开云集团拟成立风投部门； 黛安芬退出中国市场

Group 1: Financial Performance - Gap reported a net sales of $3.9 billion for the third quarter, marking a 3% year-over-year increase and a 5% increase in same-store sales, achieving positive growth for seven consecutive quarters [7] - LuxExperience, the largest luxury e-commerce group, experienced a 4.3% decline in GMV to €589 million and a 4.2% drop in net sales to €557.2 million, with an adjusted EBITDA loss of €28.1 million [8] - Swiss watch exports fell by 4.4% year-over-year in October, totaling CHF 2.2 billion (approximately $2.7 billion), with a significant 47% drop in exports to the U.S. due to tariffs [6] Group 2: Market Trends - The luxury market in China shows signs of recovery, with Swiss watch exports to China increasing for the second consecutive month by 13% [6] - The auction by Phillips achieved a total sales of over HK$304 million, setting a record for the highest permanent watch auction in Asia, indicating strong market interest [4] - The opening of Vhernier's first Asian boutique in Hong Kong reflects the returning allure of luxury retail in the region [9][10] Group 3: Company Strategies and Changes - EssilorLuxottica is preparing to acquire 5%-10% of Giorgio Armani's shares as a financial investment, following a directive in Armani's will to sell 15% of the company [3] - Triumph's brand, Dianafen, announced the closure of all offline and online stores in mainland China by December 31, 2025, highlighting challenges in adapting to local market demands [12] - Harrods will close its Shanghai private members' club and tea room starting January 2026, focusing on more impactful experiences in other regions of China [15][16] Group 4: New Initiatives - Kering SA plans to establish a venture capital department named House of Dreams to adapt to technological changes and evolving consumer demands in the luxury sector [17]