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FAST RETAIL-DRS(06288.HK)前三季度纯利同比增长8.4%至3390亿日圆 整体创下历来最佳业绩
Ge Long Hui· 2025-07-10 08:52
就该事业分部第三季度单季旗下各地区业绩来看(以当地币值计),大中华地区之中,中国大陆市场收益 较上年度同期减少约5%,经营溢利同比下降约3%。这主要是因为市场整体消费意愿低落,同时截至5 月初仍持续低温等因素,使实际需求无法提振。香港及台湾市场虽录得收益增长,但因成本率上升使毛 利率下降,加上行政开支等占收益比率升高,致使经营溢利大幅减少。南韩的收益及溢利则皆录得大幅 增长,这是由于其策略性地备妥春季及全年性商品的库存,成功推展换季时期业绩,以及行销策略奏效 所致。东南亚、印度及澳洲地区录得收益大幅增长、溢利上升。该地区以夏季商品为中心,销情旺盛, 推使同店销售净额增长。北美地区录得收益及溢利双双大幅增长,欧洲录得收益大幅增长、溢利上升, 业绩持续表现良好。在欧美地区策略性加强行销活动下,以主力商品为首带动销售表现亮丽。同时,前 三季度期间开设的新店销情不俗,不但能持续扩展顾客层并提高品牌知名度。 在GU(极优)事业分部方面,前三季度收益总额为2,562亿日圆(同比增长4.0%),经营溢利总额为263亿日 圆(同比减少10.7%),录得收益增长但溢利大幅下降。其中,第三季度单季亦录得收益增长、溢利大幅 下降。 ...
中国企业加速出海步伐,尼尔森IQ研讨会揭示欧洲及亚太市场新机遇
Jin Tou Wang· 2025-07-10 08:29
Group 1: Event Overview - The "Breaking Waves: Eurasia - Consumer and Market Insights Seminar" hosted by NielsenIQ (NIQ) focused on market trends in Europe and the Asia-Pacific region, discussing consumer behavior insights, market entry strategies, and brand internationalization strategies to aid companies in overseas expansion [1] - The seminar attracted nearly 100 senior executives from Chinese enterprises and included representatives from the Ministry of Commerce, the China Chamber of Commerce for Import and Export of Foodstuffs, and the Investment Promotion Service Center of Chaoyang District, Beijing [1] Group 2: Market Insights - NIQ's data indicated a 2.9% growth in global fast-moving consumer goods (FMCG) sales as of March 2025, with Europe accounting for 36% and Asia-Pacific for 17% of the global market [2] - The European market is characterized by increased price sensitivity among consumers and a growing demand for sustainable and health-oriented products, with significant growth potential in Eastern Europe and expansion opportunities in Western Europe [2][3] Group 3: Brand Strategies - Chinese brands are gaining a foothold in the technology and durable goods sectors by offering competitively priced and high-performance products, particularly in smart home ecosystems [3] - NIQ emphasized the need for brands to adapt to local cultures and innovate to capture consumer mindshare when entering international markets, particularly targeting the X generation through omnichannel marketing and personalized experiences [4] Group 4: Internationalization of Chinese Brands - Successful case studies of Chinese brands include Huaxizi, which achieved premium positioning through cultural elements, and Bawang Tea, which met European consumer needs through functional innovation [5] - NIQ highlighted the importance of transitioning from product advantages to model advantages for Chinese brands, focusing on supply chain optimization and localized operations for rapid market expansion [5] Group 5: Future Trends and Opportunities - NIQ's latest market monitoring data revealed that emerging consumer trends and digital transformation are driving the global FMCG market's expansion, with cross-border e-commerce channels growing at an annual rate of 28% [6] - NIQ aims to support Chinese brands in accurately understanding different market dynamics and building global competitiveness, facilitating the transition from "Made in China" to "Global Brand" [6]
