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从香蕉到家具,“除了涨价别无选择”!特朗普让沃尔玛“吞下”关税成本
Di Yi Cai Jing· 2025-05-18 10:38
Group 1: Consumer Confidence and Economic Impact - The University of Michigan's Consumer Confidence Index has declined for the fifth consecutive month, with an initial value of 50.8, marking the second lowest in history [1][9] - Consumer perceptions of their current financial situation have reached the lowest level since 2009 [9] Group 2: Price Increases by Retailers - Walmart's CEO Doug McMillon stated that due to the current scale of tariffs and thin profit margins, the company cannot absorb all cost increases, making price hikes unavoidable [1][3] - Price increases are not limited to non-essential goods; essential items like bananas have seen price rises from $0.50 to $0.54 per pound [3] - A survey by cross-border e-commerce platform Joor found that 85% of fashion brands plan to raise prices due to tariff costs, with 96% of U.S. retailers and 82% of non-U.S. retailers also planning price hikes [3] Group 3: Specific Company Actions - Companies like Stanley Black & Decker and various fashion brands have already implemented price increases, with Stanley announcing price hikes for tools and outdoor products [3][5] - Ford Motor Company plans to raise prices on three models produced in Mexico by up to $2,000, effective at the end of June [5][6] - Luxury brands such as Hermès and Ferrari have also announced price increases in response to rising tariffs [6] Group 4: Broader Economic Context - The U.S. retail sales growth slowed in April, with a month-over-month increase of only 0.1%, significantly down from a revised 1.7% in March [9] - The ongoing tariff policies have led to public confrontations between President Trump and major retailers, including Walmart and Amazon, regarding price increases and tariff impacts [7][8]
绿茶集团招股;Tory Burch亚太地区总裁履新
Sou Hu Cai Jing· 2025-05-11 14:39
IPO Dynamics - Green Tea Group Limited has initiated its IPO process, set to end on May 13, 2025, with plans to list on the Hong Kong Stock Exchange under the stock code "6831" on May 16, 2025 [3] - The company plans to issue a total of 168,364,000 shares, with 16,836,400 shares available for public offering in Hong Kong and 151,527,600 shares for international offering [3] - Green Tea Group ranks third in the number of restaurants and fourth in revenue among casual Chinese restaurant brands in mainland China, indicating its market scale and strength for an IPO [3] Acquisition Dynamics - The Australian Competition and Consumer Commission (ACCC) has begun an informal assessment of Lactalis' proposal to acquire assets from Fonterra, with Rothschild acting as an advisor for Lactalis [5] - The ACCC is seeking public feedback on the acquisition, highlighting potential overlaps in raw milk procurement, dairy processing, and supply to food service businesses [5] - The acquisition could impact consumers and the market, as Lactalis may leverage its global network to enhance the visibility of Mainland Group's brands [5] Brand Dynamics - A Bathing Ape (Bape) has collaborated with singer JJ Lin to launch a limited edition series, coinciding with his concert tour [7] - The collection features three items designed in JJ Lin's favorite purple color, including a notable Bape Sta Color Camo Purple sneaker [7] - This collaboration is expected to create a new wave of demand due to the combination of Bape's streetwear appeal and JJ Lin's celebrity influence [7] Financial Data - Puma reported a 63.7% decline in EBIT for Q1 2025, dropping from €159 million to €57.7 million, with sales slightly increasing by 0.1% to €2.07 billion [22] - Sales in the Europe, Middle East, and Africa region grew by 5.1% to €891.7 million, while the Americas saw a 2.7% decline to €753.7 million, primarily due to poor performance in North America [22] - The Asia-Pacific region experienced a 4.7% sales decline to €430.5 million, with ongoing weakness in the Greater China market being a significant factor [22] - Pandora achieved a 7% organic sales growth in Q1 2025, with total sales reaching 7.35 billion Danish Krone, driven by an 18% increase in online sales [25] - The company maintains its forecast for 2025, expecting organic growth between 7% and 8%, with notable growth in the U.S. market at 11% [25] - European sales grew by 4%, with strong performances in mature markets like Spain and Portugal [25] Personnel Dynamics - Tory Burch has announced three management appointments, with Thibault Vilet becoming the new President for Asia-Pacific, Japan, Europe, and the Middle East [29] - Paolo Zullo has been appointed as the President for Europe and the Middle East, effective July 2025, overseeing retail, e-commerce, and distribution in the region [29] - Joshua Chen will join the brand, with Vilet continuing to report to CEO Pierre-Yves Roussel [29]
拉夫·劳伦CEO:员工有时候需要“当头棒喝”,才能听得进去建议
财富FORTUNE· 2025-05-06 12:34
Core Viewpoint - The article emphasizes the importance of providing direct and constructive feedback in the workplace for employee development, as articulated by Patrice Louvet, CEO of Ralph Lauren [1][2]. Group 1: Feedback Strategies - Louvet advocates for a straightforward approach when addressing significant issues with employees, suggesting that sometimes a blunt approach is necessary to awaken individuals to their shortcomings [2]. - For non-critical issues, Louvet recommends starting with positive reinforcement before offering suggestions for improvement, focusing on creating development opportunities [2]. - A recent survey indicates that approximately 75% of employees desire more recognition of their value at work, particularly among the Z generation, who benefit from clear identification of their skill gaps [2]. Group 2: Challenges in Feedback Delivery - Many managers struggle to balance positive and negative feedback, with only 14% of executives from Fortune 500 companies acknowledging their ability to accurately identify high and low performers [3]. - Some leaders adopt unique methods for delivering feedback, such as Binance's former CEO, Changpeng Zhao, who prefers public feedback to benefit others and avoid redundancy [4]. - Boeing's CEO, David Calhoun, is known for his directness, urging employees to focus on tasks rather than gossip [5].
腾讯游戏整合天美工作室;TikTok电商将上线墨西哥;普拉达考虑收购范思哲丨百亿美元公司动向
晚点LatePost· 2025-01-11 03:05
腾讯游戏整合天美工作室。 腾讯游戏今日发布内部信,宣布将旗下天美工作室群整合为全新的 4 大研发子工作室,分别为新天 美 J1(纪泽峰)、新天美 L1(李旻)、新天美 J3(姚远)、新天美 T1(单晖)。此前,天美的工 作室一度超过 10 个,汇报关系错综复杂,一些工作室有近千名员工,一些工作室仅有近百人,很 难有充沛的人力投入到新的在研项目。 接近腾讯的人士告诉我们,本次调整希望保持较为扁平的架构,让团队间关系更简单,信息传递不 失真。调整也有利于集中力量办大事,过去在组织冗余的情况下,跨团队攻坚项目需要特别调配人 力支持,管理成本较高。 中国游戏行业剧烈转向的今天,游戏从有确定方法论的赚钱机器变成了一个不稳定的 IP 和内容创 造生意。基于此,游戏公司也不得不将更多的钱和资源砸向一款游戏,冒更大的风险,以确保它有 超出同行的品质。 TikTok Shop 1 月 13 日起进军墨西哥。 TikTok Shop 将于 2025 年 1 月 13 日正式进军墨西哥市场,开启店铺入驻和达人权限申请,预计 2 月初启动达人带货,中旬正式向用户开放下单购买。上线后,用户会有三单五折的权益,商家则享 有限时免佣免邮权 ...