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滔搏发布2024/25财年业绩:营收270.1亿元 持续深耕运动零售生态
Zheng Quan Ri Bao Wang· 2025-05-21 13:42
与此同时,面对需求波动和线下客流承压对行业带来的库存管理难度加大,滔搏采取了一系列积极的应 对措施,全面推进全渠道库存打通与流转,落实"全域一盘货"下库存的高效流通与精准管理。截至2025 年2月28日,滔搏存货金额同比下降4.5%,较中期报告值下降1.9%,库存周转天数也实现同比及环比双 重改善。特别是在下半财年,随着调整力度的加大,库存管理效果逐步体现。 本报讯 (记者张文湘)5月21日,中国领先的运动零售运营商滔搏国际控股有限公司(以下简称"滔 搏")发布了2024年3月1日至2025年2月28日全年业绩公告。报告期内,滔搏实现营业收入270.1亿元, 净利润12.8亿元;合作品牌数量超20个,用户规模已超8600万。 在消费市场承压的大环境下,过去一年,滔搏持续深化全域库存管理、强化现金回流以及拓展多元品牌 生态。报告期内,公司现金及现金等价物达25.9亿元,同比增长32.3%;派息率为135.0%,维持行业领 先水平。 业务方面,滔搏持续完善全域一站式零售运营模式,并结合消费者喜好,通过新模式积极布局新赛道和 新业态。目前,滔搏已成功构建起覆盖综合运动、专业运动、休闲运动及IP文化的多元品牌生态体系 ...
中国消费者选出了这些品牌
第一财经· 2025-05-21 12:17
5月21日,"全球品牌中国线上500强榜单"(CBI500)发布,这是首个基于消费者实际购买行为的 品牌榜单。同时发布的还有"中国线上消费品牌指数"(CBI)和"线上品牌购买力指数"(BPI)。 从行业看,3C与家电行业消费品质最高,消费品牌指数均高于75分,显示出行业头部品牌占据较大 市场份额。2023年以来,宠物用品、家装家具、服饰(女装)行业的消费品牌指数增幅均超过5 分,显示出消费者对该品类的品牌意识逐渐增强,消费向高评分品牌集中。 中国线上消费品牌指数CBI的基期对比(以2023年一季度为基期,基期指数=100) 从季度环比看,中国线上消费品牌指数具有线上市场的季度波动特点。在有"6·18"的二季度、 有"双11"的四季度,电商促销活动有力拉动品牌消费,指数均出现显著上升。 中国线上消费品牌指数CBI季度环比(2023年和2024年) "中国线上消费品牌指数"(CBI)是以真实消费大数据为基础、聚焦高质量发展的线上消费指数,不 仅在全国层面提供各季度的总指数,还为各地级市、各行业提供细分指数。 过去两年我国消费品质显著回暖 据了解,该指数和榜单由北京大学国家发展研究院、北京大学数字金融研究中心、中山 ...
外资企业借国际展会深耕中国市场
Xin Hua She· 2025-05-21 11:30
新华社哈尔滨5月21日电 题:外资企业借国际展会深耕中国市场 新华社记者杨轩 在第三十四届哈尔滨国际经济贸易洽谈会(以下简称哈洽会)中的日本北海道展位前,游客纷纷在这驻足,被这里现场制作的饭团和各种特 色食品吸引。 "今年北海道共有14家企业带来36种商品参展,其中的12家和34种商品是第一次亮相哈洽会。"专程来到现场的北海道副知事加纳孝之说,希 望能借这次展会找到更多采购商,将北海道的特色产品推向中国各地。 17日至21日,以"共建向北开放新高地,共享振兴发展新机遇"为主题的第三十四届哈洽会在黑龙江省哈尔滨市举行,吸引来自美国、日本、 瑞士等38个国家和地区及中国23个省区市的1500余家企业报名参展。 5月17日,参会者在第三十四届哈洽会数字经济展区参观。新华社记者 王建威 摄 展会期间,不少外国官员及外资企业代表看好黑龙江省及中国的投资机遇,决心持续加码中国市场,共享发展红利。 "我们早在1999年就于哈尔滨设立第一家工厂,并在2013年成立了农业机械产品开发和研究中心。在过去的十年里,我们持续在黑龙江投资约 10亿元人民币加强智能制造,如今大量农机新产品已经推向了整个中国市场。"凯斯纽荷兰亚太区研发与 ...
