11月15日，国内知名鞋履品牌Dusto大东鞋业与京东秒送开启合作，近8000家门店上线营业，并同步开启新店开 业活动，为消费者带来线下门店同款鞋靴，更有满119减30元、减5元运费等开业福利。消费者打开京东APP，搜 索"大东秒送"，即可享受"线上下单、附近门店发货、商品最快9分钟送达"的便捷即时购物体验，实现时尚鞋履"即选即 得"。 从应急刚需到日常穿搭，消费者对即时消费的需求日益增长。此次大东的加入，为消费者选购高品质鞋履增添了 更多高性价比的选择。即日起至11月20日，消费者打开京东APP，搜索"大东秒送"，众多时尚鞋履最快9分钟送达，轻 松焕新冬日鞋柜。 作为备受消费者喜爱的国民鞋履品牌，大东始终致力于为大众提供兼具高性价比与时尚设计的鞋类产品。此次入 驻京东秒送，是品牌深化线上渠道、拥抱即时消费趋势的重要一步。通过京东秒送，大东能够迅速响应消费者的即时 穿搭需求，为消费者带来通勤、休闲、亲子等全场景鞋履选择。 满足时尚穿搭需求，京东秒送上线众多线下门店同款鞋靴，包括女鞋、男鞋、童鞋等品类爆款。女士鞋履方面， 百搭小白鞋，轻松适应多种场合；乐福鞋能在舒适穿搭的基础上增添优雅气息，可与大衣、西装组合打 ...

Core Insights - Crocs is transforming from a comfort-focused footwear brand to an "emotional symbol" for young consumers in China, emphasizing self-expression and community connection [4][6] - The brand's participation in the China International Import Expo (CIIE) highlights its commitment to the Chinese market and its confidence in the country's economic vitality [3][6] - Crocs has seen significant growth in China, with a projected 60% increase in business for 2024 and a 30% growth rate in the first three quarters of 2025 [6][7] Brand Strategy - Crocs has established a strong emotional connection with consumers, focusing on community engagement and creativity, as evidenced by the popularity of its "洞门" (Croc's holes) community on social media, which has over 990 million mentions [4][6] - The brand's collaborations with local Chinese brands like Pop Mart and SMFK are not just design partnerships but also cultural resonances aimed at connecting with consumers [6][7] - Crocs is expanding its local team in China, with over 1,000 employees, and is enhancing its distribution channels, targeting over 450 points of sale by the end of 2024 [7] Market Engagement - The brand is leveraging digital strategies, including live-streaming sales and online limited releases, to deepen its relationship with consumers [7] - Crocs views Chinese consumers as a source of inspiration, not just customers, and is committed to listening to their feedback to drive innovation [7] - The company's ongoing investment in China reflects its belief in the market's potential and the importance of cultural and emotional integration [3][7]

全球贸易协会总裁 琳达 克罗姆宗：我们的会员来源广泛，他们来自全球50多个国家和地区，涉及的行业也十分多元，涵盖27个以上领域，在零售、服装和 鞋履行业尤为突出。会员的采购来源同样多样，遍及130多个国家和地区。在我们2400家会员企业中，中国是最大的采购来源国，这一地位从未改变。 全球贸易协会是一家全球非营利商业协会，致力于帮助全球2400多家会员企业有效管理供应链风险，确保采购来源符合相关标准，并使生产经营全流程满足 国际法规要求。协会总裁琳达·克罗姆宗在进博会期间接受了总台央视记者的专访，分享了她在全球贸易合规化、中国供应链地位及数字化转型等方面的见 解。 全球贸易协会总裁 琳达 克罗姆宗：中国不仅在完善国内标准，也在推动这些标准与世界其他地区接轨。凭借这样的发展前景，再加上中国的强大实力，不 仅能生产出优质产品，更具备大规模量产能力，并能与海外采购企业建立长期合作关系，中国无疑在全球贸易中占据了有利且独特的地位。 虽然是首次参加进博会，但琳达已经是中国的"老朋友"，多次到访让她亲眼见证了中国城市的快速发展与数字化转型的深度渗透。采访中，她分享了一个颇 具趣味的小插曲。 全球贸易协会总裁 琳达 克罗姆宗 ...

Core Insights - Crocs is transforming from a comfort-focused footwear brand to an "emotional symbol" for young consumers in China, emphasizing self-expression and community connection [2][3] - The brand's participation in the China International Import Expo (CIIE) highlights its commitment to the Chinese market and the importance of emotional consumption [1][5] Group 1: Brand Strategy - Crocs has shifted its brand spirit to resonate with Chinese consumers, focusing on personalization and emotional connections rather than just product functionality [2][3] - The brand has established a strong online presence, with over 9.9 billion mentions of the "洞门" tag on social media platforms, indicating significant consumer engagement [2] Group 2: Market Performance - Crocs' business in China is projected to grow by 60% in 2024, with a sustained growth rate of around 30% in the first three quarters of 2025 [3] - The brand's collaborations with local Chinese brands have not only enhanced its cultural resonance but have also led to successful business outcomes, influencing strategies in other Asian markets [3] Group 3: Future Plans - Crocs plans to continue investing in China, viewing it as a key market for global growth and innovation [5] - The company has built a local team of over 1,000 members to better understand and respond to the dynamic Chinese market [4]

