时尚设计

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上海国际消费中心城市核心承载区打造“首发首秀-艺术体验-消费转化”的全新体验
Sou Hu Cai Jing· 2025-06-07 11:13
Group 1 - The first Jing'an Fashion Culture Week opened on June 7, showcasing the district's role as a core area for international consumption and aiming to create a new experience through "premiere, showcase, and consumption transformation" [3] - The event features a blend of cultural display, industry empowerment, innovative consumption, and global dialogue, connecting key business districts and art institutions [3] - The fashion week aims to activate urban fashion innovation and inject new momentum into China's fashion industry through cultural collisions and cross-border integration [3] Group 2 - The event includes an immersive space where domestic designers and fabric artists merge local fashion strength with historical fashion heritage, breaking down barriers between art and commerce [5] - Attendees can enjoy art exhibitions, capture fashion inspiration, and shop for desired items, creating a seamless connection between visual enjoyment, artistic resonance, and consumer experience [5] - The Hong Kong Palace Museum is hosting its first exhibition outside Hong Kong during the event, exploring cultural connections between Shanghai and Hong Kong [6] - Various luxury brands and institutions are participating, including a Swiss watch brand sharing craftsmanship and a French business investment agency promoting exquisite jewelry and high-quality lifestyle [6]
江南布衣(03306.HK):品牌稳健增长 重视长期发展
Ge Long Hui· 2025-06-05 01:02
Core Viewpoint - The company reported a 5% year-on-year increase in revenue for FY25 H1, driven by online sales growth and an increase in offline stores [1][2]. Financial Performance - FY25 H1 revenue reached 3.16 billion RMB, with mature brands contributing 1.76 billion RMB (+4% YoY), growth brands at 1.2 billion RMB (-2% YoY), and emerging brands at 200 million RMB (+149% YoY) [1]. - Net profit for FY25 H1 was 600 million RMB, reflecting a 5.5% increase YoY [1]. - Gross margin stood at 65.1%, a slight decrease of 0.1 percentage points, while net margin was 19.1%, also down by 0.1 percentage points [1]. Dividend Announcement - The company declared an interim dividend of 0.45 HKD per share (approximately 0.43 RMB per share) [1]. Membership Insights - In 2024, over 80% of retail revenue was contributed by members, with active member accounts totaling 540,000, a slight decrease from 2023 [1][2]. - Membership accounts with total purchases exceeding 5,000 RMB numbered over 330,000, generating retail revenue of 4.68 billion RMB, contributing over 60% of offline retail revenue [1]. Strategic Initiatives - The company aims to strengthen its position as a leading designer brand group in China through various strategies, including optimizing brand and product mix via self-incubation or acquisitions, enhancing retail networks, and leveraging data-driven operations [2]. - The focus will be on creating value-added services for fans and improving the overall retail experience [2]. Earnings Forecast - The company maintains its earnings forecast, projecting revenues of 5.5 billion RMB, 6 billion RMB, and 6.6 billion RMB for FY25-27, with net profits of 880 million RMB, 900 million RMB, and 990 million RMB respectively [2]. - Expected EPS for FY25-27 is 1.69, 1.74, and 1.91 RMB per share, corresponding to PE ratios of 8, 8, and 7 times [2].