2025户外趋势新地图——6大趋势盘点抢占营销先机-艺恩
Sou Hu Cai Jing· 2025-05-21 07:07
Core Insights - The article outlines six major trends in the outdoor sector for 2025, indicating a shift from traditional sports to lifestyle expressions, driven by consumer demands for freedom, social interaction, and identity recognition [3][8]. Group 1: Light Outdoor as a Lifestyle Symbol - Light outdoor activities have emerged as a low-threshold, high-freedom lifestyle choice, helping urban dwellers combat anxiety and restore mental balance, leading to a surge in demand for products like jackets, sun-protective clothing, and quick-dry pants [11][12]. - The interaction volume related to "light outdoor" content reached 12.1 million in the past year, with a significant increase of 536% in penetration rate [13][14]. Group 2: Cycling Trends - Cycling has overtaken camping as the leading trend in light outdoor activities, aligning with fragmented time, a desire for nature, and a minimalist lifestyle, resulting in a 270% increase in road bike sales [24][35]. - Key cycling scenarios include road cycling, night rides, and urban cycling, with social media being a primary channel for engagement [36][37]. Group 3: Growth of Trail Running - Trail running has transitioned from a niche to a mainstream activity, driven by health-conscious consumers aged 25-39 in first- and second-tier cities, with a focus on professional gear [24][25]. - The emotional healing aspect and social media promotion have significantly boosted the popularity of trail running, with a notable increase in related content interactions [29][30]. Group 4: Democratization of Elite Sports - Sports like golf and equestrian activities are becoming more accessible, with golf apparel gaining popularity as a "soft luxury" item, evidenced by 1.2 million interactions on golf fashion topics [24][25]. - Brands like FILA and Descente are leading in this space, leveraging both professional events and everyday wear to penetrate urban markets [24]. Group 5: Badminton's Social Appeal - Badminton has gained traction due to its low entry barrier and high social interaction, with the topic "badminton buddies" generating 3.2 million interactions [24][25]. - Brands like Yonex are at the forefront, utilizing event sponsorship and product design to engage with the sports community [24]. Group 6: Pets as Outdoor Fashion Items - The trend of taking pets outdoors has become a necessity, with pet-specific outdoor gear, such as pet jackets, gaining popularity, particularly among urban consumers [24][25]. - The North Face's limited edition pet jackets have sparked significant social media engagement, capturing 78% of brand voice in this category [24].
游泳眼镜选购指南:看清真相,畅游无忧!
Group 1 - The article discusses a comparative test conducted by the Hangzhou Consumer Rights Protection Committee on swimming goggles to help consumers make informed choices [1][2] - The test combined questionnaire surveys and objective testing based on industry standards QB/T 4734-2023, focusing on various performance indicators [1][3] Group 2 - A total of 22 swimming goggles were purchased, including 5 from physical stores and 17 from online platforms, covering popular brands such as Li Ning, 361°, and Decathlon [1][2] - The testing included assessments of appearance quality, optical performance, physical performance, and functionality [1][4][13][14] Group 3 - The optical performance tests included key indicators such as transmittance uniformity, spherical power, cylindrical power, and minimum optical aperture, with results indicating varying performance among brands [5][7][10][12] - The physical performance tests showed that all 22 products met the industry standards, with specific brands like YOTTOY and Arena performing particularly well [13][18] Group 4 - The functionality test focused on anti-fog performance, with several brands exceeding the industry standard requirements [14][18] - Recommendations for consumers include selecting compliant products, ensuring a comfortable fit, and prioritizing anti-fog features [22][23][24]
一季度延续增长势头,“老人鞋”亚瑟士何以翻红?
