近日，有消息称，迪卡侬启动出售其中国业务约30%股份的程序，该交易对中国业务的潜在估值约为10 亿美元(约合78亿港元)或更高。 4月30日，南都·湾财社记者就此事向迪卡侬进行求证，其相关负责人回应称，"对市场传言，我们不予 置评。"迪卡侬始终扎根中国长期发展，携手中国消费者和合作伙伴并肩前行。 值得一提的是，今年3月，迪卡侬迎来重大人事变革。继创始人Michel Leclercq之子Julien Leclercq于3月 10日正式接管迪卡侬，上任集团董事会主席后，3月28日，迪卡侬宣布由任职26年的资深高管Javier López接替Barbara Martin Coppola出任全球首席执行官（CEO）。 据悉，Barbara Martin Coppola执掌迪卡侬的3年时间里，推动了一系列战略转型。2024年，迪卡侬宣布 品牌焕新，更换了品牌logo、调整品牌定位、升级产品组合、提高自有品牌价格线。同时，lululemon挖 来其前高管，委任为中国区首席市场官。此外，迪卡侬在全球范围内推进门店数字化升级，包括调整门 店风格、产品陈列、打造数字化体验等。 迪卡侬在财报中提到，2024年数字化渠道销售额占比 ...

4月29日，彭博社报道称，法国体育用品零售商迪卡侬正在考虑出售中国业务30%的股权，已经吸引了潜在投资者。报道称，目前的关键问题集中在股权规 模上，因为参与方可能不满足于仅获得少数股权。 路透社补充报道称，这次交易将以至少10亿美元的业务估值展开。迪卡侬并未回应出售股权的相关事宜，但称，公司始终致力于在中国市场长期发展。 2023年，时任迪卡侬CEO的Barbara Martin Coppola在采访中透露，中国市场是迪卡侬营收排名前五，迪卡侬中国也是除法国外第一个拥有完整产业链的海外 市场。 今年3月，迪卡侬任命Javier Lopez接替Coppola的CEO职位。打造多领域的专业运动品牌、上探高端是Coppola在任期中的核心主张，在她任期内，迪卡侬焕 新了企业形象、重组了旗下品牌，并重新定义了实体店和电商的客户体验，将打造迪卡侬的数字化体验列作工作重点。 据迪卡侬财报，2024年集团营收达到162亿欧元，按固定汇率计算同比增加5.2%；净利润7.87亿欧元，同比下滑了15.47%。但在Coppola的主导下，迪卡侬的 数字化销售额(涵盖自有电商、第三方平台及门店的线上订单三大板块)占比提升到了20%。 ...

迪卡侬南京夫子庙店负责人邱晨曦介绍，该店作为迪卡侬中国2025年首家新开门店，展现出企业 对南京体育消费市场的信心。新店即将开业，其间将发放70万张消费券以促进体育消费。同时，作为 江苏首家迪卡侬循环经济门店，将通过巧妙结合运动装备循环利用与环保理念，为体育消费与可持续发 展融合实践提供创新范例。 "首店"引领潮流，助力南京"运动经济"持续升温。2025年一季度，南京体育"首店经济"加速扩容， 一系列运动户外品牌密集落地，不仅为新街口等核心商圈注入运动消费新活力，更以"首店经济+场景创 新"模式，推动南京向国际消费中心城市加速迈进。 活动当日，五大户外运动路线首发。骑行、登山、徒步、自驾、露营等五大主题打卡路线，串联起 紫金山、老山、玄武湖、江心洲等户外运动目的地，让运动深度融入南京市民的品质生活。 4月至5月是南京水上运动文化季，依托秦淮河、玄武湖等水域资源，联动沿线赛艇俱乐部、水上 运动基地等十余家体育企业，本次消费季面向市民发放超2000张水上运动培训体验券。此外，我市还 将在迪卡侬夫子庙店、汤山百联奥特莱斯等地开展皮划艇、桨板等水上运动体验活动，打破场地限制， 让水上运动文化触手可及。 五一前夕，4月 ...

