Core Insights - The report emphasizes "vitality" as the core trend for 2025, reflecting consumer pursuit of natural, healthy, and sustainable lifestyles [1][2] - The analysis covers various sectors including apparel, beauty, sports, food, and travel, based on data from July 1, 2024, to March 31, 2025 [1][5] Apparel Sector - Comfortable and functional athleisure wear and eco-friendly materials are gaining attention [1][2] - Light pastel colors are trending, with topics like "light spring outfits" and "marine style outfits" achieving over 19 billion and 380 million views respectively [9][10] - The return of maximalism in fashion is noted, with significant growth in related topics [13] Beauty Sector - The beauty trend focuses on "vitality makeup," highlighting natural ingredients and a healthy aesthetic [17][19] - Popular topics include "sweet girl makeup" and "wild makeup," with view counts exceeding 1 billion [18] - Key elements for vitality in makeup include base makeup, lip makeup, and hairstyles, emphasizing a natural and vibrant look [23] Sports Sector - Popular activities include hiking, cycling, and skating, with significant growth in related content [24][28] - Brands like Li Ning and Vaude are leveraging the vitality theme in their marketing strategies [24][25] - The report suggests that brands should create narratives around movement and exploration to engage consumers [24] Food and Health Sector - The concept of "clean eating" is prevalent, with discussions around fresh fruits and vegetables, achieving over 700 million views [32][33] - There is a growing interest in precise health maintenance practices, such as herbal remedies and dietary supplements [34] - Brands are encouraged to focus on product transparency and simplicity in their marketing [32][34] Travel Sector - Emerging trends include niche travel destinations and immersive experiences, with a focus on eco-friendly travel gear [1][2] - The report highlights the importance of community-driven content in shaping travel preferences on platforms like Xiaohongshu [2]

Core Insights - Puma has been announced as the official ball supplier for the Premier League, marking a significant opportunity for brand expansion in the football sector [1] - The advertisement "Have a Ball" emphasizes the emotional connection and community spirit inherent in grassroots football, showcasing ordinary people enjoying the game [2] - A surprising statistic revealed in the ad is that Premier League players average only 109 seconds of ball control per match, challenging common perceptions of professional football [3] Marketing Strategy - The advertisement focuses on the joy and passion derived from the simple act of playing football, aligning with Puma's brand ethos of celebrating every touch of the ball [4] - Puma's marketing approach differentiates itself by highlighting the emotional ties between everyday players and the sport, rather than focusing solely on professional achievements [5] - The theme of "cherishing every touch" resonates with Puma's commitment to providing high-quality sports products and encouraging self-challenge among athletes [6] Future Outlook - The collaboration with the Premier League is expected to deepen, with more marketing activities planned to promote the allure of football and invigorate the brand [7]

北京商报讯（记者 徐慧）绿色环保正在成为中国领先运动品牌李宁最亮丽的底色。6月3日，2025年服贸会"高管谈服贸"系列采访活动走进李宁公司。李宁 集团副总裁宋春涛介绍，李宁公司以"高层引领、长期深耕、产品创新、全链路驱动"为ESG核心理念，让企业的可持续发展真正实现可持续。 2024年5月，李宁公司首次对外展示全降解鞋，实现全鞋降解率超80%，成为中国专业运动鞋全降解领域的先行者，李宁也成为最早在专业运动鞋上做到全 降解的中国运动品牌。 宋春涛坦言，可持续发展之路注定是一条充满挑战的道路。比如，大规模生产和工业化制造带来的成本降低往往依赖于化工类材料，因此，替代化工类材料 的选择本身就是一个难题，需要多种尝试、不断试错。即使找到了更环保的材料，如何从试验室推向量产也是一个极具挑战的环节，只有将生产成本降到一 个合理的水平，才能实现大规模推广、使用和售卖。在此过程中，企业需要在追求利润和履行社会责任之间找到平衡。 李宁公司的环保产品涵盖四大模块，以四个"自然"为核心：源于自然（采用生物基生产原料）、自然而染（创新制作染色工艺）、自然新生（推动回收再利 用）、回归自然（生态循环突破全降解技术）。 近年来，李宁公司 ...

