Kelly [Analyst]'s questions to Amer Sports Inc (AS) leadership • Q3 2024
Question
Kelly, on for Paul Lejuez, asked about the Arc’teryx footwear opportunity, including its potential for wholesale expansion and inventory availability. She also inquired about the growth strategy for Salomon footwear in North America for 2025.
Answer
Arc’teryx CEO Stuart Haselden confirmed that wholesale is a critical part of the footwear strategy and that inventory plans for 2025 have been increased, with a mid-term goal for footwear to reach 20% of revenues. CEO Jie Zheng added that Salomon footwear is in a preliminary stage in the U.S. but the successful NYC pop-up provides confidence for further expansion through both DTC and key wholesale partnerships.