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高盛：安踏体育用品 2025 年上半年前瞻_小品牌表现稳健，斐乐抵消安踏核心业务的疲软；买入
Goldman Sachs· 2025-07-07 15:44
3 July 2025 | 11:21PM HKT Anta Sports Products (2020.HK) | | | Anta group's Jun performance came as a mixed bag - group level topline remained solid fueled by smaller brands and Fila delivered positive surprise, yet Anta brand missed expectations. We expect Anta brand's 2Q25 retail sales to decelerate to LSD% yoy (vs. HSD% in 1Q) and Fila brand to deliver HSD% (vs.HSD% in 1Q) yoy in 2Q25 retail sales growth. Into 1H25 print (mid to late Aug), we project 13% yoy group sales growth to RMB 38.2bn with smaller ...
X @Xeer
Xeer· 2025-07-06 18:08
team of 14 behind @0xAbhiPteam of 69 behind @waleswooshteam of 1 behind @Xeerrespect the honesty. game is game.Abhi (@0xAbhiP):I think I’m the only one openly sharing that there’s a large dedicated team, not AI, contributing to my personal brand growthI’m extremely time-poor, travel constantly, and run experiments that scale into bigger thesesIf you do this, transparency around this is important ...
X @Andy
Andy· 2025-07-06 00:17
You can differentiate yourself in crypto by:- making your early community rich- focusing on a specific niche market segment for user base & crafting messaging which speaks directly to them- thinking 5+ years out- having very strong founder-led marketing- not selling out- creating new distribution on TikTok, IG, LinkedIn- winning institutional relationships- prioritizing your token performance & not pretending like it doesn’t matter- crafting a unique emotional side of the brand- throwing the best partiesThe ...
X @The Economist
The Economist· 2025-07-05 07:40
Building these businesses may be easier than ever. But maintaining one is hard. For celebrity brands, the toughest test will be the test of time https://t.co/ZmK1Y03RFp ...
X @The Economist
The Economist· 2025-07-05 01:20
At their best, celebrity brands are innovative, creative and lucrative. Yet, just like show business, brutal flops are possible, too https://t.co/21WoaozH9Q ...
“星巴克，小心了”
Zhong Guo Xin Wen Wang· 2025-07-04 12:45
6月底，瑞幸咖啡在纽约开设两家门店。不少美国消费者并未听说过这个中国品牌，却对它的原味冷萃赞不绝口；有人偏爱冰椰拿铁，认为其品质"完全可 以和星巴克媲美"。 更重要的是，瑞幸咖啡在美售价区间为3.45美元至7.95美元，新用户下载App后还能享受折扣优惠，性价比远高于星巴克。 "星巴克应该小心了。" 这是一名美国记者在试饮瑞幸咖啡后的直观感受。 这个在中国市场逆袭的品牌，如今正以新锐姿态出海，向传统成熟的咖啡市场发起挑战。 事实上，不止瑞幸咖啡，近年已有越来越多的中国饮料企业开启"全球航海"。 蜜雪冰城已在12个国家拥有超5000家门店；今年一季度，霸王茶姬海外门店新增13家；茶百道进入韩国、欧洲市场，库迪、喜茶接连布局北美市场。 在海外社交媒体上，中式饮品成为海外年轻消费者争相体验分享的新潮流，不仅"买单"，还乐于"打卡"。 中国饮品品牌为何能在海外市场上"乘风破浪"？ 一是数字化能力与供应链效率的双引擎驱动。 瑞幸咖啡将在中国市场打磨成熟的运营体系整体输出：自助点单、无接触取饮、接入本地支付系统，全流程数字化极大降低了试错成本。 而借助平台动态调度，中国企业还可实现全球范围内的品质复制与成本控制。每一杯咖 ...
