中经记者 刘旺 北京报道 "在大中华区，我们的首要任务是通过运动和创新进一步强化品牌差异化，基于更深入的本土洞察，融 合线上线下渠道，打造一个更能体现品牌差异化以及更协同的市场体系。"耐克方面如此回应《中国经 营报》记者的采访。 不久前，耐克刚刚发布了2026财年第二季度（2025年9—11月）财报，报告期内，公司总营收为124.27 亿美元，同比增长约1%；净利润7.92亿美元，同比下降32%。 在这当中，大中华区营收为14.23亿美元，同比下降约17%。具体来看，直营Nike Direct 下滑18%，其中 数字化业务Nike Digital 下降36%，Nike自有门店下降5%。息税前利润（EBIT）更是腰斩，下降了 49%。 而在此前的财报电话会议上，耐克高层坦言，中国仍然是体育领域最具潜力的市场之一，但耐克需要重 新调整策略。 多种挑战 在财报电话会议上，耐克高层提出了过去一段时间，在大中华区市场面临的多个挑战。其中就包括客流 下降、当季售罄率走低以及渠道库存老化等持续挑战。 "我们的品牌在消费端，尤其是在数字渠道，频繁进行折扣销售，这削弱了我们在整个市场中的品牌影 响力。导致折扣率扩大、退货率上升 ...

Core Viewpoint - Huaxi Biological's Demarun brand has been reported to close its Tmall flagship store and other online channels, which is part of the company's strategy to focus on its core business and major brand layout to enhance overall operational efficiency and resource allocation [1] Group 1 - The adjustment of Demarun's online channels is aimed at improving operational efficiency and resource allocation [1] - Future planning for the Demarun brand will be coordinated based on market and business development conditions [1] - The company emphasizes that all business operations are normal and that brand strategy adjustments are aimed at long-term healthy development [1]

Core Insights - The high-end skincare brand La Prairie continues to face declining sales in the first three quarters of the year, with a reported organic decline of 7.2% to €348 million [2][3] - Beiersdorf's overall sales for the first three quarters reached approximately €7.5 billion, with an organic growth of 2%, a slowdown compared to the previous year's 6.5% [1][2] - The CEO of Beiersdorf, Vincent Warnery, indicated that the consumer goods segment is expected to achieve an organic growth of about 2.5% for the full year [1][6] Sales Performance - Beiersdorf's consumer goods segment generated sales of €6.3 billion in the first three quarters, with an organic growth of 2% [1] - The NIVEA brand, as a core brand, experienced only 0.6% organic growth in the first three quarters, with a decline of 0.4% in the third quarter [2] - La Prairie's sales have been under pressure, with a significant decline in the first quarter of 17.5% due to challenges in the travel retail sector [3] Brand Performance - The Derma brand, which includes Eucerin, showed strong performance with an organic growth of 12.3% to €1.145 billion in the first three quarters [2][3] - The medical health brands, including Hansaplast and Elastoplast, achieved an organic growth of 8.8%, driven primarily by wound care products [3] - NIVEA is undergoing strategic adjustments in the Chinese market, shifting from mass-market to high-end skincare, which has started to yield positive results [5] Market Dynamics - Beiersdorf's consumer goods business saw organic growth across major markets, with Europe being the largest market, growing by 1.2% to €2.809 billion [4] - The Americas market recorded sales of approximately €1.693 billion, with an organic growth of 2.2% [4] - The Asia/Africa/Australia market had the highest growth rate, with an organic increase of 2.9% to €1.749 billion [4] Future Outlook - Beiersdorf has adjusted its full-year sales growth forecast for the consumer goods segment to approximately 2.5%, down from the previous expectation of 3%-4% [6] - The company anticipates a slight increase in the EBIT margin for ongoing operations, expected to be slightly above the previous year's level of 13.9% [6]

据多家媒体报道，8月25日老铺黄金京东旗舰店及天猫旗舰店大部分产品已经涨价，1万~3万元左右的热门饰品大约上调了1000元~3000元，主要产品涨幅 在5%~13%左右。 涨价前夕门店排长队 8月15日，老铺黄金微信公众号发布调价预告，表示将于8月25日进行产品提价调整，详情以线上线下门店产品实际标价为准。 老铺黄金又涨价了 8月25日 部分门店透露 产品已完成调价 8月15日，老铺黄金微信公众号发布调价预告。 此次涨价前，多地老铺门店现"抢购潮"。 8月24日，有网友晒图表示，涨价前夕，上海老铺黄金门店人均排队一小时起。 图源：小红书用户@青豆清 北京市场也是如此，北京SKP老铺黄金柜台前的队伍已经拐了好几道弯，工作人员提醒刚来的顾客至少需要两三个小时才能进店。 图源：小红书用户@四面楚歌 同日，四川成都IFS商场的老铺黄金门口拉起隔离线，一名顾客表示看到提价的消息后就来店里看看黄金饰品，排了20多分钟还未进店。 店员介绍，这段时间客流量很大，排队快的话需要十几分钟，慢的话要一两个小时。 图源：小红书用户@2024年 我要、是惠惠吖 网友：一觉醒来涨了5000元 据"每日经济新闻"报道 不少关注老铺黄金产品 ...

Core Viewpoint - Prada is facing a significant brand crisis due to the controversy surrounding its global ambassador, Kim Soo-hyun, which has led to a rapid decline in its stock price and raised concerns about its endorsement strategy [2][4][6]. Group 1: Brand Crisis and Stock Impact - Kim Soo-hyun's involvement in a scandal has resulted in Prada terminating its contract with him to mitigate brand damage [2][5]. - Following the scandal, Prada's stock price dropped over 11% within five trading days, indicating heightened sensitivity to celebrity endorsements [4][6]. - The brand has experienced a series of endorsement crises, leading to a perception of a "endorsement curse" that affects its reputation and financial performance [3][5]. Group 2: Endorsement Strategy and Market Position - Analysts suggest that Prada's reliance on high-profile celebrities for endorsements has made its stock price more volatile compared to competitors, necessitating a shift towards a more stable endorsement strategy [7]. - The luxury market is increasingly favoring ambassadors who align with brand values rather than just popularity, as indicated by consumer preferences [7]. - Despite attempts to diversify its ambassador roster, including signing athletes and artists, Prada's financial performance has not shown significant improvement [8][10]. Group 3: Financial Performance and Growth Challenges - Prada's retail sales growth has stagnated, with a reported increase of only 4% in 2024, returning to pre-pandemic growth rates [8]. - The brand's struggles are compounded by a lack of product innovation and operational efficiency, which have hindered its ability to attract younger consumers [9]. - The CEO highlighted challenges in the Chinese market, where growth has been inconsistent, emphasizing the need for a strategic overhaul in product offerings [9][10]. Group 4: Future Outlook and Strategic Adjustments - Prada is seeking to adjust its brand strategy by enhancing cultural activities and reinforcing its brand identity, moving away from reliance on individual designer influence [10]. - The company must focus on reconnecting with its core brand values to navigate the current crisis and improve its market position [10].