年轻人“捡漏”，奥特莱斯火了

Core Viewpoint - The article highlights the robust growth of the outlet retail sector in China, driven by changing consumer behavior towards value and experience, with significant sales and foot traffic increases reported across various outlet projects [3][4][5]. Group 1: Market Performance - From July 2024 to June 2025, 205 quality outlet projects in China achieved sales of 180 billion yuan, a year-on-year increase of 8.9%, with foot traffic reaching nearly 900 million, up 12.5% [3]. - During the New Year holiday in 2026, the Shanghai Qingpu outlet recorded sales exceeding 100 million yuan, a 106.2% increase year-on-year, with foot traffic of 259,000, up 64% [4]. - In 2025, 22 outlet operators reported an average sales growth of 12% and foot traffic growth of 15.4% compared to the previous year [5]. Group 2: Consumer Trends - Consumers are increasingly seeking value, with a shift towards rational spending and a focus on price-performance ratios, making outlets appealing for both low-income and high-income consumers [4][6]. - The Z generation is emerging as a significant consumer group, prioritizing quality and extreme pricing, which is reshaping shopping preferences [9][10]. - Over 80% of young consumers utilize social media platforms to find discount information, favoring luxury brands at discounted prices [10]. Group 3: Industry Dynamics - The outlet sector is characterized by strong anti-cyclical properties, remaining resilient regardless of economic conditions, as seen in markets like the US, Japan, and Europe [4][11]. - Major players are expanding their presence in the outlet market, with new projects launched in cities like Wuhan and Chengdu, and established developers entering the space [6][11]. - The integration of experiential retail elements, such as dining and entertainment, is transforming outlets from mere discount shopping venues to comprehensive lifestyle destinations [10][11].