今天终于轮到久违的消费板块上涨了，说粗来有点哀伤，今天的反弹不是国内的消费数据回暖，是因为港股那边消费股大涨传递回来的乐观情绪，而港股 那边的消费股其实过去两年多也不好，甚至年后这一波行情也全程落后。 扭转这一切的全都靠一个正在ipo，还没有正式上市的股票，对的，就是蜜雪冰城，这波发售融资只有35亿，但申购锁仓的资金1.77万亿，昨天有好多读 者怀疑我写错单位了，没写错，1.77万亿打破了之前快手的记录，史高。 奈雪的茶被股民称为"卖血的茶"，上市后股价下跌超过90%，但最近两天借着蜜雪冰城的热度几乎翻倍，虽然翻完倍了还是跌80%+... 就有点像奶茶行业里的比亚迪。 真是有点感慨，前几年大家还都说最好的生意是做有钱人的生意，是消费升级。这几年突然大环境变了，大家开口闭口消费降级，活得滋润的都是能够把 产品越做越便宜的企业。 现在业内都比较看好蜜雪冰城海外扩张的前景，过去几年有一件事被不断验证，就是在中国尸山血海的赛道里杀出来的卷王，去了海外只要不被政治打 压，那基本都是降维打击，爆杀。 …… 今天a股和港股同时出现了洗盘，午后探底，之后资金涌入抄底，到收盘前基本都拉回来了，恒生科技下跌1.22%，这个幅度不 ...

没有一顿火锅解决不了的事 落座火锅店的第一件事，当然是选锅底。 谁能成为火锅界的王牌锅底? 不出所料, 「麻辣火锅」 满足了超过了成年轻人的口味. 以绝对优势占据榜首。 谁能抵得住又麻又辣的诱惑呢? | 最受欢迎的锅底 | | | --- | --- | | 麻辣火锅 | 74.2% | | 潮汕牛肉火锅 | 57.5% | | 番茄锅 | 40.4% | | --- | --- | | 酸汤火锅 | 36.1% | | 涮肉锅 | 34.3% | 潮汕牛肉火锅也是杀疯了, 酸甜可口的番茄锅则成功跻身Top3, 成为「不能吃辣星人」的心头好。 谁说「红锅」只能是麻辣味的? 番茄锅表示不服。 在这些锅底中 , 不同年龄段的年轻人也有着不同的偏好。 最爱麻辣火锅的是95后, 辣党比例高达77.6%, 00后则主打一个「甜辣混搭」 , 5成以上都喜欢吃番茄锅, m85后的成分则更复杂了， 酸汤火锅、潮汕牛肉火锅和涮肉锅全都喜欢. 40岁，正是啥都爱吃的年纪。 | | 不同年龄层爱的火锅 | | | | | | --- | --- | --- | --- | --- | --- | | | 成課 | 酸汤 | 新疆 ...

以下文章来源于三联电子厂Pro ，作者哈尼 "你说这Burberr y补货吧，非挑在工作日，害我请半天假，得扣不少钱！"李京关上了副 驾驶的车门。 "小点声儿，看见后面那穿优衣库的男的了吗，他肯定是代购。别让他抢了咱们的衣 服！"Clair小声说。 她们全程小碎步穿过家电区与运动健身区，来到了服饰区。货架上铺陈着Burberr y衬 衫，它们看上去就像餐饮区试吃摊位铁板上的烤羊排，堆积成山。一旁的简易衣架上， 垂挂着若干件Burberr y外套。 （ID：cyberlife2024） 三联电子厂Pro . 有限解释车间 对奢侈品祛魅。 监工丨Benjamin 质检员丨大体老师 螺丝工丨哈尼 视觉流水线丨汉堡包 来源 | 三联电子厂Pro 这是工作日的上午，两位都市女中产早早做好了抢购攻略，开车直奔山姆。 01 城市中产的山姆消费行为大赏 在山姆的Buberr y货架前待五分钟，你就会感叹，以前抢购学区房的中产们突然在山姆 找到了新的目标。 ta们看品、辩品、继而拿出手机打开各电商平台货比三家，直至露出欣慰的微笑，最后 死死攥着品的这一连串动作，一气呵成中带着些许雅致。 ta们可能早年间常往返于国内与巴黎之间， ...

