Big News 泡泡玛特IP珠宝店首店开张 泡泡玛特的业务版图继续扩张。 6月13日，泡泡玛特旗下独立珠宝品牌popop全球首店在上海港汇恒隆广场开业。该店集结了泡泡玛特旗 下HIRONO、SKULLPANDA、MOLLY、CRYBABY、LABUBU等热门IP的珠宝，价格区间在319-2699 元。 泡泡玛特创始人王宁表示："我们其实一直也希望能够通过不同的品类去拓展更多的可能性，珠宝是我 们一直在尝试的非常重要的品类。" 该公司还公布，夏季销售开局放缓，从5月1日到6月9日，按固定汇率计算，销售额仅增长了6%，而去 年同期按固定汇率计算的销售额增长了12%。 报告期内，Inditex集团始终专注于四个关键领域：独特的时尚主张、进一步提升顾客体验、可持续发展 以及人才的发展。 2025年第一季度，Inditex在全球26个市场开设了新的门店。截至本季度末，Inditex共运营5562家门店。 Inditex拥有Zara、Pull & Bear、Bershka以及Massimo Dutti等多个品牌，广泛覆盖年轻人和中产消费群 体，其表现历来被视为全球零售消费的晴雨表。此次财报释放出的信号，不只是公司层面的 ...

A-shares Market - The A-shares market showed a trend of rising and then falling, with the Shanghai Composite Index declining by 0.25% this week, and the CSI 300 also down by 0.25%. The STAR 50 index fell by 1.89%. The pharmaceutical sector performed well, while defense, gold, oil, and shipping sectors strengthened due to changes in international situations [1] Hong Kong Market - The Hong Kong stock market exhibited a mixed trend, with the Hang Seng Index down by 0.47% and the Hang Seng Tech Index down by 0.89%. Conversely, the CSI Hong Kong Connect Pharmaceutical Index rose by 9.1%, and the CSI Hong Kong Connect Internet Index increased by 0.8%. The pharmaceutical stocks collectively surged, while tech stocks experienced fluctuations [2] US Market - The US stock market generally declined, with the Dow Jones Index falling by 1.32%, the Nasdaq Composite Index down by 1.30%, and the S&P 500 decreasing by 0.39%. In terms of sectors, consumer discretionary, utilities, and healthcare sectors saw gains, while the energy sector also experienced some increases [3] Tencent Music Acquisition - Tencent Music Entertainment Group announced a plan to acquire 100% of Himalaya for $12.6 billion in cash, approximately 90.52 billion yuan. After the transaction, Himalaya will become a wholly-owned subsidiary of TME [5] VinFast Performance - VinFast reported a significant increase in electric vehicle deliveries, with a total of 36,330 units delivered in the first quarter, representing a year-on-year growth of 296%. The company's total revenue reached approximately $6.57 billion, a 149.9% increase year-on-year, while the net loss was about $7.12 billion [12] Five Grains Liquid - Five Grains Liquid announced plans to accelerate the development of youth-oriented products based on market conditions. The company already has youth-oriented products and aims to expand its market presence internationally [6][7] Starbucks Price Reduction - Starting June 10, Starbucks will reduce prices on dozens of products by an average of about 5 yuan, particularly in its three major categories: Frappuccino, iced tea, and tea latte. The company will also continue to innovate in non-coffee scenarios [8] OpenAI Price Reduction - OpenAI's CEO announced an 80% price reduction for the o3 model, indicating a significant shift in pricing strategy [11] Honey Snow Ice City Health Violation - Honey Snow Ice City was reported for exceeding the legal limit of bacteria in a frozen dessert sample, leading to a temporary suspension of related products and a requirement for thorough cleaning and disinfection [9] Nezha Automobile Internal Turmoil - Nezha Automobile faced internal turmoil as employees protested for unpaid wages, leading to a decision for employees to work from home. The company has undergone significant changes, including relocating its headquarters [10] Tesla Robotics Project Leadership Change - Tesla's Optimus humanoid robot project will see a leadership change as the project engineer supervisor is set to leave, with the autonomous driving head taking over the project [11] Apple Design Update - Apple announced its largest design update to date, named "Liquid Glass," which will enhance user interaction through dynamic light reflection and a new transparent appearance [8] Market Trends - Various cities in China are encouraging a 4.5-day flexible work schedule, promoting a 2.5-day weekend model to boost consumer spending [21][22] International Relations - China has implemented a visa exemption policy for citizens of Saudi Arabia, Oman, Kuwait, and Bahrain, effective June 9, 2025, enhancing diplomatic relations with these countries [22]

