（文/霍东阳 编辑/张广凯） 近日，英国高端百货哈罗德发布声明称，自明年1月起将关闭其位于上海的私人会员俱乐部The Residence以及哈罗德茶室。 哈罗德百货称此次退出主要"因上海项目租约期满，同时受到中国奢侈品消费环境变化，以及项目业主招商策略调整的影响"。 自2020年正式进入上海市场，最初以邀请制的奢华私人导购服务切入，2021年开设哈罗德茶室，并于2023年在茶室基础上升级推出了私人会员俱乐部The Residence，这家百年高端百货的重资产实体扩张迅速"破产"。 哈罗德百货创立于1834年，最初只是伦敦东区的一家小型杂货店，1849年，为抓住万国工业博览会机遇，迁至如今伦敦骑士桥的位置。 经过近两个世纪的发展，哈罗德百货已经成为全球奢侈品零售的传奇，拥有超过330个销售部门，服务过包括奥斯卡·王尔德、西格蒙德·弗洛伊德等众多名 流。 中国消费者是哈罗德百货坚实的客户，小红书上，哈罗德百货的圣诞礼盒开箱也是年度热门话题。2020年前，哈罗德百货销售额的近2成由中国消费者贡 献，每消费5英镑就有1英镑来自中国游客。 查公馆的外观看不出哈罗德百货的影子，十分低调。建筑的一楼是哈罗德茶室，在预约制的 ...

福州"胖永辉"+1。永辉超市福州闽侯大学城店将完成为期多日的深度调改，即将于11月22日正式焕新开业。这是在福州市及闽侯县持续推动商业业态更新、 促进消费潜力释放的政策背景下，永辉超市积极回应，进一步深化其在本地市场的品质升级战略。 在水果区，门店精准开发民生刚需、特色差异与年轻潮流三类商品。在保留门店共性商品的同时，新增了果切果汁、冷萃茶、水果捞等年轻化新品，巧妙渗 透年轻客群的社交、通勤、轻食等多种生活场景。 蔬菜区则深度融入了本地饮食文化，专门为钟爱煲汤养生的福州顾客，导入了如石橄榄、金线莲、鲜人参、铁皮石斛等极具闽侯地方特色的炖汤系列食材， 凸显了浓郁的地域关怀。同时，通过定向种植蔬菜，从源头种子、育苗、培植到采摘进行全程溯源，保障了"从田间到餐桌"的食品安全。 该店位于闽侯上街永嘉天地，经营面积近3700平方米，是闽侯落地的第二家"胖改店"。调改后，门店标品SKU数达9574支，商品更换率高达40.7%，商品结 构已达到胖东来的80%，进口商品占比10.7%，一二线品牌商品近4500支，为品质奠定了坚实基础。 此次调改模式的成效，已通过区域首店——永辉昙石山店得到有力印证。尤其值得一提的是，其充满" ...

南都讯 记者谢宇野 通讯员 王俊杰 徐纪月 生鲜档口现烹现食香气扑鼻，主题街区港客络绎不绝，跨境 支付通道高效便捷……近日，位于深圳华强北核心商圈的sp@ce天虹超市3.0中航城君尚店正式焕新亮 相，成为区域新晋高人气"打卡地"。这是华强北以"高质量供给"激活"高流量消费"、打造全球潮流消费 新地标的生动实践。 注重消费体验：打造品质消费体验高地 伴随消费升级浪潮，华强北积极推动商业空间从单一购物功能向沉浸式、品质化的体验场景转型。新开 业的sp@ce天虹超市3.0正是这一转型的体现，通过场景重构、商品升级、服务细化，构建起以"体验为 核心"的品质消费高地。 门店突破传统布局，创新打造"烟火市集""果树下"等九大主题场景，将购物转化为可逛可感的沉浸式体 验。商品策略上，构建12大类健康标签体系，引入近2000种健康商品；同时拓展"小份经济"全品类，推 出"迷你净菜"等产品，精准响应单身与小家庭需求。这些创新的背后，是sp@ce天虹以"天优""天口 味"等自有品牌体系为支撑，实现从渠道商向产品定义者与生活方式提案者的转型。在服务体验方面， 构建涵盖亲子友好、加工服务、售后保障、智慧体验四大服务体系，推出免费取冰 ...

