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顾家家居全国购物中心816启动大会暨财富招商大会启幕
Sou Hu Cai Jing· 2025-07-11 00:59
7月7日至11日,顾家家居全国购物中心816全民顾家日启动大会暨财富招商大会,在杭州主会场成功举 行,呼和浩特、成都分会场同步联动。本次大会深度聚焦购物中心渠道战略转型,通过趋势洞察、产品 革新、模式验证及生态赋能四大维度,为全国购物中心意向商与老商绘制清晰增长路径。 当前家居行业正经历深刻重构。传统卖场面临同质化竞争加剧等挑战,而购物中心凭借其"高频带低 频"的天然场景优势,成为撬动新增量的黄金入口。会上,顾家家居中国营销事业本部执行总经理林春 旺在主题演讲中指出:"短期业绩不代表未来,核心在于能否抓住渠道变革的战略机遇。" 据悉,本次会议以"赢战新模式·打出新态势"为行动纲领,汇集全国200+家经销商代表,通过可复制的 商业模式验证、差异化产品矩阵及全域流量解决方案,为合作伙伴开辟第二增长曲线。 一、趋势定锚:解码消费变革,重塑渠道价值 大会首日,顾家购物中心举办了家居行业高定私享沙龙,其以"店态参观+行业趋势峰会"为核心,特邀 知名趋势营销专家肖明超、小红书家居行业平台专家烟幕,以及顾家家居用户洞察及场景力赋能负责人 尤珍等嘉宾分享家居趋势与用户洞察。活动聚焦行业前沿资源整合,参与者沉浸式体验购物中心最 ...
Levi Strauss & (LEVI) - 2025 Q2 - Earnings Call Transcript
2025-07-10 22:00
Financial Data and Key Metrics Changes - The company reported a 9% organic net revenue growth in Q2, marking the third consecutive quarter of high single-digit growth [9][35] - Gross margin reached a record 62.6%, expanding 140 basis points year-over-year, driven by lower product costs and a favorable channel mix [38] - Adjusted diluted EPS increased by 37% to $0.22 compared to the prior year [40] Business Line Data and Key Metrics Changes - Direct-to-consumer (DTC) sales grew by 10%, with 13 consecutive quarters of positive comparable sales growth [9][32] - The wholesale business also saw growth, up 7%, marking its third consecutive quarter of growth [32][35] - Women's business grew by 13%, while men's business increased by 6% [35] Market Data and Key Metrics Changes - The Americas net revenues were up 9%, with operating margins increasing to 20.5% [41] - Europe experienced a 15% increase in net revenues, with a 17.2% operating margin [42] - Asia's net revenues were flat, but DTC grew double digits, indicating strong performance in specific markets like Japan and Turkey [44] Company Strategy and Development Direction - The company is transitioning to a DTC-first model, with over half of its business now coming from owned and operated channels [10][12] - Strategic focus has shifted towards the Levi's brand, with the sale of Dockers and exiting the Denizen and footwear businesses [11][30] - The company aims to become a $10 billion company, emphasizing growth in lifestyle categories beyond denim [12][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating a challenging global operating environment, citing strong brand equity and consumer connection [12][54] - The company raised its full-year guidance for organic net revenue growth to 4.5% to 5.5% [48] - Management highlighted the importance of brand marketing and collaborations, such as with Nike and Beyoncé, to maintain cultural relevance [14][82] Other Important Information - The company generated free cash flow of $146 million and declared an 8% increase in dividends to $0.14 per share [45] - Inventory levels increased by 15%, primarily to support holiday sales and mitigate tariff impacts [46] Q&A Session Summary Question: Drivers of demand strength and market share gains - Management noted broad-based growth across DTC and wholesale, with strong performance in both men's and women's categories [58][64] Question: Gross margin inflection and structural changes - Management highlighted that higher DTC sales, focus on women's products, and exiting less profitable lines contributed to improved gross margins [65][68] Question: Organic wholesale revenues and growth expectations - Management indicated a prudent approach to wholesale growth, expecting it to remain flat to slightly positive for the year [73][75] Question: Marketing initiatives and AUR growth - Management discussed ongoing marketing efforts, including collaborations and campaigns, which are expected to drive brand strength and AUR growth [82][84] Question: DTC margin profile and SG&A rate - Management confirmed that DTC growth is no longer a drag on EBIT margins, with significant improvements in revenue per square foot and cost management [99][100]
茅台新KPI:“满满的情绪价值”
Sou Hu Cai Jing· 2025-07-09 15:46