埃德·斯塔克是迪克体育用品公司的执行董事长，照片摄于匹兹堡罗斯公园购物中心的迪克"运动之家"。靠着这些简单的诀窍，埃德·斯塔克（Ed Stack）将 父亲的小生意打造成了价值超180亿美元的体育用品帝国。 十几岁时，埃德·斯塔克开始在父亲的店里帮忙，那时他很讨厌这份工作。别的孩子都在外面打棒球，他的暑假却要耗在父亲理查德·"迪克"·斯塔克 （Richard "Dick" Stack）的迪克鱼饵钓具店（Dick's Bait and Tackle）里。这是一家600平方英尺的体育用品小店，位于纽约的宾厄姆顿。 当时还是个毛头小子的斯塔克要负责从运货卡车上卸货、贴价格标签，还经常和父亲发生争执，他的父亲可是个严厉苛刻的老板。他满心盼着自己某天能 上大学，然后再也不回来。 迪克·斯塔克于1948年开设了第一家迪克鱼饵钓具店，当时他18岁。他用从祖母那里得来的300美元启动了这门生意。图片来源：Dick's Sporting Goods 这便是美国最伟大的零售成功故事之一那出人意料的开局。尽管斯塔克曾幻想永远离开家乡，但从纽约州罗切斯特的圣约翰费舍尔大学（St. John Fisher University）取得会计 ...

Financial Data and Key Metrics Changes - The company's pretax sales revenue, including wholesale and retail, declined by a mid-single digit percentage year-over-year [3] - The gross margin for directly operated stores decreased by 4.4% year-over-year and 2.1% compared to August [6] - The company expects full-year profit to decline by 35% to 45% based on market expectations [25][46] Business Line Data and Key Metrics Changes - Retail performance was slightly better than wholesale, with online channels driving overall retail sales [3][4] - Direct-to-consumer online sales accounted for approximately 40% of total direct retail sales, showing a year-over-year increase [4] - Same-store traffic showed slight improvement compared to the first half of the year, but overall performance remained negative [5][17] Market Data and Key Metrics Changes - The company noted that foot traffic in offline channels weakened during the quarter, although there was some improvement compared to H1 [5][17] - The average store size continued to show year-over-year growth, despite a high single-digit decline in total same-store sales [7] Company Strategy and Development Direction - The company is strategically prioritizing inventory management and plans to utilize various promotional activities to improve inventory positions [2][3] - There is a focus on omni-channel operation efficiency, including precision store openings, renovations, and closures [7] - The company aims to collaborate with brand partners to achieve planned inventory improvements by the end of the year [5][66] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the offline retail network, believing that opportunities still exist despite current pressures [17][19] - The company remains committed to inventory optimization and expects to see improvements by the end of the fiscal year [45][66] - Management highlighted strong commitments from brand partners to the China market and the intention to strengthen collaborations [67] Other Important Information - The company capitalized on major online shopping festivals, resulting in double-digit worldwide growth in overall online sales [4] - The company is taking a proactive approach to store closures, particularly for underperforming locations [6][19] Q&A Session Summary Question: Inquiry about NACI's performance and market outlook - Management discussed recent communications with NACI's new global CEO, emphasizing the importance of the China market and potential synergies in product offerings [12][13] Question: Future offline retail network considerations - Management acknowledged pressures in the offline retail network but maintained a positive outlook, emphasizing the need for omni-channel operations [17][19] Question: Clarification on sales performance and profit guidance - Management confirmed that while Q3 performance was better than expected, they still anticipate a decline in profits for the full year [25][26] Question: Discount rates and inventory management - Management explained that discount rates have deepened due to inventory clearance efforts and increased online sales, but they are optimistic about inventory management [29][30] Question: E-commerce performance and strategies - Management highlighted the growth of online sales, particularly through live streaming and private channels, and emphasized the importance of resource allocation to online sales [33][35] Question: Store rental fees and brand support - Management indicated that store rental fees will depend on negotiations with property management companies and noted strong brand support for the China market [40][42] Question: Inventory synchronization with NACI - Management outlined strategies for inventory control and collaboration with NACI to optimize inventory levels [61][63]

