这 是 日本近 30 年来经营最成功的一家公司 —— 优衣库 ， 他们的 创始人叫 柳井正。 优衣库是日本过去 30 年经济衰退时期的奇迹。过去 20 多年，优衣库在中国也创造了同样的奇迹。 柳井正 的父亲 经营者一家西装服饰店 ， 在他的眼中， 自己的父亲跟打仗一样做生意，这个工作跟生活没有界限， 很显然， 他不想 过 父亲 这样的生活， 于是，他就想当一个废柴，他荒废掉了大学四年 ， 没事就去 看电影 、 打麻将，大学毕业以后工作不到一年就辞职失业了。 1972 年 ， 23 岁的 柳井正 的父亲让他回去接手家里的服装店， 他 很快 发现 卖西服，对销售和量尺寸的技术要求 非常 高，但如果 卖休闲服，就不需要给客人量尺寸，受众会更 多 ， 前景更大。 于是 就开了自己的 第一家 休闲服店 ， 但 失败了 。 这家公司， 每年都从中国市场赚走几百个亿 ， 创始人光是靠卖衣服 ， 曾 八次成为日本首富。 他在一次去美国旅行的途中，发现商店里的没有店员服务，而是自助式购物，于是他就想开一家自助购物的休闲服务店。 1984 年， 柳井正 就开了第一家店优衣库。 正好赶上日本 经济崩盘，人们从盲目乐观 、 疯狂消费 ...

三大破产流派，抚平凡人焦虑。 来源：娱乐硬糖 作者：刘小土 编辑：李春晖 以下文章来源于娱乐硬糖 ，作者刘小土 父母投资失败，家族企业破产，十亿身家转头空。朋友转身离去，夫妻分道扬镳，曾穿梭于名 利场的 "我"，被推到了重生试炼场。为维持生计，我和现任丈夫创业开起了咖啡店——这一 次，我要亲手挣回自己的人生。 这条与短剧剧情高度雷同的微博热搜，实为短视频博主 "负家千金"的真实故事。就在 9 月， 她接受前新世相资深编辑采访，分享自己的破产生活，给群众吃了瓜、给自己涨了粉。 娱乐硬糖 . 有温度的泛娱乐产业自媒体。娱乐人物的商业解读，资本客厅的莎士比亚。 而早在此次 "负家千金"走红前，"破产"就已成为起号密码，在图文和短视频均享有流量。最 开始，还只是真正的破产有钱人，讲述他们急转直下的失意人生，为围观群众提供一点茶余饭 后的谈资。到如今，留学生、中产家庭、乃至普通打工人都纷纷下场，试图分一碗"破产饭"。 当炫富变得充满风险， "破产"叙事能否取而代之？ 无论如何，这大概总能提供一点安慰：破 产了不用怕，先掏出手机拍下来。 这里插播一条课程资讯： 报名 「 黑马·消费崛起精选课 」 ，10月17日-19日 ...

以下文章来源于i黑马 ，作者创业认知 其中， 养乐多Y1000 ，就是这样的成功案例。 在日本银发经济赛道上，有没有特别成功的案例、品牌、商品或服务？ 对此， 三浦展老师是这样回答的： 香帅，著名金融学者 曾任北京大学金融系副教授、博士生导师 日本已经进入超老龄化社会，所有企业都需要面对银发经济或老年人。 即使是销售儿童服装的企业，也会在产品研发时，重点调研老年人需求。 i黑马 . 让创业者不再孤独@i黑马 此前，在经济学家香帅与" 日本消费社会研究第一人 "三浦展的访谈中提到： 因为给孩子买衣服的，往往是祖辈。 日本食品行业，正在集中精力解决老年人需求。 三浦展， " 日本消费社会研究第一人 " 著有《孤独经济》、《第五消费时代》 日本市场很少出现爆款商品，但这款产品因为有助眠效用而热销。 这反映出， 希望拥有好的睡眠，是老年人的共性需求。 以酒类企业为例， 三得利 在银发经济背景下，除了酒类产品以外，还重点研发健康食品与营养品。 我虽然不怎么喝酒，却会选择两款健康食品。 味之素 ，也推出了大量面向老年人的商品。 最后，香帅老师这样总结： 其实，没有所谓的"银发赛道"。 而是，所有商家都在自己原有的商品基础 ...

