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新消费快讯|Forever 21关闭美国全部354家门店;adidas阿迪达斯官宣品牌全线代言人李现
新消费智库· 2025-05-12 13:26
这是新消费智库第 2 6 3 3 期文章 新消费导读 1. 均瑶味动力推出 500 亿活菌型益生菌乳饮品 2. Athenos 和 Tajín 合作推出新的羊乳酪产品 3. 元气森林入选中国海外商标申请百强企业 4. 妙可蓝多金装奶酪棒全面焕新升级 5. HOKA 推出越野鞋 MAFATE SPEED 2 6. 金利来将港股退市 7. 3G 资本收购斯凯奇 8. 法国香水品牌 Adopt Parfums 获投 9. 派特鲜生宣布完成 2500 万美元天使轮融 资 10. 奥 地 利 运 动 品 牌 HEAD 母 公 司 拟 收 购 水 肺 鼻 祖 Aqualung 11. 潮牌 Merr yWannaBe 携手黄子弘凡发布联名系列 12. adidas 阿迪达斯官宣品牌全线代言人李现 13. CLOT 携手麦当劳中国推出 McSpicy Al ienegra 系列 14. Outopia 遨托邦 x 中国火箭联名系列发售 15. F orever 21 关闭美国全部 354 家门店 新消费 1. 均瑶 味动力推出 5 00 亿活菌型益生菌乳饮品 近日,均瑶味动力推出 500 亿活菌型益生菌乳饮品。新品选用 J ...
时髦年轻人怎么都爱一只脚系两副鞋带?
3 6 Ke· 2025-05-12 09:39
Miu Miu风吹得到处都是。继芭蕾舞鞋、灰袜子、蓝格衬衫、百褶裙后,"双鞋带"又火出圈了。 在最近北京早高峰的地铁上,双鞋带运动鞋的浓度极高——一排座椅,能撞鞋的程度。 准确地说,是撞了鞋带。虽然鞋子品牌、风格都不一样,但鞋带的系法,如出一辙。 图源:有意思报告 这样的搭配并非偶然。在程潇、林允、周也、赵露思等明星的日常穿搭中,"双鞋带"早已成为"时尚"标配。 在小红书,"双鞋带"相关笔记已超过33万篇,热门笔记点赞量甚至破万。 映射到品牌,从Miu Miu、New Balance,到阿迪达斯、彪马、斐乐、鬼塚虎,再到热风、百丽、达芙妮,甚至连UGG都搞起了双鞋带。毫不夸张地说, 如今鞋类品牌要是没推出几款双鞋带的鞋,都不好意思说自己站在潮流前沿。 所以,双鞋带是怎么火起来的? 双鞋带,时髦了 要说"双鞋带"风潮的"始作俑者",绕不开Miu Miu与New Balance的联名合作。 在Miu Miu 2024春夏秀场上,Miu Miu x New Balance 530 SL联名款凭借薄底、麂皮、双鞋带的设计让人眼前一亮。尤其是双鞋带,不同色彩、质地组合在 一起,搭配美拉德复古棕、超薄鞋底,内敛又新奇。 ...
