芭蕾舞练功鞋最大的特点是"扁平"：鞋型扁平且修长，鞋底极薄且柔软。这样的设计不仅可以在视觉上延伸腿部线条、为脚趾提供活动空间，还能够让舞 者增强足部肌肉的感知力，也就是打造所谓的 "赤足感"。 图源：小红书@董洁 事实上，"芭蕾风"（Balletcore）并不是新鲜事物，在Miu Miu的引领下已经火了好几年。在小红书，#芭蕾舞鞋 话题有5亿浏览。 但今年该词条下的讨论风向明显转变，"芭蕾运动鞋"成为绝对主角，多篇热门笔记互动量过万。 所以，芭蕾运动鞋新在哪？是怎么从"丑鞋"的包围圈中成功突围的？ 鞋子越扁越时髦？ 时尚是一阵风。去年还是"丑鞋"当道，勃肯鞋、洞洞鞋、溯溪鞋轮番上阵；而到了今年，时尚趋势来了个180度大转弯，鞋圈开始悄悄"比美"了。 扁扁的芭蕾运动鞋爆红就是最好的例证。今年上半年，从罗意威、LV、Prada等奢侈品牌，到彪马、阿迪达斯等运动巨头，都扎堆推出芭蕾运动鞋。 这股风潮也席卷了明星圈，刘亦菲、ROSÉ朴彩英、Bella Hadid、董洁、杨幂、王一博、欧阳娜娜等明星博主近期都凭借芭蕾运动鞋造型火出圈。 如果说去年各大品牌还是拿常规产品在"芭蕾穿搭"上"硬蹭"，或是简单换个配色，或是加入 ...

Core Insights - Adidas has launched the F50 TAEKWONDO PACK series, creatively merging classic football boots with taekwondo elements, appealing to both trendsetters and sports enthusiasts [1] - The F50 series, introduced in 2004, has gained significant attention for its innovative design and technology, focusing on speed, agility, and ball control [1] - The new taekwondo shoes maintain the classic streamlined silhouette of the F50 football boots while incorporating a smooth synthetic upper and a unique grip sole for stability [1] Design and Aesthetics - The series features three visually striking colorways: "Purple/ Lemon Yellow/ Royal Blue," "Royal Blue/ Footwear White/ Dark Blue," and "Bright Yellow/ Bright Blue/ Royal Blue," each reflecting the dynamic nature of sports and taekwondo belt colors [3] - The design choices emphasize both performance and cultural significance, enhancing the shoes' appeal [3] Brand Strategy - Adidas, with a 76-year history, continues to innovate by blending classic styles with contemporary trends, aiming to integrate sports fashion into everyday life [5] - The company's strategy is to create a cycle of products that transition from the sports field to streetwear and fashion shows, as articulated by CEO Gulden [5]

Industry Overview - The Zacks Shoes and Retail Apparel industry is facing significant challenges due to rising input and logistics costs, supply-chain disruptions, and increased SG&A expenses from digital and store reinvestments [1][4] - Macroeconomic pressures such as currency volatility, geopolitical tensions, and changing tax and tariff policies are exacerbating these challenges [1][4] - Weak consumer confidence and a competitive labor market are threatening operating margins across the industry [1][4] Consumer Demand Trends - Despite challenges, there is robust consumer demand for activewear, footwear, and wellness-driven products, supported by a growing focus on healthy lifestyles [2][5] - Companies are prioritizing product innovation, expansion of athleisure offerings, and enhanced investment in e-commerce and omnichannel capabilities to leverage this demand [2][5] E-Commerce Investments - E-commerce is a key growth driver in the athleisure market, with companies building their customer base through digital platforms [6] - Investments in faster delivery and improved supply chains are expected to provide a competitive edge [6] Financial Performance - The Zacks Shoes and Retail Apparel industry has underperformed the broader Zacks Consumer Discretionary sector and the S&P 500, with a collective decline of 33.6% over the past year [10] - The industry is currently trading at a forward 12-month P/E of 24.41X, higher than the S&P 500's 21.86X and the sector's 19.45X [13] Company Highlights - **Birkenstock**: The company has sustained strong demand for its premium lines, with a projected sales growth of 21.8% and earnings growth of 36.7% for fiscal 2025 [17] - **Adidas**: The company is benefiting from strong demand and improved margins, with a projected sales growth of 12.3% and earnings growth of 86.1% for 2025 [22] - **Wolverine**: The company is focusing on strengthening its DTC business and has a projected sales growth of 3.6% and earnings growth of 15.4% for 2025 [25]