6月13日，记者在星巴克(世茂广场店)看到，显示屏在播放"夏日'心动价'"页面，多款产品单价进入20元 区间，最低至23元/杯。 "6月10日开始，星冰乐、冰摇茶、茶拿铁这三类'非咖'产品降价。"该门店工作人员表示，降价原因是 品牌开始主打"上午咖啡、下午茶"理念，单品平均降幅3-5元，"降价叠加夏日高温影响，非咖啡饮品的 点单量有所提升"。 记者在其小程序看到，以抹茶星冰乐、红茶拿铁、冰摇红莓黑加仑茶为例，大杯装单价分别从36元、35 元、31元降至32元、29元和26元，而这也是星巴克进入中国市场25年来首次下调价格。 彼时，在与其相隔不远的一家瑞幸咖啡门店内，不断有新订单涌入，工作人员正在快速制作。5月底， 曾有不少消费者称领取到6.9元一杯咖啡优惠券。对此，其工作人员表示，价格变化不受门店控制，公 司会不定时发放优惠券，"下单前可以先在外卖和线上平台看一下，可能六七块钱就能买到一杯饮品。" 记者在其小程序看到，生椰拿铁、熊猫陨石拿铁、橙C美式、加浓美式等多款咖啡均为10.9元/杯，轻轻 茉莉、羽衣轻体果蔬茶、夏日西瓜冷萃等产品则为9.9元/杯。 齐鲁晚报.齐鲁壹点石晟绮管悦 瑞幸券后6.9元/杯、库迪 ...

进入中国市场25年来，主力产品首次降价，这对星巴克来说不是容易的决定。 面对快速增长的非咖市场，星巴克中国宣布自6月10日起，星冰乐、冰摇茶、茶拿铁三大系列共10款产品降价，以大杯规格计算，平均每杯降价5元。 2024年，星巴克新任CEO布莱恩·尼科尔（Brian Niccol）就曾表示，星巴克需要回归其可以让人们悠闲逗留的咖啡店的本源，同时重新思考定价问题。 思考了近1年后，降价终于落地中国市场。在是否降价这个问题上，星巴克中国近两年是纠结的。虽做过谨慎尝试，如通过发放优惠券间接降价，但这些尝 试似乎总是浅尝辄止。在竞争过于激烈的中国咖啡市场，即使不是从打价格战的角度出发，战略层面的反复横跳也绝非明智之举。从这个意义上说，星巴克 此次"实打实"降价的最大考验就在于战略的可持续性。 从这些层面看，降价应该不是星巴克针对中国咖啡市场价格战的短期回应。星巴克中国仍需要回答一些更根本的问题：作为市场的教育者，如何在消费者逐 渐成熟、本土竞争者崛起的时候仍能保持领先？星巴克又将如何定义"领先"？ 此外，当前这个时间节点也很微妙，除了在冰饮畅销季提升相关非咖产品市场竞争力的考虑，此时降价或许还与此前市场频繁传闻的星巴克 ...