Core Insights - The eighth China International Import Expo (CIIE) showcases a significant shift in consumer behavior among young Chinese consumers, who are evolving from mere product purchasers to trendsetters and value resonators [1][4] - The event serves as a platform for brands to engage with consumers, transforming traditional product displays into interactive experience zones [1][2] Group 1: Consumer Behavior Trends - Young consumers are increasingly prioritizing personal expression and experiential consumption, moving from a mindset of "just usable" to "experience is king" [1][2] - The focus on individuality and experience is coupled with a growing emphasis on value recognition, where consumers consider not only the product but also the brand's research capabilities, cultural integration, and social responsibility [2][3] Group 2: Brand Strategies - Brands like Amorepacific and Crocs are adapting their strategies to align with the new consumer demands, emphasizing customization and local market engagement [3][4] - Amorepacific integrates elements of Eastern aesthetics into its booth design, while lululemon creates interactive spaces to promote a lifestyle of joy through movement [2][3] Group 3: Market Implications - The transformation of young consumers is resonating with market development, indicating a new consumer proposition that foreign companies can leverage to deepen their presence in China [3][4] - The CIIE highlights the potential for brands to connect emotionally with consumers, as seen with Bubble Mart's use of IP to create memorable social experiences [2][3]

Core Insights - Skechers, once popular among young consumers, has seen a decline in its appeal, shifting from a trendy brand to one associated with older demographics [1][3] - The brand's struggle to connect with younger consumers is evident as it attempts to balance its image between appealing to youth and catering to the aging population [9][10] Brand Strategy - Skechers appointed Cheng Yi as its brand ambassador in 2024, aiming to attract younger consumers, particularly women aged 25-45, aligning with the brand's image of comfort and health [4][6] - Despite the efforts to rejuvenate its image, Skechers has faced criticism for its lack of innovative products and has struggled to compete with emerging local brands in China [14][15] Financial Performance - Skechers has been privatized by 3G Capital, ceasing its trading on the NYSE, with a reported revenue of $8.97 billion in 2024 and a 7.1% year-on-year growth in Q1 2025 [11][14] - The company has experienced a decline in its Chinese market contribution, dropping from 15.4% in 2023 to 13.6% in 2024, with a significant revenue drop of approximately 15.9% year-on-year in Q1 2025 [14] Market Challenges - The introduction of tariffs on imports from China has increased costs for Skechers, impacting its competitive pricing in the North American market [13] - The brand's low investment in research and development, only 1.2% of revenue, has hindered its ability to innovate compared to competitors like Nike and Anta [14][15] Consumer Trends - The current economic climate has led to a shift towards value-driven purchasing, with consumers prioritizing comfort and affordability over brand prestige [16][19] - Skechers has the potential to leverage its "comfort technology" to appeal to cost-conscious consumers, similar to the strategies employed by Uniqlo during economic downturns [18][19]

Core Viewpoint - The article discusses the emerging trend of startups creating personal brands and sharing their growth stories through various social media platforms, while highlighting the existence of numerous early-stage projects that remain underreported and lack mainstream attention [2][3][4]. Group 1: Company Summaries - **Kira.art**: An AI-driven photo editing and sharing community aimed at making creative expression easier for users. It features tools like Replace BG and Inpaint, focusing on a seamless editing experience [6][7][11]. - **WetuTalk**: An AI-based oral language teaching app targeting adult learners, set to launch its official version in November 2025. The team has extensive experience in online education and AI applications [12][13][15]. - **MosuMosu**: A personalized information platform for the next generation, focusing on youth culture and female-oriented content in Japan. The company aims to create a unique user experience [17][19]. - **阁楼 (Lofter)**: An online platform providing AI-driven psychological counseling services, with plans to fully transition to AI products by the end of 2024. The company aims to standardize and lower the cost of psychological services [21][23][26]. - **KYMS AI**: An AI recruitment platform that automates the hiring process through multiple AI agents, having served nearly 150 companies within three months of operation [28][29][33]. - **智电千帆 (Zhidian Qianfan)**: A company focused on AI-driven materials research and development, targeting advanced manufacturing sectors. It aims to enhance R&D efficiency and reduce costs [35][36][38]. - **Luvbotics**: A company developing innovative companion robots for homes, aiming to create a new living experience [39][40]. - **PaaaWOW**: A smart pet collar and community aimed at enhancing the relationship between pets and their owners, with plans for crowdfunding and sales in 2026 [42][43]. - **九间科技 (Jiujian Technology)**: An AI-driven personalized learning platform that tailors educational experiences to individual students, with plans to expand into international markets [46][47][49]. - **彼岸心智 (Beyond Mind)**: A company providing emotional recognition algorithms for smart wearable devices, with plans to launch a consumer-grade emotional hardware product by early 2026 [53][54][56]. - **枫缇 (Fengti)**: A sustainable skincare brand from Singapore focusing on direct-to-consumer sales, with plans for international expansion and product diversification [58][60]. - **Norman Walsh**: A historic British footwear brand aiming to become a global brand after being acquired, with plans to revitalize its product line and expand into new markets [62][64]. - **埃逻科技 (Ailo Technology)**: A company focused on AI-driven creative systems that allow users to create physical products through natural language interaction [66][70]. - **偶的科技 (Oud Technology)**: A company specializing in AI-driven scent customization and multi-sensory experiences, aiming to innovate the perfume industry [72][75].

