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任命新总裁,75岁地中海俱乐部走向何方
Di Yi Cai Jing·2025-07-22 06:49

Core Viewpoint - Despite a slowdown in market economic growth, Club Med's market share in China is experiencing growth, with revenue increasing by 8.5% compared to 2023 [1][4]. Group 1: Leadership Changes - Stéphane Maquaire has been appointed as the new President and CEO of Club Med, recommended by former President Henri Giscard d'Estaing [1]. - Maquaire has a strong background in high-end brand transformation and commercial real estate, previously serving as President and Executive Director of Carrefour Brazil and Latin America [1]. - The company emphasizes maintaining its French roots and core values while pursuing internationalization under Maquaire's leadership [1][2]. Group 2: Financial Performance - Since Fosun Group's acquisition in 2010, Club Med's total investment has reached nearly €800 million, with revenue growing from €1.5 billion to €2.1 billion and operating profit increasing over fivefold [2]. - In the Chinese market, guest numbers have surged from 20,000 to over 300,000, making it the second-largest source of customers globally for Club Med [2]. Group 3: Market Trends and Consumer Behavior - The Chinese market is showing resilience, with a 3% increase in revenue during the Spring Festival and a 15% increase during the May Day holiday [4]. - Pre-booking revenue for the second half of 2025 has increased by over 40% compared to 2024, with domestic and inbound markets seeing a 50% increase [4]. - Post-pandemic, Chinese consumers are focusing more on cost-effectiveness and quality, leading to a growing market for high-quality resorts [5]. Group 4: Expansion Plans - Club Med plans to expand its short-distance travel product line, aiming to increase the number of resorts from 6 to around 20 within five years, with a new resort opening in Hangzhou [6]. - Traditional all-inclusive resorts will continue to seek opportunities in Northeast China, Zhangjiakou, Xinjiang, and Hainan for new locations [6]. - There are currently no plans for selling minority stakes or an IPO in the short term [6].