Capri vs Amer Sports: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Capri Holdings Ltd (CPRI)

Q3 20264 Aug – 27 Sep 2026

▲2▼1

Capri cuts revenue outlook but keeps profit target; takeover talk lifts shares

Full-year revenue outlook cut by $125 million Capri lowered fiscal 2027 revenue guidance to about $3.4 billion, blaming lower inventory, softer Europe sales and currency swings. Less revenue means less money coming in, which weighs on the stock — though the company kept its profit-per-share target by cutting costs.
The guidance cut is the main new negative force on CPRI this period.
Profit target held as Q1 earnings beat and costs cut First-quarter profit came in at 67 cents a share versus 40 cents expected, and Capri still expects about $2.15 for the year, up 40%, helped by $70 million of expense cuts and $50 million of buybacks. Steady profit supports the share price even as sales shrink.
It is the counterweight that explains why the stock did not collapse after the revenue cut.
Store closures and brand reset: Michael Kors weak, Jimmy Choo strong Capri closed 41 stores in a year, leaving 871, after selling Versace. Michael Kors sales fell 7.1% but Jimmy Choo rose 10.5%. Management says Michael Kors should return to growth in the second half on new products, less discounting and higher prices — a promise, not yet a fact.
Shows the split inside the business and the turnaround plan that drives future expectations.
Report of contact with potential acquirers sends shares up 10% Capri shares jumped 10% on a report it has connected with potential buyers. A takeover would likely mean a purchase price above the current share price, so the news lifts the stock — but it is only a report, with no confirmed offer or price.
This is the single biggest new price-moving event of the period.

August 20264 Aug – 27 Sep 2026

▲2▼1

Capri cuts revenue outlook but keeps profit target; takeover talk lifts shares

Full-year revenue outlook cut by $125 million Capri lowered fiscal 2027 revenue guidance to about $3.4 billion, blaming lower inventory, softer Europe sales and currency swings. Less revenue means less money coming in, which weighs on the stock — though the company kept its profit-per-share target by cutting costs.
The guidance cut is the main new negative force on CPRI this period.
Profit target held as Q1 earnings beat and costs cut First-quarter profit came in at 67 cents a share versus 40 cents expected, and Capri still expects about $2.15 for the year, up 40%, helped by $70 million of expense cuts and $50 million of buybacks. Steady profit supports the share price even as sales shrink.
It is the counterweight that explains why the stock did not collapse after the revenue cut.
Store closures and brand reset: Michael Kors weak, Jimmy Choo strong Capri closed 41 stores in a year, leaving 871, after selling Versace. Michael Kors sales fell 7.1% but Jimmy Choo rose 10.5%. Management says Michael Kors should return to growth in the second half on new products, less discounting and higher prices — a promise, not yet a fact.
Shows the split inside the business and the turnaround plan that drives future expectations.
Report of contact with potential acquirers sends shares up 10% Capri shares jumped 10% on a report it has connected with potential buyers. A takeover would likely mean a purchase price above the current share price, so the news lifts the stock — but it is only a report, with no confirmed offer or price.
This is the single biggest new price-moving event of the period.

Latest4 Aug – 27 Sep 2026

▲2▼1

Capri cuts revenue outlook but keeps profit target; takeover talk lifts shares

Full-year revenue outlook cut by $125 million Capri lowered fiscal 2027 revenue guidance to about $3.4 billion, blaming lower inventory, softer Europe sales and currency swings. Less revenue means less money coming in, which weighs on the stock — though the company kept its profit-per-share target by cutting costs.
The guidance cut is the main new negative force on CPRI this period.
Profit target held as Q1 earnings beat and costs cut First-quarter profit came in at 67 cents a share versus 40 cents expected, and Capri still expects about $2.15 for the year, up 40%, helped by $70 million of expense cuts and $50 million of buybacks. Steady profit supports the share price even as sales shrink.
It is the counterweight that explains why the stock did not collapse after the revenue cut.
Store closures and brand reset: Michael Kors weak, Jimmy Choo strong Capri closed 41 stores in a year, leaving 871, after selling Versace. Michael Kors sales fell 7.1% but Jimmy Choo rose 10.5%. Management says Michael Kors should return to growth in the second half on new products, less discounting and higher prices — a promise, not yet a fact.
Shows the split inside the business and the turnaround plan that drives future expectations.
Report of contact with potential acquirers sends shares up 10% Capri shares jumped 10% on a report it has connected with potential buyers. A takeover would likely mean a purchase price above the current share price, so the news lifts the stock — but it is only a report, with no confirmed offer or price.
This is the single biggest new price-moving event of the period.

