Group 1 - Nike is returning to Amazon after exiting in 2019 as part of efforts to restore growth and repair relationships with key wholesale partners [1] - The return is driven by Nike's CEO Elliott Hill, who emphasizes a commitment to wholesale partners like Dick's Sporting Goods and Foot Locker [1] - Nike aims to invest in its market presence to provide suitable products and personalized experiences across various shopping channels, including Amazon [1] Group 2 - Amazon has faced tension with brands due to issues with counterfeit products and competition from its private label offerings [2] - Not being on Amazon poses a high risk for brands, as many consumers use the platform for quick searches, potentially losing business to competing products [2] - Nike previously struggled to control the sale of its products on Amazon, leading to challenges in managing product listings and verifying authenticity [2]

北京时间5月5日，F1迈阿密大奖赛落下帷幕， 皮亚斯特里延续着本赛季的强势表现，拿下赛季三连冠的同时，也让迈凯伦车队六站五胜继续领跑积分 榜。 在任何一个体育商业联盟里，这样的表现都足以让包括赞助商在内的一切利益相关者为之振奋，但迈凯伦的运动服装赞助商Castore却笑不出来了——据 SportsBusiness报道，迈凯伦车队已决定提前终止与Castore的合作，下赛季将大概率重回PUMA怀抱。 截至发稿，Castore官网上迈凯伦车队服装仍在售卖 从2021年携手迈凯伦车队闯入F1赛道，到后来合作红牛车队开启王朝周期，再到近期签下Alpine车队扩大赞助规模，Castore大有横扫围场之势。但这一切 构想，在品牌失去迈凯伦之后，都将被按下暂停键。 回看2023年双方续约合作之时，迈凯伦车队还表示，「 Castore 高质量 的 服装能够让运动员在任何条件下发挥出最佳水准。」短短两年就转变态度，背 后必然有着复杂的关系。 图源：footballkitarchive.com 2022-23赛季，Castore以300万英镑一年的价格，与维拉达成长期合作协议。只是到了赛季中，多位队员反馈的球衣排汗问题，导致这份 ...

Core Viewpoint - Nomura has downgraded the target price for Li Ning by 7% from HKD 17.4 to HKD 16.2 while maintaining a "Neutral" rating due to macroeconomic uncertainties and intensified competition in the sportswear industry [1] Group 1: Company Performance - Li Ning has maintained its full-year performance guidance despite the downgrade in target price [1] - The company's retail sales in the first quarter recorded low single-digit growth year-on-year, which is generally in line with market expectations [1] - Sales performance in January and February exceeded expectations, but the sales atmosphere weakened in March and April, particularly in offline channels [1] Group 2: Industry Context - The sportswear industry is facing increased competition, which is expected to negatively impact Li Ning's sales and profitability in the second and third quarters [1] - Macroeconomic uncertainties are contributing to the challenging environment for the company and the industry as a whole [1]

奇普·威尔逊看到了中国技术服装行业竞争升级的开篇。 文丨朱丽琨 编辑丨钱杨 黄俊杰 奇普·威尔逊（Chip Wilson）现身时穿着始祖鸟 T 恤、lululemon 短裤和萨洛蒙（Salomon）的鞋。如果是 其他人这么穿，倒很常规，它们都是时下火热的品牌。但对这个加拿大人来说，这么打扮恰如其分——他 是 lululemon 的创始人，虽然已离开，但依然直言不讳地表达意见，引发争议。不过，他如今正在学着少 说两句。他现在持有亚玛芬体育（Amer Sports）近 21% 的股份，始祖鸟、萨洛蒙正是它旗下的品牌。他 这次来中国主要为参加亚玛芬董事会会议。 最近，威尔逊开始积极更新一份 newsletter，"技术服装变革"。每一期写一个品牌，尤其是北美市场热门 品牌和新出现的品牌， 比如现在被视作 lululemon 最大对手的 Alo Yoga、聚焦健身举重服饰的 GymShark 以及女士泳装品牌 Left On Friday。 他 1998 年创立 lululemon ，开启了用技术提升服装性能的风潮，如今有不少新品牌参与到这场浪潮中。他 对于自己开启了这个浪潮深感自豪，也对 lululemon 这样的 ...