As filed with the Securities and Exchange Commission on January 22, 2025 Registration No. 333-281949 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Amendment No. 2 to FORM F-1 (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) (Primary Standard Industrial Classification Code Number) Cayman Islands 5600 Not Applicable (I.R.S. Employer Identification No.) (State or Jurisdiction of Incorporation or Organization) 5/F., A ...

Financial Data and Key Metrics Changes - Q2 revenues decreased by 8% on a reported basis and 9% on a currency-neutral basis, primarily due to franchise management actions [32] - Gross margins declined by 100 basis points to 43.6% on a reported basis, impacted by higher markdowns and channel mix headwinds [32] - Earnings per share was reported at $0.78 [33] Business Line Data and Key Metrics Changes - NIKE Direct revenues fell by 14%, with NIKE Digital down 21% and NIKE Stores down 2% [32] - The sport performance field of play grew year over year, while sportswear experienced a double-digit decline [37] - In North America, NIKE Direct declined 15%, with NIKE Digital down 22% and NIKE Stores down 3% [39] Market Data and Key Metrics Changes - In Greater China, Q2 revenue declined by 11%, with NIKE Direct down 7% and wholesale down 15% [44] - EMEA revenue decreased by 10%, with NIKE Direct down 20% and NIKE Digital down 32% [42] - APLA revenue was down 2%, with NIKE Direct declining 4% and NIKE Digital down 8% [47] Company Strategy and Development Direction - The company aims to reposition the business by focusing on sport and athlete-centric strategies, emphasizing the need to leverage its strengths [12][13] - Plans include a shift towards a full-price model and reducing reliance on promotional activities [50] - The company is committed to rebuilding relationships with wholesale partners and enhancing brand marketing efforts [26][62] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges in the current macro environment but expressed optimism about the potential for growth through strategic actions [46][49] - The focus will be on creating a consumer-led marketplace and driving innovation through sport [62][99] - Management expects Q3 revenues to decline low double digits, with gross margins down approximately 300 to 350 basis points [53] Other Important Information - The company is increasing investments in brand marketing and sports marketing to support key product launches [51] - There is a commitment to clean up the marketplace and reduce aged inventory to create space for new products [50][93] - Management is optimistic about the upcoming product pipeline and the potential for returning to growth [79][90] Q&A Session Summary Question: Can you elaborate on the relationships with retail partners and earning back shelf space? - Management emphasized the commitment to leading a consumer-led marketplace and the positive reception from wholesale partners regarding innovative products and brand statements [61][64] Question: How are you planning near-term investments in the business? - The focus will be on putting sport at the center of operations, shifting investments from performance marketing to brand marketing, and prioritizing five key sports [70][72] Question: What is the expected pressure on 2026 sales due to lifestyle acceleration? - Management acknowledged the need to reduce inventory concentration and is excited about the innovative products coming to market, which will help offset pressure [78][79] Question: How far is the company willing to take short-term actions for long-term benefits? - Management is acting with urgency to reposition the brand and is confident that the investments made will yield positive results in the long term [98][101] Question: What are the key fields of play opportunities? - The company is focusing on five key fields: running, basketball, global football, training, and sportswear, with a strong emphasis on product innovation [105]

As filed with the Securities and Exchange Commission on December 13, 2024. Registration No. 333-282786 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _________________ Kandal M Venture Limited (Exact name of Registrant as specified in its charter) _________________ Not Applicable (Translation of Registrant's name into English) | Cayman Islands | 3100 | Not Applicable | | --- | --- | --- | | (State or ...

The Federal Reserve lowered its benchmark interest rate by 25 basis points, or 0.25%, to a range of 3.50% to 3.75% on Dec. 10. This was the third rate reduction of 2025. The cut was expected by investors based on labor and inflation data as well as public comments made by Fed decision-makers in the weeks leading up to the committee meeting. Signs of a weakening labor market contributed to all three rate reductions this year. The big question investors are asking is how these lower rates could affect thei ...

As filed with the Securities and Exchange Commission on October 18, 2024 Registration No. 333-281949 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Amendment No. 1 to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 707 Cayman Holdings Limited (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) (Primary Standard Industrial Classification Code Number) Cayman Islands 5600 Not Applicable (I.R.S. Employer ...

