转自：北京日报客户端 奢侈品在北京布局生变。近日，北京商报记者走访发现，金融街购物中心Gucci撤店，西单老佛爷百货 也撤出了多家奢侈品品牌，LV、Dior、蒂芙尼三家品牌门店近日于三里屯太古里展露真容，筹备中的 店铺外观已清晰可见。另据官方公众号，Loro Piana华北最大精品店已正式揭幕。 业内人士指出，奢侈品品牌在商业招商中的话语权越来越重，商业体需要配合其进行一系列改造才能换 来双向选择的机会。同时，奢侈品行业趋向"一城一店"集中化策略，通过关闭低效门店、聚焦核心商圈 打造地标性店铺，提升单店效益；另一方面，北京核心商圈也需要进行更深层次的硬件焕新与场景升 级，才能吸引优质品牌落位。随着存量市场竞争加剧，品牌资源向高能级商圈聚集的趋势将进一步凸 显。 奢侈品布局呈现"冰火两重天" 北京高端商业市场正经历前所未有的格局重塑，奢侈品品牌的倾斜，也让北京商圈分化态势愈发清晰。 近日，北京商报记者走访看到，金融街购物中心作为曾经的高端商业标杆，于近期关闭了Dior、 Gucci、欧米茄等核心奢侈品品牌。商场工作人员表示，这两大奢侈品品牌撤出是因为租约到期，正常 撤店。目前场内仍有Burberry、LV、连卡 ...

Prada 的首席财务官表示，在经历了疫情后的剧烈波动之后，更加"正常化"的背景可能要到2026 年才会出现。 CNBC11月17日报道：中国消费者正在回归奢侈品市场。Prada、Coach、EssilorLuxottica 和Value Retail 的高管告诉CNBC，尽管整个奢侈品行业持续报告 称中国消费者在国内和海外的支出有所放缓，但他们看到中国市场在经历了数月的疲软后，需求正在趋于稳定。 在新冠疫情爆发前，中国曾有望成为全球最大的奢侈品市场，但此后该行业增速大幅放缓。青年失业率居高不下、房地产市场长期低迷以及家庭信心疲 软，都抑制了非必需消费品的购买，尤其是中等收入消费者的消费。 在法国巴黎举行的摩根大通全球奢侈品及品牌大会上，高管们在接受CNBC记者夏洛特·里德采访时表示，他们开始看到消费模式的变化。普拉达集团首席 财务官安德烈亚·博尼尼表示，公司对此持"谨慎乐观"的态度。 博尼尼告诉CNBC："我们确实看到情况趋于稳定。"他还补充说，"这个行业的结构性趋势依然存在，在中国也是如此。" Coach也展现出强劲的增长势头。首席执行官兼品牌总裁Todd Khan告诉CNBC："我们刚刚度过了一个非常棒 ...

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Core Viewpoint - The article discusses the shift in luxury brand sales strategies, particularly focusing on how retailers like Hema and Sam's Club are capitalizing on the luxury goods market amidst changing consumer behaviors and economic pressures [5][8]. Group 1: Retail Strategies - Luxury brands are increasingly utilizing e-commerce and outlet stores as significant sales channels due to the impact of the luxury goods downturn and changing consumer purchasing habits [7][8]. - Membership-based retail platforms, such as Hema and Sam's Club, are becoming vital for luxury brands to reduce inventory while maintaining brand prestige [8][14]. - Hema has expanded its offerings to include luxury brands like Burberry and Gucci, primarily through a global purchasing model that emphasizes pre-sale and direct shipping from Europe [10][12]. Group 2: Burberry's Financial Performance - Burberry reported a revenue of £1.032 billion for the first half of the 2026 fiscal year, reflecting a 3% decline year-over-year, with a significant reduction in operating losses from £53 million to £18 million [17][18]. - The brand's comparable store sales showed a 2% increase in the second quarter, marking the end of a seven-quarter decline, driven by improved consumer sentiment in China [21][24]. - Burberry's gross margin improved to 67.9%, up 410 basis points, attributed to better inventory management and cost control measures [32][25]. Group 3: Market Trends and Challenges - The luxury market is witnessing a shift where consumers are prioritizing value, leading to a decline in full-price sales channels while discount channels are performing better [24][29]. - Burberry's strategy includes reducing reliance on discounting and focusing on maintaining a healthier inventory level, with a reported 24% decrease in net inventory [31][30]. - The competitive landscape for retailers like Hema and Sam's Club is evolving, as they benefit from price advantages while facing challenges from unauthorized channels [37].

