这是新消费智库第 2 6 2 5 期文章 新消费导读 1. BIRKENSTOCK 1774 推 出 ARIZONA COSNY 新 品 系 列 2. 卡夫亨氏在美国推出燕麦奶果冻布丁 3. 果子熟了推出 30% 果汁茶 4. 三只松鼠推出 60 款饮料新品 5. 味全上新每日 C100% 小番茄复合果蔬汁 6. 霸王茶姬正式登陆纳斯达克 7. 李未可获得数千万元战略融资 8. 杉海创新完成 C 轮近亿元融资 9. Prada 超 100 亿元收购范思哲 10. AI 耳机 " 未来智能 " 获数千万元融资 11. Jordan 品牌推出全新高尔夫鞋款 Air Rev 12. 卤制品 三巨头大幅关店 13. LV 官宣徐明浩为新任品牌大使 14. 沃尔玛供应商招募系统全新上线 15. 爱奇艺 将开启直播带货 新消费 1.BIRKENSTOCK 1774推出ARIZONA COSNY新品系列 BIRKENSTOCK 1774推出Ari zona CosNy新品系列，由1774巴黎创意工坊打造，选取轻韧尼龙材质，内衬超细纤维填充层，并配可调节 的魔术贴搭扣。保留Ari zona勃肯标志性鞋型的辨识特征的基础上，放 ...

Core Viewpoint - The luxury goods industry is witnessing a significant merger as Prada plans to acquire Versace for $1.375 billion, marking a notable shift in the competitive landscape of high-end fashion [1][4]. Group 1: Acquisition Details - Prada announced its intention to acquire Versace for $1.375 billion, with the deal expected to close in the second half of 2025, pending regulatory approvals [1][4]. - This acquisition price represents a decrease of approximately one-third compared to the $2.15 billion paid by Capri Holdings for Versace in 2018 [4][6]. - Versace's projected sales for fiscal year 2025 are expected to decline to $810 million, while Prada's revenue for fiscal year 2024 is reported at €5.432 billion, reflecting a 17% year-on-year growth [6][7]. Group 2: Financial Performance - Capri Holdings reported a 6.9% year-on-year decline in Versace's revenue for fiscal year 2024, with a profit margin of only 0.4% [6]. - For the first nine months of fiscal year 2025, Versace generated $613 million in revenue but incurred a net loss of $41 million [6]. - In contrast, Prada's retail sales for its brands, including Prada and Miu Miu, showed significant growth, with increases of 4.2% and 93.2% respectively [6][7]. Group 3: Strategic Implications - The acquisition is seen as a strategic move for Prada to enhance its brand portfolio and leverage Versace's unique cultural narrative, which could provide new growth opportunities [8][12]. - Experts suggest that the merger could enrich Prada's brand matrix and increase its competitive edge in the global luxury market, although it may also introduce operational complexities [12][14]. - Capri Holdings aims to optimize its balance sheet and focus on its core brand, Michael Kors, following the sale of Versace, which may impact its competitive position in the high-end market [13][14].

Core Viewpoint - HSBC Research indicates that Prada's acquisition of Versace comes at an opportune time, potentially differing from its past unsuccessful mergers and acquisitions [1] Group 1: Acquisition Timing and Strategy - Prada's historical acquisition attempts have often ended in failure, but the current acquisition of Versace may be more successful due to strategic fit [1] - As both companies are headquartered in Milan, Prada is well-positioned to manage Versace more efficiently, potentially reducing store numbers and leveraging brand recognition more effectively [1] Group 2: Market Reaction and Price Assessment - Given the macroeconomic uncertainties and skepticism towards luxury goods, the timing and price of the acquisition may prove to be advantageous in hindsight [1] - HSBC maintains a target price of HKD 64 and a "Buy" rating for Prada, despite initial market concerns regarding the acquisition [1]

智通财经4月10日电，普拉达同意将以13.75亿美元收购范思哲。 ...

上海静安区"首发"再上新，打造"全球新品首发地示范区" 上海静安区"首发"又有新动作，"梵克雅宝春意侬侬"限时春日花径近日在南京西路上新。自恒隆广场经上海商城至玫瑰花园，沿途设置色彩 明快的春日花园与春风小亭等沉浸式艺术装置。限时春日花径另设有春日图书角，供访客停驻阅赏，不同年龄段的访客可预约参与不同主题的艺 术工作坊。4月12日与13日的下午，Dance Reflections by Van Cleef & Arpels"梵克雅宝舞蹈映像"项目支持的陶身体剧场也将上演。 2025年以来，静安区首发、首秀、首展不断，迎来数波"上新"热潮，持续巩固首发经济"头雁效应"。路易威登联合艺术家村上隆在巨鹿路开 出三家快闪店；阿迪达斯在永源路打造了"贝壳头"限时主题街区；宝格丽在张园举办"灵蛇特展"，活动吸引超7万人次参观，线上线下平台曝光量 突破11亿；本土品牌蕾虎再度携手英国哈罗德百货，打造新春限时快闪；罗意威之家静安嘉里中心店开业。3月16日，"首发上海"启动仪式在静安 张园举办，多项高品质首店及首发活动接连登场，巩固南京西路"世界橱窗"的地位。 "在推动和吸引首发、首展、快闪店等活动的过程中，静安区探索形成了一 ...

淘宝商品链接现在可以在微信内完成交易。 继淘天引进微信支付后，阿里（9988.HK）和腾讯（0700.HK）的互通更进了一步。现在打开分享 到微信聊天框里的淘宝商品链接，可以直接完成商品选购、下单和支付，期间用户可以登录淘宝账 户，以获得常用收货地址，不过仅限微信支付，如果想选用支付宝等其他支付方式，仍需跳转到淘 宝 App。经我们试验，部分商品在微信内购买享受的补贴不一样，价格比在淘宝下单贵，在微信内 购买部分拼多多（PDD.O）百亿补贴商品也会出现类似情况。 比亚迪有望提前两个月突破年销 300 万辆大关。 比亚迪（002594.SZ）今年前 9 个月销售了 274.9 万辆乘用车，比去年同期增长了 30.7%。鉴于比亚 迪 9 月单月销量达到 43.9 万辆，预计到 10 月累计销量突破 300 万辆几乎没有悬念，届时将超越去 年的全年销量。 台积电三季度收入超预期增长，客户 AI 支出保持高位。 台积电（TSM.N）宣布其在 7 月到 9 月间取得 7597 亿新台币收入（约 236 亿美元），同比提升 39%，高于市场预期的 7480 亿新台币。彭博智库认为这反映了下游对人工智能芯片，以及苹果、 高 ...