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中产最爱的Lululemon,正在上演夺权大战
凤凰网财经· 2025-12-31 12:34
他放话:董事会必须改革,权力得交给懂创意、懂品牌的人,只有这样,才能让股东安心,让公司重新涨起来,做出更有新意、质量更好的产品。 光说不算,当地时间12月29日,威尔逊直接宣布要提名三个独立董事候选人,参加 2026 年的董事会选举。 而这一切的直接导火索,就是公司最近不太好看的业绩。 01 业绩下滑,创始人趁机发难 凤凰网财经《公司研究院》 "县城贵妇"超爱的Lululemon,最近正上演一场热闹的"抢权大戏"。 十年前就离开公司的创始人奇普・威尔逊,突然对着董事会火力全开。 距离这场"夺权大戏"发生的半个多月前,Lululemon 就先扔出了一个大消息——CEO要换人了。 现任CEO卡尔文・麦克唐纳计划在2026年1月31日正式卸任CEO和董事会成员的职位。 在找到新的正式CEO之前,董事会已经拍板,让公司的首席财务官和首席商务官临时搭伙,一起担任联席 CEO,暂时稳住大局。 说起来,卡尔文在CEO这个位置上,是除了创始人威尔逊之外待得最久的人,从2018年8月就开始担任该职位。 这七年里,他确实带着Lululemon一路"狂飙"。 营收从33亿美元直接干到了百亿美元级别,业务版图扩张到30多个国家和地区 ...
“宫斗”升级,市值腰斩,消费者正在抛弃Lululemon?
新浪财经· 2025-12-31 12:32
文 丨 《 BUG》栏目 刘丽丽 Lululemon 的高管们注定要度过一个不平静的新年。当地时间 12 月 29 日, Lululemon 创始人兼大股东奇普·威尔逊( Chip Wilson )宣布,提名三位独立董事候选人参加将在公 司 2026 年股东年会上举行的董事会选举,矛头直指现任董事会的战略决策能力。奇普·威 尔逊称, Lululemon 董事会必须改革。 Lululemon 现任 CEO 卡尔文·麦克唐纳( Calvin McDonald )已任职 7 年,曾带领 Lululemon 开疆拓土,营收从 33 亿美元突破百亿美元大关,业务版图拓展至 30 多个地 区,产品线覆盖跑步、网球等多个品类。吊诡的是,现任 CEO 将于 2026 年 1 月 31 日 卸任,而目前下一任掌舵人仍是未知。 而 Lululemon 业绩也显示出颓势。进入 2025 财年,品牌业绩增速放缓,第三季度净利润 同比下滑约 12.8% ,年内股价最大跌幅超 52% 。虽然 2025 财年第三季度中国市场净营 收同比仍然增长了 46% ,但更令人担忧的是,中国消费者似乎正在离开 Lululemon 。 失去了灵魂? L ...
“宫斗”升级,市值腰斩,消费者正在抛弃Lululemon?
Xin Lang Cai Jing· 2025-12-31 11:11
Lululemon的高管们注定要度过一个不平静的新年。当地时间12月29日,Lululemon创始人兼大股东奇普 ·威尔逊(Chip Wilson)宣布,提名三位独立董事候选人参加将在公司2026年股东年会上举行的董事会 选举,矛头直指现任董事会的战略决策能力。奇普·威尔逊称,Lululemon董事会必须改革。 Lululemon现任CEO卡尔文·麦克唐纳(Calvin McDonald)已任职7年,曾带领Lululemon开疆拓土,营收 从33亿美元突破百亿美元大关,业务版图拓展至30多个地区,产品线覆盖跑步、网球等多个品类。卡尔 文·麦克唐纳将于2026年1月31日卸任,吊诡的是,目前下一任掌舵人仍是未知。 而Lululemon业绩也显示出颓势。进入2025财年,品牌业绩增速放缓,第三季度净利润同比下滑约 12.8%,年内股价最大跌幅超52%。虽然2025财年第三季度中国市场净营收同比仍然增长了46%,但更 令人担忧的是,中国消费者似乎正在离开Lululemon。 失去了灵魂? Lululemon的创始人奇普·威尔逊为何如此暴躁?因为他对现在公司的表现很不满意,对管理层失去了信 心。 2025财年第三季度 ...