Amer Sports, Inc. (AS)

Q3 202619 Aug – 18 Sep 2026

▲3

Amer Sports beats Q2, raises guidance again on Arc'teryx and Salomon strength

Q2 earnings beat and raised full-year guidance Amer Sports reported second-quarter results that beat expectations, with revenue up 32% to $1.63 billion and operating profit nearly tripling. Management raised full-year revenue growth guidance to about 24% and lifted its earnings outlook, signaling the business is performing better than previously expected.
This is the core new event that directly drives the stock higher by showing stronger-than-expected profits and a brighter outlook.
All three brands and regions growing double digits Arc'teryx, Salomon, and Wilson all posted strong double-digit growth, with every region and sales channel expanding. Direct-to-consumer sales hit a record 55% of revenue, which helps margins because the company keeps more profit per sale instead of sharing it with retailers.
Broad-based growth across brands and channels shows the strength is not a one-off, supporting a higher stock price.
Q3 guidance raised ahead of Investor Day On September 16, Amer Sports raised its third-quarter revenue growth outlook to 20-22% from 18-20% and lifted its operating margin target. It also reaffirmed long-term goals of low-double-digit to mid-teens annual revenue growth and steady margin expansion, giving investors confidence in future profits.
This is a fresh, forward-looking upgrade that extends the positive earnings story and supports the stock's valuation.
One-time tariff refunds flattered margins; Q3 growth slows A big chunk of the Q2 margin jump came from one-time tariff refunds, not regular operations. Without that boost, margins would look less impressive. Also, Q3 revenue growth is guided at 18-20%, well below the 32% just reported, so the pace of growth is slowing.
This is the main counterweight: it warns that some of the profit surge may not repeat and growth is decelerating, which could temper stock gains.

September 202619 Aug – 18 Sep 2026

▲3

Amer Sports beats Q2, raises guidance again on Arc'teryx and Salomon strength

Q2 earnings beat and raised full-year guidance Amer Sports reported second-quarter results that beat expectations, with revenue up 32% to $1.63 billion and operating profit nearly tripling. Management raised full-year revenue growth guidance to about 24% and lifted its earnings outlook, signaling the business is performing better than previously expected.
This is the core new event that directly drives the stock higher by showing stronger-than-expected profits and a brighter outlook.
All three brands and regions growing double digits Arc'teryx, Salomon, and Wilson all posted strong double-digit growth, with every region and sales channel expanding. Direct-to-consumer sales hit a record 55% of revenue, which helps margins because the company keeps more profit per sale instead of sharing it with retailers.
Broad-based growth across brands and channels shows the strength is not a one-off, supporting a higher stock price.
Q3 guidance raised ahead of Investor Day On September 16, Amer Sports raised its third-quarter revenue growth outlook to 20-22% from 18-20% and lifted its operating margin target. It also reaffirmed long-term goals of low-double-digit to mid-teens annual revenue growth and steady margin expansion, giving investors confidence in future profits.
This is a fresh, forward-looking upgrade that extends the positive earnings story and supports the stock's valuation.
One-time tariff refunds flattered margins; Q3 growth slows A big chunk of the Q2 margin jump came from one-time tariff refunds, not regular operations. Without that boost, margins would look less impressive. Also, Q3 revenue growth is guided at 18-20%, well below the 32% just reported, so the pace of growth is slowing.
This is the main counterweight: it warns that some of the profit surge may not repeat and growth is decelerating, which could temper stock gains.

Latest19 Aug – 18 Sep 2026

▲3

Amer Sports beats Q2, raises guidance again on Arc'teryx and Salomon strength

Q2 earnings beat and raised full-year guidance Amer Sports reported second-quarter results that beat expectations, with revenue up 32% to $1.63 billion and operating profit nearly tripling. Management raised full-year revenue growth guidance to about 24% and lifted its earnings outlook, signaling the business is performing better than previously expected.
This is the core new event that directly drives the stock higher by showing stronger-than-expected profits and a brighter outlook.
All three brands and regions growing double digits Arc'teryx, Salomon, and Wilson all posted strong double-digit growth, with every region and sales channel expanding. Direct-to-consumer sales hit a record 55% of revenue, which helps margins because the company keeps more profit per sale instead of sharing it with retailers.
Broad-based growth across brands and channels shows the strength is not a one-off, supporting a higher stock price.
Q3 guidance raised ahead of Investor Day On September 16, Amer Sports raised its third-quarter revenue growth outlook to 20-22% from 18-20% and lifted its operating margin target. It also reaffirmed long-term goals of low-double-digit to mid-teens annual revenue growth and steady margin expansion, giving investors confidence in future profits.
This is a fresh, forward-looking upgrade that extends the positive earnings story and supports the stock's valuation.
One-time tariff refunds flattered margins; Q3 growth slows A big chunk of the Q2 margin jump came from one-time tariff refunds, not regular operations. Without that boost, margins would look less impressive. Also, Q3 revenue growth is guided at 18-20%, well below the 32% just reported, so the pace of growth is slowing.
This is the main counterweight: it warns that some of the profit surge may not repeat and growth is decelerating, which could temper stock gains.