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LVMH风投基金入股Molli;塔斯汀重组架构或为上市;科赴CEO离职
Sou Hu Cai Jing· 2025-07-16 08:32
Investment Dynamics - LVMH Luxury Ventures has made a minority stake investment in the French knitwear brand Molli, marking the brand's first external investment since its relaunch [3] - The investment is expected to help Molli regain market share with LVMH's strong resources and support [3] - 百大集团 has announced a 20-year lease agreement with 恒隆地产 for its Hangzhou department store, with total rent exceeding 30 billion yuan, enhancing future cash flow for 百大集团 [5] Acquisition Dynamics - Ferrero is acquiring General Mills for $3.1 billion to expand its presence in the U.S. market, indicating a merger of two companies with strong consumer loyalty [8] - Amancio Ortega, founder of Zara, has purchased a boutique hotel in Paris for $113 million, aiming to capitalize on the recovery of the high-end tourism sector [9] Listing Dynamics - Tasting is undergoing a series of equity changes and capital increases, likely preparing for a potential listing in Hong Kong, which is seen as more favorable for restaurant valuations [13] Retail Dynamics - Tiffany & Co. has opened its largest flagship store in Asia in Tokyo, featuring Japan's first Blue Box Café, marking a significant renovation since being acquired by LVMH [16][17] Partnership Dynamics - Starbucks China has partnered with China Eastern Airlines to launch a joint membership program for 160 million Starbucks members, enhancing customer experience in a competitive market [19] Personnel Dynamics - Hemant Rupani has been appointed as the CEO of HCCB, bringing extensive experience from Mondelēz International, which is expected to ensure smooth business transitions [22] - Kenvue announced the departure of CEO Thibaut Mongon, with Kirk Perry stepping in as interim CEO amid pressures from investors for structural changes [25] - Priya Nair has been appointed as the new CEO of Hindustan Unilever, signaling a strong intent to revitalize growth in the second-largest market for the parent company [29]
时尚情报|古驰取消9月女装秀,LV首家美妆店落地南京
Di Yi Cai Jing· 2025-07-15 12:50
一周时尚快讯 "笑脸包"回归 近期的巴黎时装周上,多位新任创意总监的首秀成为焦点。 其中,思琳(Celine)新任创意总监迈克尔·赖德(Michael Rider)的2026春夏大秀引发广泛关注,这也是品牌时 隔数季重回实体秀场。赖德曾是思琳的老将,在2008年至2018年间担任明星创意总监菲比(Phoebe Philo)的助 手。此次他上任后的首个系列,延续了解构主义风格与极简主义剪裁,呈现出更年轻且兼具结构美感的设计语 言。尤其是品牌经典的"笑脸包"以新配色、新尺寸回归,再次掀起话题。 与此同时,马吉拉(Maison Margiela)的新任创意总监格伦·马尔滕斯(Glenn Martens)也完成了高定首秀。他以 其标志性的末日美学风格,将经典面具、夸张廓形与创新材质融入新一季作品系列。值得注意的是,马尔滕斯的 前任加利亚诺(John Galliano)在马吉拉的谢幕大秀被高度肯定,这位创意总监在10年任期中将品牌营收从1亿欧 元扩大到5亿欧元左右,成为母公司OTB集团业绩增长的重要驱动力。作为近年少有的商业思维的新生代设计师, 42岁的马尔滕斯的接班压力不言而喻。 两位新任创意总监的首秀虽在视觉风格上 ...