上海发文扩大服务消费:推动文博场馆延时开放,培育国际美食集聚区
Sou Hu Cai Jing· 2025-12-29 11:27
Core Viewpoint - Shanghai government has announced measures to enhance service consumption, focusing on high-quality supply, brand innovation, integrated consumption scenarios, and an optimized environment to stimulate growth in the service sector [1]. Group 1: Enhancing High-Quality Service Consumption Supply - The initiative aims to elevate cultural and tourism service levels by extending operating hours for museums and tourist attractions, encouraging innovative exhibition methods, and supporting the creation of high-quality cultural products [1][2]. - The sports service market will be invigorated through the development of event economies and the promotion of the "Shanghai Sports" brand, alongside enhancing public sports facilities [2]. - The education sector will see improved access for non-academic training institutions, with streamlined approval processes and the introduction of diverse learning products for the elderly [2]. - Health consumption will be internationalized, promoting specialized medical services and encouraging collaboration between medical institutions and insurance companies [2]. Group 2: Brand Innovation to Stimulate New Service Consumption Dynamics - There will be increased efforts in brand cultivation, including the establishment of mechanisms to discover new service brands and support for industry organizations in brand development [5]. - A robust standard support system will be developed for various service sectors, ensuring quality and service norms are met [6]. - The foundation for brand development will be strengthened through enhanced capabilities of industry organizations and the establishment of a professional talent pool [6]. Group 3: Creating Integrated Consumption Scenarios - The initiative promotes the creation of cross-sector integrated service consumption scenarios, such as "tourism+", "sports+", and "health+", encouraging collaboration among various service providers [7]. - Support for the "IP+" model will be provided to leverage cultural IPs for driving consumption, particularly in entertainment and digital sectors [7]. - The application of digital technologies like AR and VR will be encouraged to create immersive and sustainable service consumption experiences [7]. Group 4: Optimizing Environment to Stimulate New Service Consumption Growth - A service consumption credit system will be established, promoting credit evaluation and public disclosure of credit ratings for businesses [9]. - Financial institutions will be encouraged to enhance their customer evaluation and risk management systems, supported by third-party credit service providers [9].
北京国际饭店揭幕全新品牌IP形象“一爵”
Bei Jing Shang Bao· 2025-12-26 15:45
活动现场隆重揭幕全新品牌IP形象"一爵"及系列文创产品,涵盖冰箱贴、行李牌等,寓意"京城一绝"。 晚宴由中西餐行政总厨设计融合主题菜单,以匠心美食款待来宾。 北京商报讯(记者关子辰)12月26日晚,北京国际饭店举办"爵启东方,宴遇未来——2025年终感恩答谢 会暨品牌IP形象发布会"。各界合作伙伴、重要客户及嘉宾齐聚一堂,共同回顾发展历程,展望未来合 作。 此次答谢会既是深情感恩,更是面向未来的信心启航。北京国际饭店表示将继续以文化为魂、创新为 翼,与所有伙伴携手开启新征程。 北京国际饭店党委书记、总经理陆斌在致辞中感谢各方长期支持,并回顾饭店自1987年成立38年来的转 型与成就。他重点介绍近一年革新举措:核心产品升级,270间融合古都文化意象的特色客房即将面 世;餐饮板块中"长安28"西餐厅与"谭府"餐厅连续三年获"金梧桐二星";会展业务成功承接"北京文化 (000802)论坛"等高规格活动。面对市场变化,饭店通过构建会员体系、推动品牌"破圈"亮相市集、 空间价值再造与文化赋能,积极开拓新局。 ...
年内股价腰斩!lululemon CEO将卸任:被品牌创始人炮轰“五宗罪
Mei Ri Jing Ji Xin Wen· 2025-12-14 02:20
对于这些指责,Calvin McDonald在与华尔街日报的采访中回应称,早在被公开批评之前,他就已经开始着手解决问题。比如就美国市场销售额下滑的问 题,采取推出新产品和缩短生产周期的措施。而对于因为拓展至新的非运动品类,被批"沦为Gap", Calvin McDonald认为lululemon专注于跑步、瑜伽、 网球和高尔夫等运动品类的同时,也可以视机会有选择地拓展到生活方式和休闲品类。 华尔街日报指出,二人在目标客群定位上亦存在明显差异。Chip Wilson希望公司回归为"超级女孩"(指年轻、受过教育的职业女性)设计产品,而Calvin McDonald则希望他的团队专注于"正念运动者"(Mindful Athlete):目标明确、积极进取,擅长混搭运动装与生活休闲装。 需要注意的是,公司首席执行官及董事会成员Calvin McDonald计划于明年1月31日卸任。为确保平稳过渡,他将在2026年3月31日前担任公司高级顾问。 受上述消息影响,当地时间12月12日,lululemon股价收盘上涨9.6%。值得一提的是,lululemon股价年内最大跌幅一度超52%,目前仍下跌46.40%,市值 蒸发约1 ...