Financial Data and Key Metrics Changes - The meeting did not provide specific financial data or key metrics changes for GoPro's fiscal year 2025 [19][20]. Business Line Data and Key Metrics Changes - No detailed information regarding changes in specific business lines or their key metrics was presented during the meeting [19][20]. Market Data and Key Metrics Changes - There was no discussion on market data or key metrics changes relevant to GoPro's performance in different markets [19][20]. Company Strategy and Development Direction and Industry Competition - The meeting did not elaborate on the company's strategic direction or competitive landscape within the industry [19][20]. Management's Comments on Operating Environment and Future Outlook - Management indicated that forward-looking statements regarding future events and financial performance may differ materially from actual results, urging stakeholders to consult SEC filings for risk factors [19][20]. Other Important Information - The meeting included the election of directors and the ratification of the independent registered public accounting firm, PricewaterhouseCoopers LLP, for the fiscal year ending December 31, 2025 [13][18]. - The proposals for the non-binding advisory resolution on executive compensation were also approved [18]. Q&A Session Summary Question: Were there any business-related questions from stockholders? - There were no business-related questions submitted during the Q&A session [21][22].

转自：北京日报客户端 会议研究《关于以冰雪运动高质量发展激发冰雪经济活力的实施意见》时指出，要充分发挥"双奥之 城"资源优势，弘扬北京冬奥精神，利用好冬奥遗产，做好后冬奥文章，促进冰雪运动和冰雪经济高质 量发展。因地制宜组织群众性冰雪运动，积极发展特色冰雪旅游，推动商文体旅深度融合发展。抓好冬 奥场馆市场化运营和配套设施提质升级，服务保障举办更多高品质冰雪赛事。加快培育壮大冰雪经济经 营主体，推动冰雪经济实现高水平融合发展。要加强市区联动、部门协同，抓紧制定细化具体配套措 施，确保各项任务落地落实。 会议研究《北京市推动总部企业高质量发展的若干措施》时指出，总部经济是首都经济发展的重要组成 部分。要立足首都城市战略定位，结合区域功能定位，坚持首善标准，抓好《若干措施》实施，服务总 部企业、培育总部经济，为首都高质量发展提供有力支撑。精准做好企业走访服务，充分发挥"服务 包""服务管家"机制作用，切实落实各项便利措施，推动总部企业在京实现更好发展。 会议还研究了其他事项。 来源：北京日报客户端 研究中关村示范区分园创新发展综合评价结果等事项 市长殷勇主持会议 6月3日下午，市政府召开常务会议，研究中关村示范区分 ...

文 ： 华创证券研究所副所长 、首席宏观分析师 张瑜（执业证号：S0360518090001） 联系人： 陆银波（15210860866） 袁玲玲（微信 Yuen43） 结构亮点：传统民俗 & "新"消费并举 端午假期，消费结构呈现两大亮点：一是传统民俗体验；二是多个领域"新"消费实现较高增速 。 传统 民俗方面 ，龙舟赛事、民俗表演带动地区旅游热，粽子等民俗消费也实现较高增速。 "新"消费方面， 宠物经济、运动户外、演艺巡游、悦己消费维持高热度。如宠物经济方领域，携宠出行成新趋势，宠 物酒店呈"量价双升"。如运动户外领域，" 618 "开门红阶段，电商平台上，运动服饰及器材、户外装 备销售额实现 2-3 倍增长。 每周经济观察： （一）景气向上 核心观点 端午假期，整体出行增速偏低，不及预期。结构呈现两大亮点：一是传统民俗消费；二是"新"消费， 以演艺经济、运动户外、宠物经济、悦己消费为代表。 报告摘要 整体出行：不及预期，或受南方降雨影响 端午假期出行数据增速偏低，不及预期。 据央视新闻报道，端午假期三天，预计全社会跨区域人员流 动量同比增长 3.0% ，低于此前交通运输部预期的 7.7% 。出行数据或受 ...

而在1.40米浪琴表国际马联世界杯资格赛中，经过激烈比拼，三位中国骑手取得佳绩——14岁的孙瑞睿策骑马匹"布丁"获得冠军、姜 志祥策骑马匹"小V"获得亚军、段义华策骑马匹"苜蓿"获得季军。 2025浪琴表国际马联场地障碍世界杯中国联赛武汉站是在武汉举办的国际马术障碍赛里，迄今为止阵容最为鼎盛的一届，参赛人马组 合数量创下历史新高。也是武汉市首次举办国际马联二星级障碍赛，填补了武汉此前从未举办过单项国际马联星级赛事的空白。 编辑：聂杨 在当天举行的"重头戏"1.45米浪琴表世界杯赛中，经过一轮比赛和附加赛的激烈角逐，中国知名骑手梁锐基与爱驹"蓝露娜"，最终以 零罚分、45.74秒赢得胜利。中国骑手木拉得力与坐骑"轻七尺"，以4罚分、42.39秒获得亚军，德国骑手贝恩德·克莱因以4罚分、43.93秒摘 得季军。 6月2日晚，2025浪琴表国际马联场地障碍世界杯中国联赛武汉站在武汉商学院驭马体育公园圆满结束。 赛事为国际马联二星级赛事，来自中国22个省25个市的60多家俱乐部代表队以及澳大利亚、南非、乌克兰、德国、比利时、瑞士、约 旦、荷兰等多个国家的547对人马组合，进行了0.80米级别个人赛、0.90米级别个人 ...

