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永辉还没“变胖”,名创却快“挤不出奶”了
凤凰网财经· 2025-05-26 14:16
以下文章来源于字母榜 ,作者张琳 字母榜 . 让未来不止于大 来源|字母榜 撰文|张琳 编辑|谭宵寒 叶国富的"钱袋子"变瘪了。 2025年第一季度,名创优品交出了一份"增收不增利"的成绩单。财报显示,名创优品收入同比增长 18.9%至44.27亿元,但经调整净利润却同比下降4.8%至5.87亿元,净利润率从16.6%下滑至 13.3%。 这主要是由于名创优品在海外大幅扩张和IP授权费用增加所致。在费用投放上,一季度IP授权费用 投入同比提升39.6%,海外直营店相关开支(包括租金及相关开支、折旧及摊销开支以及剔除以股 份支付的薪酬开支的工资)同比提升71.4%。 除此以外,一季度,名创优品同店销售再次出现中个位数同比下滑。目前,名创优品的营收增长在 很大程度上是依赖不断开设新门店扩大销售规模,其经营效率依旧在下滑。 财报发布当日,名创优品股价大幅下跌,截至当日收盘,名创优品报收于18.29美元/ 股,暴跌 17.58%。 叶国富也尝试跳出名创优品之外,寻找增长。收购永辉,是叶国富寻找新增长叙事的"关键一跃"。 掌权永辉后的叶国富开始大刀阔斧地改革,一刀砍向经营不善的门店,一刀砍向中间商,但单店改 造成本超8 ...
塞安百货商行:利用互联网,重塑零售新生态的必然之路
Sou Hu Cai Jing· 2025-05-25 08:33
Core Insights - Department stores serve as cultural and fashion hubs, bridging the past and future while enriching urban life [1] - The evolution of department stores reflects societal needs, transforming from mere retail spaces to comprehensive consumer experiences [1] Group 1: Historical Context - The origin of department stores dates back to the late 19th century in Europe, evolving into diverse formats worldwide [1] - Each transformation in the department store industry has been a response to changing consumer demands and societal trends [1] Group 2: Fashion and Lifestyle Influence - Department stores aggregate global fashion trends, allowing consumers to experience diverse styles in one location [3] - They act as platforms for lifestyle aesthetics, offering curated products and cultural events that enhance consumer experiences [3] Group 3: Impact of Technology - The internet has significantly expanded market reach for department stores, enabling direct access to consumers through e-commerce and social media [3][5] - The shift from a "product-centric" to a "consumer-centric" approach is facilitated by technologies like big data and AI, enhancing customer satisfaction and loyalty [5] Group 4: Strategic Initiatives - The management of a specific department store project is focusing on leveraging the internet for transformation, utilizing online platforms for marketing and sales [5]
Airwallex完成3亿美元F轮融资;宁德时代最新市值为14699.22亿港元丨全球投融资周报05.17-05.23
创业邦· 2025-05-25 00:51
以下文章来源于睿兽Pro ,作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源,就上睿兽分析。 全球投融资周报 睿兽分析每周整理当周最值得关注的国内外热门投融资事件,帮助大家及时了解全球市场动向。 一级市场投融资概览 根据睿兽分析监测数据,本周国内一级市场披露的融资事件79个, 与上周相比减少61个, 其中已披 露融资金额的事件37个, 总融资规模为45.99亿元人民币, 平均融资金额为1.24亿元人民币。 行业分布 从融资事件数量来看,本周智能制造、人工智能、医疗健康领域融资最活跃。分别为智能制造16个、 人工智能10个、医疗健康5个。 从已披露金额事件的融资规模来看,人工智能最高,融资总规模约为7.97亿元人民币。其中具身智能 机器人研发商 「魔法原子」 完成数亿元人民币A轮融资。 魔法原子是一家具身智能机器人研发商,专注于通用机器人和具身智能技术研发与落地应用,其产品 包括通用人形机器人和仿生四足机器人等,覆盖工业、商业及家庭等多个场景。 其次是智能制造行业,已披露融资总额为6.13亿元人民币。其中高端光学量测与检测设备研发商 ...
