走入肯尼亚一家日化商店，来到日常卫生用品区，一般都能在卫生巾的货架上发现很多熟悉的欧美全球品牌，比如宝洁的护舒宝产品。与此同时，旁边大 概率陈列有一些印有"Softcare"的卫生巾。 图源 Softcare官网 对中国用户来说，它的名字过于陌生了。这是肯尼亚目前卖的最好的卫生巾，源头却是一个中国品牌。 "乐舒适（Softcare）"已成为非洲大陆不容忽视的消费品巨头，是如今非洲第一大卫生用品品牌，主营产品有婴儿纸尿裤、卫生巾等卫生用品，专注非 洲、拉美、中亚等快速发展的新兴市场。只做出口，是国内用户对它感到陌生的原因。 但潜力巨大的非洲市场，已经足以将乐舒适抬到IPO的档口。招股书数据显示，在2024年非洲婴儿纸尿裤和卫生巾的销量中，乐舒适的排名均列市场第 一，占比分别为20.3%和15.6%。其中婴儿纸尿裤卖出去超41亿片，卫生巾销量超16亿片。 图源乐舒适招股 书 乐舒适的财务数字也引人注目。2022年至2024年，乐舒适的总收入由约3.2亿美元增长至超过4.5亿美元，其净利润在同期内从1840万美元大幅提升至9510 万美元。 2025年8月12日，乐舒适有限公司向港交所再次递交了招股书，二度冲刺IP ...

集团收入增长得益于线上渠道的强劲表现，电商收入同比提升7.4%，主要得益于电商平台运营优化、 线上营销深化及会员服务体系完善。特许经销商收入也保持稳健增长，同比增长4.4%，占比提升至 46.5%。然而，零售渠道受店铺布局调整及消费场景转移影响，收入同比下降3.4%。公司表示将关注各 渠道增长机会，致力于实现未来收入的可持续增长。 李宁发布了2025年中期业绩，上半年收入为148.17亿元人民币，同比增长3.3%。集团股东应占溢利为 17.37亿元人民币。整体毛利率为50.0%。董事会宣布派发中期股息每股33.59分人民币。经营活动产生 的现金净额为24.11亿元人民币。 ...

Market Overview - The global fitness equipment market is projected to reach USD 17.92 billion in 2024 and USD 30.61 billion by 2034, with a compound annual growth rate (CAGR) of 5.5% during the forecast period [8][9]. - The market includes various equipment types such as treadmills, ellipticals, rowing machines, and strength training devices, driven by rising health awareness and increasing obesity rates [8][5]. - The prevalence of chronic diseases due to lifestyle changes and unhealthy eating habits is boosting the demand for fitness equipment and global fitness centers [8][5]. Regional Analysis - North America holds the largest market share at 33%, while the Asia-Pacific region is expected to grow the fastest, driven by rising health consciousness and disposable income [16][17]. - The demand for fitness equipment in countries like China and India is increasing significantly due to a growing young population and the adoption of Western culture [16][17]. E-commerce Growth - The e-commerce segment of the fitness equipment market is expected to reach USD 14.076 billion by 2029, showing significant growth from 2024 to 2029 [13][14]. - Although traditional offline sales remain the primary channel, online retail is gradually increasing its market share, especially during the pandemic [13][14]. Home Fitness Equipment Market - The global home fitness equipment market is estimated at USD 11.6 billion in 2023, projected to grow to USD 18.94 billion by 2032, reflecting a CAGR of 5.8% [18][19]. - Despite a decline in demand post-pandemic, the market remains at a high level, with significant consumer interest in home fitness solutions [19][18]. Consumer Insights - The age group of 18-34 years shows the highest exercise frequency, while the 35-54 age group exhibits a strong intent to purchase fitness equipment [21][22]. - Males have a slightly higher purchasing intent for fitness equipment compared to females, with a growing interest among women in products that enhance flexibility and balance [23][22]. Market Trends - Key trends include innovation in smart products, brand upgrades, exploration of emerging markets, and product differentiation [5]. - Notable brand examples include Peloton, which leads with a hardware-software-community model, and UREVO, which successfully expanded internationally through multi-platform sales and localization strategies [5].

Core Viewpoint - Jeanswest, once a leading casual wear brand, is entering voluntary liquidation in Australia, aiming to sell $20 million worth of inventory by May 20 and its brand's intellectual property [1][2]. Group 1: Company History and Performance - Jeanswest was founded in 1972 in Perth, Australia, and was acquired by the Sunrise Group in 1990, which led to its expansion in China [2]. - At its peak in 2012, Jeanswest had over 2,500 stores in mainland China and reported revenue of HKD 4.959 billion [2]. - The company faced a significant decline post-2012 due to inventory issues, reducing its store count to 1,200 by 2017 and entering a phase of continuous losses since 2016 [2]. Group 2: Recent Developments - In March 2023, Jeanswest Australia entered voluntary liquidation for the second time, following the failure of Harbour Guidance, which took over operations in 2020 [1][2]. - The brand has been attempting to transition from traditional retail to brand management, engaging in collaborations with celebrities and enhancing brand marketing efforts [5]. - Jeanswest's e-commerce sales grew from CNY 460 million in 2020 to CNY 6 billion in 2024, marking an increase of over 13 times [9]. Group 3: Market Position and Challenges - Despite high brand recognition in China, Jeanswest has struggled with slow e-commerce development and competition from fast fashion brands [3]. - The company has been criticized for its cost-cutting approach, which has limited its marketing effectiveness [3]. - Recent recruitment efforts indicate a focus on strengthening e-commerce operations and brand analysis [9].