Reports Q1 revenue $1.47B, consensus $1.39B. CEO James Zheng commented, “We began 2025 with a great performance in the first quarter, and that momentum has continued into the second quarter. Led by Arc’teryx and Salomon footwear, our unique portfolio of premium technical brands continues to create white space and take market share in sports and outdoor markets around the world. Given macro uncertainty related to U.S. import tariff rates, we are operating our business with discipline and flexibility. We are confident in our position to manage through a variety of tariff outcomes given our premium brands with pricing power, strong secular growth trends, and relatively low U.S. revenue exposure.”
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