Economic Performance Overview - The latest economic data for October indicates a stable and improving trend in China's economy, supported by leading indicators in consumption, industry, and foreign trade [1][17] - The consumer market shows a stable upward momentum, characterized by a dual-driven new pattern of expanding lower-tier markets and leading cultural and tourism consumption [1][7] Consumer Market Insights - Offline consumption has seen significant growth, particularly in lower-tier cities, with a year-on-year increase of 31.2% in consumption index for third-tier and below cities, compared to 18.9% and 14.5% for first and second-tier cities respectively [1] - The "Double Festival" period (National Day and Mid-Autumn Festival) saw domestic travel reach 888 million trips, with total spending of 809 billion, marking substantial growth from the previous year [5] Infrastructure Development - In October, infrastructure construction rates and workload increased month-on-month, with the central region showing the highest growth, reinforcing its role as a "backbone" in national development [8][12] - The average operating rate of construction machinery rose by 1.4% month-on-month, with a workload increase of 5.25% [8] Industrial Production and Employment - Industrial production vitality continues to enhance, with a 0.5 percentage point year-on-year increase in the operating rate of major industrial products and a 19.8% increase in industrial park production heat index [13] - The employment demand remains strong, reflected by an 8.1% year-on-year increase in the labor price index [15] Foreign Trade Dynamics - The foreign trade vitality index, as indicated by the bonded area flow heat index, increased by 17.7% year-on-year, with 23 provinces showing improved growth rates compared to September [15] - The easing of Sino-U.S. trade relations is expected to contribute to sustained resilience in foreign trade [15]

Core Insights - The article highlights consumer complaints regarding "experiential consumption" in handmade pottery workshops, emphasizing issues with product quality and lack of after-sales service [1][3][4] Group 1: Consumer Complaints - A consumer, Ms. Wu, reported receiving a damaged ceramic bowl after a pottery-making experience, with the merchant refusing to provide compensation, citing that handmade products do not come with warranties [1][3] - Another consumer, Ms. Liu, experienced a similar issue where a workshop closed after she prepaid for services, and upon reopening, she was told she needed to recharge her account to access her remaining balance [3][4] Group 2: Business Practices - Many handmade workshops advertise low base prices for experiences but often charge additional fees during the process, leading to unexpected costs for consumers [4] - Workshops frequently do not disclose their after-sales policies, leaving consumers without recourse when products are damaged during shipping, as merchants often blame the courier service without providing proper packaging standards [4] Group 3: Consumer Protection Recommendations - The Yangzhou Consumer Protection Committee advises consumers to choose reputable workshops and to request written agreements detailing the experience, including costs and after-sales policies [5] - Consumers are encouraged to be cautious of low-priced promotions and to clarify whether all costs are included, as well as to ensure that any prepaid balances are refundable in case of business closure [5]

Core Insights - The article highlights the increasing popularity of offline markets, particularly the 11th Temple Ginkgo Cultural Festival in Beijing, which combines traditional culture with modern aesthetics, offering a multi-dimensional experience for visitors [2][4] Economic Context - The rise in consumer spending is noted as a key driver of economic growth, with retail sales in the first three quarters of the year showing a 3.5% year-on-year increase [2] - Emerging business formats, such as markets, are particularly appealing to younger consumers seeking unique experiences [2][4] Consumer Behavior - Young consumers are increasingly drawn to offline markets not just for purchasing goods but for the emotional and social experiences they provide, termed "meaningful consumption" [5][6] - The desire for real-world interactions and experiences is rising as digital life saturates, leading to a compensatory need for physical engagement [4][6] Pricing Dynamics - Price sensitivity is a significant concern for young consumers, with many prioritizing value for money when shopping at markets [7] - High prices in markets are attributed to factors such as stall fees and the handmade nature of many products, which complicates the perception of value [7][8] Market Challenges - The market faces challenges such as high stall fees, which can range from 200 to 1000 yuan per day, and a lack of product diversity leading to consumer fatigue [8][9] - The proliferation of similar products across different markets contributes to a sense of sameness, diminishing the unique appeal of individual stalls [8][9] Future Directions - To thrive, offline markets must focus on content creation, interactive experiences, and community building to enhance consumer engagement [9][10] - Utilizing data analytics and AI for refined operations can help optimize market offerings and improve the overall consumer journey [10]

