以下文章来源于新品略财经 ，作者吴文武 新品略财经 . 洞察商业热点，探究商业本质 据九派新闻日前报道，一位广州的消费者陈先生（化名）分享称，当他第一次进入优衣库广州的 四家门店时，都遇到了被各门店员工 " 一眼认出 " 的情况，保安人员也表现出 " 很警觉 " 的样 子，总在与他相隔不远处来回走动。 另一位消费者鞠女士（化名）也称，她曾在深圳某店请员工帮忙处理过一条从其他门店购入但忘 拆防盗扣的丝巾，在进入广州一门店后，就遇到了 " 走到哪保安跟到哪 " 的情况。 更有网友分享称，自进入门店后，可能有店员似是而非的提醒，提高语调的喊出欢迎光临，比起 招呼，更像是定位，伴随着与对讲机的低语。 上述场景在互联网和社交平台的有关话题持续引发热议，有部分消费者在优衣库 " 被当小偷 " 引发不适讨论，甚至是引发了争议。 九派新闻旗下九派财经采访了优衣库多位不同区域已离职和在职员工，证实了此前在部分优衣库 门店，确实存在 " 偷拍 " 可疑顾客的行为。 有一位优衣库前员工展示了其留存的 " 疑似小偷的顾客照片 " ，还保存在相册里。拍到照片还 会发布在内部群，甚至还有管理人员号召 " 彻底关注卖场的顾客、构建 11 ...

近日，优衣库部分门店被指"偷拍"顾客，狠狠地背刺了消费者，背后或正暗藏着优衣库当前在中国市场的焦虑和压力。 01 优衣库偷拍防盗，背刺了消费者 事件的起因是在社交平台上，有不少网友分享自己逛优衣库门店时，有种被优衣库员工或者保安工作人员偷偷盯着的感觉。 据九派新闻日前报道，一位广州的消费者陈先生（化名）分享称，当他第一次进入优衣库广州的四家门店时，都遇到了被各门店员工"一眼认出"的情况， 保安人员也表现出"很警觉"的样子，总在与他相隔不远处来回走动。 另一位消费者鞠女士（化名）也称，她曾在深圳某店请员工帮忙处理过一条从其他门店购入但忘拆防盗扣的丝巾，在进入广州一门店后，就遇到了"走到 哪保安跟到哪"的情况。 更有网友分享称，自进入门店后，可能有店员似是而非的提醒，提高语调的喊出欢迎光临，比起招呼，更像是定位，伴随着与对讲机的低语。 上述场景在互联网和社交平台的有关话题持续引发热议，有部分消费者在优衣库"被当小偷"引发不适讨论，甚至是引发了争议。 九派新闻旗下九派财经采访了优衣库多位不同区域已离职和在职员工，证实了此前在部分优衣库门店，确实存在"偷拍"可疑顾客的行为。 有一位优衣库前员工展示了其留存的"疑似小偷 ...

Core Insights - The article discusses the booming market for counterfeit lululemon silicone labels, which are being sold at low prices on platforms like Pinduoduo and Xianyu, allowing consumers to transform ordinary clothing into high-priced lululemon items [1][14]. Group 1: Market Dynamics - The counterfeit lululemon labels are available for as low as 5.5 yuan for two, with bulk purchases reducing the price to 0.32 yuan per label, enabling consumers to create the illusion of owning expensive lululemon products [1]. - The highest-selling label store has reported sales of 16,000 items, indicating a strong demand for these counterfeit labels [1]. - The labels are produced using "mold silicone technology" and "heat transfer reflective silver," with a standard size of 1.3cm x 1.3cm [1]. Group 2: Consumer Behavior - Many consumers are drawn to the idea of personalizing their clothing with lululemon labels, reflecting a desire for brand association and status [1][14]. - The article highlights that the ease of applying these labels at home with an iron makes it accessible for consumers to create their own branded apparel [3][5]. Group 3: Brand Vulnerability - lululemon faces challenges as its labels are prone to falling off, leading to a high demand for replacements [8][13]. - The article notes that the counterfeit market for lululemon is particularly strong, with many fake products claiming to be original factory goods, thus complicating brand integrity [14][17]. Group 4: Production Insights - lululemon's production is largely outsourced, with 40% of its products manufactured in Vietnam and significant portions in Cambodia, Sri Lanka, and Indonesia, which contributes to the ease of counterfeiting [17][18]. - The presence of counterfeit production facilities, such as those discovered in Xuzhou, indicates a well-established supply chain for fake lululemon products [15][17].

Group 1 - The core focus of macro policies in recent years has been on stimulating consumption, especially during holidays with significant incentives for purchasing various goods such as phones, cars, and appliances [1][2] - Despite the macroeconomic efforts, there is a perception that consumers are financially constrained, leading to a paradox where the consumption sector index has surged by 27.3% this year [4] - Notable consumer stocks have experienced substantial growth, with some entering bull markets [5][6] Group 2 - The previous consumption bull market featured companies like Moutai, which saw its stock price increase tenfold from 2017 to 2021, coinciding with a booming real estate market [7][8] - Moutai's revenue has continued to rise despite a decline in stock price, indicating a disconnect between market expectations and actual performance [10] - Current market dynamics favor companies that offer extreme cost-effectiveness and target lower-tier markets, exemplified by brands like Mixue Ice City and Wancheng Group [11][12] Group 3 - Mixue Ice City has concentrated 75% of its stores in third-tier cities, while Wancheng Group has over 10,000 stores, both benefiting from reduced costs through supply chain efficiencies [13][14] - Wancheng's stock has increased over tenfold since last July, and Mixue's stock price has more than doubled within three months of its Hong Kong listing [16][17] Group 4 - The second pricing logic for consumer stocks is the emotional value provided by IP-driven consumption, with the pet economy and Pop Mart as key examples [24][25] - The pet market in China is projected to grow at a compound annual growth rate of 13.3%, with the market size surpassing 300 billion yuan last year [25][26] - Pop Mart's stock has surged over tenfold since February 2024, driven by its strong appeal to the Z generation and its ability to resonate emotionally with consumers [34][37] Group 5 - The essence of consumption is identified as the pursuit of happiness, whether through traditional luxury items like Moutai or through more affordable options like Mixue Ice City and emotional purchases like pet products and collectibles [43]