(Birkenstock) 财报指出，全年营收增长得益于12%的销量增长，以及按固定汇率5%的平均售价(ASP)增长——平均售 价的提升源于产品结构优化及针对性调价策略。闭趾鞋增长势头持续超越凉鞋，成为推动平均售价上涨 的重要因素；全财年闭趾鞋营收占比比上一年提升了500个基点达到38%。 据Birkenstock(勃肯)截至9月30日的2025财年业绩显示，受所有业务板块、销售渠道及产品品类的强劲消 费需求推动，全财年营收同比增长16%至21亿欧元，超出此前增长15%～17%的业绩指引区间。亚太市 场同比增长31%。 ...

Core Insights - Nike's stock price dropped by 10.54% on December 19, 2025, marking a 22.41% decline year-to-date and a 23.85% drop over the past 52 weeks [1][8] Financial Performance - For the second quarter of fiscal year 2026, Nike reported a net profit decline of 32%, falling from $1.16 billion to $792 million, with diluted earnings per share decreasing from $0.78 to $0.53, surpassing market expectations of $0.38 [3][10] - Net sales reached $12.43 billion, a slight increase of 1% compared to the previous year, exceeding market expectations of $12.22 billion [3][10] - The Nike brand's revenue for the second quarter was $12.1 billion, growing 1% year-over-year, primarily driven by North American market performance, although offset by declines in Greater China and APLA regions [3][10] Regional Performance - Revenue in Greater China decreased by 17% to $1.7 billion, with EBIT dropping by 49%, indicating significant market challenges [3][10] - Direct-to-consumer sales fell by 8% to $4.6 billion, with digital sales down 14% and in-store sales down 3% [3][10] Wholesale and Other Segments - Nike's wholesale channel revenue grew by 8% to $7.5 billion, while Converse brand revenue plummeted by 30% to $300 million due to declines across all regions [4][11] - Footwear revenue remained flat at $7.7 billion, while apparel sales increased by 4% to $3.9 billion [4][11] Strategic Challenges - The decline in profits was attributed to increased tariffs in the U.S. and ongoing weakness in the Chinese market [4][11] - Analysts suggest that Nike must replicate its success in running shoes across other sports categories and improve its cultural connection in the Chinese market [5][11] - The company is refocusing on rebuilding relationships with wholesale partners after facing challenges with its direct-to-consumer strategy [5][12]

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技 术、新观点、新风向。 2. "长出犄角" 那么，品牌该如何在平庸泥潭中突围呢？长出犄角。蹿出怪异的小尾巴。当众生都在批量生产同质化 的"内容营销思想领导力"时，怪诞正是让你免于灭绝的突变基因。看看Duolingo就知道了。他们以一只 既威慑又可爱的巨型绿猫头鹰为核心的TikTok账号，已拥有超千万粉丝。这般癫狂荒诞，却奏效非凡。 怪诞不仅助其生存，更助其称霸市场。如今任何试图复制其成功的尝试，都不过是拙劣的模仿秀。 若想寻找怪诞制胜的社会学例证，在线约会便是绝佳范本。约会应用揭示，人们真正渴求的并非最"正 常"的伴侣，而是那些与众不同的"怪咖"。Hinge数据表明，提及小众兴趣的个人资料，比泛泛而谈的更 易获得匹配。 营销亦是如此。泛泛宣称"优质服务"或"值得信赖的伙伴"，无异于"我喜欢在海滩漫步"的陈词滥调。平 庸只会令人却步。虽然外表出众能让你走得很远，但要建立真正联结，你需要独特个性。大众营销如同 大众约会，只会令人疲惫。精准定位、热情投入与个性化定制，才能催生化学反应。当品牌高举怪诞旗 帜时，它向目标客户传递着明确信号： ...

Core Points - The trade agreement between the US and India remains unresolved, with Indian goods facing tariffs as high as 50% from the US, significantly impacting Tamil Nadu's economy [1][3] - Tamil Nadu's Chief Minister M.K. Stalin has highlighted the severe economic damage caused by these tariffs, urging Prime Minister Modi to expedite the trade agreement [1][3] - The high tariffs have led to a drastic reduction in exports to the US, which is India's largest export market, particularly affecting labor-intensive sectors such as textiles, jewelry, leather, and footwear [3][4] Economic Impact - Tamil Nadu, a major manufacturing hub, is experiencing daily losses of up to 600 million rupees (approximately 46.8 million RMB) due to the tariffs [1][3] - The textile industry in Tamil Nadu accounts for 28% of India's textile exports, employing around 7.5 million people, while leather and footwear represent 40% of India's exports in those categories, employing over 1 million workers [4] - The economic crisis has pushed many small and medium-sized enterprises to the brink of collapse, as described by M.K. Stalin [3][4] Government Response - Prime Minister Modi has engaged in discussions with US President Trump regarding trade expansion and energy cooperation, indicating India's desire to negotiate tariff reductions [4][5] - Recent trade talks have seen India offering its best-ever proposals to the US for agricultural market access, reflecting the urgency of the situation [5]

