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Posted by
Two Blokes Jun 23 -
Filed in
Stock
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5 views
PUMA is executing a strategic shift to premium positioning and DTC, with brand elevation and Sportstyle innovation driving long-term margin expansion. Emerging market strength, especially in EEMEA and LatAm, offers a structural growth advantage and margin upside as pricing power improves. Key risks include U.S. tariffs, China weakness, and execution challenges, but catalysts like Speedcat traction and new CEO clarity could unlock value.