婚姻登记“全国通办”实施,北京首个户外婚姻登记点正式启用
Bei Jing Shang Bao· 2025-05-10 14:30
Group 1 - The new marriage registration policy allows residents from outside Beijing to obtain marriage certificates with just their ID cards, enhancing convenience for non-local individuals [1] - On the first day of implementation, over 1,400 marriage registrations were completed in Beijing, with 31.9% being nationwide registrations, and both Xicheng and Haidian districts registering over 200 couples [1] - The revised marriage registration regulations, effective from May 10, 2025, eliminate the need for household registration documents, allowing individuals to register at any marriage registration office in Beijing [1] Group 2 - Xicheng district has established the first outdoor marriage registration point in Beijing, providing a "one-stop" service that includes free copying, policy consultation, marriage registration, and certificate issuance [2] - The outdoor registration point aims to enhance the registration experience for couples by integrating services from various traditional brands and offering discounts on wedding-related products and services [2] - The Beijing marriage registration authorities plan to promote standardized construction of registration offices and explore the establishment of park-style registration points to further implement the new regulations [2]
中产鞋王,被迫卖身三个巴西人
盐财经· 2025-05-10 10:03
Core Viewpoint - Skechers, a major player in the athletic footwear market, is set to be acquired by Brazilian investment firm 3G Capital for over $9 billion, marking the largest deal in the global footwear industry to date [3][5][6]. Group 1: Acquisition Details - The acquisition price is $63 per share, representing a 30% premium over the 15-day volume-weighted average stock price [5]. - Skechers has been performing well, with a reported global sales of $8.97 billion in 2024, a year-on-year increase of 12.11% [6]. - The acquisition is seen as a strategic move to navigate the pressures from U.S. tariffs and to enhance operational flexibility [18][20]. Group 2: Financial Performance - In Q1 2025, Skechers reported sales of $2.41 billion, a 7.1% increase from the previous year, with a gross profit margin of 52% [13][30]. - However, the operating profit margin decreased by 2.3%, attributed to rising costs from tariffs imposed on imported goods [12][20]. - The company’s sales in China fell to $268.7 million, a decline of 15.9%, while international sales outside China saw growth [30]. Group 3: Market Context and Challenges - Skechers faces challenges due to U.S. tariffs on imported goods, with approximately 40% of its products sourced from China [8][9]. - The high tariffs have significantly increased retail prices, with a reported 53% increase on certain footwear [14]. - The company’s lack of manufacturing facilities and long-term contracts with manufacturers has heightened supply chain uncertainties [15][16]. Group 4: Future Outlook - 3G Capital aims to restructure Skechers for better efficiency and market share, with a focus on internal expansion rather than industry consolidation [26]. - Skechers plans to continue investing in the Chinese market despite recent declines, indicating a commitment to growth in a competitive landscape [29]. - The acquisition is expected to provide Skechers with the necessary resources to adapt to market changes and pursue new growth opportunities [31].
品牌仅靠情怀能走多远
Jing Ji Ri Bao· 2025-05-09 22:09
Group 1 - The core issue highlighted is that brands relying solely on emotional appeal without solid product quality and innovation are unlikely to succeed in the market [1][2] - The emergence of new-generation consumers, who possess stronger product discernment and value judgment, indicates that product quality and innovation are crucial for brand success [2][3] - Brands must establish a systematic strategic approach, focusing on core competencies, avoiding blind expansion, and ensuring efficient operations across all stages from R&D to sales [2][3] Group 2 - Emotional consumption can drive short-term sales but is not sustainable for long-term brand development [2][3] - Brands should balance marketing efforts with a commitment to product quality and innovation to meet diverse consumer needs and enhance customer experience [3] - A rigorous approach to quality control and continuous exploration of consumer needs are essential for brands to maintain consumer trust and market opportunities [3]
斯凯奇宣布退市,中国3500家门店暂不受影响
Huan Qiu Wang Zi Xun· 2025-05-08 08:55