Financial Data and Key Metrics Changes - Rental income decreased by approximately 6% and operating profit fell by 9% due to a decline in variable rent, despite fixed rents increasing by nearly 6% [12][13][14] - The company reported a revenue from property sales of $150 million, which was impacted by provisions made for inventory markdowns [15][36] - The net gearing ratio stood at around 33.4%, with expectations for it to remain similar in 2025 if no new projects are undertaken [40][41] Business Line Data and Key Metrics Changes - The luxury sector performed well, with subluxury malls outperforming the market, while overall retail sales dropped by 14% [24][28] - Fixed rents increased, indicating a successful strategy to convert sales trends into fixed income [61] - The hotel segment was reported separately for the first time, reflecting the company's growing portfolio [16] Market Data and Key Metrics Changes - Mainland rental revenue dropped by 4% in RMB terms and 5% in HKD terms, primarily due to RMB depreciation [18][20] - The company noted a significant drop in luxury spending, with a 30% decrease in sales in Hainan, while the average ticket size dropped by 14% to 16% [66][69] - The overall sentiment in the market remains cautious, with expectations for a mild increase in 2025 [69][87] Company Strategy and Development Direction - The company aims to consolidate brands and increase occupancy rates across its malls, focusing on enhancing customer experience [27][76] - Strategic initiatives include the use of low carbon emissions fuel for new projects and a commitment to renewable energy for properties [42][43] - The company is actively managing its financials through prudent provisions and adjustments to dividends to maintain flexibility [45][84] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a challenging year but highlighted strong occupancy rates and the resilience of the subluxury sector [4][7] - There is a cautious outlook for 2025, with management emphasizing the need for strategic adjustments in response to market conditions [9][69] - The management expressed confidence in the company's ability to navigate the current environment while seeking growth opportunities [45][80] Other Important Information - The company has signed a RMB10 billion syndicated loan with 13 banks, reflecting strong support from financial institutions [39] - A strategic reset of dividends was implemented, with a 33% cut announced, aimed at improving financial stability [17][84] - The company is focusing on enhancing its tenant mix and customer experience to drive traffic and sales [92][95] Q&A Session Summary Question: What is the rental reversion trend in the second half of last year and expectations for 2025? - Management indicated that fixed rents in Mainland increased by 6%, but overall sales trends still impacted revenue negatively [61][62] Question: How is January performing in terms of traffic and tenant sales? - January showed improvements in both foot traffic and sales compared to the previous year, but management remains cautious about drawing conclusions [64][65] Question: What strategies are in place to cope with new supply in Shanghai? - The company plans to consolidate tenant quality and enhance customer experience to remain competitive against new developments [75] Question: Can you elaborate on the dividend reset and its underlying assumptions? - The reset is seen as a strategic move to provide financial flexibility, with the intention to adjust based on market conditions [77][84] Question: What are the expectations for financing costs in 2025? - Financing costs are expected to be slightly lower than the previous year, based on current market conditions and forecasts [82]

销售与管理视频号开通啦 欢迎关注并留下您睿智犀利的评论吧 ----------------------------------------- - - 作者： 智先生 来源：智先生（ID：zhixs10） 要说2024年有什么天坑行业排行的话，餐饮业估计能名列前茅。 很多地区的"排队王"都陷入了摆烂的局面，客流量肉眼可见变得稀疏起来，预订率下降，导致营业额也大幅缩水。 有餐饮人在网上自嘲， "开店时身上有二十多万，关店时能去到四十多万，可惜是负债"。 数据是最直观的。 哪怕它们纾尊降贵，推出298、398的"平民套餐"，也依然挡不住大规模关停潮来袭，因为老百姓对米其林评价已经祛魅。 当行业环境不济时，大部分企业首先会考虑加入红海战场，开卷价格大战，虽然"以价换量"不是什么新鲜把戏了，但胜在有用。 一部分餐饮头部借此实现了逆增长，比如像海底捞，萨莉亚、瑞幸咖啡、百胜中国等佼佼者。 不过仔细翻看各上市公司的财报，可以发现一点，能实现同比增长的寥寥无几， 与其说逆增长，不如说维持营收平衡更贴切 。 根据国家统计局数据，今年1-8月份，餐饮收入34998亿元，同比增长6.6%，从大盘来看，还算可以，最起码像房地产、家装 ...

霸王茶姬到红星前进。新的投资方式，被矫正的未来预期。 文丨徐煜萌 黄俊杰 编辑丨黄俊杰 7 月中旬，上海淮海东路恒积大厦，刘子正站在一栋老写字楼前，举起右手向我打招呼，示意同行。几百 米路有 9 个 KTV，白天沉睡、夜晚热闹，周边餐厅多是大排档。总有上了年纪的人经过，偶尔出现几个穿 着西装的上班族，边谈生意边从楼里出来。我们一路缓行，刘子正开始管理预期。"不好意思，我们的工 作很无聊。" 虽然已是一年最热的几天，刘子正仍然在白色 T 恤外穿了一件淡蓝色休闲夹克，搭配淡蓝色工装短裤和白 色板鞋，胳膊活动时露出腕上金表。 穿过马路，他指了指路口的来伊份门店，"就是这里"。 店面目测 80 多平米，是隔壁沪上阿姨的三四倍。十分钟里，没有一个人走进去。两三个店员要么无聊地 站着，要么整理没人碰过的货品。这个位置连同牌匾上方自带一块约 10 米宽、20 米高的广告牌，每个月 租金 20 万元。他想要这样一个大广告牌，能给他的品牌上海首店带来 "足够大的展示面和人流"。 店的名字叫 "红星前进牛奶面包公司"，卖 8.9 元起的当日现烤面包和 5.9 元起的现打鲜奶。红星前进 2022 年 8 月顶着疫情在北京东四的胡同 ...