Sou Hu Cai Jing·2026-02-26 11:31Investment Dynamics - Amazon announced a $12 billion investment to build its first data center campus in Louisiana, in collaboration with Stack Infrastructure, which includes a $400 million investment in local water infrastructure upgrades. The project is expected to create 540 direct full-time jobs and 1,710 related jobs [3] - eBay plans to acquire Etsy's second-hand fashion social platform Depop for approximately $1.2 billion in cash, with the deal expected to close in Q2 2026, pending regulatory approval. This acquisition aims to enhance eBay's C2C offerings and allow Etsy to focus on its core handmade market [6] - Lululemon will open its 100th store in the EMEA region in Warsaw, Poland, on March 13, marking its official entry into the Polish market. The brand plans to enter six new markets in 2026, the highest number in a single year in its history [9] - PepsiCo's Alvalle brand launched a new line of ready-to-eat vegetable soups made from 100% Spanish natural ingredients, with plans to expand into Portugal and other Western European markets [12][13] - Moncler Group reported a 1% year-over-year revenue increase to €3.13 billion for 2025, with a strong fourth quarter growth of 7%. The brand's performance reflects a clear strategy and resilience in a volatile environment [16] - Brunello Cucinelli's revenue grew by 11.5% in 2025, with a net profit of €142 million, slightly above expectations. The brand's success is attributed to the ongoing trend of "quiet luxury" and strong performance in Asia [19] - OTB Group's net sales decreased by 5.9% to €1.6 billion in 2025, with a notable performance from Maison Margiela, which saw an 8.4% sales increase. The group demonstrated resilience despite global uncertainties [22] Personnel Dynamics - Valentino appointed Liran Peterzil as the new Chief Marketing Officer, effective March 2, to oversee global brand strategy and marketing efforts [24] - Saint Laurent appointed Johnny Coca as the creative director for accessories, aiming to enhance the brand's accessory offerings and overall profitability [27] - J.Crew's menswear creative director Brendon Babenzien is leaving to focus on his own brand, Noah, which may create a strategic gap in J.Crew's menswear direction [30]