Source: Reuters
Summary
Arc’teryx and Salomon, both owned by Amer Sports, saw growth in the first quarter of 2025. Arc’teryx continued its momentum, while Salomon footwear sales exceeded $2 billion. However, investors expressed concerns over higher costs during the quarter. Amer Sports reported the growth despite the concerns. The company’s overall sales increased, driven by the performance of its key brands.
Our Reading
The trend returns with a new name.
Arc’teryx’s continued momentum is reminiscent of 2019’s growth spurt. Salomon’s $2 billion mark echoes the success of 2017’s footwear sales. The cycle of growth and concern feels familiar. Higher costs are a recurring theme. Amer Sports’ brands continue to drive sales, as they have in previous years.
Premium outdoor brands are once again weathering the economic storm.
Is History Repeating Itself?
The Arc’teryx Factor
Salomon’s Billion-Dollar Milestone
Cycle of Growth and Concern
Amer Sports’ Winning Formula
Author: Evan Null
