Today in the financial group, a discussion about the $8.2 billion acquisition of Skechers (stock code: SKX) by 3G Capital has dominated the conversation.

Both Nike and Skechers started in the sneaker business, but why is there such a huge gap between them? Nike peaked at $170, and now it's only 📉 $57, essentially halved again. In contrast, Skechers has a completely different fate, even receiving a 30% premium acquisition offer.

Recently, Skechers' financial report data has been truly impressive. Skechers' global sales for 2024 reached $8.97 billion (approximately 64.7 billion RMB), a year-on-year increase of 12.1%, setting a new historical high. The net profit was $640 million, with a gross margin rising to 53.2%. The $640 million net profit corresponds to a net profit margin of 7.1%, showing no impact from trade war tariffs.

This requires an incredibly robust supply chain system and channel structure. Moreover, Skechers follows a low-margin, high-volume strategy, which is completely different from Nike's approach of high-end limited releases and celebrity endorsements.

Skechers focuses on wholesale and franchising, precisely targeting the mid-range comfort market, global production, capitalizing on the aging consumer trend, and controlling costs for steady growth.

Nike, on the other hand, is more focused on brand operation, high-end pricing, cultural penetration, and digital transformation (DTC).

However, the current results indicate that consumer downgrading is a global trend, and the silver economy market will be a significant wave. With consumer downgrading and the silver economy, what other companies are out there? Let's discuss and see what companies might be worth investing in. Share your thoughts in the comments. 🧐

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