税务创新助推“首发经济” 三里屯累计引入300余家首店、旗舰店
Bei Jing Shang Bao· 2025-07-15 09:44
北京市税务局近日举办"首发经济'燃'动京城"主题采访活动,北京商报记者跟随采访团实地探访了三里屯太古里商圈及代表性品牌。 GB DAVID北京三里屯太古里店店长裴莹表示,"GB DAVID北京店是品牌首批多品类店铺,目前有1000多款包包及皮具周边产品。品牌入口的这一面彩虹包 墙是门店最大的特色之一,很多顾客都会特意到彩虹墙这里来打卡拍照。品牌在中国的好几次新品首发也是在北京店开展的。另外,店铺里还有手工DIY体 验区,顾客可以在这里近距离地感受到手工皮具的魅力"。 裴莹介绍,GB DAVID北京首店自开业以来一直是该品牌的主力军,经常是国内门店销售榜单的榜首。并且,北京首店超过50%的顾客来自外地,说明该店 不仅服务于本地市场,还是品牌面向全国消费者的重要窗口。 步行至太古里南区地下一层,则来到了潮玩品牌泡泡玛特最先尝试以IP潮玩为核心定位的线下门店。同时,该门店还是品牌首批以木纹风格为主的店铺。 泡泡玛特工作人员表示,最早的门店不足50平方米,几次升级之后,门店面积扩充了,还划分出不同的IP主题区域和不同的趣味体验区。例如IP打卡点等, 提升了和消费者的交流与互动。税收方面,税费申报业务"网上办"也大大节 ...
上海静安:打造国际一流营商环境“步履不停”
Group 1 - The core concept of the news is the opening of the "Louis号" in Shanghai's Jing'an district, which serves as a unique landmark combining exhibition, boutique, and dining experiences, attracting significant foot traffic and enhancing the local business environment [1][2][3] - The establishment of "Louis号" reflects Jing'an's commitment to creating a world-class business environment, with six major actions and twelve innovative measures aimed at supporting enterprises and boosting market confidence [2][4] - The project is seen as a significant step for foreign brands to engage deeply with the Chinese market, particularly in the high-end retail sector concentrated in the Nanjing West Road area, which hosts over 2,000 renowned domestic and international brands [3][4] Group 2 - Jing'an district has implemented a collaborative approach among various departments to support the "Louis号" project, emphasizing efficiency and responsiveness to business needs, which includes optimizing processes and enhancing communication [6][9] - The district's efforts in improving the business environment are exemplified by the introduction of a digital platform that allows for rapid business registration and streamlined processes for opening stores, significantly reducing the time required for businesses to start operations [9][11] - Jing'an is also focusing on supporting local enterprises in their international expansion, providing comprehensive services and policies to address challenges faced by companies looking to enter foreign markets [11][12]
汇聚质量资源 赋能企业成长上海松江发布《质惠手册》
为助力企业精准对接质量资源、打通服务链与产业链的"最后一公里",区市场监管局聚焦经营主体需 求,系统整合计量、标准、认证认可、检验检测、质量管理、品牌培育等质量资源,精心编撰了《质惠 手册》,以"一站式"、图谱化、实用性的服务指南,为企业高质量发展注入强劲动能。 "质惠"二字,源于松江区"质惠茸城"质量工作品牌,既体现了质量惠民惠企的初心,也寓意着以质量服 务赋能茸城发展的愿景。《质惠手册》以"汇聚质量资源 赋能企业成长"为宗旨,旨在为各类经营主体 提供便捷、高效、精准的全方位、全过程质量服务,助力企业破解质量技术难题,降低质量成本,提升 质量效益,提高核心竞争力,助力企业高质量发展。《质惠手册》收录了区内百余家专业质检服务机构 名录,为企业搭建起"要素对接"的精准桥梁。同时,以可视化方式创新绘制了松江质量服务资源的空间 布局与功能联动的区域"质量图谱"。此外,通过问答形式提炼出24个高频核心问题,涵盖政策解读、流 程指引、技术标准等方面,以简明易懂的表述破解质量管理的现实难题。(周倩芸) 7月7日,上海市松江区市场监管局聚焦时尚消费品产业所需所求,以"党建引领 质量强链"为主线,举 办松江区时尚消费品产业高 ...
“一日店长”实火,情绪消费何以上头?
