock Exchange surged by as much as 20% on Monday, reaching €22.43, and closing at €22.18, with a single-day increase of 18.4%. Through Artémis, the Pinault family currently holds approximately 29% of Puma's shares. It is worth noting that Artémis is also the holding company of luxury giant Kering SA. Informed sources indicate that the Pinault family expects to seek a significant premium if they sell their shares. However, the transaction is still in the early stages, and it remains unclear whether it will ultimately proceed. Over the past 12 months, Puma's stock price has dropped 50% due to a slowdown in global sports and fitness demand, coupled with market concerns over U.S. tariffs. This has resulted in its current market value being only €2.6 billion (approximately $3 billion). Puma's spokesperson declined to comment on the potential equity changes, and Artémis, Anta, and Li Ning also did not respond to media inquiries. Despite BLACKPINK member Rosé (Park Chaeyoung) being appointed as the global brand ambassador, Puma recently issued a profit warning, expecting to incur losses for the full year. Previously, the company estimated that its EBITDA for the full year 2024 would be between €445 million and €525 million. However, the latest forecast indicates that this year's sales performance, after adjusting for exchange rates, will decline by at least 10%, significantly lower than the previously expected growth. In the second quarter of 2024, Puma's sales, excluding exchange rate factors, fell 2% to €1.94 billion, below market expectations
德国知名运动品牌 Puma（彪马）过去一年来市值大幅下挫近 50%，目前其主要股东之一——皮诺（Pinault）家族正考虑多种战略选择，包括出售现有持股。据彭博社引述知情人士透露，皮诺家族已聘请顾问，并主动接触中国运动品牌安踏、李宁等，评估这些企业的收购意向，同时也正在探询美国运动服装集团及中东主权基金的兴趣。
受到这一消息推动，Puma 在法兰克福证券交易所上市的股价周一一度劲升 20%，触及 22.43 欧元，收报 22.18 欧元，单日增幅达 18.4%。
通过 Artémis 公司，皮诺家族现持有 Puma 约 29% 的股份。值得一提的是，Artémis 同时也是奢侈品巨擘开云集团（Kering SA）的控股公司。知情人士表示，皮诺家族预期若出售股份，将寻求显著溢价。然而，目前交易仍处于早期阶段，能否最终成行尚未明朗。
过去 12 个月内，由于全球运动及健身需求放缓，加上市场对美国加征关税的忧虑，Puma 股价大跌 50%，导致其现时市值仅剩 26 亿欧元（约 30 亿美元）。
对于潜在的股权变动，Puma 发言人不予置评，Artémis、安踏及李宁也未对传媒询问作出回应。
尽管 BLACKPINK 人气成员 Rosé朴彩英出任全球品牌大使，Puma 近月仍发出盈利预警，预计全年将出现亏损。此前公司原预估 2024 年全年息税折旧摊销前利润（EBITDA）介乎 4.45 亿至 5.25 亿欧元，然而最新预计，今年销售表现经汇率调整后将大跌至少 10%，明显逊于原先预期中的增长。 2024 年第二季度，Puma 扣除汇率因素后的销售额下降 2%，至 19.4 亿欧元，低于市场预测。
