行业主要上市公司：安踏(1368.HK);红蜻蜓(603116);奥康鞋业(603001);佛山星期六(002291);李宁(2331.HK) 等; 本文核心数据：中国女鞋行业市场规模; 2024年中国女鞋行业市场规模超过2200亿元 鞋，即利用皮革、人造革、纺织面料、橡胶等原材料制造成的一种穿在脚上的物品。鞋的基本结构组成包括 鞋面、鞋底、鞋跟、鞋垫等。按使用人群，鞋类产品可分为男鞋、女鞋和童鞋。女鞋行业，顾名思义就是女 性鞋类产品相关的生产、消费等活动。2023年中国女鞋行业市场规模超2150亿元，近四年行业复合增速为 1.20%。初步估算，2024年中国女鞋行业市场规模进一步增长超过2200亿元。 转自：前瞻产业研究院 从中国女鞋细分产品销售结构来看，当前低帮鞋和靴子是中国女鞋最主要的消费产品类型，2023年低帮鞋占 中国女鞋市场规模份额比重超过45%。 产业竞争 当前国内女鞋行业市场竞争企业众多，除了全球企业外国内女鞋代表品牌数量也较多，包括红蜻蜓、千百 度、达芙妮和百丽等。从国内女鞋代表企业产品布局来看，大部分时尚休闲类品牌企业均以多元化业务布局 为重点战略，在高跟鞋、运动鞋、休闲鞋等细分领域均有布 ...

Skechers U.S.A., Inc. (SKX) reported first-quarter 2025 results, wherein the top line missed the Zacks Consensus Estimate but the bottom line surpassed the same. While both metrics showed year-over-year growth, the company withdrew its full-year guidance due to ongoing economic uncertainty related to global trade policies. As a result, shares of this Manhattan Beach, CA-based footwear company declined 6.5% in the after-hours trading session yesterday.The company’s first-quarter results were driven by strong ...

Skechers U.S.A., Inc. (NYSE:SKX) Q1 2025 Earnings Conference Call April 24, 2025 4:30 PM ET Company Participants Soo Hwang - Senior Director of International Merchandising David Weinberg - COO John Vandemore - CFO Conference Call Participants Jay Sole - UBS Laurent Vasilescu - BNP Paribas Peter McGoldrick - Stifel Adrienne Yih - Barclays Alex Straton - Morgan Stanley John Kernan - TD Cowen Jesalyn Wong - Evercore ISI Josh Reiss - Raymond James Krisztina Katai - Deutsche Bank Chris Nardone - Bank of America ...

Core Insights - Skechers reported revenue of $2.41 billion for the quarter ended March 2025, reflecting a year-over-year increase of 7.1% [1] - The earnings per share (EPS) was $1.34, slightly up from $1.33 in the same quarter last year, with an EPS surprise of +14.53% against the consensus estimate of $1.17 [1] Revenue Performance - Geographic Revenue in Asia Pacific was $589 million, down 2.6% year-over-year and below the estimated $618.58 million [4] - Domestic Wholesale sales reached $496.20 million, representing a 4.2% increase year-over-year, but below the average estimate of $533.12 million [4] - Domestic Direct-to-Consumer sales were $357.50 million, exceeding the estimate of $335.74 million with a year-over-year growth of 10.8% [4] - Revenue from Europe, Middle East & Africa was $718.20 million, up 14.4% year-over-year and above the estimated $708.61 million [4] - International Direct-to-Consumer sales were $521.90 million, slightly below the estimate of $543.09 million, with a year-over-year increase of 2.9% [4] - Revenue from the Americas was $1.10 billion, reflecting an 8.3% year-over-year increase but below the estimated $1.12 billion [4] - International Wholesale sales were $1.04 billion, slightly above the estimate of $1.03 billion, with a year-over-year growth of 9.6% [4] - Total Wholesale sales amounted to $1.53 billion, a 7.8% increase year-over-year, but below the average estimate of $1.55 billion [4] - Total Direct-to-Consumer sales were $879.40 million, a 6% increase year-over-year, but below the estimate of $885.27 million [4] Stock Performance - Skechers shares have returned -14.8% over the past month, compared to a -5.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - DSW has launched a partnership with Imbox Protection, introducing an innovative shoe protection service available in nearly 500 locations across the U.S. [1][8] - The Imbox system offers a fast, eco-conscious solution that protects shoes from various elements in just 60 seconds [1][5] - The service costs $8.99 and provides up to eight weeks of protection, appealing to environmentally conscious consumers [5][6] Company Overview - DSW, a Designer Brands company, aims to enhance customer value and sustainability through this partnership [6][8] - The company operates over 650 stores and is committed to providing on-trend footwear and accessories [10] - DSW has a history of supporting charitable initiatives, having donated over 11 million pairs of shoes since 2018 [10] Industry Impact - The partnership with Imbox marks a significant expansion in the North American retail landscape for both companies [6][8] - The integration of Imbox Protection into the checkout process redefines post-purchase services in footwear retail [6][8] - The service aligns with growing consumer demand for environmentally responsible solutions, reflecting a shift in retail towards sustainability [6][8]

