Core Viewpoint - The new sustainable store model by Adidas is positioned as a significant amplifier of brand value, enhancing consumer trust and recognition while contributing to the "waste-free city" initiative in Shanghai [1][3]. Group 1: Sustainable Store Model - Adidas has launched a new sustainable store in Shanghai, integrating various sustainable practices into its design and operations, which allows for a more immersive consumer experience [2][3]. - The store aims to achieve a 99% usage rate of recycled polyester by 2024, significantly exceeding the global average of 12% in the apparel industry [2][3]. - By 2030, Adidas plans for 10% of its products to use recycled polyester sourced from discarded textiles, with a long-term goal of achieving net-zero greenhouse gas emissions across its value chain by 2050 [2][3]. Group 2: Consumer Engagement and Recycling Initiatives - The store features a permanent clothing recycling bin and engages consumers through activities like the exchange of eco-friendly bags made from recycled clothing, fostering a "green cycle" of consumption [3][4]. - Over the past two years, Adidas has successfully recycled approximately 4 tons of clothing, resulting in the creation of eco-friendly bags that have gained popularity among consumers [5][6]. Group 3: Market Trends and Consumer Behavior - There is a growing trend of green consumption among young consumers, with over 90% recognizing the importance of sustainable practices, indicating a shift from a new trend to a new norm in commercial society [4][5]. - Adidas views sustainability as a competitive advantage in product marketing and sales, emphasizing the need for broader consumer participation beyond the top tier willing to pay a premium for eco-friendly products [5][6]. Group 4: Industry Recognition and Achievements - Adidas has maintained an "AAA" MSCI ESG rating for six consecutive years from 2019 to 2024 and received the highest "A" grade from CDP for climate change in 2024 [3][4]. - The company has been recognized as a leader in climate action, ranking first among 1,953 brands in the corporate climate action index in 2024 [3].

Core Viewpoint - Nike (NKE.N) is set to increase prices on various products this week, with adult apparel and equipment prices rising by $2 to $10 [1] Group 1 - The price increase will affect multiple product categories within Nike's adult apparel and equipment lines [1]

Core Viewpoint - The rise of counterfeit goods is significantly reshaping the consumer market, with brands like Adidas and Nike facing overwhelming competition from fake products, leading to a decline in their market presence [1][3]. Group 1: Impact on Brands - Counterfeit sales of brands like Adidas and Nike have reportedly surpassed those of genuine products, indicating a market dominated by fake goods [3]. - Champion, once a popular brand, has seen a drastic decline in popularity due to the prevalence of counterfeit products, with consumers expressing dissatisfaction over quality and price [5][7]. - The high volume of counterfeit Champion products, including variations in logos, has contributed to its negative reputation [9][11]. Group 2: Specific Brand Analysis - Arc'teryx, known for its high-end outdoor gear, faces a counterfeit crisis, particularly with its popular jackets, where an estimated 80% of products in the market are fake [13][14]. - Ralph Lauren, a staple for middle-class consumers, is heavily affected by counterfeit goods, with many imitations featuring altered logos that can mislead consumers [18][20]. - Kappa, once a leading sports brand, has seen its reputation decline due to the influx of counterfeit products, which has confused consumers and diminished brand value [25][27].

斯凯奇(skechers)将被3G Capital收购。（彭博） ...

Group 1 - Skechers has agreed to be acquired by 3G Capital [1] - The acquisition marks a significant move in the footwear industry [1] - 3G Capital is known for its investments in consumer brands [1] Group 2 - The deal reflects ongoing consolidation trends within the retail sector [1] - Skechers' strategic positioning may enhance under 3G Capital's management [1] - The acquisition could lead to potential growth opportunities for Skechers [1]

Core Insights - Adidas' "Old Clothes Recycling Eco-Bag" project has been recognized as one of the "Top Ten Cases of Green and Low-Carbon Trends in China's Consumer Market (2024-2025)" by the Daily Economic News, highlighting its innovative practices in the sustainable sector [1][7] Group 1: Project Overview - The "Old Clothes Recycling Eco-Bag" project began in 2024, utilizing advanced regeneration technology to transform collected old clothing into reusable tote bags through a comprehensive process of sorting, fiber regeneration, spinning, weaving, and sewing [3][5] - Consumers can exchange points for eco-bags through the adiClub membership system, and Adidas has set up collection boxes in various locations including offices and brand centers in major cities [3][5] Group 2: Environmental Impact - Over the past two years, Adidas has processed approximately 4 tons of over 14,000 pieces of old clothing, giving them a second life as eco-bags, which have been well-received by consumers [5] - The eco-bags have been featured in various online and offline brand activities, notably during the 2024 Double Eleven event in collaboration with Tmall, where they were quickly redeemed [5] Group 3: Industry Leadership - Adidas has been a pioneer in sustainable development for over two decades, committing to reducing its environmental impact across all business practices [7] - The "Old Clothes Recycling Eco-Bag" project serves as a model for a circular economy in the textile industry, providing a replicable example for low-carbon transformation [7]