上半年,抖音美妆带货TOP1变了
Xin Lang Cai Jing· 2025-07-10 07:41
青眼号外注意到,今年6月,TOP20达人的整体带货表现相比于5月以及去年同期均稍显逊色。 整体来看,6月TOP20中GMV破亿或处于7500万-1亿区间的达人共计4名,略少于2024年同期的5名。就环比而言,今年 5月该数量曾达到6位,同样多于6月。 究其原因,或许与抖音平台在近期加速推进"店播化"转型有关。抖音平台鼓励品牌建设自播能力,削弱对达人依赖,从 而改变了以达人为主导的传统带货格局。据青眼情报数据显示,在2025年6月抖音美容护肤类目品牌TOP20榜中,60% 的上榜品牌以品牌自播为主。 文 | 青眼 渺渺 2025年上半年已落下帷幕。 在过去六个月中,抖音美妆带货江湖风云变幻,达人榜单迎来新一轮洗牌。在这场新老势力的激烈角逐中,既有头部达 人的持续领跑,也有黑马选手的强势突围。 那么,上半年,哪些达人成功跻身抖音美妆TOP20?榜单排名揭示了美妆带货的哪些新趋势? 两大"一哥"轮流坐庄,黑马异军突起 与此同时,今年抖音618大促时间跨度较长,从5月13日一直持续至6月18日。5月率先启动的集中流量释放,或令其在节 奏和资源分配上更占据优势。 | 2025年6月抖音美妆带货达人榜TOP20及其同比、 ...
品牌集采试水万亿车后市场 巨懂车“超级品牌计划”探索贴膜改装的抖音标准化打法
Cai Fu Zai Xian· 2025-07-10 07:32
Core Insights - The automotive aftermarket in China is rapidly expanding due to increasing vehicle ownership and personalized demands from younger users [1][3] - The "brand collective procurement" model introduced by Dongche Emperor aims to enhance lead conversion efficiency and reduce operational costs for chain merchants [1][3] Group 1: Market Dynamics - The automotive aftermarket, particularly in film modification, has a market size exceeding 150 billion yuan in 2024, with over 80,000 stores [3] - Despite the growth, the sector faces structural challenges such as low customer acquisition efficiency and uneven service capabilities [3][4] Group 2: Brand Collective Procurement Model - The "brand collective procurement" model focuses on centralized traffic operation by headquarters while allowing stores to concentrate on service fulfillment, transitioning from "single-store operations" to "organizational collaboration" [3][4] - A set of tools based on the Douyin ecosystem supports this model, including strategies for store identification and revenue-sharing mechanisms [3] Group 3: Implementation and Impact - Pilot data shows a 410% year-on-year increase in cooperating stores, a 170% rise in potential customers, and an average operational cost reduction of about 31% [1] - The "Super Brand Plan" aims to support the transition of five super brands, ten leading brands, and twenty potential brands towards standardized operations [3] Group 4: Future Outlook - The market for film modification is transitioning from high growth to a consolidation phase, with standardization of operational models becoming a key variable for the industry's long-term landscape [4] - The collaboration among platforms, brands, and stores is seen as a critical pathway for scaling and standardizing the automotive aftermarket [4]
盒马NB战略重大转折,“超盒算NB”来了
东京烘焙职业人· 2025-07-10 06:00
以下文章来源于新零售 ,作者映山红 新零售 . 品牌升级的表象与深层动因 中国零售门户网站联商网出品,全面关注新零售、新业态、新门店。 出品 / 联商专栏 撰文 / 映山红 编辑 / 娜娜 最近,消费者 走进任何一家盒马 NB门店,可能留意到一个微妙变化:原先品名为"盒马NB"的鲜牛奶,包装已悄然更换为 "超盒算NB" 字样。 店内工作人员证实, 不仅是自有品牌 logo 会 逐步更换,店招也将全面更新,供应商已开始测量门店 店招 尺寸。 这一变化看似只是表面视觉调整,实则 标志着 盒马 NB战略的重大转折。 01 表层变化是去 "盒马化"的直接体现。在乳制品等核心品类上,"盒马NB"品牌名已被"超盒算NB"取代,包装设计也进行了全面更新。这一变化正快速向全 线自有品牌商品延伸。咨询门店员工得到的反馈显示,店招更换工作已进入实施阶段,品牌视觉体系将全面革新。 更深层次的动因则源于盒马NB与盒马鲜 生的定位冲突。 作为阿里旗下盒马孵化的硬折扣品牌,盒马NB以"天天低价,件件爆款"为口号,主攻价格敏感型消费群体。这与盒马鲜生多年来建立的中高端形象形成鲜 明对比。当消费者在盒马NB买到低价但品质稍逊的商品时,很容易 ...
