ANTA Sports Products (2020) investor relations material

Executive summary

• Q2 2026 saw resilient performance amid challenging consumer sentiment, weather disruptions, and intense promotional activity, with sportswear showing relative strength and leading brands capturing demand.

• ANTA and FILA brands achieved low-single digit retail sales growth in Q2 2026 compared to Q2 2025, while all other brands posted 25-30% retail sales growth.

• For the first half of 2026, ANTA and FILA brands saw mid-single digit retail sales growth year-over-year, and all other brands delivered 35-40% growth.

• Strong execution during the “618” shopping festival reinforced brand competitiveness and market positioning.

Segment performance

• Core sportswear brand achieved high single-digit year-over-year retail sales growth in Q2 2026, supported by product innovation and global partnerships.

• FILA segment maintained solid growth despite a high base, with new product launches and top rankings in major online sales events.

• Other brands delivered robust results, with year-over-year retail sales growth ranging from 25% to 70%, and notable achievements in outdoor and women's activewear categories.

• ANTA and FILA brands posted low-single digit retail sales growth in Q2 2026, mid-single digit in H1 2026; all other brands saw 25-30% growth in Q2 and 35-40% in H1.

Significant events and developments

• Launched new cushioning technology and the ANTA FOLD running shoe lineup; ANTA PG7 recognized in global awards.

• Entered a global strategic partnership with ZXMOTO and launched a co-branded series with Fan Zhendong.

• FILA introduced the Unlimited Polo at a major golf event and collaborated with a global ambassador.

• KOLON SPORT and DESCENTE sponsored major sports events and achieved top rankings in e-commerce platforms.