智通财经APP获悉，勃肯(BIRK.US)报告称，由于其价格昂贵的凉鞋和木屐需求强劲，销售额和利润均 有所增长，但同时预测未来一年的增长速度将放缓。该公司表示，截至9月份的三个月内，按固定汇率 计算，营收增长20%至5.26亿欧元(6.16亿美元)，略高于分析师的平均预期。但勃肯预计，2026财年销售 额增长至多15%，这意味着年营收最高可达23.5亿欧元，略低于预期。 勃肯首席执行官Oliver Reichert正试图以其稳健的增长策略来吸引投资者，确保消费者对勃肯鞋的需求 持续超过其产能，这使得公司能够提高鞋子的平均售价，避免降价促销。Reichert此前曾在年初给出保 守的财务预测，之后又上调了预测。 该公司表示，计划在 2026 年投资 1.1 亿欧元至 1.3 亿欧元用于资本支出，高于去年用于扩大产能的 8500 万欧元。该公司还表示，计划在 2026 财年回购 2 亿美元的股票，具体视市场情况而定。 尽管受到美国关税和汇率波动的影响，该公司在截至9月份的财年业绩仍超出预期。但该公司表示，预 计这些因素将在2026年继续产生影响。数据显示，2026年调整后收益可能超过7亿欧元，而分析师的平 均预期约 ...

2025年12月16日至17日，三亚迎来一场聚焦银发经济未来的行业盛会——足力健老人鞋"聚焦经营 重回 增长"暨 2026 年夏季订货会在此举行。来自全国各地的经销商企业核心管理团队齐聚一堂，在经济学 家、营销专家与企业高层的思想碰撞中，共同解码老年消费市场的增长逻辑，明确2026年战略方向与执 行路径。这场盛会不仅是足力健夏季新品发布会，更成为其梳理发展脉络、重启增长引擎的战略发布 会。 经济学者解码风口：银发经济成确定性增长极 "中国经济已进入'快创新、慢增长'的新格局，机会藏在对存量资源的重新组合中。" 上海交通大学安泰 经济与管理学院教授、《变量》系列作者何帆在开幕演讲中率先破题，其分享的《未来的三个风口：中 国经济的新机遇》为在场经销商勾勒出宏观市场轮廓。他指出，当前经济环境下，新技术革命、老龄化 与新需求挖掘构成三大核心风口，其中老龄化带来的市场机遇尤为明确 ——"60 后" 婴儿潮一代步入老 年，成为收入稳定的消费主力，而适老化产品供给仍存在巨大缺口。 "过去十年我们证明了老龄行业的价值，未来一年要让经销商伙伴看到实实在在的增长成果。"他强调， 企业战略的落地离不开与合作伙伴的深度绑定，而这套经 ...

证券日报网讯 12月17日晚间，红蜻蜓发布公告称，公司使用闲置募集资金5500万元购买中国银行温州 永嘉瓯北支行"中国银行人民币结构性存款产品【CSDVY202515726】"，期限182天，预计年化收益率 0.80%或1.71%，截至本公告日累计尚未到期产品余额5500万元。 （文章来源：证券日报） ...

Sales Performance - The sales performance for the fourth quarter is better than expected, particularly for the autumn and winter seasons, which are peak sales periods for the company [2] - The Hush Puppies adult footwear category has started self-operation, contributing additional sales revenue, although its current sales proportion remains low [2] Hush Puppies Development - The online authorization for Hush Puppies' previous authorized dealer expired on June 30, leading to the company's self-operation of the Hush Puppies footwear business starting in the fourth quarter [2] - The sales trend for Hush Puppies adult footwear is positive, with plans to open independent stores in the future [2] Pricing and Sales Structure - The main price range for Hush Puppies adult footwear is between 900 and 1700 yuan [3] - The sales ratio of Hush Puppies men's clothing is slightly better than women's clothing, with overall sales being relatively balanced [3] Dividend Policy - The company aims to maintain a stable dividend ratio as part of its commitment to return value to investors, with potential increases in the dividend ratio as profitability improves [3]

天眼查App显示，近日，上海成骏盛源鞋业有限公司成立，法定代表人为张华，注册资本50万人民币， 经营范围为一般项目：鞋帽批发；服装辅料销售；箱包销售；针纺织品销售；五金产品批发；家用电器 销售；包装材料及制品销售；钟表销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术 推广；新材料技术研发；碳纤维再生利用技术研发；生物基材料技术研发；节能管理服务。（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

据悉，马来西亚是特步出海东南亚的桥头堡，此次业务模式转型对特步落地2022年提出的"世界跑鞋中 国特步"战略至关重要。特步于2024年进驻马来西亚市场，以"赛事+跑步社群"联结当地消费者，与 Bonia达成合作后的"首店"落位吉隆坡。特步方面表示，计划在未来5年内在马来西亚新开50家店，把马 来西亚打造成"出海样板+跑步品牌对外展示的窗口"。（智通财经记者 邵冰燕） 12月15日，智通财经记者获悉，跑鞋品牌特步宣布将与马来西亚渠道商Bonia组建合资公司，共拓当地 市场。基于特步集团整体战略调整的需求，特步在马来西亚的业务模式将由单一独家经销升级为多元化 渠道布局。原独家经销商VGO将转为"非独家经销商"，并继续作为特步的重要合作伙伴深耕当地市 场。 ...