Financing Dynamics - Thai company IMCOCO, specializing in the coconut water supply chain, has completed a Pre-A round financing of over 100 million yuan, led by Insignia Ventures Partners and followed by Tiantu Investment. The funds will be used for factory capacity expansion, global branding of its ONLIFE brand, and establishing a headquarters in China [3] - IMCOCO, founded in 2023 and headquartered in Bangkok, operates in four main areas: coconut planting, cross-border trade of coconut products, raw material research and production, and coconut water beverage processing. It boasts the only 10,000-ton coconut water production base in Thailand and a standardized supply system for coconut products globally [3] Brand Dynamics - Ussu Beer has launched a new product called "Dian Chi," entering the functional beverage market. The product features a low-sugar design and is enriched with taurine, vitamins B6 and B12, niacinamide, and Tianshan snow lotus extract, adding a unique regional characteristic [8] - Oreo has announced a collaboration with American artist Selena Gomez to launch a limited edition cookie inspired by her favorite horchata drink. The cookies will be available for pre-sale on June 2 and will feature unique designs, including a collectible cookie with Selena's signature [18][19] Company Performance - Amer Sports reported a 23% year-on-year increase in revenue for Q1 2025, reaching $1.47 billion, driven by strong demand for its brands Arc'teryx and Salomon, particularly in footwear. The company has raised its full-year revenue growth forecast to 15%-17% [20][22] - The market capitalization of Honey Snow Group has surpassed 200 billion HKD, making it the second-largest listed company in Henan, following Muyuan Foods. The stock price reached 535 HKD per share, exceeding Tencent's stock price [12][15] Personnel Dynamics - Gucci has appointed Maria Cristina Lomanto as the new president for the EMEA region, effective June 1, replacing Matteo Mascazzini. Lomanto has extensive experience in the luxury goods industry [24] - Bi Yin Le Fen has announced a managerial change, appointing Xie Yang as the new general manager, following the resignation of the previous general manager Shen Jindong. This move aims to optimize the management structure [27] - Inditex has announced significant personnel changes, including the appointment of Fernando de Bunes Ibarra as the new sustainability director and Ignacio Fernández Fernández as the new general manager, indicating a strategic reshuffle within the company [28]

Core Viewpoint - The article highlights the significant achievements of Longhua District in Shenzhen regarding brand development and the promotion of high-quality consumer goods, emphasizing the importance of brand building in driving economic growth and consumer satisfaction [5][6][10]. Group 1: Brand Development Initiatives - Longhua District has successfully included 13 local enterprises in the list of 74 recognized brands in the Shenzhen (Bay Area) known brands, showcasing its strong brand presence [5][11]. - The district has established a leadership group for brand development, implementing various plans and measures to enhance brand quality and recognition since 2018 [7]. - The "Three Products" strategy aims to improve product variety, quality, and brand influence, with Longhua being recognized as a model city for this initiative [6][12]. Group 2: Technological Integration and Innovation - The district is leveraging digital technology to enhance brand value, focusing on integrating digitalization into the consumer goods industry to meet evolving consumer demands [8][10]. - Longhua has positioned itself as a leader in smart manufacturing, utilizing advancements in industrial internet, artificial intelligence, and 5G technology to drive innovation and brand development [9][10]. - The "Digitalization Action Plan" aims to significantly enhance the integration of digital technology in the consumer goods sector by 2025, fostering the creation of new and high-quality products [8]. Group 3: Quality Improvement and Market Expansion - Longhua District is actively promoting quality management practices and has implemented policies to support green, low-carbon, and digital development for enterprises [12]. - The district has organized events like "Quality Month" to recognize exemplary quality enterprises, encouraging continuous improvement in product quality [12]. - Local companies are participating in exhibitions to enhance brand visibility and expand market reach, contributing to the overall growth of the consumer goods sector [9][11].

智通财经APP获悉，英国风衣制造商巴宝莉(BURBY.US)第四季度销售额降幅低于市场预期，而全年调 整后营业利润达到2600万英镑，高于市场预期，但远低于上年的4.18亿英镑。巴宝莉还计划裁员近五分 之一，其新任首席执行官正试图扭转颓势。此前，由于全球奢侈品需求下滑，该公司进军高级时装的努 力以失败告终。 这家总部位于伦敦的公司计划在未来两年内再节省6000万英镑(8000万美元)，影响多达1700个职位，相 当于其全球员工总数的18%。在此之前，该公司首席执行官Joshua Schulman于去年11月制定了4000万英 镑的节省计划。 巴宝莉股价一度上涨10%，创下一个多月来的最高盘中涨幅。由于美国总统唐纳德·特朗普的关税打击 了消费者信心，截至周二收盘，巴宝莉年内下跌16%。去年，该公司被剔除出英国基准富时100指数。 Third Bridge分析师Yanmei Tang表示："巴宝莉的风衣虽然是无可争议的标志，但也带来了商业挑战。作 为一款终身产品，它自然限制了重复购买的频率——不像那些能吸引顾客一季又一季回购的潮流单 品。" 在Schulman的领导下，巴宝莉与Kate Winslet和Jerry ...