Core Viewpoint - The article emphasizes the importance of understanding consumer needs and the ability to transform technology into user-perceived value, particularly in the context of AI reshaping the consumption landscape [8][9]. Group 1: Event Overview - The "Black Horse Consumption Rise Selected Course" is scheduled from October 17 to 19 in Shenzhen, focusing on how Japanese and Chinese consumer companies can thrive in a saturated market [6][10]. - The course features prominent speakers from various successful companies, including former executives from Uniqlo, Sony, and Muji, who will share insights on product innovation and brand expansion [3][10]. Group 2: Key Insights from Japanese Experience - The success of Japanese brands in the 1980s serves as a model for emerging markets, highlighting the importance of converting technology into consumer-friendly products [8]. - Companies like Sony and Uniqlo succeeded not just through advanced technology but by addressing specific consumer pain points, demonstrating the need for a deep understanding of consumption scenarios [8][9]. Group 3: AI and Consumer Innovation - AI is redefining the essence of consumption, with future market leaders being those who can seamlessly integrate consumer needs with algorithmic solutions [8][11]. - The rise of AI in consumer products is creating new categories, emphasizing the need for companies to identify clear market segments and innovate accordingly [11]. Group 4: Globalization and Localization - The essence of globalization for Chinese brands lies in deeply integrating local market demands with Chinese supply chain capabilities, moving beyond mere exportation [12][17]. - Successful overseas branding requires understanding and connecting with local consumers, ensuring that products address their specific needs rather than just selling a product [18]. Group 5: Course Content and Structure - The course will cover various topics, including consumer insights, product development processes, and strategies for overcoming market saturation through innovation [10][19]. - Specific sessions will focus on how to leverage data-driven strategies for product planning and inventory management, drawing lessons from successful companies like Uniqlo [21].

凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢 迎访问：http://finance.ifeng.com/ 以下文章来源于凤凰网财经 ，作者公司研究院 许家印家族豪门梦碎？ 来源：凤凰网财经 01 许家印家族信托"防线"被击穿 时间拨回2019年，彼时恒大危机尚未全面爆发，许家印夫妇已悄悄在美国搭建起23亿美元的 家族信托架构。 这笔资金主要来自两人2009年至2022年间从恒大分得的500多亿元人民币红利，通过离岸公 司层层转移后注入信托，指定两个儿子为受益人。为确保财富传承，信托设计得颇为精细：长 子许智健只能领取收益、动不了本金，本金则留给孙辈；这一安排意在确保长子及其后代"衣 食无忧"，同时保持家族财富的长期稳健传承。 一直以来，在顶级富豪的世界里，家族信托长久以来被视为财富的"诺亚方舟"和"最后防线"。 它像一个结构精密的金融保险箱，理论上可以将个人资产与企业风险、债务纠纷彻底隔离。 然而，2025年9月，香港高等法院的一纸判决，击碎了许家印精心构建的海外资产"安全屋"。 法院不仅授权清盘人接管许家印名下资产，还将其通过离岸家族信托持有的财 ...