杰兰路最新报告出炉 问界以“超强信心”领跑行业 问界M9拿下车型净推荐值榜首
发展信心指数是衡量品牌信任度的重要指标,可直接反馈品牌建设、用户认同与未来增长预期的表现。 在《2025上半年新能源汽车品牌健康度研究》中,问界再次登顶"发展信心指数"第一名,获得"超强信 心"评级,这也是自2024年下半年以来连续两次获此项殊荣。问界汽车历时40个月,累计交付已经突破 70万辆,直观反映出消费者对问界品牌未来发展前景持有极高的信心,而实打实的销量数据,也进一步 强化了市场对问界品牌发展前景的信心。 在品牌知名度方面,问界经过市场沉淀后,知名度稳定保持在90%-95%区间,与BBA等传统豪华品牌 处于同一水平。近几年,问界通过央视国家级平台背书、与体育艺术界展开跨界合作等一系列积极有效 的市场策略,迅速在消费者群体中打开知名度。值得关注的是,问界的知名度并非仅仅依靠流量堆砌, 报告显示,问界的百人青睐指数高达41,位列第五位,成功超越宝马、奔驰等传统豪华品牌。这一高转 化率直接印证了市场对其"传统豪华+科技豪华"的新豪华定位已形成共识。 近日,杰兰路发布2025年度上半年新能源汽车品牌健康度研究,为消费者洞察各品牌的市场表现提供了 重要依据。其中,问界凭借在多个关键维度的出色成绩,展现出了强大 ...
上半年产销首次双超1500万辆背后:合资零售份额“转正”、燃油车持续回暖
Xin Lang Cai Jing· 2025-07-10 05:29
尽管从5月开始,燃油乘用车市场出现回暖,但这一细分市场在今年上半年仍未实现"转正"。 日产中国公布最新销量数据显示,日产汽车中国区含乘用车和轻型商用车两大事业板块在内的6月销量 为53,843辆,同比微增1.88%。其中东风日产(包括日产、启辰和英菲尼迪品牌)销量为49,033辆,同 比下滑1.62%。1-6月,日产汽车中国区含乘用车和轻型商用车两大事业板块在内的累计销量为279,546 辆,同比跌幅收窄至二成以内。 智通财经7月10日讯(记者 张屹鹏)7月10日,中汽协发布数据显示,6月汽车产销分别完成279.4万辆和 290.4万辆,环比分别增长5.5%和8.1%,同比分别增长11.4%和13.8%;1-6月,汽车产销分别完成1562.1 万辆和1565.3万辆,同比分别增长12.5%和11.4%,产量增速较1-5月收窄0.2个百分点,销量增速扩大0.5 个百分点。 乘用车内销方面,6月乘用车国内销量203.4万辆,环比增长7.9%,同比增长12.3%。其中,传统燃料乘 用车国内销量98万辆,比上年同期增加8.7万辆,环比增长14.7%,同比增长9.7%;1-6月,乘用车国内 销量1095万辆,同比增长1 ...