Core Insights - The live streaming session by Li Jiaqi has shown robust growth in the fashion apparel category during the Double 11 shopping festival, with overall growth exceeding double digits and specific segments like lingerie growing nearly 30% [1][2][6] Consumer Trends - **Trend 1: Lingerie and Loungewear as Growth Drivers** Lingerie and loungewear have emerged as the fastest-growing segments, with brands like Victoria's Secret seeing overall sales growth exceeding 200%, driven by popular items like Tencel cotton sleepwear and lightweight plush sleepwear [2][4] - **Trend 2: Demand for Winter Apparel** With nationwide temperature drops, down jackets and outdoor jackets have become essential items, with down jackets accounting for 60% of women's apparel sales, significantly boosting the overall women's clothing segment [6][8] - **Trend 3: Shift to Stylish and Functional Women's Wear** There is a rising demand for stylish and functional clothing, with a focus on design and wearability. The "high-intelligence" dressing trend has gained traction, particularly among younger consumers aged 18-35, as evidenced by over 78 million views on related topics on social media platforms [11][12] Product Highlights - The introduction of lightweight sleepwear caters to diverse regional temperature needs, expanding consumer choices beyond traditional heavy winter wear [4] - High-end domestic down jacket brands have performed exceptionally well, with brands like Gao Fan achieving over 50% growth due to their quality and design [8] - The popularity of versatile clothing, such as the "one jacket for multiple seasons" concept, has driven sales of products like the Camel and Berghaus brands [10] Market Strategy - The live streaming platform has adapted its product offerings to include more feminine, design-oriented, and high-intelligence style apparel, meeting the evolving fashion expression needs of female consumers [12]

Core Viewpoint - The once-popular "ugly shoes" are facing significant challenges, with UGG's direct-to-consumer sales declining sharply, while HOKA continues to show strong growth [2][5]. Group 1: Deckers Brands Financial Performance - Deckers Brands reported a revenue increase of 9.1% to $1.431 billion for Q2 of FY2026, with HOKA's revenue growing by 11.1% to $630 million and UGG's revenue increasing by 10.1% to $760 million [5]. - The direct-to-consumer (DTC) sales for UGG fell by 10%, while wholesale business grew by 17%, indicating a shift in consumer purchasing behavior [5][7]. - Deckers' total sales contributions from UGG and HOKA are 51% and 45%, respectively, with HOKA nearly matching UGG's scale [7]. Group 2: Market Challenges for UGG and Crocs - UGG's DTC sales decline is attributed to normalized inventory levels in wholesale channels, weakened consumer sentiment, and a preference for multi-brand retail shopping [5]. - Crocs reported a revenue decline of 6.2% to $996.3 million for Q3, with a net profit drop of 27% to $145.8 million, and a net loss of $186.4 million for the first nine months of the year [9][11]. - Crocs' core brand revenue decreased by 2.5% to $836.2 million, while the HEYDUDE brand saw a 21.6% drop to $160.1 million [11]. Group 3: Strategic Responses and Market Trends - Crocs plans to slow growth to maintain long-term brand health, including reducing digital promotions and wholesale inventory [11]. - The market for "ugly shoes" is losing traction, with emerging categories like clogs and creek shoes gaining popularity, while traditional sports brands are expected to benefit from upcoming major sporting events [12]. - HOKA's strategy of being versatile across different settings is seen as more sustainable compared to the marketing-driven approach of UGG and Crocs [12].

Core Insights - Crocs will showcase its new winter collection and three collaborative series with Pop Mart, Beast, and SMFK at the 8th China International Import Expo [1] - The company will launch a velvet whale series specifically designed for Chinese consumers [1] - Crocs will present a limited edition "Croc" designed for the 2025 expo, along with a limited edition Jibbitz [1] - The global brand president of Crocs emphasized the importance of authentically reaching Chinese consumers and increasing investment in brand strategy and digital marketing [1] Product Launches - Crocs will debut a winter collection at the expo [1] - The company will introduce a velvet whale series tailored for the Chinese market [1] - A limited edition "Croc" and Jibbitz will be featured, designed specifically for the 2025 expo [1] Marketing Strategy - Crocs is increasing its investment in brand strategy and digital marketing to better connect with Chinese consumers [1] - The company aims to enhance the operation of its growing "Croc" fan community in China [1]