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Core Insights - Burberry Group PLC is a prominent British luxury fashion house, known for its trench coats and tartan pattern, competing with brands like Louis Vuitton and Gucci [1] - The company reported an earnings per share (EPS) of $0.007, exceeding the estimated EPS of -$0.02, indicating strategic success under CEO Joshua Schulman [2][6] - Revenue for the 26 weeks ending September 27, 2025, was approximately £1.03 billion, reflecting a 5% decrease at reported rates, but showing signs of recovery [3] Financial Performance - Burberry's actual revenue was approximately $1.36 billion, slightly missing the estimated $1.38 billion [2][6] - The company achieved an adjusted operating profit of £19 million, a significant improvement from a £47 million loss the previous year [3] - Despite a £37 million restructuring charge leading to a reported operating loss of £18 million, gross profit margins increased by 410 basis points to 67.9% [4] Market Response - Burberry's shares rose by 4% following the report of a return to like-for-like sales growth in the second quarter [3] - The Autumn/Winter 2025 collections, particularly outerwear and scarves, experienced strong demand, contributing to positive sales momentum [4] Financial Ratios - The price-to-sales ratio is about 1.82, indicating that investors are willing to pay $1.82 for every dollar of sales [5] - The debt-to-equity ratio stands at approximately 2.11, showing that the company has more than twice as much debt as equity [5] - A current ratio of approximately 1.49 suggests a reasonable level of liquidity to cover short-term liabilities [5]

展望2026财年，集团指目前仍处于转型初期，宏观经济环境依然充满不确定性。今年的重点是巩固在重 燃消费者购买欲方面取得的初步进展，这是实现营收增长的关键。集团预计，随着时间的推移，各项举 措的影响将逐渐显现；将继续致力于简化流程、提高生产效率和改善现金流，从而持续提升利润率。 格隆汇11月13日｜英国奢侈品牌巴宝莉(Burberry)公布截至2025年9月27日的2026财年中期业绩，期内实 现营收10.32亿英镑，按恒定汇率计算同比下降3%；营业亏损1800万英镑，较上年同期的5300万英镑亏 损大幅收窄；调整后营业利润转正，达1900万英镑，去年同期录得亏损4100万英镑；毛利率为67.9%， 增长410个基点。集团Q2同店销售额同比增长2%，上半年同店销售额则持平去年。 ...

The luxury brand booked a 2% rise in comparable store sales, the first increase in two years. ...

Core Insights - Hema, traditionally focused on fresh produce, has expanded into the luxury fashion segment by offering Burberry products online, indicating a diversification of its business model [1] - The products are sold through Hema's global purchase platform, utilizing a pre-sale model with direct shipping from European suppliers [1] - Hema has confirmed the authenticity of the products through partnerships with quality inspection agencies, ensuring that they are genuine items [1] Group 1 - Hema has started selling Burberry clothing, shoes, and accessories, alongside other luxury brands like GUCCI [1] - The sales model involves pre-orders with a five-day shipping timeline from France, highlighting a logistical strategy to manage international inventory [1] - Hema plans to potentially expand its clothing offerings in the future, although specific brands have not yet been confirmed [1]

Group 1 - The FTSE 100 Index remains stable near its all-time high following the Bank of England's interest rate decision [1] - Significant companies such as BT, National Grid, and AstraZeneca have released their financial results [1] - The FTSE 100 Index has increased by 29% from its lowest point in April [1]