Core Insights - The core viewpoint of the articles emphasizes the transformation of Kweichow Moutai from a product-centric approach to a consumer-centric model, focusing on integrating services with products to enhance consumer experience [1][2][4]. Group 1: Business Performance - Kweichow Moutai achieved its operational goals in the first half of 2023, laying a solid foundation for further market consolidation and stable development in the second half of the year [1][4]. - The average market price for Moutai products remains stable, generally above 2000 yuan per bottle, indicating a strong market foundation despite challenges [4][12]. - As of July 8, 2023, the market price for the 53-degree original box Moutai has increased by over 100 yuan per bottle compared to mid-June, reflecting positive market feedback on the company's transformation efforts [14]. Group 2: Strategic Transformation - Moutai is actively pursuing a transformation strategy, shifting from "selling liquor" to "selling a lifestyle," which involves a comprehensive approach to harmonize demand, supply, and distribution [4][6]. - The company has initiated a "service revolution" by incorporating "soft services" into its management system and establishing a service evaluation mechanism to enhance consumer engagement [1][8]. - Moutai's cultural experience centers are rapidly expanding, with 28 approved and 58 under construction, serving as key platforms for cultural outreach and consumer engagement [6][8]. Group 3: Market and Channel Strategy - The company is restructuring its relationship with distributors, emphasizing a "clear and friendly" partnership to foster a collaborative market development environment [10][12]. - Moutai's marketing strategy focuses on consumer-centric approaches, utilizing big data to understand consumer behavior and enhance service delivery through various channels [8][10]. - The company aims to maintain a strong market presence by adhering to the "clear and friendly win-win" philosophy with distributors, which is crucial for sustaining its market position during industry adjustments [12][14].
我自私,但我是个好妈妈 | Shuting Liu | TEDxYuehai St Salon
TEDx Talks· 2025-07-08 16:51
刘舒婷,运动健身品牌“超级猩猩”的创始人兼CEO。作为行业创新者,她结合科技与用户体验,为都市人群开创了全新的健康生活方式。 在这场演讲中,她分享了身为母亲的感悟。她坦言:“我自私,但我也是个好妈妈。我没有为孩子牺牲自己,而是用爱自己的方式去爱他。” 超级猩猩创始人兼CEO “要么酷要么死”,作为创始人兼CEO,跳跳从0到1打造超级猩猩,用健身重新定义都市生活方式。她用行动告诉我们:“人就是不该甘于平凡”! 作为行业创新者,跳跳通过科技与用户体验的结合,让健身变得更有趣、更简单,也为都市人群打造了全新的健康生活方式。 This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at https://www.ted.com/tedx ...
2025友邦保险北京好生活节活动圆满落幕 健康新「享」法 创造美好生活
Cai Jing Wang· 2025-07-08 07:15
Core Viewpoint - The "2025 AIA Insurance Beijing Good Life Festival" was held with a focus on promoting health and community engagement, attracting nearly 8,000 participants and integrating educational elements on financial consumer rights and fraud prevention [1][4][10]. Group 1: Event Highlights - The festival featured diverse activities including a 5km fun walk, interactive games for families, and food markets, all designed to enhance the experience of participants and promote a healthy lifestyle [4][6]. - The event included a stage area for performances, where professional instructors and DJs engaged attendees in health and wellness activities, creating a vibrant atmosphere [6]. - A significant aspect of the festival was the integration of public welfare elements, with charity sales supporting environmental and health initiatives, showcasing the company's commitment to social responsibility [8]. Group 2: Company Philosophy and Future Plans - AIA Beijing emphasizes a customer-first service philosophy, aiming to provide enriching health and cultural activities to its clients [1][4]. - The festival has attracted over 50,000 participants cumulatively, reflecting the company's dedication to innovating insurance services and integrating them into customers' lives [10]. - The company plans to continue advocating for healthy lifestyles and improving service quality in collaboration with the community [10].