SKP黄牛江湖:薅富人的羊毛,月入10万
36氪· 2025-05-24 09:22
以下文章来源于潮生TIDE ,作者张晶、薇薇子 36氪旗下生活方式内容品牌。潮来潮去,生活不息。 3月,北京SKP开始了新一轮的黄牛整顿。 被保安带走的那个下午,在SKP做黄牛的发发已经做了30多万的单子。当时,他正在一楼的化妆 品区照常蹲点。 保安对他很客气,请他配合一下。他也很配合,跟着保安就去了保安室。工作人员拿出一份《北 京SKP黄牛保证书》 ,让他在上面签字。保证书上明确写道: 保证自己绝不再以任何形式滋扰 顾客的正常购物,包括不限于给顾客打折、出售积分、出售商品等违规行为。 虽然发发当时没有搭讪逛商场的客人,但他还是痛快地签了那份保证书,在他看来,这算是"互 相尊重一下"。 潮生TIDE . 90后发发从去年10月开始在北京SKP做黄牛,现在主要做老铺黄金代购。在此之前,他在天津开 了5年饭店,疫情期间不景气,倒闭了。于是,一个朋友带着他干起了黄牛。 刚上手时,平生第一次进入SKP的他几乎是两眼一抹黑, 家是农村的,初中学历,商场里面的品 牌全英文,客户要买哪个品牌,他得先上百度把品牌的拼音输进入查查,就这样一点点入了行。 小红书上不时有抓黄牛的帖子流出,有人对此拍手称快,称赞SKP整顿黄牛的力度 ...
@境外旅客 离境退税“即买即退”操作指南请查收!
蓝色柳林财税室· 2025-05-23 15:29
欢迎扫描下方二维码关注: 境外旅客申请退税,应当同时符合以下条件: Overseas visitors can apply for departure tax refund if all the following requirements are met: 1.同一境外旅客同一日在同一退税商店购买的退税 物品金额≥200元(送到200元人民币) The total amount of tax-refundable purchased by the same overseas visitor at the same tax refund store on the same day reach vuan ( RMB ) Departure tax refund policy refers to the policy of refunding Value-Added Tax (VAT) for the tax- refundable goods purchased by overseas visitors at tax refund stores when they leave the Chinese mainl ...
步步高深度报告:东山再起,步步高升
ZHESHANG SECURITIES· 2025-05-23 00:23
Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [7][13]. Core Insights - The report highlights that the company has completed its restructuring, resulting in a healthier balance sheet. The company is expected to see significant profit growth as it completes its store renovations, with sales and customer traffic exceeding expectations [2][15]. - The restructuring has led to a reduction in debt levels, with the debt-to-asset ratio decreasing from 86.8% in 2023 to 62.1% by Q1 2025. The company is projected to have cash and equivalents exceeding 1 billion yuan by the end of 2024 [2][41]. - The report anticipates that the company will complete all supermarket renovations by 2025, with sales per store expected to increase significantly post-renovation [2][65]. Summary by Sections Restructuring and Financial Health - The company has successfully restructured, becoming a non-controlling entity with the introduction of industrial investors who enhance its supply chain and digital capabilities. The management team has also undergone changes to improve efficiency [2][32][33]. - The restructuring plan includes cash settlements for debts under 100,000 yuan and equity swaps for larger debts, extending remaining debts to a 10-year term [2][39]. - The company’s cash flow situation has improved significantly, with cash and equivalents projected to return to pre-2018 levels by the end of 2024 [2][36]. Supermarket Renovation Success - The report notes that the company has already renovated 17 out of 27 supermarkets, with sales and customer traffic increasing dramatically post-renovation. The average daily sales have reportedly increased sixfold, and customer traffic has tripled [2][65]. - The renovation strategy has led to a significant change in product offerings and store environments, enhancing customer experience and employee satisfaction [2][14]. Department Store Transformation - The company is set to initiate a comprehensive renovation of its department stores in May 2024, focusing on improving employee experience and customer service [3][15]. - The department store segment is expected to contribute significantly to the company's revenue, with a projected recovery in gross margins [3][12]. Profit Forecast and Valuation - The company is expected to achieve net profits of 184 million yuan in 2025, with projections of 402 million yuan and 674 million yuan in the following years, reflecting a rapid profit release phase [4][12]. - The report provides a valuation based on comparable companies, indicating that the company is currently undervalued relative to its peers in the supermarket sector [4][12].
蒲安物资商城:以创新与责任双轮驱动,构建时尚消费新生态
Sou Hu Cai Jing· 2025-05-22 23:36
作为蒲安物资贸易(浙江)有限公司旗下核心品牌,蒲安物资商城依托供应链体系优势,始终以 "回归 自然、还原产品本质" 为价值导向,聚焦时尚休闲百货领域,通过产品创新、模式创新与社会责任实践 的融合,逐步塑造差异化品牌形象,在消费市场与行业生态中形成核心竞争力。 在创业生态构建方面,商城面向高校学子、复退军人及多元追梦者群体,开放创新与创业实践平台。通 过提供市场资源对接、运营经验输出等支持,帮助创业者实现从商业构想至实践落地的转化,目前已吸 引多类群体通过平台开启创业尝试,形成 "消费服务 - 创业孵化 - 社会价值创造" 的正向循环。 实践沉淀:以稳健发展夯实行业口碑 自运营以来,蒲安物资商城通过系统化运营实现阶段性成长。线下连锁布局逐步拓展,线上业务覆盖范 围持续扩大,会员规模保持稳定增长,客群复购率与品牌推荐度均表现良好。在供应链端,与多家行业 实力供应商达成深入合作,通过联合研发、定制化生产等模式,推出多款市场反响热烈的商品,形成 "品牌 - 供应商 - 消费者" 的价值共同体。 在行业层面,商城凭借产品创新与模式创新,多次获得 "年度创新品牌" 等领域认可;消费者满意度调 研数据显示,其产品品质、服务 ...
