YONGHUI SUPERSTORES(SH:601933) 36氪未来消费·2025-06-15 07:58Group 1 - Pop Mart's independent jewelry brand popop opened its first store in Shanghai, targeting the $50 billion fashion jewelry market with a focus on female consumers [2] - Pop Mart aims to achieve a revenue target of 20 billion yuan by 2025, with overseas markets expected to contribute 10 billion yuan [2] - Inditex's Q1 revenue was €8.27 billion, below analyst expectations, with summer sales growth slowing to 6% compared to 12% last year [3][4] - Inditex operates 5,562 stores globally, and its performance reflects broader challenges in the global retail sector [4] Group 2 - Yonghui Supermarket completed the transformation of 100 stores to the "Pang Dong Lai" model, focusing on enhancing employee skills, product quality, and store experience [5][6] - Yonghui plans to expand the number of transformed stores to 150 by the end of July and aims for 300 by the Lunar New Year in 2026 [6] - L'Oréal announced the acquisition of a majority stake in the UK skincare brand Medik8, enhancing its luxury product portfolio [6][7] - Starbucks is considering selling part of its Chinese business to attract external investors, with plans to increase store numbers from 8,000 to 20,000 [8] Group 3 - Guozi Shule launched a collaboration with "Wu Lin Wai Zhuan," achieving a sales increase from 200 million to 400 million bottles in the past year [9][10] - Dr. Martens reported a 10% decline in revenue to £790 million, with net profit dropping significantly [21] - Salia plans to establish a headquarters in Guangdong to manage its operations in China, where it has around 500 stores [22][23] - Bai Fei Dairy's IPO application has been accepted, marking the first food consumption project in the Shanghai Stock Exchange this year [24]