颠覆性发现:Nature Aging论文证实,衰老相关炎症并非普遍存在
生物世界· 2025-07-07 07:24
撰文丨王聪 编辑丨王多鱼 排版丨水成文 炎症性衰老 ( inflammaging ) ,即与年龄相关的慢性炎症增加,被认为是 衰老 的一个标志。然而,目前对于基于循环细胞因子来衡量炎症性衰老还没有达成 一致的方法。 近日 ,加拿大 舍布鲁克大学和美国哥伦比亚大学的研究人员合作,在 Nature 子刊 Nature Aging 上发表了题为 : Nonuniversality of inflammaging across human populations 的研究论文。 该研究通过比较工业化人群 (来自 意大利和新加坡的人群 ) 和非工业化人群 (来自 玻利维亚和马来西亚的原住民 ) ,发现 炎症性衰老 ( inflammaging ) 在不同群体中并不具有普遍性, 生活方式工业化程度较低的人群可能不会经历炎症性衰老。因此, 炎症性衰老可能只是工业化生活方式的副产物,因此在全球不 同人群中存在着显著差异。 短期炎症对于治愈感染至关重要,但长期炎症暴露 (炎症性衰老) 已知会增加生物学衰老和出现年龄相关性疾病的风险。不过,之前并不确定炎症性衰老对所有 人群的影响是否一致。 在这项新研究中,研究团队评估了在意大利的 ...
飞天53%vol 1L贵州茅台酒重磅登陆i茅台,满足消费者多场景用酒需求
He Xun Wang· 2025-07-07 04:29
标志性的乳白玻璃茅形瓶是飞天茅台的"身份象征",瓶身线条流畅优雅,乳白玻璃的质感温润如玉,既 展现了东方美学的含蓄之美,又能很好地避光保护酒体。整体设计简约而不简单,绿色而经典,将东方 礼制的庄重与现代审美的简约完美融合,无论是作为日常品饮的佳酿,还是高端商务馈赠的礼品,亦或 是重要庆典仪式的见证者,都能尽显格调与诚意。 多场景满足需求,便捷配送开启无忧购酒体验 贵州茅台推出1升装产品的目的,正是在于推动整个行业从单纯的"销售酒品"向"销售生活方式"的转 变。1升装产品的设计初衷是为了更好地满足消费者在实际饮用场景中的需求,其容量较大,特别适合 家庭聚会、商务宴请等场合,精准覆盖了消费者在不同场景下的购酒需求。 这样的转变不仅有助于提升消费者的饮用体验,还能促进市场的健康发展,避免过度炒作带来的市场波 动。 近日,飞天53%vol1L贵州茅台(600519)酒正式在i茅台APP"畅享?云购"商城以3799元价格重磅上架, 每日09:00-10:00限时开启购买通道。这款承载着茅台酿酒文化与卓越品质的酱香佳酿,以官方正品保 障、升级包装设计、多元场景适配及便捷配送服务,全方位满足消费者的购酒需求,为广大酒友带来 ...