IMCOCO获融资;奥利奥联名赛琳娜;Zara母公司高管洗牌
Sou Hu Cai Jing· 2025-05-22 16:47
-融资动态- 椰水全产业链公司「IMCOCO」完成Pre-A轮融资 近日,从事椰水全产业链业务的泰国「IMCOCO」集团宣布完成亿元级Pre-A轮融资。此轮融资由Insignia Ventures Partners领投,天图投资跟投,所获资金 将投入泰国工厂产能扩建、ONLIFE自有品牌全球化以及中国区总部设立等关键环节。 IMCOCO成立于2023年,总部设在泰国曼谷,业务涵盖香水椰种植、椰果跨境贸易、椰水原料研发及生产、椰子水饮料加工四大板块,目前拥有泰国唯一 万吨级椰水生产基地,以及全球唯一的标准化、规模化、矩阵式的全产业链香水椰供应体系。(天图投资) 小编评: IMCOCO是第一个把椰子水从供应链田间到柜台,整套供应链完整布局的公司,也是国内在泰国设立的唯一万吨级椰子水生产基地,此次获得融资将进一 步推动集团赢得更大品牌影响力。 收购资金来自Nordstrom家族和利韦尔波的股权、现金,以及Nordstrom的现金储备,其中Nordstrom还从一笔12亿美元的资产支持贷款中借入4.5亿美元。 交易完成后,Nordstrom家族持有公司50.1%的股份,利韦尔波公司持有 49.9% 的股份。公司股票已 ...
5月22日晚间央视新闻联播要闻集锦
Yang Shi Xin Wen Ke Hu Duan· 2025-05-22 14:01
Group 1 - Xi Jinping held a phone call with French President Macron, emphasizing the importance of socialist spiritual civilization construction for national rejuvenation [6][7] - Premier Li Qiang will officially visit Indonesia from May 24 to 26 and attend the ASEAN-China-GCC summit in Malaysia from May 26 to 28 [8] - Zhao Leji met with the Speaker of the Turkmenistan Parliament, discussing bilateral relations [9] Group 2 - The 21st China (Shenzhen) International Cultural Industries Fair opened, focusing on new sectors such as digital entertainment and artificial intelligence, showcasing over 150 new product launches [13] - The 7th China Western International Investment and Trade Fair commenced in Chongqing, with an exhibition area of 110,000 square meters and participation from over 1,300 enterprises from 39 countries and regions [23] - The fourth China-Central and Eastern European Countries Expo and International Consumer Goods Expo opened in Ningbo, promoting trade and cultural exchange [17]
北京双安商场改造亮相!186个品牌大换血!有了餐饮和空中花园
Bei Jing Shang Bao· 2025-05-22 13:18
品牌构成上, 改造后的双安商场减少了零售的占比,新增了餐饮、健身、生活服务等休闲体验业态。 北京商报记者丨胡静蓉 品牌构成上,改造后的双安商场减少了零售的占比,新增了餐饮、健身、生活服务等休闲体验业态。大 众点评平台显示,目前双安商场引进了共186个品牌。其中,双安商场5层新增了川菜"何为川"、海鲜火 锅"行运海鲜食集""满姐饺子"等品牌;零售方面,3层的运动品牌专区集合了斐乐、亚瑟士、阿迪达斯 等品牌。 改造后,双安商场也迎来更多休闲空间。位于项目6层的空中花园已开放,可供消费者休闲;同时,3层 的生活美业、5层的潮趣体验新引进一批生活、体验类品牌,丰富了商场功能。 工作日期间,双安商场的客流相比改造前有所增加,中午时分,5层的餐饮店内有不少消费者在就餐。 目前双安商场内部仍有部分品牌处于围挡阶段,根据围挡信息显示,即将开业的品牌包括羲和小聚、太 湖小馆、BAKER&SPICE等。 2024年10月,双安商场宣布启动改造,采取"逐层施工,分阶段、分区域改造"的方式。彼时,双安商场 总经理胡绮年表示,双安商场考虑定位于品质社区型的类购物中心,以服务周边5公里范围内的社区为 目标。改造过程中,双安商场会把场内相 ...