本文字数：523，阅读时长大约1分钟 来源 | 财联社、中国经济网 近日，周大福天猫官方旗舰店在首页发布了一条提示 ： 受市场因素影响，部分商品即将提价。 点击进入后，商品介绍显示，调价窗口是12月19日。 2025.12. 18 不过从实际涨价情况来看， 部分畅销款一口价黄金产品的实际涨幅超过30% 。 如27克左右的爆款五帝钱盘缠手串，价格从38600元上调至50800元， 从标价来看上涨幅度为31.6%。 而根据周大福柜姐晒出的新价签，明天上调之后的新价格为53800元。一位网友说，今年1月买的算上折扣总共花了两万多，"没想到一年不到升值了2倍 多。" 微信编辑 | 苏小 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 周大福今年于3月和10月底进行了两次调价，加上本次，年内累计已涨价三次。 今年3月，周大福上调了一口价黄金产品，调价幅度为10%至20%。10月底，周大福再次上调价格。根据当时周大福官方预计，大多数产品的提价幅度 在12%至18%之间， ...

Financial Data and Key Metrics Changes - Total sales for the second quarter grew 5% to $5.5 billion, up from $5.3 billion last year, with comparable store sales increasing by 2% [7] - Earnings per share for the second quarter were $1.56 on net income of $508 million, compared to $1.59 per share on net earnings of $527 million in the prior year [7][8] - Operating margin decreased by 95 basis points to 11.5%, primarily due to tariff-related costs [6][14] Business Line Data and Key Metrics Changes - Cosmetics was the best-performing merchandise area in the second quarter, with strong performance in the ladies' business, which outperformed the chain average [8][29] - Overall comparable store sales at BB's Discounts were solid and ahead of Ross, with both chains experiencing growth in traffic and basket size [9] Market Data and Key Metrics Changes - The strongest markets were the Southeast and the Midwest, with a broad-based improvement in sales trends across nearly all major merchandise categories and regions [5][8] - Total consolidated inventories and average store inventories were up 5% compared to last year, with packaway merchandise comprising 38% of total inventories [9] Company Strategy and Development Direction - The company plans to open approximately 90 new locations this year, including 80 Ross and 10 DD's Discount stores, reflecting expansion into new and existing markets [10] - The company is focused on maintaining its value proposition relative to traditional retailers while balancing the opportunity to preserve merchandise margin [12][20] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the sales outlook for the second half of the year, anticipating comparable store sales growth of 2% to 3% [16][33] - The company expects to offset most of the impact of tariffs, although modest pressure is anticipated in the third quarter [12][17] Other Important Information - The company repurchased 1.9 million shares of common stock for an aggregate cost of $262 million, remaining on track to buy back a total of $1.05 billion in stock for the year [15] - Management acknowledged the retirement of CFO Adam Orvos and emphasized the importance of a smooth transition [21] Q&A Session Summary Question: Can you elaborate on the sequential top line improvement and the sharp rebound in July? - Management noted broad-based sequential improvement across nearly every merchandise category, with strong performance in July, particularly in cosmetics and ladies' business [28][29] Question: What are the gross margin drivers for the third and fourth quarters? - Management indicated that tariff costs would continue to impact gross margins, but they expect the pressure to be slightly lower than in the second quarter [31] Question: How is the customer responding to price increases? - Management stated that there has been a very modest change in prices, with a cautious approach to raising prices while monitoring competitors [38][39] Question: What initiatives are being implemented to improve store operations? - Management highlighted store refreshes, self-checkout pilots, and new marketing campaigns as key initiatives to enhance customer experience and drive sales [44][49] Question: Are there any changes in consumer demographics or trade down activity? - Management reported no significant changes in income cohorts but noted strong performance in stores with a high concentration of Hispanic customers [65][66] Question: What actions are being taken to mitigate tariff impacts? - Management emphasized efforts in vendor negotiations, diversifying sourcing, and increasing closeout merchandise to mitigate tariff impacts [71][72]