这届老百货的焕新术，招招惊艳。 上海新世界百货变身Z世代吃谷圣地，成都群光广场与「魔幻二次元」组CP，重百九龙商场开出"重庆首家银发主题店"，西安民生百货"日咖夜酒"，广州 友谊国金店引进首个市内免税店…… 传统百货的"第二春"，不只靠翻新，还要在存量骨骼里长出增量肌肉。玻璃幕墙、霓虹灯带、工业风街区只是表皮，真正决定生死的是对在地文化的解码 能力、对目标客群的颗粒度洞察，以及对"空间即内容"这一底层逻辑的知行合一。 接下来，我们将用11个项目的切片，还原这场老百货的集体进化。看它们如何借新叙事，在存量商业"生死战"中逆天改命。 01. 主题化改造 新世界百货围绕"年轻、活力、精致"的生活方式理念，推出"LOL多元创作空间"，利用旗下分店现有空间嫁接品牌异业资源，为Z世代提供释放创意与表 达自我的独特场景。 图源：项目官方 图源：项目官方 卷出新物种 【二次元主题商业】 上海巴黎春天·悦汇天山：打造上海首个"LOL吃谷圣地" 上海虹桥－古北商圈的老牌百货巴黎春天，更名巴黎春天·悦汇天山，聚焦二次元文化，打造上海首个"LOL吃谷圣地"。B1层全新打造的"奔赴光源·谷子 谷"，将引入THE GREEN PARTY ...

A French operator that recently opened a flagship store in New York City thinks it has a better department-store model https://t.co/oQrIRmTiGk ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - Dillard's (DDS) has shown a downtrend recently, losing 6.1% over the past week, but a hammer chart pattern suggests a potential trend reversal due to increased buying interest [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, suggesting that selling pressure may be exhausting, which could lead to a trend reversal [2][5]. - The hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a new low, buying interest emerges to push the stock price up towards the opening price [4][5]. - This pattern is significant when it occurs at the bottom of a downtrend, signaling that bears may be losing control [5]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for DDS, which is a bullish indicator suggesting potential price appreciation [7]. - The consensus EPS estimate for DDS has increased by 2.1% over the last 30 days, indicating that analysts expect better earnings than previously predicted [8]. - DDS holds a Zacks Rank of 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks, which typically outperform the market [9][10].

Core Insights - Dillard's and Pandora celebrate the opening of the 100th Pandora location within Dillard's stores, marking a significant milestone in their partnership [1][3] - The collaboration began in fall 2024 with Pandora being introduced in over 15 Dillard's stores, quickly expanding to 99 locations due to positive customer response [3][4] - Dillard's aims to provide customers with premium products, aligning with Pandora's high-quality jewelry offerings [4] Company Overview - Dillard's operates 272 locations across 30 states, including 28 clearance centers, and focuses on delivering style, quality, and value through a curated assortment of fashion apparel and home collections [8] - Pandora is the world's largest jewelry brand, selling in over 100 countries through 6,800 points of sale, including more than 2,700 concept stores [6][7] - Pandora employs 37,000 people globally and is committed to sustainability, aiming to halve greenhouse gas emissions across its value chain by 2030 [7]

Core Insights - Dillard's and Pandora celebrate the opening of the 100th Pandora location at Dillard's new store in Battlefield Mall, Springfield, Missouri [3][4] - The collaboration began in fall 2024 with Pandora introduced in over 15 Dillard's stores, leading to rapid expansion due to positive customer response [4][5] - Dillard's operates 272 locations across 30 states and focuses on delivering premium fashion apparel, beauty, and home collections [13] Company Overview - Dillard's, Inc. is one of the largest fashion retailers in the U.S., founded in 1938, and operates both physical stores and an online platform [13] - Pandora is the world's largest jewelry brand, known for accessible luxury jewelry made from high-quality materials, with a commitment to sustainability [11][12] - Pandora generated revenue of DKK 31.7 billion (EUR 4.2 billion) in 2024 and employs 37,000 people globally [12]

Reminiscent of the GameStop and AMC rallies of 2021, stocks like Kohl's, GoPro and Krispy Kreme saw volatile trading in late July. It's the latest class of meme stocks, which are companies that experience sharp swings in their share prices that are not based on their underlying fundamentals. Meme stocks are typically cheap. Kohl's share price, for example, is down around 40% over the past year. When shorting a stock, investors borrow shares from a broker and sell them on the open market. The investor is hop ...