图片来源：视觉中国 星巴克中国正在采取与其他国家市场不同的战术。 去年9月正式上任的星巴克董事长、首席执行官Brian Niccol，主张从根本上改变公司战略。他上任后的 计划是——精简菜单、减少折扣、慢而有序的创新、缩减下一财年的新店数量以释放资金支持转型。 而星巴克未把中国市场放在该调整计划之中。当时Niccol坦言，中国市场竞争非常激烈，星巴克需要想 清楚如何在当下和未来实现增长。 近期的消息表明，星巴克中国正在走一条与全球市场不同的路。 财报或许是指引这家全球最大咖啡连锁品牌做出选择的关键因素——根据星巴克中国4月30日发布的 2025财年第二财季业绩报告，当季公司营业收入为7.397亿美元，同比增长5%。中国同店交易量增长 4%，止住了2024年以来持续的下跌趋势。作为对比，北美市场第二财季同店交易量下降4%。 中国市场的表现对这家公司而言愈发重要。而这片市场由于其独特之处，注定无法与其他市场采取相似 的战术。 6月11日消息，据英国《金融时报》报道，星巴克首席执行官Brian Niccol表示，星巴克可能出售中国业 务的股权，并称此事引起了"极大兴趣"。该公司正在寻找有兴趣将该连锁门店从约8000 ...

星巴克想让中国消费者坐回去。 早上七点半，上早班的杨楠点了一杯送到公司的库迪加浓冰美式，免配送费，消费共计8.9元——平台 外卖大战的背景下，这样的价格并不少见。 但如果要问最喜欢哪家连锁咖啡，杨楠的回答是星巴克，库迪、瑞幸则是"班味刷锅水"，需要日复一日 地在工作时间服用，以维持头脑高效运转。某种意义上，库迪、瑞幸是为了别人喝，星巴克和旅行期间 探店的高价手冲才是为了自己喝。 杨楠对咖啡连锁品牌的认知在年轻"牛马"中很具代表性：瑞幸、库迪不好喝，但便宜；星巴克口味上过 得去，但贵。过去的很多年中，即便是中国连锁咖啡市场价格战最激烈的2023年，星巴克都在努力坚持 调性，不降价。 不过，竞争带来的增长压力切实存在。过去的两年中，星巴克在股价和财务数据上都表现不佳，2024年 9月上任的CEO倪睿安提出了"重返星巴克"计划，希望通过一系列举措，抑制星巴克在全球不断下滑的 业绩。 这样的大背景下，今年6月，一向拒绝降价的星巴克中国也宣布将下调部分非咖饮品的价格。而在被问 及降价是持续性还是夏季限时，其中国部负责人也松口表示："未来我们将视顾客反馈，决定后续活动 计划。" 留住客户 自6月10日起，星巴克的三类饮品 ...

6月10日，星巴克在中国市场罕见下调饮品价格。 旗下包括星冰乐、冰摇茶、茶拿铁在内的数十款非咖啡饮品集体调价，大杯平均降幅达5元。星巴克中 国表示，这三大系列是其非咖啡产品线的王牌产品。 《IT时报》记者走访上海市中心多家星巴克门店发现，线下门店咖啡品类饮品仍维持原价，数十款非咖啡饮品已经降价。之后，记者在多个外卖平台发 现，星巴克部分饮品已降至10元级。淘宝闪购平台上，星巴克一款"红茶拿铁"售价降至11元，众多消费者在社交平台晒单，称喝到了如此便宜的星巴克饮 品。 两个月前，外卖平台突然"搅局"咖啡、奶茶价格战，将瑞幸、库迪等品牌原本低至9.9元、8.8元的产品价格进一步拉低。但彼时，星巴克尚未加入这场高 强度"内卷"。"现在，9.9元的瑞幸我都觉得贵。我在各大外卖平台轮番比价下单，基本叠加平台红包后，单杯瑞幸5元左右就能买到。"一位网友向记者展 示其在美团外卖的点单记录：一杯"熊猫陨石拿铁"叠加"神抢手"兑换券，价格低至5.9元。 一直以来，星巴克凭借独特的咖啡文化和高价位策略，在市场中占据稳固地位。然而，当前国内咖啡与茶饮市场竞争已趋白热化。瑞幸、库迪等国产品牌 的迅速崛起，以及一系列降价举措，对星巴克 ...