Core Insights - Amazon's report on global e-commerce trends highlights emerging consumer demands and market opportunities driven by technology, emotional needs, and lifestyle changes [1][2][39]. Group 1: AI and Emotional Engagement - The trend of "AI Quality Space" indicates that homes are evolving into emotionally interactive environments, with over 65% of consumers in Europe and the US willing to spend more on smart home products [3][4]. - The market for personalized customization, emotional interaction, and privacy is significant, focusing on how technology can meet emotional needs [7]. Group 2: Sleep Economy - The "Dream Cabin" trend addresses the growing issue of sleep quality, with 37% of American adults reporting a decline in sleep quality in 2023 [10]. - Consumers are increasingly willing to invest in products that enhance sleep quality, reflecting a shift towards valuing health and lifestyle quality [12]. Group 3: Workplace Happiness - The "Happy Office" trend emphasizes the importance of ergonomic designs in workspaces, with a focus on products that enhance comfort and productivity [13][14]. Group 4: Subtle Technology Integration - The trend of "Technology in Everyday Life" reflects a consumer preference for seamless technology integration that enhances quality of life without being intrusive [15]. Group 5: Pet Economy - The pet industry is projected to grow by 45% over the next six years, with 55% of pet owners in Europe and Japan willing to spend more on pet health insurance and wellness products [16][17]. - Pets are increasingly viewed as family members, creating demand for health-focused pet products and services that foster emotional connections [19]. Group 6: Outdoor Cooking - The trend of outdoor cooking is gaining popularity, driven by a desire for unique experiences and social interactions in natural settings [20][22]. Group 7: Mobile Living Spaces - Vehicles are transforming into multifunctional spaces, serving as homes, entertainment areas, and offices, with a focus on enhancing comfort and efficiency during travel [23][27]. Group 8: Generation Z Consumers - Generation Z, as digital natives, prioritize values-driven consumption, personalization, and unique experiences, emphasizing the need for brands to engage authentically [28][30]. Group 9: Health and Fitness - The "Fitness Pioneer" trend highlights a growing focus on scientific, efficient, and personalized approaches to health and fitness, supported by technology [31][34]. Group 10: Esports Market - The esports market is rapidly expanding, particularly in emerging markets, with consumers seeking high-performance equipment and immersive experiences [35][36]. Group 11: Key Drivers of Trends - The report identifies three main drivers of these trends: accelerated technology, emotional shifts, and evolving lifestyles, reflecting the complex needs of contemporary consumers [39][40].

黑马营 22 期 5 课 每日金句 利用文化势能创造产品，不是把你的产品、把你的企业放在高峰，而是把 一种创造力放在高峰上。通过文化势能铺就的用户和群体，表达成为一种 体验，这种体验成为社交货币，成为一种价值，最后表达为一种话语体 系，大家可以透过你所构建的东西，再表达、再传播。爆品就这样产生 了。 贾伟 | 洛可可创新设计集团创始人 这里认真推荐你： 报名 「 黑马·消费崛起精选课 」 本次邀请到的名师就有： 金沙江创投主管合伙人 朱啸虎 、 前优衣库MD部长 浅田拓郎 、 无印良品初创成员 萩原富三 郎 、 前华为北美公关舵主 Chris Pereira 等 。 活动详情如下 ↓↓↓ 黑马消费崛起精选课 10.17 / 10.19 ♡ 深圳 Oct. Oct. 向中日消费冠军 学产品创新与品牌出瘦 80 年代起"日本制造"的黄金时代为后发国家提供了 从技术追赶者到规则制定者的转型范本。日本企业成 功的关键在于将技术转化为用户可感知的价值。索尼 Walkman 的成功不是因为技术最先进,而是解决了 " 随时随地听音乐 "的痛点;优衣库的胜利不仅是开 发了舒适基本款,更在于联合东丽带来的科技面料的推 广。这种 ...

Core Viewpoint - The article highlights the success story of Baba Food, a leading Chinese steamed bun company, which has transformed from a small business into a publicly listed company with an annual revenue of 1.6 billion and a market value of several billion, driven by the founder Liu Huiping's innovative approach and commitment to quality [5][21]. Group 1: Company Background - Baba Food, known as the "first stock of Chinese steamed buns," has been in operation for over 20 years and has achieved significant financial milestones, including a revenue of 8.35 billion in the first half of 2025, representing a year-on-year growth of 9.31% [6][21]. - The founder, Liu Huiping, is a self-made entrepreneur who started from humble beginnings in Anhui Province and faced numerous challenges before establishing a successful brand in Shanghai [7][12][13]. Group 2: Business Strategy and Growth - Liu Huiping recognized the need for localization and product differentiation to succeed in the competitive Shanghai market, leading to the establishment of "Liu Shifu Da Bao," which later rebranded to "Baba Mantou" to appeal to a broader audience [18][19]. - The company has implemented a standardized production process through a central kitchen to ensure product quality and consistency, which has been crucial for its expansion and franchise model [20][21]. Group 3: Financial Performance - Baba Food's financial performance has shown resilience, with a notable increase in net profit by 18.08% year-on-year, reaching 1.32 billion in the first half of 2025 [21]. - The company has also expanded its franchise network, with a total of 5,685 stores nationwide by mid-2025, reflecting a net increase of 542 stores in the first half of the year [21]. Group 4: Challenges and Future Outlook - Despite its successes, Baba Food has faced challenges, including a decline in average store revenue from 254,500 in 2022 to 242,300 in 2024, prompting the company to implement various strategies to improve store performance [23][24]. - The company is actively pursuing market expansion in central China and has formed strategic partnerships to enhance its market presence, aiming to become the leading brand in the Chinese steamed bun sector [24][25].