作者 | 贾梦雅 编辑 | 江江 值班编辑｜ 宝珠 视觉 | 顾芗 在信息快速更迭、技术持续演进的当下，中国消费市场正处于深度重构的关键阶段。 2024年，全国社会消费品零售总额达到487895亿元，同比增长3.5%，消费仍是拉动经济的重要引擎。但 在经济增速放缓与生活成本上升的背景下，消费者变得更加理性、克制，也更强调选择和价值。 由此带来的是市场运行逻辑的显著变化：产品结构呈现"极致性价比"与"IP个性化"两极分化，渠道从单 一触达走向多平台协同，消费者行为愈加圈层化、需求更趋多样化，传统营销模式难以为继。 在这个节点上，企业如何精准捕捉注意力、适应需求变化，并利用新技术提升效率，成为摆在所有市场 参与者面前的现实课题 在新旧交替的十字路口，南风窗邀请香港科技大学商学院终身教授、博士生导师王文博，就当下消费市 场的发展趋势、背后逻辑及企业应对策略展开对话。 变化中的信息、渠道、产品和消费者 南风窗：从您个人的观察来看，近两年来，中国的消费市场出现了哪些新趋势？ 王文博：消费主要就几个要件：信息、渠道、产品和消费者，总体来说，我观察到的消费市场的变化是 信息多元化、渠道融合化、产品两极化和消费者圈层化。 信 ...

Company Overview - Steven Madden, Ltd. is a leading designer and marketer of fashion-forward footwear, accessories, and apparel [4] - The company markets products under its own brands including Steve Madden®, Dolce Vita®, Betsey Johnson®, Blondo®, and ATM® [4] - Additionally, Steven Madden licenses products for the Anne Klein® brand and designs private label products for various retailers [4] Upcoming Earnings Release - The company plans to release its first quarter 2025 earnings results on May 7, 2025 [1] - A conference call will be hosted by management at 8:30 a.m. Eastern Time to review the results [1] Conference Call Details - The conference call will be webcast live on the company's investor relations website [2] - Participants can register for the call to receive dial-in information and a unique PIN [3] - It is recommended to join the call 10 minutes prior to the start time [3]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Skechers despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Skechers is expected to report quarterly earnings of $1.18 per share, reflecting an 11.3% decrease year-over-year [3]. - Revenue projections stand at $2.44 billion, indicating an 8.3% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 3.62% over the last 30 days, indicating a bearish sentiment among analysts [4]. - The Most Accurate Estimate for Skechers is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.54% [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading is a strong predictor of an earnings beat, particularly when combined with a favorable Zacks Rank [8]. - Skechers currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, Skechers was expected to earn $0.74 per share but only achieved $0.65, resulting in a surprise of -12.16% [12]. - Over the past four quarters, Skechers has beaten consensus EPS estimates twice [13]. Conclusion - Skechers does not appear to be a compelling candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [16].

Core Insights - Saucony has launched the Saucony SILO collection, which merges high-fashion influences with the brand's heritage and technology, aiming to redefine luxury sneakers [1][2] - The collection features five key silhouettes, emphasizing modern innovation and comfort alongside sophisticated styling [2][3] - The official global launch date for the SS25 collection is April 17, 2025, available at select retailers and online [3] Company Overview - Saucony is recognized as a leading global performance running brand, part of Wolverine World Wide, Inc., and has a history dating back to 1898 [4] - The brand is known for its innovative technologies, including PWRRUN™ PB, PWRRUN+™, and SPEEDROLL™, which enhance both technical and lifestyle footwear [4] - Saucony aims to inspire individuals through running culture and self-expression, highlighting its commitment to innovation and style [4]

以下文章来源于Vista氢商业 ，作者大稚 Vista氢商业 . 关心都市白领的消费生活 提供易懂有趣的品牌报道 世界是一个巨大的minimin。 文 ｜ 大稚 编辑 ｜ 橘总 来源｜ Vista氢商业（ID： Qingshangye666） 封面来源 ｜ Pixabay 如果说最大的惊喜是意外从衣服口袋里掏出完好的百元大钞， 最大的惊吓就是猛然在衣服上发现"minmin"。 为什么是惊吓， 因为minmin和意大利奢侈品牌Miu Miu的logo咋看咋像 ，它们共享同一种圆乎乎的字体，同一种双列排版，同样的印刷位置。 "minmin""miumiu"傻傻分不清楚 在服饰上发现minmin，就像在AI生成的美女照片里发现怪异扭曲的手指，可得出同一个结论—— 仿的 。 知道要看手之后你终于可以快速分辨AI照片，品牌logo见多了你终于发现高仿无处不在。妈妈在直播间给买的"牌子货"牛仔裤，逛商场好不容易看到的一双 能入眼的鞋，网上刷到感觉喜欢就顺手买回来的包，以及衬衫前襟、眼镜腿、外套拉链、小发夹，都是minmin的容身之所。 图源：小红书@momo 本来买到仿款也没什么。 反正当季流行就是大同小异否则也不叫"流 ...