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芭比娃娃制造商美泰面临投资者压力:需在增长停滞背景下考虑出售公司Barbie maker Mattel faces investor pressure to consider a sale amid stagnating growth

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据报道,由于销售业绩不佳且市场对芭比制造商的兴趣日益浓厚,美泰正承受着来自投资者的压力,被要求考虑出售公司。

Mattel is reportedly facing pressure from an investor to consider a sale amid struggling sales and growing buyer interest in the Barbie maker.

据路透社和《华尔街日报》看到的董事长兼联席首席执行官约翰·罗杰斯致美泰董事会的信件显示,作为这家玩具制造商的主要股东,美国投资公司Ariel Investments指出,在公司努力扭亏为盈之际,应当考虑将公司出售给合适的买家。

American investment firm Ariel Investments, a major shareholder in the toymaker, said that as the struggling business seeks a turnaround, it should consider a sale to the right buyer, according to a letter from Chairman and Co-CEO John Rogers sent to Mattel's board of directors, seen by Reuters and the Wall Street Journal.

罗杰斯在信中称:“据我们估算,战略买家愿意为收购美泰支付远高于当前股价的溢价。”

他还表示,包括娱乐公司和私募股权基金在内的众多潜在买家都会对美泰感兴趣。

"By our estimates, a strategic buyer would pay a significant premium to your current share price," Ariel's Rogers said in the letter, saying that the company would be attractive to prospective buyers including entertainment companies and private equity firms.

罗杰斯指出,美泰可以选择多种方式,如剥离重要资产、进行并购或直接出售整个公司。

He added that Mattel's options ranged from a "divestiture of significant assets, a merger and/or an outright sale of the company.

近期美泰股价在盘前交易中表现疲软,今年以来已累计下跌19%。

Mattel's shares were last trading below the flatline in premarket trading and are down 19% since the beginning of the year.

美泰发言人在接受CNBC采访时回应称:“我们感谢Ariel Investments长期以来对美泰的投资以及他们持续给予的关注。

"We appreciate Ariel Investments' longstanding investment in Mattel and their continued engagement," a Mattel spokesperson said in a statement shared with CNBC.

我们的董事会和管理层始终致力于维护所有股东的利益,将会认真考虑Ariel Investments在信中提出的意见以及其他股东的观点。”

"Our Board of Directors and management team are committed to acting in the best interests of all shareholders and will consider the views expressed in Ariel Investments' letter, as well as the views of Mattel's other shareholders," they added.

2023年,美泰推出了由玛格特·罗比和瑞恩·高斯林主演的热门电影《芭比》,但此后该公司却难以扭转业务颓势,芭比娃娃及其他玩具的销量均出现下滑。

The company, which was behind the blockbuster Barbie film featuring Margot Robbie and Ryan Gosling in 2023, has struggled to turn around its business as sales of the Barbie doll and other toys have declined.

今年9月,美泰任命罗杰·林奇为新任首席执行官兼董事长,接替任职长达八年的伊农·克雷兹。

Discussions of a sale come after Mattel named its new CEO and chairman, Roger Lynch in September, taking over from predecessor Ynon Kreiz.

就在不久前,品牌授权公司Authentic Brands传出有意收购美泰的消息,据称其开出的收购报价约为60亿美元,受此消息刺激,美泰股价当日上涨了20%。

Kreiz led the company for eight years. Last week, brand licensing firm Authentic Brands expressed takeover interest in Mattel with a potential offer valued at about $6 billion, according to reports. Mattel's shares rose 20% on the news.