独立站运营新解:SHOPLINE刘元喆称老客复购成本远低于新客
Sou Hu Cai Jing· 2025-07-10 03:48
在品牌出海的浪潮中,独立站成为了众多企业不可忽视的战略要地。然而,独立站是否仅仅是一个可供消费者下单的品牌官方网站?与跨 境电商平台相比,独立站究竟应该如何发挥其独特作用? 他进一步指出,独立站具有两大核心价值值得中国商家和出海企业深入挖掘。首先,作为自有的店铺,独立站能够自由营造氛围感和互动 感,从而更有效地留住流量。其次,独立站注重流量运营的长尾效应。在流量获取方面,许多企业过于关注新流量和获客拓新,但对于致 力于出海品牌建设的企业而言,流量的运营、沉淀和激活更为重要。 刘元喆分享了一个案例,某品牌企业通过邮件营销实现的营收占比高达40%,远超行业10%的平均水平。邮件营销对复购行为的再激活效果 显著,关键在于精准获取忠实客户并持续进行得力运营。他指出,虽然许多中国卖家更倾向于红人营销或投放广告拉新,但复购的持续发 生同样是品牌发展的重要基石。SHOPLINE内部数据显示,在复购领域,获客成本仅为新客户获取成本的20%甚至10%。这意味着,企业仅 需两成的营销成本就能推动老客户再次下单,这正是独立站运营的独特魅力所在。 在谈及独立站的发展前景时,刘元喆表示,每个行业的发展都会经历挑战,跨境电商也不例外。早 ...
中国品牌,链动全球 | 2025家居行业强国品牌论坛在广州成功召开
Sou Hu Cai Jing· 2025-07-10 03:39
2025年7月9日,由中国木材与木制品流通协会主办,中国建博会(广州)为合作平台,广东领尚科技实业有限公司、广东欧派克家居智能科技有限公司、 佛山市极威新材料有限公司共同支持的"中国品牌,链动全球——2025家居行业强国品牌论坛"在广州成功召开。 中国木材与木制品流通协会会长李佳峰,副会长兼木门窗专业委员会执行会长张鹏,中国对外贸易广州展览有限公司副总经理李德为,各省市地方协会秘 书长,以及来自全国门窗、定制、人造板、家具,五金、涂料、设备等上下游产业链代表出席会议。会议由中国木材与木制品流通协会副秘书长黄楠主 持。 李德为副总经理代表中国对外贸易广州展览有限公司,对大家的到来表示热烈欢迎!他表示,中国木材与木制品流通协会是中国建博会(广州)的老朋 友,连续五年邀请行业头部企业齐聚展会,共同探讨大家居建装行业高质量发展之路。本届中国建博会(广州)通过"两个重塑、两个革新"为家居业界搭 建共荣、共聚、共生的大舞台,与全行业同仁携手构建商业转化+趋势引领+生态共建的价值共同体,让每一次展会成为企业穿越周期的桥梁。 主题演讲环节,北京闼闼门业有限公司副总裁张岩作了《以品牌思维破内卷市场》发言,张总坦言,产能过剩是行 ...
宠物企业加速出海 品牌价值成制胜关键
Xiao Fei Ri Bao Wang· 2025-07-10 03:20
Core Insights - The domestic pet economy has seen significant growth, with 4.474 million related enterprises existing as of April this year, a threefold increase from 2021, and over 77% of these companies established within the last three years [1] - The overseas market is becoming increasingly competitive, particularly in high-value markets like Europe and the US, leading to a downward trend in product prices [1] - Companies are focusing on building brand awareness and user reputation as a long-term strategy to remain competitive in the market [1] Industry Trends - The pet products sector includes various categories such as leashes, cleaning supplies, bedding, feeding utensils, clothing, and toys [2] - Companies are categorized into two main types for overseas expansion: supply chain enterprises that manufacture products for major retailers and new consumer brands that focus on brand building [2][3] - Supply chain companies like Tianyuan Pet have adopted a strategy of participating in international exhibitions and acquiring foreign brands to enhance their market presence [2] Market Dynamics - New consumer brands are targeting Southeast Asia for initial expansion due to its rapid growth and lack of dominant players, allowing them to gain a first-mover advantage [3] - Intense competition has led to price compression in the pet products market, prompting companies to innovate with "AI+" smart pet products to differentiate themselves [3][4] - The global smart pet products market reached $4.2 billion in sales by 2023, with significant price competition emerging as many similar products enter the market [4] Consumer Behavior - The acceptance of smart pet products in overseas markets is currently limited due to product maturity, necessitating ongoing investment and product iteration [5] - Establishing brand awareness in the pet products sector is challenging, as consumer purchasing decisions are often influenced by product effectiveness and perceived value [6] - Companies are encouraged to create standout products to build a positive reputation and gradually establish brand identity, similar to strategies used in the baby products sector [7]