3 6 Ke· 2025-07-14 23:49
Core Insights - The fast fashion brand W.Management has opened its first store in Beijing, attracting significant consumer interest through an interactive "One-Day Store Manager" event [1][4][6] Group 1: Brand Overview - W.Management, founded in 2023, targets a core female demographic by promoting "freedom of dressing" through its unique design style that blends American retro and modern street elements [4][6] - The brand has rapidly expanded, opening 23 large stores across various cities including Beijing, Shanghai, and Guangzhou within three years, with each store exceeding 2000 square meters [4][6] Group 2: Marketing Strategy - The "One-Day Store Manager" initiative has become a popular marketing strategy among brands, initially originating from Japan, where celebrities serve as temporary store managers to drive traffic and engagement [23][24] - W.Management has effectively utilized social media platforms like Xiaohongshu to create buzz around its store openings and events, engaging fans and consumers through pre-event promotions and interactive activities [11][13][17] Group 3: Consumer Engagement - The "One-Day Store Manager" event not only boosts foot traffic but also enhances consumer interaction, allowing fans to engage directly with influencers and brand representatives during the event [15][19] - The presence of attractive and engaging staff during these events has been noted to significantly enhance the shopping experience, leading to increased consumer satisfaction and brand loyalty [19][26] Group 4: Industry Trends - The trend of utilizing "One-Day Store Managers" has gained traction among various brands, including those in the beverage sector, as a means to create unique consumer experiences and drive sales [25][28][31] - Brands are increasingly recognizing the value of emotional consumer engagement, where the shopping experience transcends mere transactions, fostering deeper connections with consumers [38][39]
巴黎拍卖会上以千万美元成交,柏金包价格创纪录
财富FORTUNE· 2025-07-14 11:56
Core Viewpoint - The auction of the original Hermès Birkin bag, once owned by the late Jane Birkin, achieved a record-breaking price of $10 million, solidifying its status as the highest-priced handbag ever sold at auction [1][2][8]. Group 1: Auction Details - The auction took place on July 10, 2025, and broke previous records for handbag sales [2]. - The bidding started at €1 million, with nine collectors participating through online, phone, and in-person bids, leading to a rapid increase in price [6]. - The final hammer price was €8.6 million (approximately $10.1 million), purchased by a private collector from Japan [7]. Group 2: Historical Significance of the Bag - This specific Birkin bag was not an ordinary one; it was a prototype custom-made for Jane Birkin in 1984, inspired by her sketches during a flight [3]. - The bag features personal details, including Birkin's initials, a silver nail clipper, and faded stickers from the World Medical Association and UNICEF, which are unique to her usage [3]. - Birkin carried this bag almost daily from 1985 to 1994 before auctioning it for charity, and it has since been part of private collections and museum exhibitions [4]. Group 3: Investment Perspective - The value of Birkin bags has consistently risen over the years, outperforming traditional investment assets like the S&P 500 and gold, making them highly sought-after by collectors [9]. - The auction price of this original prototype bag exceeded the previous record for a handbag, which was $513,040 for a Hermès Kelly bag, highlighting the unique market position of Birkin bags [8].
Gucci取消9月女装秀;爱马仕铂金包拍出天价|二姨看时尚
21世纪经济报道记者高江虹实习生陈佳赫北京报道 本周,全球时尚与奢侈品行业呈现多元化发展态势,既有资本市场的激烈博弈,也有品牌战略的深度调 整。爱马仕加速瑞士制表工坊扩建,强化垂直整合战略;老佛爷百货集团CEO再易主;Gucci推迟2026 春夏女装秀,新任创意总监Demna需要更多时间"重新定义品牌本质"。 在资本运作方面,SMCP股权纠纷案迎来新进展,新加坡高等法院裁定Dynamic Treasure Group须归还 15.5%股权。曾为法国奥运代表团提供队服的法国百年运动品牌乐卡克(Le Coq Sportif)则迎来新东 家。 此外,Hoka品牌热度下滑,年轻消费者流失导致母公司Deckers股价暴跌20%,迪卡侬收购法国自 行车队AG2R,彰显其在运动领域的野心。 贝索斯收购《Vogue》母公司康泰纳仕的传闻虽遭Newhouse家族否认,仍引发行业热议,而爱马仕首个 Birkin包原型以860万欧元天价成交,再次印证奢侈品二手市场的强劲增长。 1,传贝索斯收购Vogue母公司 据报道,亚马逊创始人Jeff Bezos有意收购《Vogue》母公司康泰纳仕出版集团,作为新婚妻子Lauren Sanch ...