SHEIN再传赴港上市;勃肯鞋涨价;沃尔玛全球大裁员|品牌周报
36氪未来消费· 2025-06-01 06:29
SHEIN's IPO Plans - SHEIN is reportedly planning to shift its IPO focus to Hong Kong, aiming to submit an application to the Hong Kong Stock Exchange soon and complete the IPO within the year [2] - The company's IPO journey has faced multiple setbacks since 2020, including a failed attempt to go public in the U.S. due to geopolitical changes and subsequent adjustments to its corporate structure [2][3] - In 2024, SHEIN's sales are projected to increase by nearly 40% to approximately $10 billion, with overall revenue growth expected to reach 19% to $38 billion, although profits are anticipated to be significantly lower than the company's expectations [3] Birkenstock's Price Increase - Birkenstock plans to raise global prices to offset the impact of a 10% tariff on EU goods imposed by the U.S., with some styles seeing price increases close to 10% [4] - The company reported a revenue of €574.3 million in Q2 2025, a 19% year-over-year increase, with the Americas market growing by 23% [5] - Birkenstock is expanding its presence in Asia, particularly in China, India, and the Middle East, with a focus on online retail [5] Walmart's Restructuring and Layoffs - Walmart plans to lay off approximately 1,500 employees as part of a restructuring effort to simplify operations and reduce costs, primarily affecting its global tech department and e-commerce fulfillment operations [6] - The company will raise prices on certain products starting at the end of May due to increased costs from tariffs, with CEO Doug McMillon stating that the company cannot absorb all tariff pressures [6] - This marks the second round of layoffs for Walmart in 2023, following earlier job cuts in February [6][7] Jacquemus Group Formation - French designer brand Jacquemus has established a holding company, Jacquemus La Maison Mère, marking its transition to a group structure [18] - The new company has an overall valuation of €576.1 million, following a strategic partnership with L'Oréal, which acquired a 10% minority stake in Jacquemus [18][19] Dior's Creative Director Resignation - Maria Grazia Chiuri has resigned as the artistic director of Dior's women's wear, ending speculation about her future [21] - Under her leadership, Dior's sales grew from €2.2 billion in 2017 to €9 billion in 2023, making it one of the fastest-growing brands in the luxury fashion sector [21] ELF Beauty's Acquisition - ELF Beauty announced the acquisition of Hailey Bieber's skincare brand, Rhode, for a total of $1 billion, marking the largest acquisition in ELF's 18-year history [24] - The deal will involve an initial payment of $800 million, with the remaining $200 million contingent on Rhode meeting specific revenue targets from 2025 to 2027 [25] POLA Group's Exit from China - POLA Group has announced the dissolution and liquidation of its wholly-owned subsidiary in China, raising concerns about the potential exit of its ORBIS brand from the Chinese market [26] - The subsidiary has experienced continuous declines in operating and net profits from 2022 to 2024, with 2024 revenue estimated at only 40 million RMB [26]
我市首家国家级知识产权快速维权中心获批建设 将面向时尚设计产业开展知识产权快速维权
Shen Zhen Shang Bao· 2025-05-07 17:59
【深圳商报讯】(记者李佳佳)日前,记者从深圳市市场监督管理局(知识产权局)获悉,深圳获国家 知识产权局批复,同意深圳市福田区开展国家级知识产权快速维权中心建设。 据透露,这是我市首家获批建设的国家级知识产权快速维权中心,按照相关要求完成建设任务并验收合 格后,将纳入全国知识产权快速协同保护工作机制,面向时尚设计产业开展知识产权快速维权工作。 深圳一直以来把知识产权作为创新驱动发展和优化营商环境的重要支撑,持续深化知识产权领域改革创 新,深入开展知识产权体系建设,在国家知识产权强市建设示范城市、国家知识产权保护高地"双示 范"建设中迈出坚实步伐。 知识产权保护中心和快速维权中心是国家知识产权保护体系的两大组成部分,是服务创新主体、优化营 商环境的重要力量。国家级知识产权快速维权中心聚焦外观设计、工业设计领域对于知识产权快速保护 的迫切需求,在相关产业优势聚集的地区重点开展知识产权快速确权、快速授权、快速维权等服务。 据了解,深圳福田(时尚设计)快维中心建成后,将使时尚设计相关产业外观设计专利授权时间大幅缩 短80%以上(外观设计专利授权时限最快1周),从"被动防御"到"主动护航",通过打通绿色授权、维 权快车道 ...
关闭最后一家店,知名设计师品牌将退出中国?
3 6 Ke· 2025-04-29 03:34
关闭亚洲首家旗舰店一年后,保加利亚小众设计师品牌By Far在北京国贸商城的门店将于5月14日正式闭店。这也是By Far在中国市场的最后一家门店。 从2022在上海张园开出亚洲首家旗舰店,到2025年门店全部关闭,曾因"腋下包"爆火的By Far,在中国市场仅用了三年时间,就走向没落。 01 全面退出中国市场? 2022年12月,By Far在上海张园开设了继加州洛杉矶店后的全球第二家、亚洲首家旗舰店,成为首批入驻张园的品牌之一。一个创新的举措是,开业期 间,By Far还宣布进军美妆领域,推出创新性可穿戴香氛"白日梦DREAM"系列,以此来扩充品牌内容和丰富门店可逛性。 或许是太想「趁热」布局中国市场,By Far用一连串的开业布局主要城市。根据By Far官方微信披露,2023年,By Far先后在北京太古里(1月)、南京德基 广场(4月)、北京国贸城(5月)、上海One ITC(6月)、上海国金中心(7月)、苏州仓街商业广场(10月)共计开出6家门店,加上上海张园店,By Far合计在中国 市场开出7家门店。 不过这些门店并未运营太久就先后关闭。2024年4月,By Far张园店宣布关闭,其他门店也先 ...