上海LV巨轮爆火！周围星巴克限流，奶茶店爆单……未来将拆除？

Group 1 - LVMH's Q1 2025 report shows a 3% year-on-year decline in overall revenue to €20.311 billion [2][8] - The fashion and leather goods segment, including LV and Dior, experienced a 5% revenue drop to €10.108 billion [8] - The Asia-Pacific market (excluding Japan) saw an 11% revenue decline, significantly worse than the expected 4.69% drop, reducing its contribution to total revenue from 33% in 2024 to 30% in 2025 [8] Group 2 - The "Louis Vuitton Cruise Ship" project in Shanghai has attracted significant foot traffic, with nearby Starbucks also experiencing high customer volume [2][5] - The "Louis Vuitton Cruise Ship" features a total area of 1,600 square meters and includes a three-level experiential space with exhibitions and a boutique [5] - Despite rumors of the "Cruise Ship" being a construction barrier, LVMH confirmed it is a fully operational store with no current plans for removal [6][8] Group 3 - LVMH's management indicated that Louis Vuitton's revenue performance is above the group's average, justifying continued investments [9] - The overall market performance varied, with only the European market showing a 2% growth while other major markets faced declines [8] - The U.S. market showed a slight overall decline, despite some segments performing well, with organic revenue down 3%, below analyst expectations [8]