Financial Data and Key Metrics Changes - The overall revenue fell by 7.9% to RMB 13.05 billion, primarily due to subdued macroeconomic demand and diminished foot traffic from offline customers [12][7] - Retail business revenue decreased by 8.9% to RMB 10.92 billion, while wholesale business revenue fell by 2.2% to RMB 2.04 billion [12] - The company registered a 35% decline in pretax profit, but operating cash flow rose by 2.5% [10][11] - The dividend payout ratio was 99.9%, maintaining a leading position in the industry [5][11] Business Line Data and Key Metrics Changes - The main brand sales revenue fell by 8.1% to RMB 11.35 billion, contributing 87.6% to total sales revenue, while other brands accounted for 12.4% of revenue, marking a slight rise of 0.2% [12] - The gross profit margin experienced a year-on-year decline of 3.6%, attributed to increased discount rates and a shift in sales distribution towards lower-margin wholesale channels [12][15] Market Data and Key Metrics Changes - The overall consumer market remains unclear, but supportive macroeconomic policies are anticipated to stimulate consumption [5][36] - The company noted a shift in consumer behavior from in-person to online shopping, which has increased the pressure on physical retail [36][37] Company Strategy and Development Direction - The company is committed to a flexible omni-channel strategy, enhancing integrated retail frameworks that merge online and offline channels [4][36] - There is a focus on broadening category layouts and solidifying market advantages across various sports sub-sectors [4][36] - The company aims to adapt to changing consumer preferences and enhance user experience through targeted optimizations [4][38] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by a sluggish macroeconomic environment but expressed confidence in the long-term strategy and cash flow management [5][36] - The company anticipates beneficial shifts in the consumer market as macroeconomic policies take effect, despite the current unclear market conditions [5][36] - Management remains cautious about the second half of the year, projecting a potential decline in profits [86][87] Other Important Information - The company has maintained a strong cash generation capability, with net cash flow from operating activities reaching a billion, marking a 2.5% rise from the same period last year [28][29] - The number of directly operated stores decreased by 396, with a focus on optimizing store layouts and improving efficiency [41][40] Q&A Session Summary Question: Inventory management and new CEO impact - The company plans to work with brands facing inventory issues and is optimistic about the new CEO's potential to improve product innovation and market share in China [61][66][70] Question: Strategies for the November 11 shopping event - The company is mobilizing online and offline resources for the shopping event, acknowledging high industry inventory levels and the importance of this sales opportunity [73][74] Question: Market sentiment and consumer behavior changes - Management noted that government initiatives, such as consumption coupons, are positively impacting consumer sentiment, although quantifiable effects remain uncertain [75][90]

耐克、阿迪代理商滔搏半年利润下滑 35%。 滔搏运动港股公告称，因宏观消费疲软拖累行业零售环境，线下客流减少，收入同比下降；又因为 要处理库存，加大折扣，线上折扣率更深且占比增加，导致毛利率下滑，最终公司预计截至 8 月底 的近六个月，净利润同比下滑约 35%、至 8.7 亿元。滔搏今日股价大跌 16.17%，今年以来累计跌 幅超过六成。同日李宁跌超 4%、安踏跌超 3%。 宁德时代减产锂电原料，机构称锂价可能跌到头了。 瑞银报告称，宁德时代已暂停在江西的锂云母生产，影响中国碳酸锂 8% 的月产量，预计锂价年内 将上涨 11% 至 23%；此前宁德时代锂业务已经连亏两个月，终于开始减少供应。受此消息影响， 今日碳酸锂期货主力合约价格大涨 7.91%，天齐锂业股价涨超 13%、赣锋锂业涨 9%。锂价止跌回 升将给仍在价格战中的新能源车企带去更大压力。 东风本田裁员，三座工厂停产两周。 美的香港 IPO 拟按招股价上限定价。 媒体援引知情人士消息称，美的倾向以 54.8 港元上限定价，发售 4.921 亿股股票，最多募资 356 亿 港元，或为三年以来港股最大规模 IPO。高瓴和新加坡政府投资公司（GIC）正在考 ...