6 月 10 日，星巴克中国正式官宣降价举措，覆盖范围"限定"在旗下星冰乐、冰摇茶、茶拿铁等非咖类饮品，平均降价幅度在 2-6 元。虽然名义上咖啡类饮 品不参与降价，但消费者可以选择"非咖饮品+浓缩"的方式曲线救国，吃上降价的红利。 星巴克非咖饮品降价（图片来自微博） 在大众都以为 9.9 元的咖啡价格战即将退潮的时候，为什么连锁咖啡品牌纷纷在此刻选择降价？又为什么是"限定"降价？这背后隐藏着哪些品牌的思考 呢？ "限定"降价与防御性进攻 胖鲸认为，9.9 与咖啡降价的动因不太一样。9.9 是咖啡行业的"内战"，而这一轮咖啡降价更像是来自连锁咖啡品牌的防御性进攻。 大的背景，降价是今年以来的品牌经营高频词汇。 从行业视角看，当下正值夏日饮品消费的高峰，今年的竞争不止是咖啡本身，而是整个饮品市场，包括便利店业态。在可替代的范围内，消费者的选择范 围，就是品牌厮杀的范围。 自制咖啡冰杯（图片来自小红书@闪闪发光dinking） 之前在胖鲸的 1 元冰杯文章中就有所提及，与门店资源一样，消费者的需求也被商业完成了切割——当我们在奶茶店买了冰杯，就不会在便利店购买即饮 品；在便利店购买了便携咖啡，就不会在咖啡店购买现 ...

Starbucks (SBUX) closed the most recent trading day at $94.32, moving -1.12% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.38%. Meanwhile, the Dow experienced a rise of 0.24%, and the technology-dominated Nasdaq saw an increase of 0.24%. Heading into today, shares of the coffee chain had gained 10.23% over the past month, outpacing the Retail-Wholesale sector's gain of 2.95% and the S&P 500's gain of 6.6%.Analysts and investors alike will be keeping a clos ...

Group 1: Meituan's Strategy - Meituan announced measures to guide merchants from "price competition" to "quality competition" to curb low-quality, low-price competition [1] - The marketing tool optimization action initiated in October last year has led to a 15% reduction in merchant subsidy for promotional activities and an 85% decrease in the number of merchants using large discounts [1] Group 2: General Mills and Haagen-Dazs - General Mills is considering selling its Haagen-Dazs ice cream stores in China, with potential sales expected to be in the hundreds of millions of dollars [3] - The CEO of General Mills indicated that foot traffic for Haagen-Dazs stores in China has been declining in double digits [3] Group 3: Haidilao's Market Response - Haidilao launched a 22 yuan self-service lunch to address market pressures, while also planning to close inefficient stores and open 40-60 new ones [3] - The average customer spending dropped to 97.5 yuan, with the company exploring new growth points through regional reforms and supply chain optimization [3] Group 4: Starbucks' Potential Stake Sale - Starbucks CEO stated that there is significant interest from potential buyers for a stake in its China business, aiming to increase the number of stores from 8,000 to 20,000 [8] Group 5: Burger King's Strategic Adjustments - Burger King China is undergoing strategic adjustments, including closing low-efficiency stores and opening 40-60 new ones, focusing on core urban areas [8] Group 6: Alibaba's AI Efforts - Alibaba's executives worked through the Spring Festival to catch up in the AI sector, indicating a strong commitment to advancing their AI capabilities [9] Group 7: E-commerce Trends - During the 618 shopping festival, pet product sales in Li Jiaqi's live stream increased by 73%, with pet food accounting for 92% of total sales [10] - Hema reported a 70% year-on-year increase in kale sales in May, reflecting strong consumer demand for health management [11] Group 8: New Business Ventures - Three squirrels established a new food company, focusing on food additives and agricultural products, with a registered capital of 5 million [13] - Huawei and Alipay collaborated to develop a payment feature that allows users to make payments with their phone and watch while the devices are off [15] Group 9: eBay's Live Shopping Launch - eBay launched its interactive live shopping platform, eBayLive, in the UK, currently in beta testing for collectibles and luxury goods [15] Group 10: AtHome's Bankruptcy Plans - AtHome Group is preparing to file for bankruptcy protection and close approximately 20 stores due to trade tensions and heavy debt [23]