Amer Sports CFO forecasts outdoor segment tailwind through 2027, driving compounding demand for Arc’teryx and Salomon technical products after Q1 results. UBS reiterates Buy on Amer Sports, noting Arc’teryx plans 30-35 net new stores (up from 25) and Salomon’s expanded U.S., European and Chinese retail footprints.
Amer Sports reported Q1 earnings showing rising demand in its outdoor segment, with CFO Andrew Page projecting a compounding halo effect for Arc’teryx and Salomon technical products extending into 2026 and 2027.
The company raised its net new store target for Arc’teryx to 30–35 locations this year, up from an initial outlook of 25, aiming to deepen its presence near ski resorts and premium retail partners.
Salomon plans to open additional epicenter stores across the U.S. and Europe, enlarge flagship footprints in China, and roll out across U.S. wholesale channels including REI and Nordstrom.
UBS maintains a Buy rating on Amer Sports, highlighting the brands’ strong product pipelines, technical innovation and underappreciated long-term growth potential in key outdoor markets.