Core Viewpoint - Asics has reported strong financial performance for Q1 of FY2025, with net sales and net profit both showing significant year-on-year growth, indicating a successful turnaround and increasing popularity among younger consumers in China [1][2][3]. Financial Performance - Asics' Q1 net sales reached 208.3 billion yen (approximately 10.3 billion RMB), a year-on-year increase of 19.7%, marking the first time the company surpassed the 200 billion yen mark in a single quarter [1]. - The net profit attributable to the parent company rose by 18.4% to 31.6 billion yen (approximately 1.57 billion RMB), achieving a historical high for the January-March period for three consecutive years [1]. - For FY2024, Asics reported total revenue of 349 billion RMB, an 18.9% increase, and operating profit of 48 billion RMB, a substantial growth of 84.7% [1]. Market Trends - The resurgence of retro styles has made Asics popular among younger consumers, with the brand being associated with comfort and nostalgia, previously perceived as "old people's shoes" [2][3]. - The "Y2K" and "millennial" trends have driven the popularity of retro running shoes, with the GEL-CONTEND 4 model selling over 400,000 units [3]. - Asics' performance running shoe segment has seen double-digit growth, contributing 48% of the company's revenue with 326.9 billion yen in sales, a 14.3% increase [3]. Brand Strategy - Asics has effectively targeted Gen Z consumers through innovative marketing strategies, including collaborations with popular culture icons and social media influencers [4]. - The brand's high-end sub-brand, Onitsuka Tiger, has also shown strong growth, contributing 95.4 billion yen in revenue, a 58.3% increase, with a profit margin of 34% [3][4]. Regional Performance - The Chinese market has become a significant growth driver for Asics, with net sales increasing from 62.4 billion yen in FY2022 to 100.5 billion yen in FY2024, making it the third-largest market for the brand [5]. - Asics has expanded its online and offline channels in China, sponsoring major running events and collaborating with fitness influencers, similar to strategies employed by other outdoor brands targeting the middle-class demographic [7]. Consumer Engagement - Asics has focused on creating emotional value for Chinese consumers, enhancing brand loyalty and engagement through community-building efforts [6][7]. - The pricing strategy of Asics remains competitive, with top-selling running shoes priced under 500 RMB, making them more accessible compared to other premium brands [7].
滔搏连续拿下Norrøna和soar背后,零售商开始在垂类市场“捡黄金”
Sou Hu Cai Jing· 2025-05-21 05:20
近几年,阿迪达斯和耐克都在重新审视调整自己的市场策略,特别是更换CEO后的耐克,市场都在期待新CEO上任能带来业绩的明显变化。 作为阿迪达斯和耐克的零售运营商,滔搏也在等待拐点,只不过这个拐点不是等待出来的,而是"制造"出来的。2025年,运动零售运营商滔搏先后宣布与英 国专业跑步装备品牌soar、挪威高端户外品牌Norrøna签约,成为它们在中国市场的独家运营合作伙伴,全面负责这两个品牌在中国市场的品牌传播、市场推 广、渠道销售、消费者运营等全链路运营工作。 如果说,阿迪达斯和耐克面向的是更广泛的大众运动市场,是竞技体育领域运动品牌的标杆,那么滔搏先后签约的这两个品牌,则聚焦跑步和户外两个细分 市场,更多地代表了垂类领域消费者对运动生活方式的偏好与需求。 户外和跑步运动市场是近两年体育用品市场较大的增量空间。对于这一趋势变化,滔搏早有洞察。根据滔搏出品的《中国泛年轻人群运动消费白皮书》的定 量调研结果,在年轻群体运动偏好榜中,跑步因被49.2%的调研者选择而排名第一,篮球排名第二,羽毛球排名第三,足球仅排名第六。 而户外作为一种新兴潮流生活方式,深受年轻人喜爱。这里说的户外,包括滑雪、骑行、潜水、冲浪、攀岩 ...
