奢侈品零售困境

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曾估值40亿美元,申请破产保护
第一财经· 2025-09-04 05:57
2025.09. 04 本文字数:1301,阅读时长大约3分钟 作者 | 第一财经 沈晴 小标题 Ssense申请破产保护 曾经估值40亿美元的奢侈品电商Ssense,也走到了破产保护这一步。 去年5月,历峰宣布从Traglio家族手中收购Vhernier全部股权。这个成立于1984年的意大利品牌以雕塑感造型和创新材质著称,主要市场在欧洲和北 美。根据投资银行Bernstein分析师Luca Solca的预计,Vhernier被收购之前的营收介于5000万至1亿欧元,与1999年、2019年被历峰收购时的梵克 雅宝、布契拉提规模相当。 Vhernier正试图复制这两个品牌的成功路径。历峰保留了家族成员Isabella Traglio的设计和研发总监一职,还调来原布契拉提执行副总裁Gianluca Brozzetti掌舵,首要任务就是拓展自营网络。目前,Vhernier在全球拥有16家精品店。 H&M深圳两家门店开业 8月28日,时尚品牌H&M位于深圳1234space的旗舰店焕新启幕,作为其在华南地区规模最大的旗舰店,面积达到1764平方米,集合了男装、女装及 青少年装全品类单品。 据媒体报道,Ssense已 ...
时尚情报丨曾估值40亿美元 申请破产保护
Di Yi Cai Jing· 2025-09-03 13:47
Group 1: Ssense Bankruptcy Protection - Ssense has filed for bankruptcy protection in Canada to address unexpected impacts from tariffs and to prevent creditors from forcing a sale of the company [1] - The company, once valued at $4 billion, has faced ongoing performance pressures as the luxury market cools, leading to multiple rounds of layoffs, including an 8% reduction in workforce this year [1] - A significant factor in its financial struggles is the 35% tariff imposed by the U.S. on goods imported from Canada, which has greatly increased costs for Ssense [1] Group 2: Vhernier's Expansion in Asia - Vhernier, a luxury jewelry brand recently acquired by Richemont, is set to open its first boutique in Asia at the Peninsula Hotel in Hong Kong by the end of this year [2] - Prior to the acquisition, Vhernier's revenue was estimated to be between €50 million and €100 million, comparable to other brands acquired by Richemont in the past [2] - The brand aims to replicate the success of other Richemont brands by expanding its self-operated network, with a current total of 16 boutiques worldwide [2] Group 3: H&M's Store Openings in Shenzhen - H&M has opened two new stores in Shenzhen, including its largest flagship store in South China, covering an area of 1,764 square meters [3] - The openings reflect H&M's commitment to expanding in the Greater Bay Area and enhancing its retail presence in China [3] - The company views China as a core market in its global strategy, with the Shenzhen openings marking a significant step in its growth plans [3]