从“卖产品”到“卖生活方式”:中国乡村探索绿色消费转型
Xin Hua Wang· 2025-07-06 03:57
Group 1 - The core viewpoint of the articles highlights the transformation of rural consumption in China from "selling products" to "selling lifestyles," driven by changing consumer preferences and the promotion of green consumption [1][2][3] - The report emphasizes the importance of experiential consumption, where customers are increasingly valuing experiences over mere products, as seen in the case of Yang Chenglan's workshops that attract tourists to engage with the local culture [1][2] - The rise of rural tourism is evident, with statistics showing that in the first quarter of 2025, rural tourism received 707 million visitors, a year-on-year increase of 8.9%, and generated a total revenue of 412 billion yuan, reflecting a growing desire for idyllic rural experiences [3] Group 2 - The articles discuss various cultural and sports events, such as the "Village Super" football league, which have gained popularity and attracted over 2.41 million visitors from January to May 2025, marking an 11.77% increase compared to the previous year [2] - The shift in rural tourism is characterized by a focus on providing emotional value and diverse experiences, moving from merely showcasing scenery to offering deeper cultural engagement [3] - The promotion of green and low-carbon lifestyles is a key initiative in China's economic development strategy, aligning with the increasing consumer demand for sustainable and healthy living options [2]
中国人为何越减越胖,减肥一生却陷入“越减越重”困局?
GLP1减重宝典· 2025-07-05 09:51
以下文章来源于体重管理三年行动 ,作者体重管理三年行动 体重管理三年行动 . 响应国家"健康中国2030"战略,落实"体重管理年"三年行动,本账号发布权威资讯 你有没有注意到,身边"胖起来"的人越来越常见? 其实,国际上衡量胖瘦最常用的标准并不是单纯的体重,而是BMI(身体质量指数)。BMI的计算方法是:体重(公斤)除以身高(米)的平 方。BMI在18.5到23.9之间属于正常,超过24为超重,28以上即为肥胖,30及以上则被视为中重度肥胖。 2016年,《柳叶刀》杂志发布的数据显示,全球肥胖人数首次超过了体重偏轻的人群,而中国的肥胖总人数已跃居全球第一,超过美国。 最新的《中国居民膳食营养素参考摄入量》也显示,我国居民超重和肥胖的比例持续上升,成年人肥胖率已超过50%,儿童和青少年超重及肥 胖率也接近20%。 伴随着"胖人"队伍的不断壮大,各种减肥方法层出不穷,在社交平台上不断刷屏。 比如,男演员尹正因分享自己的减脂餐单,意外成为小红书上的热门人物;沈腾公开的"16+8减肥法"(每天连续禁食16小时,其余8小时进 食),更被不少年轻人奉为减肥宝典。 但是,无论是明星还是普通人,减肥这条路都不轻松。 尹正虽然 ...
51信用卡老板跨界造车,一辆卖价26.8万,要干掉房租
创业邦· 2025-07-05 03:37
终极目标是要把Vala车做成百变的移动空间。 作者丨赵晓晓 编辑丨关雎 图源 丨 Vala 坐到车里,才更深刻感受到孙海涛描述的那个汽车新物种—— Vala P ro ,一款 横跨生活和工作场 景的多功能 纯电 车 ,孙海涛把它定义为生活方式的延展。 车内像一个温馨的小客厅,充电接口有 十几个 ;沙发打开,就是一张床;调控器是个圆屏,此前只 有宝马MINI COOPER是这种设计。 Vala P ro是国内第一款铺上电地暖的电车。升顶设计也是这款车独有,人可以在车里站起来,也可 以在车顶上睡觉,像一个小型的 Loft 。另外,车主可以根据自己的喜好随意搭配软装,像拼乐高一 样。 Vala是孙海涛的又一次创业,也是51信用卡目前的一个核心业务。孙海涛在2012年创办51信用卡, 2018年在港交所上市。2019年后,由于政策原因,51信用卡开始转型,做过 SaaS服务、露营、儿 童游艺等 业务 。 51信用卡之前,孙海涛创办过三维地图平台E都市、找房网站房途网、房租支付服 务平台租房宝。 按照孙海涛的描述,Vala切入的是一个新场景和增量市场,区别于私家车、房车和露营车,它出售的 是一种生活方式。特定场景下,V ...