京东在服饰长期投入，试图摆脱无尽追逐低价的循环。 直播电商里主播竭力吆喝着几块钱一件的 T 恤，既是中国作为世界工厂的电商物流基础设施的效率奇迹， 也是中国服装行业的悲歌。 服装行业正陷入这样的循环：电商平台对低价的极致追求让所有品牌都不得不比拼价格；商家忙忙碌碌被 卷入各种大促，利润却不见猛增；设计师新品牌减少，价格战不断挤压着这个行业需要的创意、灵感；服 装产能过剩，企业低价清仓，不少商家已面临生存挑战。 京东试图跳出这样的恶性循环。擅长卖手机电脑的京东不仅要卖衣服，还想 "多快好省" 地卖衣服 —— 既 有超过 20 万个的服饰商家，又有极具性价比的产业带服饰；既让消费者买到满意的衣服，又让服饰商家 在今天依然能在做生意的同时坚持品牌调性。 刘强东在 21 年前创立京东，坚持 "成本、效率、体验" 的方法论，这也成为了京东思考如何卖衣服的战略 脉络。 我们了解到，京东内部判断，"成本" 和 "效率" 都不是服装这个品类的关键要素，10 块钱和 10000 块钱的 衣服有不同的调性和各自的受众，人们也愿意为了好看的衣服牺牲效率，忍受数天的预售期。因此 "体验" 成为了京东在服饰上全力投入的制胜点。 消费者 ...

创业板指涨 10%，创纪录。 今日盘前央行继续释出利好政策，宣布降准 0.5 个百分点、降息 0.2 个百分点。截至收盘，上证指 数涨 2.88%、深证成指涨 6.71%，创业板指涨 10%、涨幅创历史纪录，A 股全天成交 1.46 万亿元， 为近三年来新高。万科 A、五粮液连续两天涨停。盘中沪市交易系统出现延迟甚至停滞，上证指数 一度画出一条水平直线，上交所晚间为此道歉。港股大市成交额超过 3700 亿港元，同样创下历史 纪录。 中概股指数基金 KWEB 年内涨幅暂时领先标普 500。 因为众所周知的原因，投资人对中国上市公司的情绪迅速调整，推动中概股指数基金 KWEB 年内 涨幅达到 20.93%，标普 500 则是涨 20.45%。KWEB 前三大权重股是腾讯、阿里巴巴和美团。 腾讯可能在卖富途股份。 据媒体援引知情人士报道，腾讯以高于周三收盘价 5.9% 的溢价卖掉所持富途的美国存托股，套现 约 2.06 亿美元，这符合腾讯近期出售部分资产变现的策略。市场消息还说腾讯将以 1.5 亿美元卖掉 游戏平台 Dream 11 母公司 Sporta 的持股。一天前，腾讯大股东 Prosus 清仓了携程，出售总 ...

做品牌的关键是要了解自己的市场，而不是试图取悦所有人。 靠瑜伽服起家的 lululemon，是过去几年增长最快的运动品牌之一，它的市值在 2023 年底还创了历史新 高，在全球仅次于耐克。但 2024 一开年，lululemon 的股价就一路暴跌，截至 9 月初，市值已经腰斩，蒸 发了 2000 多亿元。 从高速增长到失速下坠，曾被视为 "品牌神话" 的 lululemon 如今到底出了什么问题？ 点击下方，观看视频。 好的商业故事不仅值得被读到，更值得被看到、听到、感受到。借助影像、动画、声音，视频这种载体让我们得以用更丰 富的手法去呈现复杂的商业世界，也让被讲过一遍的故事有了新的生命力。如果你是《晚点 LatePost》的读者，相信你也 会成为我们的观众。 欢迎大家关注我们的微信视频号，此外，你还可以在各大平台搜索 "晚点 LatePost" 找到并关注我们，不错 过每一期视频的更新。如果你有希望晚点制作的视频内容，也欢迎在后台留言告诉我们。 各平台搜索 "晚点LatePost" 关注我们 · FIN · ...

As filed with the Securities and Exchange Commission on September 5, 2024 Registration No. 333-[●] UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 707 Cayman Holdings Limited (Exact name of Registrant as specified in its charter) Not Applicable Cogency Global Inc. 122 East 42 Street, 18 Floor New York, NY 10168 (212) 947-7200 (Name, address, including zip code, and telephone number, including area code, of agent for ser ...

Sensitivity: Internal Titan Company C. K. Venkataraman Managing Director Sensitivity: Internal Opportunities Source: CCI proprietary income model, BCG analysis Sensitivity: Internal • Number of HH in top two income classes expected to double in share to 26% by FY30 • Market share in many categories still in single digits; acceleration of formalization in process • Bharat markets rising in aspiration and access • Diaspora claiming its Indian'ness like never before Titan in 2027 Sensitivity: Internal Scale ch ...