Core Insights - The Chinese pet economy is projected to exceed 811.4 billion yuan by 2025, with significant growth observed in the pet apparel sector, driven by changing consumer attitudes and increased spending on pet products [1][9][16] Industry Trends - Major sports brands like Adidas and Jordan are entering the pet products market, indicating a shift in focus towards the pet economy as a new battleground for the sports industry [1][6][9] - The rise of pet apparel has attracted 50.4% of consumers, highlighting the dual influence of functionality and social attributes in driving purchases [9] Consumer Behavior - The younger generation, particularly those born in the 1990s and 2000s, now constitutes nearly 70% of pet owners, viewing pets as family members rather than mere animals, which has transformed consumption patterns towards more personalized and emotional spending [9][16] - 83% of pet owners believe that having pets increases their physical activity, and 85% feel happier, reflecting the emotional connection and lifestyle integration of pets in their lives [6][9] Market Dynamics - The pet industry is characterized by a lack of dominant players, presenting a lucrative opportunity for brands to innovate and capture market share, especially in the functional pet apparel segment [11][14] - Traditional sports brands are facing challenges in growth, with some reporting declines, prompting them to explore the pet market as a potential area for recovery and innovation [11][16] Product Development - Brands are focusing on creating high-quality, personalized products that meet diverse consumer needs, with an emphasis on smart and eco-friendly solutions [8][9] - The introduction of specialized pet products, such as outdoor gear and apparel, is gaining traction, driven by the popularity of outdoor activities among pet owners [9][14]

Core Points - Cartier, a luxury jewelry brand under Richemont, has confirmed a data breach involving unauthorized access to customer personal information, raising industry concerns [1] - The leaked data includes customer names and birth dates but does not involve sensitive financial information such as bank account or credit card details [1] - The breach affects customers globally, not just in the Chinese market, and comes amid a broader trend of luxury brands facing privacy issues [1][2] Group 1: Data Breach Details - Cartier's official communication revealed that the breach was due to a cyber attack, with affected customer information being accessed [1] - The parent company Richemont has not disclosed the number of affected users or provided an official statement regarding the incident [1] - Similar incidents have occurred with other luxury brands, including Dior and Adidas, highlighting a growing trend of data breaches in the luxury sector [2][3] Group 2: Financial Performance - Richemont reported a 4% year-on-year sales increase to €21.399 billion for the fiscal year ending March 31, 2025, with all regions except Asia-Pacific showing double-digit growth [1] - The jewelry division, which includes Cartier, experienced an 8% sales increase to €15.33 billion, with Cartier contributing over half of Richemont's sales revenue and more than 70% of its profits [1] Group 3: Legal and Regulatory Implications - Legal experts indicate that brands may face strict liability for data breaches under current laws, emphasizing the need for compliance with data protection regulations [4][5] - Brands are responsible for ensuring the security of customer data, even when third-party vendors are involved, and cannot use third-party negligence as a defense [5] Group 4: Recommendations for Brands - Brands should establish a comprehensive data security framework, focusing on third-party risk management and regular audits of suppliers [7] - Immediate notification to affected customers and offering services like free credit monitoring are recommended actions following a data breach [7]

Core Viewpoint - The new sustainable store model by Adidas is positioned as a significant amplifier of brand value, enhancing consumer trust and recognition while contributing to the "waste-free city" initiative in Shanghai [1][3]. Group 1: Sustainable Store Model - Adidas has launched a new sustainable store in Shanghai, integrating various sustainable practices into its design and operations, which allows for a more immersive consumer experience [2][3]. - The store aims to achieve a 99% usage rate of recycled polyester by 2024, significantly exceeding the global average of 12% in the apparel industry [2][3]. - By 2030, Adidas plans for 10% of its products to use recycled polyester sourced from discarded textiles, with a long-term goal of achieving net-zero greenhouse gas emissions across its value chain by 2050 [2][3]. Group 2: Consumer Engagement and Recycling Initiatives - The store features a permanent clothing recycling bin and engages consumers through activities like the exchange of eco-friendly bags made from recycled clothing, fostering a "green cycle" of consumption [3][4]. - Over the past two years, Adidas has successfully recycled approximately 4 tons of clothing, resulting in the creation of eco-friendly bags that have gained popularity among consumers [5][6]. Group 3: Market Trends and Consumer Behavior - There is a growing trend of green consumption among young consumers, with over 90% recognizing the importance of sustainable practices, indicating a shift from a new trend to a new norm in commercial society [4][5]. - Adidas views sustainability as a competitive advantage in product marketing and sales, emphasizing the need for broader consumer participation beyond the top tier willing to pay a premium for eco-friendly products [5][6]. Group 4: Industry Recognition and Achievements - Adidas has maintained an "AAA" MSCI ESG rating for six consecutive years from 2019 to 2024 and received the highest "A" grade from CDP for climate change in 2024 [3][4]. - The company has been recognized as a leader in climate action, ranking first among 1,953 brands in the corporate climate action index in 2024 [3].