年末消费热力全开,三大商业地标齐发力
Sou Hu Cai Jing· 2025-12-13 18:43
Group 1 - The core viewpoint of the articles highlights the vibrant commercial activities in Chengdu, with three major commercial districts launching new initiatives to boost consumer engagement and experience [1][9][18] Group 2 - CapitaLand has introduced two new commercial brands, "Raffles·Jie" and "CapitaLand One Center," aimed at providing diverse and personalized experiences to meet the high-quality lifestyle demands of consumers [2][6] - "Raffles·Jie" is positioned as an urban-level complex located in core city areas, targeting middle to high-income consumers, featuring five new interfaces and four consumption experience scenarios [2] - "CapitaLand One Center" is designed as a regional shopping center in mature commercial areas, catering to new middle-class families and white-collar workers within a 3-5 km radius, offering a one-stop comprehensive service and community interaction [6] Group 3 - The "Aijing·Oriental" China Design Show, hosted by Chengdu Wangfujing Department Store, showcased contemporary Eastern aesthetics through a collaboration with top Chinese designers, emphasizing a deep cultural resonance [9][14] - The event aimed to redefine the experience of beauty by integrating clothing, space, tea, and lacquer, creating an immersive dialogue rooted in cultural traditions [14] Group 4 - Chengdu Yintai Center in99 launched the "Nyota·You and I are All Stars" national premiere exhibition in collaboration with the trendy brand "Pop Mart," creating an immersive healing experience for visitors [18][20] - The exhibition features three interactive core sections, providing engaging experiences and opportunities for visitors to participate in interactive activities [20]
奥雅股份联合创始人、董事、总裁李方悦:商业的边界正在消融,品牌创新的黄金时代刚刚开始
Mei Ri Jing Ji Xin Wen· 2025-12-12 11:28
12月12日,在每日经济新闻联合海南国际经济发展局于海口举办的"2025第十四届上市公司发展年会·国 际消费新机遇专场"上,聚焦"场景与IP(具有商业价值的创意内容或品牌)的融合共生"及"文旅领域的 跨界创新"等议题,奥雅股份联合创始人李方悦分享了其在生态共建与长期主义方面的实践与思考。 李方悦提到,奥雅股份正从一个专业的景观设计公司,转型为装入内容、装入业态的文旅领军企 业。"我深刻体会就是在这些场域里面发生着很多破立和创新,它不再是一个景区或者公园,而是在里 面装入很多IP。"她强调,未来的趋势是生态共建,因为品牌和IP都需要场景,需要一个非常丰富的场 景,而场景和空间非常需要内容和IP,所以它们天然就是一个闭环。 李方悦用数据进一步佐证了场景运营的价值:奥雅已在全国打造了250多个运营项目,服务超过200万家 庭,项目人流量超过千万。"广州儿童公园一个项目改造后就是600万的人流量。"她认为,商业的边界 正在消融,"商业不仅在传统商场里面了,它已经走入了生活。" 她总结,不同业态间的融合保证了持续创新,中国品牌和IP的发展前景广阔。"所有品牌都是长期主义 的结果,所有IP也都是长期主义的胜利中国的品牌和 ...
澳柯玛荣获两项品牌创新成果大奖
Zhong Guo Zhi Liang Xin Wen Wang· 2025-12-03 08:55
Core Insights - The 2025 Brand Innovation Conference and the 13th National Brand Story Competition Finals were held in Qingdao, showcasing the commitment of Chinese enterprises to high-quality sustainable development and brand leadership [1][2] - The event highlighted the achievements of various companies, with Aucma winning two Brand Innovation Awards for its initiatives [1][4] Group 1: Event Overview - The Brand Innovation Conference and National Brand Story Competition are organized by the China Quality Association, featuring activities such as storytelling competitions, results announcements, and keynote speeches [2][3] - Since its inception in 2013, the National Brand Story Competition has expanded significantly, growing from 4 to 32 sub-regions and increasing participation from over 100 to more than 2000 companies across nearly 20 industries [2][3] - The 2025 finals saw nearly 1,000 entries, marking a historical high for the competition [2][3] Group 2: Aucma's Achievements - Aucma received Brand Innovation Awards for its campaigns "Aucma's Old-for-New Exchange" and "Aucma's AI Dolphin Cartoon Character" [4] - The "Old-for-New Exchange" initiative aligns with national policies and focuses on engaging existing customers, enhancing brand visibility through consumer-centric actions [4] - Aucma's cartoon character, based on its dolphin logo, aims to create a relatable brand image, fostering emotional connections with consumers and promoting a youthful brand identity [4]
科创为核、诚信为基!智运通开启品牌创新新征程
Sou Hu Cai Jing· 2025-12-03 00:47
顺风大运是大件运输领域头条版的货运滴滴。隶属于智运通(北京)科技有限责任公司,是由北航博士王森华、快的打车联创闻诚和行业资深人士 共同发起的产业互联网服务平台。顺风大运作为智慧物流平台,参与制订了行业服务标准,推动了大件运输行业整合,是设备大件运输领域的龙 头企业! 平台使命——用技术创新推动大件物流运输效率提升! 12月2日,崛起的民族品牌选题会在北京顺利举行。智运通(北京)科技有限责任公司紧跟时代号召,勇担时代重任,弘扬企业家精神,将品牌建 设作为推动企业高质量发展的关键抓手,该公司负责人王森华受邀参加此次选题会,并成功入围,开启品牌创新战略新征程。 智运通以科技创新为核心,致力于科技推广领域的突破,坚定不移走高质量发展之路,不断提高企业质量、效益和核心竞争力。该公司负责人接 受采访时表示:我们将坚守主业、做强实业,以诚信为本打造民族品牌。在品牌建设中,我们积极弘扬企业家精神,履行社会责任,为社会信用 体系建设贡献力量。智运通将不忘初心,紧跟国家政策,以品牌创新为引擎,助力民营经济高质量发展,为民族品牌崛起贡献力量。 智运通(北京)科技有限责任公司企业代表即将与知名主持人沟通对话,讲述品牌创立历程,共同探 ...