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LVMH在京将开多家门店;施华洛世奇裁400岗位
21世纪经济报道记者高江虹 上周财报披露渐入尾声,从最新一季的业绩来看,奢侈品行业企稳的趋势已经形成。历峰集团这样的重奢巨头销售增长5%,内 地、香港和澳门市场第二季度销售额增长7%。Burberry也扭亏为盈,昂跑销售、利润双创新高,亚瑟士前三季度业绩首破6000 亿日元,诸多好消息推动下,LVMH集团12月将在北京开一批大型门店,这或将是中国奢侈品市场复苏的重要风向标。 行业整体大势复苏,连带把低迷许久的品牌业绩也带动回来。比如McQueen近期的销售额已出现初步复苏,因此开云集团有高 管否认了McQueen出售传闻,称该集团正在为品牌制定深度重组计划,旨在三年内让品牌恢复盈利。同样面临重组的还有奥地 利珠宝品牌Swarovski施华洛世奇,该品牌将对其总部进行大规模裁员与重组,计划裁减约400个岗位。但是陷入业绩困境的美妆 巨头科蒂却不惜将古驰和开云集团告上法庭,希望保留古驰美妆业务。但,结果恐难逆转。 1.历峰2026上半财年营业利润增7%达23.58亿欧元 苏黎世时间11月14日开盘前,奢侈品巨头历峰集团(Richemont)公布了截至2025年9月30日的2026财年上半年财务数据。该集团总 销售 ...
LVMH在京将开多家门店;施华洛世奇裁400岗位|二姨看时尚
(原标题:LVMH在京将开多家门店;施华洛世奇裁400岗位|二姨看时尚) 21世纪经济报道记者 高江虹 上周财报披露渐入尾声,从最新一季的业绩来看,奢侈品行业企稳的趋势已经形成。历峰集团这样的重 奢巨头销售增长5%,内地、香港和澳门市场第二季度销售额增长7%。Burberry也扭亏为盈,昂跑销 售、利润双创新高,亚瑟士前三季度业绩首破6000亿日元,诸多好消息推动下,LVMH集团12月将在北 京开一批大型门店,这或将是中国奢侈品市场复苏的重要风向标。 行业整体大势复苏,连带把低迷许久的品牌业绩也带动回来。比如McQueen 近期的销售额已出现初步 复苏,因此开云集团有高管否认了McQueen出售传闻,称该集团正在为品牌制定深度重组计划,旨在三 年内让品牌恢复盈利。同样面临重组的还有奥地利珠宝品牌 Swarovski施华洛世奇,该品牌将对其总部 进行大规模裁员与重组,计划裁减约 400 个岗位。但是陷入业绩困境的美妆巨头科蒂却不惜将古驰和开 云集团告上法庭,希望保留古驰美妆业务。但,结果恐难逆转。 1. 历峰2026上半财年营业利润增7%达23.58亿欧元 苏黎世时间11月14日开盘前,奢侈品巨头历峰集团(Ri ...
中国市场回暖助推,Burberry Q2业绩扭亏为盈,销售额两年来首次实现季度增长
美股IPO· 2025-11-14 00:37
Core Viewpoint - Burberry has shown signs of recovery with a 2% year-on-year increase in comparable store sales in the second fiscal quarter, ending a seven-quarter decline, driven by a resurgence in demand from the Chinese market [1][3][6]. Financial Performance - The company reported an adjusted operating profit of £19 million (approximately $25 million) for the first half of the year, a significant turnaround from a loss of £41 million in the same period last year [3][6]. - Comparable store sales in regions including China grew by 3% in the last three months, reversing a previous decline of 5% [3][6]. Strategic Changes - Under CEO Joshua Schulman's leadership, Burberry has implemented a revival plan focusing on classic outerwear and cost-cutting measures, which has begun to yield positive results [3][7]. - The strategy emphasizes a return to the brand's roots, highlighting products like trench coats and scarves, contrasting with previous management's focus on expensive handbags [7]. Market Reaction - The positive financial results have boosted market confidence, reflected in a 28% increase in Burberry's stock price year-to-date and its return to the FTSE 100 index [3][6]. - Analysts view Burberry's strategic plan as robust, indicating that all performance indicators have been met and that the execution is on track [8].