Core Viewpoint - Kohl's stock experienced a significant surge due to meme-stock trading and a short squeeze, with a 33.5% increase over the last week, while the S&P 500 rose only 1.5% [1][4]. Group 1: Stock Performance - Kohl's share price is still down approximately 9% in 2025 and 56% over the last three years despite the recent rally [2]. - The stock's surge was driven by its popularity among meme-stock traders, leading to a moderate short squeeze as short sellers were forced to buy back shares [4]. Group 2: Business Outlook - The company's performance outlook remains challenging, with guidance indicating a sales decline of 5% to 7% for the year and same-store sales projected to fall between 4% and 6% [5]. - The midpoint of Kohl's earnings target suggests a potential annual decline in profitability of around 64% [5]. Group 3: Investment Sentiment - Some investors are speculating that Kohl's commercial real estate holdings may be undervalued, although this investment thesis carries risks [6].

Core Viewpoint - Meme stocks, which gained notoriety during the 2021 GameStop saga, are experiencing a resurgence, with significant price movements in stocks like Kohl's and Opendoor Technologies driven by social media activity [1][4]. Group 1: Meme Stock Activity - Shares of Kohl's and Opendoor Technologies have surged following posts on Reddit and X, aimed at boosting heavily shorted shares [3][5]. - Opendoor Technologies saw its stock price increase by 144%, rising from approximately $1 per share [5]. - Kohl's shares also experienced a notable rise, attributed to a post from a user on a subreddit forum [5]. Group 2: Locafy Limited Overview - Locafy Limited, a SaaS company focused on proximity-based search engine optimization, has seen its shares decline by 91% since going public in March 2022 [6]. - The company reported a 28% revenue decline to $518,000 for the quarter ending September 2024, alongside a loss of $36,000 [6]. - Locafy has a significant short interest of nearly 60%, indicating potential for meme stock behavior [4][7]. Group 3: Potential for Growth - The global SEO software market is projected to grow at a compound annual growth rate of 13.5%, from $74.6 billion in 2024 to $154.6 billion by 2030 [12]. - Locafy could benefit from local search demand, as 46% of Google searches have local intent, and 76% of consumers visit a business within a day of a local search [12]. - Recent strategic partnerships have the potential to expand Locafy's reach to approximately 10,000 end users, generating over $35,000 in new monthly recurring revenue [12]. Group 4: Challenges and Risks - Locafy faces liquidity concerns, with a current ratio of 0.92, indicating potential difficulties in meeting short-term obligations [12]. - The company is also dealing with intense competition from larger SEO software firms, which may hinder its growth prospects [12]. - High volatility is evident in Locafy's stock, with a beta of 1.82, making it 82% more volatile than the S&P 500 [12].

Group 1: Kohl's - The stock of Kohl's was down 0.4% to $14.29 after a significant increase of about 38% by the close on Tuesday [2] - The surge was driven by discussions on the WallStreetBets Reddit thread regarding the stock's high short interest, attracting retail investors [2] Group 2: Krispy Kreme - Krispy Kreme's stock soared almost 20% to $4.96 per share, with total gains exceeding 50% since the beginning of the week [3] - The interest was fueled by discussions on Reddit and other platforms about a potential short squeeze, despite a 15% year-on-year decline in revenue reported in its first quarter results [3] Group 3: Rocket Companies - Rocket Companies' stock surged more than 6% to $17.07 per share, following a similar increase of about 6% on Tuesday [4] - The company is expected to announce its second-quarter results next week, with analysts anticipating a boost in earnings after acquiring Redfin [8] Group 4: Lockheed Martin - Lockheed Martin's stock increased nearly 1% to $414.05 per share after a decline of 11% by Tuesday's close [9] - The company reported an 80% fall in profits for the second quarter, citing a loss of $1.6 billion due to pretax charges related to a classified defense program [9] Group 5: NIO - NIO's stock rose 4% to $5.20 per share, having increased almost 11% on Tuesday [10] - The rise in shares was attributed to the company allowing Chinese customers to test drive a new SUV, which is set to officially launch at the end of July [10]