多放假，促消费？丨消费参考

Group 1: Consumer Market Growth - The holiday economy is becoming a significant driver of consumption growth, with national retail sales reaching 4.1326 trillion yuan in May 2025, a year-on-year increase of 6.4% [1] - Retail sales of consumer goods, excluding automobiles, amounted to 3.7316 trillion yuan, growing by 7.0% year-on-year [1] - The restaurant sector reported revenues of 457.8 billion yuan in May, up 5.9% from the previous year, benefiting from an additional holiday compared to last year [1] Group 2: Economic Insights - Increasing leisure time for residents is beneficial for supply-demand rebalancing, as current economic issues stem from insufficient demand rather than production shortages [1] - Suggestions include adding holidays such as Qixi Festival and Chongyang Festival to promote a more balanced distribution of public holidays [1][2] Group 3: Retail and E-commerce Performance - The 2024 China Chain Top 100 list shows a sales scale of 2.13 trillion yuan, with a 4.9% increase from the previous year, and a total of 257,200 stores, up 13.5% [21] - JD reported a record high for the "618" shopping festival, with user numbers doubling year-on-year and over 2.2 billion orders placed [22] - Tmall also experienced significant growth during "618," with double-digit increases in purchasing users and 88VIP membership surpassing 50 million [22] Group 4: Company Developments - Nestlé announced Pablo Isla as the successor to the chairman position, with a planned transition before the 2026 annual shareholder meeting [4] - Unilever has nominated Peter ter Kulve to lead its ice cream division, expected to receive full board approval [5] - Anta appointed Yao Jian as the president of the Wolf Claw brand, effective July 1 [6]