消息面上，莎莎国际发布公告，由2025年7月1日至9月30日止第二季，集团整体营业额为10.31亿港元， 按年上升8.4%。期内，线下销售取得8.26亿港元，同比升9.4%，占集团总营业额的80.2%；线上销售则 取得2.05亿港元，同比升4.9%，占集团总营业额的19.8%。 莎莎国际(00178)早盘涨超8%，截至发稿，涨6.45%，报0.66港元，成交额1069.61万港元。 ...

Group 1 - The core viewpoint of the article highlights Macy's strong second-quarter performance, with net sales of $4.81 billion, exceeding market expectations of $4.71 billion [1] - The gross margin for the second quarter was reported at 39.7%, slightly above the market expectation of 39.5% [1] - Macy's has revised its fiscal year net sales forecast to a range of $21.15 billion to $21.45 billion, up from the previous estimate of $21 billion to $21.4 billion [1] Group 2 - The company anticipates adjusted earnings per share for the fiscal year to be between $1.70 and $2.05, an increase from the prior forecast of $1.60 to $2.00, while the market expectation stands at $1.81 [1] - For the third quarter, Macy's expects net sales to reach between $4.5 billion and $4.6 billion, compared to the previous expectation of $4.48 billion [1]

Core Viewpoint - Miniso (MNSO.US) experienced a significant stock increase of over 12%, closing at $24.91, following the release of its financial report for the first half of 2025, which showed a revenue growth of 21.1% year-on-year [1] Financial Performance - For the first half of 2025, Miniso reported a revenue of 9.393 billion RMB, reflecting a year-on-year increase of 21.1% [1] - The profit attributable to equity shareholders was 906 million RMB, which represents a decline of 22.6% year-on-year [1] - Basic earnings per share were reported at 0.74 RMB [1] - The company declared an interim cash dividend of $0.2896 per American Depositary Share or 0.0724 RMB per ordinary share [1] Quarterly Highlights - In the second quarter, Miniso achieved a revenue of 4.97 billion RMB, marking a year-on-year growth of 23.1%, surpassing the management's previous guidance of 18%-21% [1] - Adjusted net profit for the second quarter increased by 10.6% year-on-year to 690 million RMB [1] - Revenue from TOP TOY surged by 87.0%, setting a new record [1] Sales Growth - The company’s Executive Director and Chairman, Ye Guofu, indicated that same-store sales in mainland China turned positive in the second quarter and are expected to accelerate further into the third quarter [1] - Miniso anticipates positive same-store sales growth for the entire year in mainland China [1]

Core Viewpoint - Miniso (MNSO.US) experienced a significant increase of over 12%, closing at $24.91, following the release of its financial report for the first half of 2025, which showed a revenue growth of 21.1% year-on-year [1] Financial Performance - For the first half of 2025, Miniso achieved a revenue of 9.393 billion RMB, reflecting a year-on-year increase of 21.1% [1] - The company's profit attributable to equity shareholders was 906 million RMB, which represents a decline of 22.6% year-on-year [1] - Basic earnings per share for ordinary shares were reported at 0.74 RMB [1] Dividend Distribution - Miniso declared an interim cash dividend of $0.2896 per American Depositary Share or 0.0724 RMB per ordinary share [1] Quarterly Performance - In the second quarter, Miniso recorded a revenue of 4.97 billion RMB, marking a year-on-year growth of 23.1%, surpassing the management's previous guidance of 18%-21% [1] - Adjusted net profit for the second quarter increased by 10.6% year-on-year to 690 million RMB, with TOP TOY's revenue surging by 87.0%, setting a new record [1] Sales Growth Outlook - The Executive Director and Chairman of Miniso, Ye Guofu, indicated that same-store sales in mainland China turned positive in the second quarter and are expected to accelerate further into the third quarter [1] - The company anticipates positive same-store sales growth for the entire year in mainland China [1]

Core Viewpoint - The retail giant Pang Donglai in Henan has reported impressive sales figures, indicating strong growth and performance in the retail sector [1][2]. Group 1: Sales Performance - In July 2025, Pang Donglai achieved sales of 1.666 billion yuan, with cumulative sales from January to July reaching 13.386 billion yuan, translating to an average daily sales of approximately 63.14 million yuan [2]. - For the year 2024, Pang Donglai recorded nearly 17 billion yuan in sales and over 800 million yuan in profit, suggesting that the company's performance for 2025 is expected to surpass that of 2024 based on the first seven months' data [2]. Group 2: Monthly Sales Breakdown - In July, the sales from four major business segments—supermarkets, jewelry, department stores, and electronics—each exceeded 100 million yuan, contributing a total of 852.7 million yuan, which accounted for 85.27% of the total monthly sales [2]. - Other lifestyle consumption categories, such as clothing and tea, also performed well, with sales of 9.4 million yuan and 7.4 million yuan, respectively [2].