Core Insights - The consumer market in Nanjing is experiencing robust growth, with a total retail sales of social consumer goods reaching 614.06 billion yuan in the first three quarters, marking a year-on-year increase of 4.4% [1] - The "trade-in" policy has significantly boosted sales in various categories, particularly in home appliances, communication devices, cultural office supplies, and automobiles, with notable growth in smart, green, and high-quality products [1][3] Group 1: Consumer Market Performance - In the first three quarters, retail sales of household appliances and audio-visual equipment, cultural office supplies, communication devices, and automobiles increased by 17.4%, 21.7%, 26.9%, and 11.8% respectively [3] - Nanjing's Suning stores reported nearly 80% year-on-year growth in sales of home appliances and mobile phones, with sales of smartphones priced below 6,000 yuan increasing by over 100% due to government subsidies [5] Group 2: Consumption Trends - The trend of "experience-based consumption" is emerging in Nanjing, with retailers enhancing physical spaces to create immersive and interactive shopping environments [8] - Upgraded stores at Suning have seen a 70% increase in sales of smart home appliances, while sales of smart robots and wearables have surged by 120% [8] Group 3: Promotional Activities - The "Double Eleven" shopping festival is expected to further energize the consumer market, with many retailers offering promotions that can be combined with government subsidies [9] - During the "Double Eleven" period, various themed promotional events are being held, focusing on enhancing overall quality of life solutions rather than just individual products [11]

Core Insights - The consumer market in Nanjing is experiencing robust growth, with a total retail sales of social consumer goods reaching 614.06 billion yuan in the first three quarters, marking a year-on-year increase of 4.4% [1] - The "old-for-new" policy has significantly boosted sales in various categories, particularly in home appliances, communication devices, cultural office supplies, and automobiles, with notable growth rates [2][3] Retail Performance - The retail sales of household appliances and audio-visual equipment, cultural office supplies, communication devices, and automobiles increased by 17.4%, 21.7%, 26.9%, and 11.8% respectively in the first three quarters [2] - Nanjing's Suning stores reported nearly 80% year-on-year growth in sales of home appliances and mobile phones, with sales of smartphones priced below 6,000 yuan more than doubling due to government subsidies [3] Consumer Trends - The trend of upgrading consumption is evident, with smart and green home appliances seeing nearly 50% overall growth [3] - Specific categories such as smart toilets, Bluetooth earphones, and learning machines experienced year-on-year sales growth of over 450%, 230%, and 600% respectively [3] Experiential Consumption - The rise of experiential consumption is transforming the retail landscape, with retailers creating immersive and interactive shopping environments to enhance customer engagement [4][5] - Upgraded stores like Suning Max are incorporating features such as free coffee and clothing care services to attract consumers [4] Promotional Activities - The "Double Eleven" shopping festival is expected to further energize the consumer market, with many retailers offering promotions that combine discounts with government subsidies [6] - Nanjing's new round of automobile consumption subsidies allows consumers to receive up to 8,000 yuan off when purchasing new cars, stimulating the automotive market [6]