商报记者孟佳俊 线下渠道火爆，线上渠道也是如此。从阿迪达斯官网的发售情况来看，目前粉色等热门颜色的宠物服饰 已处于缺货状态。在二手电商平台上，记者发现不少阿迪达斯宠物新品已开始转卖，且部分产品存在溢 价现象，溢价幅度大致在四五十元。闲鱼卖家陈先生表示："我在27号官网开售当天，以199元的价格抢 到了这件粉色s码的衣服，现在这款已经缺货了。我家猫体型太大穿不了，就打算以249元的价格转让给 有缘人。" 值得一提的是，近年来随着宠物经济持续升温，服饰品牌跨界入局已成为拓展业务的新途径。2022年， 奢侈品牌Gucci首次推出宠物系列，产品涵盖宠物服饰、牵引绳、项圈、餐具以及宠物床等多种品类。 此外，奢侈品牌杜嘉班纳也推出了宠物香氛喷雾；快时尚品牌H&M常推出季节性或节日限定的宠物服 饰和配饰系列；快时尚品牌ZARA同样推出了宠物服装和配件线…… 据阿迪达斯最新发布的财报显示，今年第一季度，阿迪达斯全球营收达61.53亿欧元，在货币中性下较 上年同期增长13%，营业利润同比增长82%至6.1亿欧元，毛利率也较上年同期提升0.9个百分点至 52.1%。业内人士表示，在宠物经济蓬勃发展的当下，宠物服饰及配件市场展现出 ...

Adidas shoes in store window. Adidas AG is a German sports apparel manufacturer and parent company ... More of the Adidas Group.getty Adidas is once again in the cybersecurity spotlight. This time the breach came through a side door. Attackers infiltrated a third-party customer service provider and accessed the contact information of Adidas customers, as reported by Bleeping Computer. This incident highlights a growing trend: hackers are increasingly targeting vendors to bypass the more robust defenses of g ...

Core Insights - Swiss brand On is emerging as a global challenger in the sportswear market, reporting a net sales increase of over 40% to 726.6 million Swiss francs (US$869 million) for the three-month period ended March 31 compared to the previous year [1] - The brand has successfully captured market share from established competitors like Nike and Adidas through innovative product designs and favorable market timing [1][2] - Nike and Adidas still hold a combined 58% of global market share, while On accounts for less than 3%, but On's earnings growth rate has outpaced both companies in recent quarters [3] Company Performance - On's initial success was driven by the unique aesthetic of its shoes, which stood out in the market [2] - The company benefited from a shift in retailer focus towards emerging, high-growth brands during the years following its 2021 IPO [3] Competitive Landscape - Nike is currently implementing a turnaround plan under new CEO Elliott Hill, which could present challenges for On [3] - The sportswear industry, including On, faces uncertainty regarding tariffs, particularly as 90% of On's sneakers are manufactured in Vietnam, which could be subject to a 46% import duty [4]

耐克公司回应涨价 金十数据5月23日讯，耐克近日宣布在美国涨价的计划，耐克首席财务官弗伦德表示，关税等外部因素 给公司的经营造成"不确定性"，同时，打击了消费者信心。阿迪达斯首席执行官居尔登4月底表示，特 朗普政府关税政策迫使阿迪达斯将在美国涨价。彪马公司首席财务官诺伊布兰德本月初说，迫于关税压 力，彪马可能将在美国采取同样的价格策略。 ...