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零售周报|9月服务消费新政;美团开线下超市;安踏、蜜雪冰城业绩亮眼
Sou Hu Cai Jing·2025-09-02 01:33

Group 1 - The Ministry of Commerce will introduce several policy measures to expand service consumption in September, focusing on enhancing service supply capabilities and stimulating new service consumption [1] - The Ministry has already implemented various policies this year, including initiatives for elderly tourism, home services, health consumption, and green consumption [1] - The upcoming policies will utilize fiscal and financial tools to optimize service supply and drive actual results in service consumption [1] Group 2 - Li Ning has launched an immersive theater experience called "China Li Ning World" in Shanghai, featuring five themed theaters that blend drama, interaction, and product experience [4] - The experience showcases multiple co-branded series and introduces a new logo in a 3D format [4] Group 3 - The Nordic fragrance brand Yougift will open its first store in Nanjing on August 31, offering a range of products inspired by Nordic culture and nature [6] Group 4 - Anta Group has announced a joint venture with South Korea's Musinsa to establish "Musinsa China," with Anta holding 40% and Musinsa 60% of the shares [7][8] - Musinsa China will focus on developing its own brand "Musinsa STANDARD" and multi-brand stores in the Chinese market [8] Group 5 - Meituan has opened its first self-operated discount supermarket "Happy Monkey" in Hangzhou, marking its entry into the offline retail sector [11] - The company plans to open approximately 10 stores in major cities by 2025, with a long-term goal of reaching 1,000 stores nationwide [11][12] Group 6 - Hema's budget community supermarket Hema NB has been rebranded as "Super Box Calculation NB" to enhance its brand while maintaining its community budget positioning [15] Group 7 - Anta Group reported a 14.3% increase in revenue to 38.54 billion yuan for the first half of 2025, with operating profit rising 17% to 10.131 billion yuan [16] - FILA's revenue reached a record high, growing 8.6% to 14.18 billion yuan, driven by its "ONE FILA" strategy [16] Group 8 - Biyinlefen's revenue increased by 8.6% to 2.103 billion yuan in the first half of 2025, while net profit declined by 13.56% [17] Group 9 - Xiaocaiyuan plans to expand its store count to 1,000 by next year, with a goal of over 3,000 stores in the next decade [18] Group 10 - Mixue Ice City reported a 39.3% increase in revenue to 14.8748 billion yuan for the first half of 2025, with a profit of 2.718 billion yuan, up 44.1% [19][20] Group 11 - Gu Ming's revenue for the first half of 2025 reached 5.6629 billion yuan, a 41.2% increase, with net profit significantly rising [21][22] Group 12 - Tims Coffee reported a 4.9% decline in revenue to 349 million yuan for the second quarter, but food revenue reached a historical high of 35.2% [23] Group 13 - Nayuki's revenue decreased by 14.4% to 2.178 billion yuan in the first half of 2025, while adjusted net losses decreased by 73.1% [24][25] Group 14 - Aeon reported a 3.0% decrease in revenue to 3.931 billion HKD for the first half of 2025, with net losses widening to 226 million HKD [26] Group 15 - Anta and Bosideng have responded to reports of their interest in acquiring Canada Goose, clarifying that they are not potential buyers [27][29] Group 16 - Keurig Dr Pepper has agreed to acquire JDE Peet's for 57 billion euros, with the transaction expected to complete in the first half of 2026 [32] Group 17 - Coca-Cola is evaluating the sale of Costa Coffee, with initial discussions with private equity firms indicating a potential sale price of 2 billion pounds [33]