Core Viewpoint - Skechers has agreed to be acquired by Brazilian private equity firm 3G Capital for over $9 billion, marking the end of its more than 20-year public listing and transitioning to a private company [1][2] Group 1: Acquisition Details - The acquisition price is set at $63 per share, and the deal has been unanimously approved by Skechers' board, expected to close in the third quarter of this year [1] - Following the announcement, Skechers' stock price surged by 25%, achieving the highest intraday increase in over seven years [1] Group 2: Market Context - The strategic shift is seen as a response to the complex international trade environment, particularly the increasing tariffs imposed by the U.S. government, which have significantly pressured U.S. footwear companies like Skechers [2][4] - Skechers has not provided revenue guidance for the upcoming quarter due to the unpredictable nature of the current environment, as stated by CFO John Vandermore [2] Group 3: Impact of Tariffs - Skechers has warned that U.S. government tariff policies could substantially increase operational costs, leading to price hikes and reduced sales [4] - A coalition of 76 footwear brands has expressed concerns to the White House, stating that the tariffs pose a "survival threat" to the footwear industry [4] Group 4: Performance in China - Skechers operates nearly 3,500 stores in China, its largest overseas market, and despite a poor performance this year, it continues to show strong growth globally [5] - The company projects nearly $9 billion in sales for 2024, reflecting a 12% year-over-year growth, with revenue nearly doubling over the past five years [5] - Skechers has indicated that the privatization will not impact its operations in China, where it aims to continue exploring new growth opportunities [5]
中国外贸的韧性,美国早就该看明白了
Sou Hu Cai Jing· 2025-05-07 14:17
Core Viewpoint - The resilience of China's foreign trade is highlighted despite the challenges posed by U.S. tariffs, showcasing a robust industrial system and innovative capabilities that allow for high-quality development and market diversification [1][3][33] Group 1: Impact of Tariffs - U.S. tariffs have led to increased domestic prices, burdening American consumers, as acknowledged by former President Trump [3][5] - American retailers, including major brands like Nike, are seeking tariff exemptions, indicating the negative impact of tariffs on U.S. businesses [5][7] - Research from prestigious institutions shows that the self-harming effects of the tariff war on the U.S. economy far exceed its impact on China [5][7] Group 2: China's Industrial Strength - China's unique industrial system, characterized by a complete and diverse manufacturing base, has allowed it to withstand tariff pressures [9][11] - The country has maintained its position as the world's largest manufacturing nation for 15 consecutive years, with a comprehensive range of industries [9][12] - The seamless integration of supply chains, as demonstrated at trade fairs like the Canton Fair, is a significant advantage for Chinese exports [9][20] Group 3: Innovation and Green Transition - Innovation is a key driver of China's foreign trade, with the country ranking 11th in the global innovation index and investing heavily in R&D [12][16] - The shift towards green and low-carbon products is evident, with a significant number of eco-friendly products showcased at international trade events [14][16] - Chinese products are increasingly recognized for their technological advancements, making tariffs less impactful [14][16] Group 4: Global Market Engagement - The 137th Canton Fair attracted over 280,000 foreign buyers from 219 countries, reflecting international confidence in Chinese trade despite U.S. tariffs [18][20] - The fair generated a transaction volume of $25.44 billion, with over 60% of deals coming from Belt and Road Initiative countries, highlighting the importance of global partnerships [18][20] - The enthusiasm of international buyers contrasts sharply with the hesitance of some U.S. purchasers, indicating a shift in market dynamics [20][22] Group 5: Brand Development and Entrepreneurial Spirit - The transformation from "Made in China" to "Created in China" signifies a shift in mindset among Chinese exporters towards brand ownership and market control [24][30] - Entrepreneurs are adapting to challenges by seeking new markets and opportunities, demonstrating resilience and innovation in the face of adversity [26][28] - The diversification strategy adopted by many companies is proving effective, with some expecting overall growth despite declines in U.S. exports [28][30] Group 6: Conclusion - The resilience of China's foreign trade is a result of its industrial strength, innovative capacity, market diversification strategies, and entrepreneurial spirit [33] - The ongoing challenges from unilateralism and protectionism highlight the need for open cooperation and global partnerships [33]
斯凯奇94亿美元退市,鞋史最大收购案释放什么信号?
