二姨看时尚 ｜ 开云集团冻结招聘过冬；法拉利进军帆船领域；珀莱雅成首个营收百亿元本土美妆企业

Core Insights - The luxury and fashion industry is undergoing significant transformation driven by rational consumption trends and the need for industry transition, with key signals emerging in cross-industry innovation, strategic adjustments, sustainable transformation, and market dynamics [1] Cross-Industry Innovation - Ferrari has announced its entry into the sailing sector, led by sailor Giovanni Soldini, aiming to enhance its technical capabilities and innovate its racing and car designs [4] - Estée Lauder has appointed Brian Franz as its first Chief Technology, Data, and Analytics Officer to drive digital transformation and improve consumer experience [3] Strategic Adjustments - Kering Group is facing challenges, with Gucci's revenue down 25% year-on-year in Q1 2025, leading to cost-cutting measures and hiring freezes [7] - Adidas reported an 82% increase in operating profit to €610 million in Q1 2025, driven by the popularity of retro shoes, although it remains cautious about full-year forecasts [11][12] - Nike has restructured its strategic decision-making by appointing Jennifer Hartley as Chief Strategy Officer, consolidating strategic roles to enhance efficiency [8] - BasicNet has appointed the Boglione brothers as co-CEOs to accelerate digital and youth-oriented transformation in response to market changes [9] - Hermès is expanding its production capacity in France to meet growing demand for its luxury handbags, reinforcing its commitment to 100% French manufacturing [10] Sustainable Transformation - Anta has released its first independent ESG report, showcasing a commitment to sustainability with 34 carbon footprint products and a goal for sustainable products to exceed 30% by 2024 [4][5] Market Dynamics - Proya has become the first domestic beauty company in China to achieve over ¥10 billion in revenue, with a 21.04% increase in 2024 [13] - The global art market has seen a 12% decline in sales, with a significant drop in the Chinese market, although there is hope for recovery driven by the younger generation's interest in cultural consumption [14] - Breitling announced a price increase of 3%-4% in China, reflecting market changes and the brand's commitment to quality [15]