Core Viewpoint - Prada Group reported a 13% year-on-year increase in net revenue for Q1 of FY2025, reaching €1.341 billion, surpassing market expectations, while competitors like LVMH and Kering experienced declines [2] Group Performance - The Prada brand's revenue remained stable at €913 million, while Miu Miu saw a significant growth of 60%, contributing €416 million to the total revenue [4] - Church's recorded a mild growth of 1.8%, reaching €8.2 million [4] Regional Performance - Asia-Pacific achieved a 9.6% growth despite a challenging market environment [4] - Europe experienced a 14.3% increase driven by local consumer and tourist spending [4] - The Americas saw a 10% growth despite complex macroeconomic conditions [4] - Japan's market grew by 18%, although the growth rate is expected to slow down [4] - The Middle East was the standout market with a substantial 26% growth in retail sales [4] Strategic Initiatives - Prada continues to invest in the Chinese market, opening its first Asian dining space in Shanghai, designed by director Wong Kar-wai, offering a blend of Italian and Chinese cuisine [5][10] - Miu Miu opened its largest flagship store in Wuhan, China, as part of its expansion strategy [10] Acquisition Plans - Prada Group announced the acquisition of Italian luxury brand Versace for €1.25 billion, expected to complete in the second half of 2025, although analysts predict short-term profit pressure due to the acquisition [10]

作者丨 张雪 来源丨 投中网 高端百货商场天花板的 SKP ，也要被卖了。 据悉，北京华联集团投资控股有限公司正在洽谈将其运营和开发的 SKP 出售给博裕资本。知情人 士称，双方已就 SKP 的管理和运营业务接近达成协议，该业务整体价值在 40 亿至 50 亿美元之 间。不过，就相关商场物业的归属还在讨论中。 对此，投中网向博裕资本进行求证，相关人员表示不予置评。 某种程度上， SKP 的出售也成为了中国奢侈品市场日渐衰落的一个缩影。 数据显示， 2024 年中国内地高端消费市场规模同比下滑 2% 至 1.63 万亿元，其中个人奢侈品市 场销售额预计下降 18%-20% 。 01 SKP，中国高端商场的代名词 有业内人士透露， 2024 年，北京 SKP 销售额或下跌 17% 至 220 亿元左右，较 2023 年的 265 亿元下滑约 45 亿元。与此同时，据赢商网消息，南京德基广场 2024 年全年销售额达到 245 亿元，问鼎了中国乃至世界高端商业销售额第一。 这样短暂的跌落神坛，不知道 SKP 内部会如何严阵以待。 不止北京，在西安、成都、武汉，还有杭州， SKP 的选址始终聚焦于城市的核心区域、高端 ...