2025世界经济论坛新领军者年会（夏季达沃斯）于6月24至26日在国家会展中心（天津）举行，国务院总理李强出席大会开幕式并发表致辞，强调坚定不 移拥抱普惠包容的经济全球化。本届年会以"新时代企业家精神"为主题，聚焦解读全球经济、中国展望、剧变中的产业、投资人类与地球以及新能源与材 料5个主题，邀请各界领军人物共同探讨应对全球挑战的创业解决方案和新增长模式。来自约90个国家和地区的近1700多位嘉宾参会。 作为本届年会的创新内容之一，北京大学光华管理学院携手世界经济论坛推出以"风险、韧性与产业转型策略"为主题的大师课。大师课汇聚全球顶尖学者 与业界领袖，通过前沿分析工具拆解复杂挑战，探索企业在不确定性中强化韧性、布局未来的治理策略；以高度凝练的学术洞察与面向实践的治理思维， 为夏季达沃斯注入思想深度。 本次大师课由世界经济论坛大中华区代理首席代表徐兵主持，世界经济论坛执行董事梁锦慧女士致开场辞。北京大学光华管理学院院长、金融学系教授刘 俏、法国北方高等商学院教授René Rohrbeck、世界经济论坛产业生态系统转型总负责人Jörgen Sandström三位嘉宾分享前沿洞察，东软集团、百事公司、 瑞士再保险公 ...

结构失衡与转型悖论 另一重系统性风险来自南极电商畸形的收入结构。企业多数营收依赖移动互联网业务，暴露出增长动能 的单一化脆弱性。一旦互联网流量红利见顶或平台政策收紧，核心业务将遭遇断崖式冲击，而低壁垒的 授权模式更易被新兴平台快速复制。这种将鸡蛋放在一个篮子里的赌徒式布局，使其抗风险能力远低于 业务多元化的同行。 转型尝试反而加剧了系统性风险。在传统业务增长乏力后，企业试图向新消费品牌赛道突围，但战略执 行暴露多重矛盾：其一，研发投入连续萎缩，与动辄上亿的广告预算形成荒诞对比；其二，跨领域投资 呈现投机化趋势，从储能项目到医疗健康，资源分散导致新业务始终未能形成有效产出；其三，管理层 换届引发的战略摇摆，使得转型方向频繁变更，新团队主张的品牌高端化与旧有授权体系根本冲突。这 种"既要延续低端授权现金流、又要抢占高端市场"的骑墙策略，最终导致企业在转型泥潭中越陷越深。 在电商行业的浪潮中，南极电商曾以轻资产品牌授权模式异军突起，成为资本市场的宠儿。当投资者沉 醉于"南极人"品牌铺天盖地的流量神话时，冰山下的经营风险正在悄然累积——过度透支的品牌价值、 摇摇欲坠的收入支柱、饮鸩止渴的转型策略，构成了这家电商巨头难 ...

Service Properties Trust (SVC) 2025 Conference June 04, 2025 11:00 AM ET Speaker0 Alright, perfect. Alright, good morning everyone. We're gonna get started with our next session. This is Tyler Batory with Oppenheimer. Really happy to be with the management team from Service Properties Trust, SVC. Chris and Brian are with us today. Got some questions prepared for them, but certainly want to encourage audience participation. So, you do have questions at any point, just let me know and we'll get answered. So, ...

Shares of Fossil Group, Inc. (FOSL) have rallied 27.9% since the company reported its first-quarter earnings for fiscal 2025, significantly outperforming the S&P 500’s modest 1.4% gain during the same period. Over the past month, the stock has surged an impressive 81.3%, well ahead of the S&P 500’s 15.4% increase, reflecting renewed investor optimism in the company’s ongoing turnaround strategy and improving fundamentals.Fossil incurred first-quarter net loss per share of 33 cents, which narrowed from 46 ce ...

Core Viewpoint - Starbucks reported disappointing fiscal second-quarter earnings, leading to a 7% decline in stock price, despite management's assertion of progress in its turnaround strategy [1][3]. Financial Performance - Comparable sales decreased by 1% in the quarter, with transactions down 2% and a 1% increase in average ticket [3]. - North America saw a 1% decline in comparable sales, while international markets experienced a 2% increase, with flat comps in China [3]. - Overall revenue rose by 2.3% to $8.76 billion, falling short of estimates of $8.83 billion [3]. - Adjusted operating margin fell by 460 basis points to 8.2%, and adjusted EPS was $0.41, down 40% year-over-year and below the consensus estimate of $0.48 [4]. Strategic Focus - The company is prioritizing labor investment over cold-brewing equipment expansion to enhance throughput and customer connection [4]. - CEO Brian Niccol expressed confidence in the "Back to Starbucks" plan as a viable strategy for business turnaround and future opportunities [5]. Market Sentiment - Despite negative comparable sales growth, there is a call for investor patience as Niccol has only been in charge for two full quarters [6]. - The stock sell-off is seen as understandable, but it may be premature to abandon the turnaround efforts [7].