【安德玛发布2025财年财报，业绩下滑但毛利率改善】5月14日，美国运动服饰品牌安德玛发布2025财 年业绩报告，这是自去年6月启动拯救业绩重启计划后的首份全年财报。财报显示，2025财年公司营收 52亿美元，同比下降9%，净亏损2.01亿美元（约14.4亿元人民币）。 截至2025年3月31日的第四财季， 营收12亿美元（约86.6亿元人民币），同比下降11%，净亏损为6700万美元（约4.84亿元人民币）。虽 未扭亏为盈，但管理层肯定该业绩，宣称"超出了华尔街的预期"。 这些年安德玛业绩连年下滑，2024 年3月创始人凯文·普兰克回归，开启拯救业绩重启计划。如重新聚焦核心男装业务，重启"UA Flow科 技"、复刻库里系列球鞋，取消过度折扣策略等。 安德玛将中国市场作为增长核心战略，但国内运动户 外市场竞争激烈。传统品牌如始祖鸟等深入人心，新锐品牌如萨洛蒙等成为"运动新贵"。 2025财年安 德玛业绩不太理想但符合预期，收入、利润延续下滑趋势。不过第四财季毛利率改善，提升1.7个百分 点，达到46.7%，毛利达5.51亿美元（约40亿元人民币）。 分品类看，服饰业务是主营板块，2025财年 营收34.5亿 ...

这是新消费智库第 2 6 4 5 期文章 新消费导读 1. MAIA ACTIVE 官宣虞书欣为品牌代言人 新消费 1. MAIA ACTIVE 官宣虞书欣为品牌代言人 MAIA ACTIVE 宣布演员、歌手虞书欣为品牌代言人。这是 MAIA ACTIVE 自 2023 年被安踏集团收购后，于品牌维度的重要进阶。 （ 锐品牌 ） 2. LILANZ 利郎海外首店于马来西亚启幕 LILANZ 利郎马来西亚云顶世界门店正式开业。这是利郎的海外首店，是利郎实施国际化策略的第一步，亦是利郎品牌出海的重要里程碑。 （ 消研所 ） 3. 吴磊成为光明优倍品牌代言人 2. LILANZ 利郎海外首店于马来西亚启幕 3. 吴磊成为光明优倍品牌代言人 4. 瑞幸将在全国落地 30 家巴西咖啡主题店 5. 乐堡啤酒全新音乐罐爆燃上市 6. 古麒绒材公开招股 7. 52TOYS 递表港交所 8. 美图与阿里达成 2.5 亿美元战略合作 9. 珠宝品牌 Palmonas 将完成 650 万美元 A 轮融资 10. 绝味食品长沙新设全资子公司 11. 阿迪达斯全球旗舰店落地上海安福路 12. 罗森中国目前覆盖 124 个城市 13. ...

Group 1: Industry Developments - Kering Group has acquired Giambattista Valli, increasing its stake to full ownership, becoming the main investor and strategic decision-maker [11] - South Korean retail giant Shinsegae Group plans to acquire a controlling stake in C&C International, a color cosmetics ODM manufacturer, valued at 285 billion KRW (approximately 14.94 billion RMB) [6] - La Perla, a high-end lingerie brand, has been sold to an investment entity, which will retain the brand's existing factories and employees [5] Group 2: Company Performance - Gap Inc. reported a 2.2% increase in net sales to $3.463 billion for Q1, with net profit rising 22% to $193 million, driven by strong performance from Old Navy [2] - Capri Holdings reported a 15.4% decline in revenue to $1.035 billion for Q4 FY2025, with a net loss of $645 million, reflecting struggles across its main brands [3] Group 3: Mergers and Acquisitions - Elf Beauty has acquired Hailey Bieber's skincare brand Rhode for $1 billion, consisting of $600 million in cash and $200 million in newly issued common stock, with potential additional payments based on future growth [4] - Fountain Capital is seeking to raise up to $1.32 billion by selling approximately half of its stake in Amer Sports Inc., a manufacturer of sports equipment [4] Group 4: Brand Value Rankings - Chanel has surpassed Louis Vuitton to become the second most valuable luxury brand globally, according to Brand Finance's 2025 rankings, with Porsche retaining the top position [7] Group 5: Retail Expansion - Balenciaga has opened its largest flagship store globally in Beijing, covering 1,204 square meters, emphasizing its commitment to the Chinese market [8] Group 6: Data Security Issues - Adidas has reported a data breach involving customer data theft from a service provider, although payment information and passwords were not compromised [12]