844美元的凉鞋,让Prada低头道歉 | 贵圈
Xin Lang Ke Ji· 2025-07-14 00:05
Core Viewpoint - Prada faces cultural appropriation controversy over its new sandal design inspired by traditional Indian footwear, leading to public backlash and a subsequent apology from the brand [2][6] Group 1: Cultural Appropriation Controversy - The Kolhapuri sandals, which Prada showcased, are traditional Indian footwear with a history dating back to the 12th century, often used in weddings and special occasions [3] - Indian artisans and media criticized Prada for "stealing traditional craftsmanship," prompting a significant public outcry [2][3] - Prada's heir, Lorenzo Bertelli, acknowledged the design's inspiration from Indian traditional shoes and expressed a willingness to engage in dialogue with local artisans [6] Group 2: Financial Performance - Prada's revenue growth for the full year 2024 was only 4%, with the first quarter of 2025 showing zero growth, which was below market expectations and significantly lower than the growth of its subsidiary Miu Miu [2][8] - Miu Miu achieved a remarkable 93.2% growth in 2024 and continued with a 60% year-over-year sales increase in the first quarter of 2025, contrasting sharply with Prada's stagnation [8] Group 3: Management Changes - Prada announced that CEO Gianfranco D'Attis will leave the company on June 30, 2025, with Andrea Guerra temporarily taking over management of the Prada brand until a new CEO is appointed [9] - The departure of D'Attis is speculated to be linked to the slowdown in Prada's performance, highlighting the need for new leadership to revitalize the brand [9]
一周新消费NO.317|霸王茶姬全国首家茶苑主题店将开业;悦诗风吟正式关闭海外旗舰店
新消费智库· 2025-07-13 12:54
New Product Launches - Jianai Super Bucket Lychee and Bayberry Flavored Fermented Milk has been launched, made from high-quality ingredients without additives and using 13 imported strains [4][5] - Oreo collaborates with Grammy-nominated artist Selena Gomez to launch a new cookie inspired by her love for horchata, featuring a unique three-layer structure [5] - Jasmine Milk White has introduced a summer limited "Romantic Summer Water" series, including five new tea flavors [5] - HOKA has launched a new shoe model, MAFATE SPEED 4 LITE TS, combining modern technology with minimalist aesthetics [5] Industry Events - Lucky Coffee has surpassed 6,000 stores nationwide, covering over 300 cities and achieving significant growth in various regions [11][13] - Salomon has opened a new standalone store in Shanghai, inspired by Parisian outdoor fashion [14] - Gu Ming collaborates with actor Wu Yanzu to enhance its coffee business, leveraging its extensive store network [14] - Professional running brand SOAR enters the Chinese market with a Tmall flagship store [15] Investment and Financing Movements - Qiyunshan Food Co. has submitted an IPO application to the Hong Kong Stock Exchange, focusing on its South Sour Jujube products [19] - British luxury leather and stationery brand Smythson has been acquired by private equity firm Oakley Capital [20] - Baozun has acquired the Chinese operations of international yoga wear brand Sweaty Betty [21] - Ferrero is investing €95 million (approximately 8 billion RMB) to expand production and logistics in France [21] - Tonic Health, a UK nutritional supplement brand, has completed a £2.8 million Series A funding round [21] - Samyang Foods is investing $150 million to build its first overseas factory in Jiaxing, China [21] - Plant Doctor has disclosed its IPO plans to list on the Shenzhen Stock Exchange [22] Food Industry Developments - Dongpeng Special Drink has launched a sugar-free energy drink with passion fruit and guava flavor [26] - CHALI has introduced a new series featuring herbal teas with no additives [26] - Nongfu Spring has announced a new iced tea product with 100% tea extract and no preservatives [27] - Asahi Beer has launched a new product, Asahi Super Dry 3.5, claiming to reduce sugar by 70% and energy by 40% [28] Beauty Industry Updates - Hakko Sake has partnered with Kose to create a new cosmetics brand, "itoshiro," featuring a UV brightening cream [30] - Suzhou Jiyi Technology has submitted an IPO application to the Hong Kong Stock Exchange [32] - INTO YOU has launched the second generation of its air lip mud product [33] - L'Oréal has introduced an AI beauty assistant named Beauty Genius [33] - Innisfree has officially closed its overseas flagship store as part of a strategic adjustment [34]