Core Insights - The 2024-2025 Consumption White Paper reveals a significant recovery in the global duty-free and travel retail market, with China Duty Free Group (CDFG) leading the industry with over 1 billion users and a focus on experiential consumption trends [1][2][3] Global Duty-Free Market Overview - The global duty-free and travel retail market is projected to reach $74.13 billion in 2024, marking a 3% year-on-year growth and recovering to 85.8% of 2019 levels [1][18] - The Asia-Pacific and European regions remain the primary markets, with notable growth in Europe, Africa, and the Middle East [1][20] - Key channels such as airports, onboard, and ferry services are experiencing significant growth, while core categories like cosmetics and alcohol show stable performance [1][20] Chinese Duty-Free Market Dynamics - CDFG holds a dominant market share of 78.7% in the Chinese duty-free market, significantly surpassing competitors like Hainan Duty Free (7.1%) and Hainan Tourism Duty Free (4.6%) [2][14] - The introduction of new delivery models and the acceleration of city duty-free store policies have enhanced shopping convenience, contributing to a 60.8% year-on-year increase in inbound tourist numbers in 2024 [2][14] Consumer Insights - CDFG's user base surpassed 104 million in 2024, reflecting a 26.1% increase, with foreign users growing by 53.9% and their spending increasing by 84.5% [3][14] - The membership count reached over 45 million by June 2025, with a demographic profile showing a predominance of female users (74%) and a higher male representation in high-end consumption [3][14] Consumer Segmentation - CDFG identifies nine core consumer segments, each with distinct preferences and behaviors, including "Refined Self-Care Seekers," "Luxury Lifestyle Enthusiasts," and "Silver Enjoyment Group" [4][14] - Each segment exhibits unique consumption characteristics, such as high-frequency purchases and brand loyalty among urban elites, and a focus on quality and experience among older consumers [4][14] Product Category Trends - The consumption trend in 2024 shows stability in cosmetics, over 20% growth in alcohol (led by whiskey), and a more than 40% increase in ultra-high-end luxury products priced over 100,000 yuan [5][16] - CDFG has developed a comprehensive product matrix with over 360,000 SKUs, introducing more than 200 new brands and exclusive releases of limited-edition products [5][16] CDFG's Competitive Advantage - CDFG's leading position is attributed to its scale, comprehensive channel strategy, robust supply chain, and refined membership operations [6][14] - The company has established a full-scenario network, including 12 city duty-free stores and international boutiques in key locations, enhancing its market presence [6][14] Future Outlook - By 2025, China is expected to surpass traditional duty-free markets, becoming the largest globally, with CDFG planning to transition into a lifestyle platform [7][14] - The company aims to integrate duty-free shopping with cultural and entertainment experiences, while also focusing on user needs and introducing local brands to international tourists [7][14]

Core Insights - The number of visa-free foreign visitors in the first three quarters reached 20.89 million, a year-on-year increase of over 50%, indicating a faster-than-expected recovery in travel and consumption [1][3] - The sales volume of tax refunds doubled, reflecting not only an increase in visitor numbers but also a rise in both single purchase amounts and frequency of purchases, showcasing a recovery in both quality and quantity of consumption [3][5] Group 1: Visitor Trends - The increase in visa-free visitors suggests a structural change, with a diversification in visitor nationalities and a stratification in consumption preferences, necessitating faster adaptation by businesses to different market tastes and payment habits [7] - The trend of tourists bringing empty suitcases to China indicates a strong demand expectation, as visitors are willing to stock up on Chinese goods, which reflects the attractiveness of Chinese consumer products [3][5] Group 2: Economic Activities and Events - Events like the China International Import Expo (CIIE) can transform exhibits into commodities, but this requires support from buyers, supply chains, promotional strategies, and policy backing [5][7] - Local initiatives such as consumption festivals in Shanghai and Guangxi's ASEAN Fair are crucial for effectively connecting international goods with local distribution, which will determine their success [3][5] Group 3: Long-term Outlook - The transition from one-time traffic to stable demand is essential for sustainable economic growth, and while current data shows positive trends, it should not be prematurely interpreted as a complete recovery [7][8] - The long-term challenge lies in replicating successful national-level events like the CIIE into local practices to ensure ongoing consumer engagement and market growth [7]