3 6 Ke· 2025-05-07 12:52
Core Viewpoint - Skechers, the world's third-largest footwear company, announced its acquisition by Brazilian investment firm 3G Capital for $9.4 billion, marking the largest acquisition in the footwear industry to date. Following the deal, Skechers will go private and delist from the stock market, a move driven by the need to adapt to new tariff policies impacting its profitability [2][5][12]. Group 1: Financial Performance and Market Position - Skechers has seen its revenue nearly double over the past four years, growing from $4.6 billion to approximately $9 billion, with a year-on-year growth of 12.1% in 2024, surpassing Nike and Adidas [7][12]. - The company has maintained a gross margin of around 50%, which has been a core support for its stable profitability [7]. - The majority of Skechers' products are sourced from China and Vietnam, facing tariffs of 145% and 46% respectively, which significantly erodes its price advantage in the market [3][7]. Group 2: Strategic Decisions and Implications - The decision to go private is seen as a necessary step for Skechers to restructure and adapt to the pressures from new trade policies, which have created significant uncertainty in its business model [3][5][12]. - The acquisition by 3G Capital is expected to allow Skechers to optimize its cost structure and pricing strategies, potentially leading to a re-evaluation of its market position in the future [10][12]. - The deal is anticipated to be completed by the third quarter of 2024, with the founding Greenberg family potentially cashing out up to $1.1 billion [4][12]. Group 3: Industry Context and Future Outlook - The acquisition reflects broader challenges faced by the footwear industry, as many brands are grappling with the impact of tariffs and supply chain instability, prompting strategic shifts such as privatization [5][14]. - Other companies in the consumer sector, including toy and automotive giants, are also suspending annual profit forecasts due to similar uncertainties, indicating a potential trend of restructuring across industries reliant on Asian manufacturing [13][14]. - The involvement of 3G Capital, known for its successful restructuring of brands like Anheuser-Busch InBev and Burger King, suggests that Skechers may be positioned for a significant transformation under private ownership [10][12].
76个品牌联署请求,未来两个月,将是特朗普最难受的时刻
Sou Hu Cai Jing· 2025-05-07 05:45
大家好,我是卫明。 特朗普发起的关税战影响正在加深显现。今天聊聊最新情况,全文尽量无废话。 4月29日,美国市场一些最大的鞋类品牌请求特朗普暂缓加征关税。 这次不是一个品牌,而是美国鞋类分销商和零售商协会(FDRA)牵头,耐克、阿迪达斯、斯凯奇、安德玛等76个品牌联署写信请求豁免"对等关 税"政策,避免企业倒闭。 这封联名信里强调,平价鞋类公司无法承受高达150%-220%的综合关税(原有税率已为20%-37.5%),且无法转嫁成本;而且很多订单也因为关 税不确定性而搁置,导致鞋类库存未来几个月可能会面临短缺。 这等于是堵住了商品分散包裹避税的正规路子。 此举导致一些外国品牌停止发货,一些中小企业选择退出美国市场,而一些电商平台被迫重组物流体系,提高商品售价,并加速在美国建设本地 仓库,以避免高关税的直接冲击。 有消息说,洛杉矶港口出现"集装箱堆积但仓库无货"现象,34%订单被迫暂停。同时,根据联合早报报道,香港货运代理业正遭受中美关税战的 冲击,从5月12日起的一周内,从香港到北美西海岸的集装箱班轮有高达41%被取消。 随着时间推移,关税战对中美双方的影响会越来越明显,美国消费者会感受到高价和更慢的物流,而 ...
斯凯奇“卖身”3G资本 中国市场运营不受影响
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-07 05:31
Core Viewpoint - Skechers has agreed to be acquired by 3G Capital for $63 per share, representing a 30% premium over the average stock price in the last 15 trading days, with the deal expected to close in Q3 2023 [1] Group 1: Acquisition Details - The acquisition aligns with both companies' long-term growth visions, with 3G Capital focusing on long-term investments and operational management [2] - Post-acquisition, Skechers will become a private company, retaining its current leadership team [2] - 3G Capital has shifted from its aggressive past to allow Skechers' existing team to transfer equity into the new private company [2] Group 2: Business Strategy and Performance - Skechers plans to continue its current strategic initiatives, including product innovation, international market expansion, and enhancing direct-to-consumer (DTC) operations [3] - In Q1 2025, Skechers reported sales of $2.41 billion, a 7.1% increase year-over-year, with net profit rising 37% to $209 million [3][4] - Despite overall growth, the Chinese market, a key growth driver, faced a 16% decline in sales year-over-year in Q1 2025 [4] Group 3: Market Position and Future Outlook - Skechers has made strategic adjustments in product development and marketing to address market challenges, focusing on comfort technology products [5] - The company maintains a strong commitment to the Chinese market, which accounts for over 90% of its products being manufactured locally [5]