这是新消费智库第 2 6 2 4 期文章 新消费导读 1. 甘源推出两种全新风味坚果 新消费 1. 甘源推出两种全新风味坚果 近日， J immy Choo 与 Malbon 再度推出高尔夫联名限定系列，最新系列巧妙融合 Malbon 在高尔夫休闲服饰领域的经典美学与 J immy Choo 标志性的奢华格调，并在第一代成功合作基础上全新升级 。 （ TOPBRAND ） 2. DQ 推出 0 蔗糖减脂酸奶冰淇淋碗 3. J immy Choo 联手 Malbon 发布高尔夫联名系列 4. HOKA CLIFTON 10 跑鞋正式发布 5. 李子园推出 AD 钙奶 6. 中粮包装今日正式从港交所退市 7. Happy Howl 获得种子轮融资 8. 百合股份拟收购新西兰 Ora 56% 股权 9. 女性健康品牌 Moom Health 获融资 10. Argand Partner s 收购舞蹈服饰品牌 Capez io 母公司 11. BOSS 官宣崔胜哲为全球品牌代言人 12. 24 小时无人健身空间 The Gym Pod 登陆香港 13. 紫燕食品在长沙成立新餐饮公司 14. Blue Bottle C ...

Core Viewpoint - Shenzhen has expanded its duty-free shopping network with over 400 stores now offering immediate tax refunds for international travelers [1] Group 1: Duty-Free Shopping Expansion - The Shenzhen Municipal Bureau of Commerce and the State Taxation Administration of Shenzhen have jointly released the ninth batch of duty-free store listings [1] - The stores cover various sectors including electronics, fashion apparel, and home products [1] - The immediate tax refund service allows international travelers to receive a refund in RMB equivalent to the tax amount at the point of purchase after signing an agreement and processing a credit card pre-authorization [1]

这是新消费智库第 2 6 1 6 期文章 新消费导读 1.Crocs携手Marimek ko推出首款合作系列 2.怡宝魔力运动饮料1L装新品全国上市 3. Inner Brightnes s推出Ak kermans ia益生菌补充剂 4.必胜客披萨有蛇出没 5.承德露露跨界推出露露草本「养生饮」 6.圣农发展拟11.26亿元收购太阳谷剩余54%股权 7.达能拟在德国爱他美工厂进行重大投资 8.美国拟成立Ti kTok美国独立公司，亚马逊等多方竞购 9.联合利华宣布收购Wi ld 10.Safi lo收购眼镜品牌Blender s多数股权 11.真维斯关闭澳洲所有门店 12.ZITA TAN发布2025秋冬系列 13.上美股份AI智能化妆品无人车间已正式投产 14.GymNation打造全球首个于健身房中的酒店 15.AUTEUR发布「星际漫游」系列 新消费 1.Crocs携手Marimek ko推出首款合作系列 怡宝官宣魔力运动饮料1L装新品全国上市。新品特别添加电解质、氨基酸、GLU葡萄糖和维生素B6，助力身体代谢、提供能量，1L大容量， 为不同流汗场景提供补充。（食业头条） 3. Inner Bright ...

艰难环境下，一些新品牌依然在天猫脱颖而出：今年天猫双 11 开卖阶段，有 469 个新品牌拿下所在趋势 品类第一，比起半年前的 618 开卖阶段爆发更猛，登顶新品牌数量增长了 100 个以上。 时尚功能性服饰品牌 SIINSIIN 双 11 首日开卖 40 分钟，成交额超过去年首日全天，超级单品轻塑鲨鱼裤 单品成交额突破 3500 万元；鲜奶品牌悦鲜活双 11 首日销售额较去年同期增长 83%，仅一天的销售额就超 过去年的第一波段，押注的 0 乳糖新品 4 小时销售额破千万元；ISEE MIGGA 在与 BURTON、迪桑特等 国际一线大牌的同台竞争下，依然成为滑雪服品类 TOP 3。 天猫可能依然是最适合做品牌的线上渠道，这是大多数商家们的共识。不仅因为每天有超过 3.5 亿人会打 开淘宝天猫；也不仅因为天猫擅长营销、提供了完备的商家做生意的工具；更重要的是，品牌一直是天猫 看重且坚定要长期服务的对象。 建立对新品牌更友好的经营环境 一位在消费行业打拼多年的创业者曾告诉我们，自己每两、三年就会见证一次流量红利的爆发，期间许多 新品牌起起伏伏，生于流量、死于流量，这让他意识到 "流量跟时间根本就不是朋友"。 ...