Core Insights - In 2025, Nanjing's retail landscape is experiencing a "brand competition" with a record-breaking 109 new stores opening in Q3, significantly surpassing last year's performance [1][2] - The influx of high-caliber brands, including 6 national and 13 regional first stores, highlights Nanjing's growing market potential and consumer capacity [2][3] Group 1: Market Performance - Q3 saw a total of 109 new first stores in Nanjing, with 55 being local and 35 from Jiangsu, indicating a strong commercial draw [2] - The peak of openings occurred in August with 45 new brands, followed by 35 in September, leveraging the summer and National Day holiday for optimal market engagement [2][3] Group 2: Competitive Landscape - The new stores are concentrated in 26 high-energy commercial projects, with top performers including Nanjing Deji Plaza (21 stores), Nanjing JLC (14 stores), and Nanjing Jiangfeng Center (11 stores) [3][5] - The top four projects accounted for over 50% of the new stores, indicating a "Matthew Effect" where resources are increasingly concentrated in leading commercial areas [3][4] Group 3: Retail Trends - Retail remains the dominant sector with over 90% of new stores, while the strategy has become more precise and forward-looking [6][9] - High-end beauty brands, such as Louis Vuitton's first independent perfume store, are enhancing Nanjing's appeal in niche markets [6][10] Group 4: Dining Sector - The dining segment is also thriving, with 47 new restaurants, reflecting a shift towards experiential and localized cuisine [9][12] - Notably, Jiangxi cuisine has emerged as a surprising trend, indicating a growing consumer interest in diverse culinary experiences [12] Group 5: Future Outlook - The strong performance in Q3 sets a solid foundation for Q4, with expectations to surpass last year's total of 314 new stores, potentially entering the "400+ era" [12]
南京顶流商场抢100+首店，德基广场再度“封神”
3 6 Ke·2025-11-03 06:24