Core Viewpoint - The article discusses the evolving consumer behavior in China, highlighting a shift towards offline retail innovation and the emergence of new market leaders in lower-tier cities, driven by changing consumer preferences and economic conditions [5][12][14]. Group 1: Consumer Trends - There is a noticeable decline in foot traffic in many shopping malls, indicating a potential shift in consumer spending habits [5][6]. - Consumer groups are becoming increasingly differentiated, with some malls experiencing high traffic while others remain empty, suggesting a need for innovation in retail environments [7][8][9]. - The consumption confidence in lower-tier cities remains strong, contrasting with the pressures faced in first and second-tier markets [12][13]. Group 2: Investment Insights - The founder of Qicheng Capital, Chang Bin, emphasizes the importance of understanding new retail models that cater to consumer needs, particularly in the context of offline shopping [14][15]. - Successful investments have been made in companies like Qian Dama and Guoquan, which have demonstrated significant growth by focusing on community-based retail and high-quality products [16][20]. - The rapid expansion of brands such as "Zero Snacks Busy" and "New Jia Yi" illustrates the potential for achieving billion-dollar revenues through innovative retail strategies [21][30]. Group 3: Market Opportunities - The article identifies the lower-tier market as a rising mainstream market in China, presenting numerous opportunities for new retail ventures [13][14]. - The success of community-focused retail models indicates a strong demand for convenient and quality food options, which can lead to the emergence of multiple category champions in the future [21][22]. - The ongoing transformation in consumer behavior and market dynamics suggests that there is still significant potential for growth in the offline retail sector [20][21].

Core Viewpoint - The article discusses the failure of the Suzhou Huayi Brothers Movie World, which was intended to be a "Chinese Disney," and its subsequent acquisition by Korean capital, highlighting the challenges faced by domestic companies in the theme park industry and the increasing interest from foreign investors in China's cultural tourism sector [4][5][9]. Group 1: Huayi Brothers' Theme Park Dream - The Suzhou Huayi Brothers Movie World was initially envisioned as a major revenue-generating project, aiming to replicate the success of Disney parks by leveraging popular film IPs [9][10]. - Despite significant investment of 3.5 billion yuan, the park faced continuous losses from its opening in 2018 until its bankruptcy restructuring in 2024, with reported losses of 134 million yuan, 162 million yuan, and 93 million yuan over three years [13][14]. - The failure of the park reflects broader issues in the domestic cultural tourism industry, where many companies struggle to attract visitors and generate sustainable revenue [15][20]. Group 2: Foreign Investment in Chinese Cultural Tourism - The acquisition of the Suzhou park by MBK Partners is part of a trend where foreign investors are increasingly interested in distressed assets within China's cultural tourism sector, signaling confidence in the market's potential [5][24]. - MBK's strategy involves "distressed investment," where they purchase undervalued assets with the expectation of future profitability through operational improvements [22][31]. - The changing regulatory environment in China, including relaxed restrictions on foreign investment in entertainment venues, has facilitated this influx of foreign capital [26][29]. Group 3: Challenges and Opportunities in the Theme Park Sector - The article highlights the long investment recovery periods and high capital requirements associated with theme parks, which can deter domestic companies from sustaining their projects [15][16]. - The reliance on popular film IPs has proven insufficient for attracting visitors, as evidenced by the declining popularity of Huayi's film franchises [20][21]. - Foreign investors like MBK are focusing on location advantages and potential market demand, particularly in regions like the Yangtze River Delta, which is seen as a prime area for cultural tourism development [32].