安踏收购始祖鸟赚了160亿美金

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想想我们现在始祖鸟的专卖店

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你知道这家公司的大股东是谁吗

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安踏你知道安踏收购他花多少钱吗

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40亿美金

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40亿多亿欧元

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大概是50亿美金

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他现在市值多少

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210亿

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211亿美金

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他这一笔赚了160亿美金左右

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而且安踏呢持有了40%的股份啊

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你知道安踏之前的时候

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他那个CEO啊

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徐洋还是我一个中国同学啊

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他在安踏的时候呢

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他就负责锁鸟的业务

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当时呢在国内呢把那个锁鸟的业绩翻了很多倍

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一个单店的能过亿啊

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你看一下石鸟衣服有什么特点吗

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贵特别贵特别贵啊

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但是你要是对比国内呢

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你比如说你看这个衣服

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这衣卖多少钱

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200美金

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那这个衣服在国内卖多少钱

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1500吧

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哈哈哈对对

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他在国内可能还要贵一点

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实际上他在美国卖的比国内便宜很多

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因为在美国的话

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他很多衣服呢就是按照美元的购买力对吧

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其实他在美国它也算不上高端奢侈品

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你知道它是奢侈品吗

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在高端吗

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我觉得反正很贵

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倒是真的

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这个衣服看多少钱

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260

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260

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260的话

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在美国其实老百姓还是接受得起的对

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但是他这个业绩你觉得怎么样

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石中鸟的业绩你感觉怎么样

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我觉得还算可以吧

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他应该是50倍的PE1啊

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50p1

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但是它的利润增速非常非常快

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你知道去年业绩到多少吗

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多少他去年2025年销售数是21美金啊

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第四季度

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然后呢增长28%

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净利润增长700%

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全年的你那去年全年挣了多少吗

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多少全去年销售额是65亿美金

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全全年啊其实还是非常好的

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美国呢目前是它最大的市场

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美国一个国家占了他30%多的份额

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中国占了20%多的份额

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你觉得中国他现在走这个高端路线还走得通吗

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你感觉就有这种高端路线设置路线还走得通吗

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嗯还可以的吧

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啊我觉得还可以

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实际上很难

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就实际上石头鸟啊

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我觉得在国内啊

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它的难度会越来越大

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为什么

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因为国内目前呢那消费者啊

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他们更多的还是以舒适和体验为主

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他有点厉害

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比如说我要穿鞋

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我要穿衣服

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我我就不会穿

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始终脚的太贵了啊

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不是贵

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对我来讲不是贵的问题啊

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我觉得不舒服

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比如说那个鞋吧啊我我鞋的话

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我穿的都是户外专业的专业做鞋的啊

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就是就是比如说米哈的鞋

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我认为登山也好

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户外也好

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非常不专业

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好像有点丑

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不光丑

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它不舒服

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因为我的我是要的防震

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知道吧

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我是大体重嘛

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防内

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再比如说啊

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你要是买冲锋衣的话

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有可能选它

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但是呢我大概率会选迪卡侬

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你知道为什么选迪卡侬吗

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为什么就是这无所谓啊

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你穿穿呗

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反正我哈穿我又不是穿给别人的啊

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他只是他穿起来她感觉很装逼啊

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但是实际上我感觉这个美感啊

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审美也一般对啊

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你看他这个衬衫也不贵啊

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你你想买衬衫吗

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你看这衬衫这衣服你觉得贵吗

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嗯你看价格你想买吗

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你要买

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我给你买一个真假真的呀

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我给你买一个

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你看这个多少钱

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你看嗯多少钱

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我看要60美金

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你可以你买一个吧

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你想选哪一个

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你不是想买新衣吗

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你你挑一个挑一个挑一个

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我给你买一个

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因为这个CEO嘛

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徐洋嘛原来是中欧同学嘛

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就他因为他很装逼嘛

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然后但是我觉得这个衣服的话确实一点都不贵

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60美金在国内的话至少能卖个

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我觉得得卖个六七百七八百好吧

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你你试一下

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你还要试一下吗

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行我去试

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你试一下

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对呀

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你觉得这个公司你会买他的股票吗

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嗯不买了

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太高了

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太贵了

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50倍太贵了

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我觉得未来20倍的时候啊

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再可以考虑一下

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最终花多少钱

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这个衣服六十六十也不贵啊

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好像是

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那你今天的目标完成了吗

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再买条裤子

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哎呦哼哼好吧好吧好吧

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60美金我觉得还是挺划算的

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比在国内便宜太多了

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