深度拥抱“首发经济” 阿迪达斯上海首家三叶草全球旗舰店入驻安福路
Zheng Quan Ri Bao Wang· 2025-05-21 04:50
Core Insights - Adidas has opened its first global flagship store for the Trefoil brand in Shanghai, marking a significant milestone in its "In China, For China" strategy [1][4][8] Store Opening and Design - The flagship store is located at 322 Anfu Road and is the first international sports brand store in the area, which is known for its fashion and cultural appeal [1][4] - The store is housed in a historical cinema building, integrating classic brand elements with local culture, providing a unique shopping experience [5][6] - The store spans approximately 290 square meters over two floors, featuring a central stage area and four themed "cinema" zones, enhancing the cultural resonance with consumers [5][6] Product Launch and Marketing Strategy - On the opening day, Adidas launched a global first with its Trefoil pet series, emphasizing the emotional connection between pets and their owners through fashion [7] - The company aims to leverage the "first launch economy" by introducing exclusive products in the store, enhancing consumer engagement and experience [8] - Adidas is focusing on localized operations and innovation to improve product and service quality, aiming to capture the evolving consumer preferences for experiential shopping [8] Financial Performance - In Q1, Adidas reported global revenues of €6.153 billion, a 13% year-on-year increase, with operating profit rising 82% to €610 million [9] - The Greater China region achieved revenues of €1.029 billion, also reflecting a 13% year-on-year growth, marking eight consecutive quarters of quality growth [9]
阿迪达斯三叶草旗舰店正式开业,安福路迎来首家国际运动品牌|最前线
3 6 Ke· 2025-05-21 04:37
Core Insights - Adidas has opened its first global flagship store for the "Three Stripes" brand in Shanghai, located at 322 Anfu Road, marking its entry into the area as the first international sports brand store [1][3] - The flagship store is designed to be the highest specification of Adidas' direct-operated stores, featuring the latest products, limited collaborations, and regional specialties [1][3] Group 1: Store Strategy - Adidas is focusing on establishing flagship stores in core business districts of first and second-tier cities while collaborating with distributors in lower-tier markets to reach a broader consumer base [3] - The Anfu Road store is part of Adidas' "pyramid" distribution network, with a higher product turnover rate, introducing new products weekly [3] Group 2: Store Design and Local Integration - The store's design incorporates elements from its previous identity as a cinema, blending cinema aesthetics with local culture, while maintaining the original architectural features [3][5] - The store aims to be a good neighbor, aligning with local street characteristics, and features a limited release of a new pet product line, along with regionally inspired limited items [5] Group 3: Financial Performance - In the first quarter of this year, Adidas reported global revenue of €6.153 billion, a 13% increase year-over-year in currency-neutral terms, with operating profit rising 82% to €610 million [5] - The Greater China region achieved revenue of €1.029 billion, also reflecting a 13% year-over-year growth, marking eight consecutive quarters of "quality growth" [5]
全国女子水球冠军赛上海队险胜夺冠
Xin Hua Wang· 2025-05-21 00:50
原标题:全国女子水球冠军赛上海队险胜夺冠 2025年全国女子水球冠军赛暨第十五届全国运动会水球项目预赛(女子组)19日在天津落幕,拥有 多名国家队队员的上海队在与东道主天津队的决赛争夺中笑到最后,以13:12险胜夺冠。 作为国内女子水球的两支劲旅,天津队和上海队均以不败战绩杀入决赛。相比而言,上海队以国家 队队员为班底,实力更为突出;天津队虽曾获全运会三连冠,但近几年处在新老交替期,老将孙雅婷、 杨珺都年满37岁,小将则缺乏大赛经验。 决赛中,上海队打得更加积极,进攻方式也更丰富,首节以5:2领先。天津队在第二节把比分追成 5:5平,但随后的比赛防守不够严密,一度落后4球。不过主场作战的天津队并没有放弃,在比赛尾声打 出高潮,连续追分,最终以12:13遗憾告负。 老将孙雅婷赛后说,这次比赛对老队员的体能是一大考验,对年轻队员是难得的锻炼。"我们是带 着冲击对手、锻炼队伍的目标来的,我们实现了目标,亚军并不遗憾。"她说。 上海队主教练李文华说,这是一场势均力敌的决赛,双方都发挥了自己的水平。他认为,通过更多 高水平的比赛和锻炼,把中国女子水球的水平提上去,这才是最关键的。 国家体育总局游泳运动管理中心水球项目主 ...