| 市场概况 > 耐克 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 62.54 USD | | | | | | + 关注 | | +1.71 (2.81%) ↑ 今天 | | | | | | | | 收盘时间: 6月26日 GMT-4 下午5:47 · 免责声明 | | | | | | | | 盘后价 66.34 +3.80 (6.08%) | | | | | | | | 1 天 6 个月 | 5天 1个月 | YTD | 1年 | 5年 | 最大 | | | 68 | | | | | | | | 66 | | | | | | | | 64 | | | | | | | | 62 | | | | | | 昨日 | | | | | | | | 收盘价 | | 60 | | | | | | 60.83 | | 上午10:00 下午12:00 | | 下午2:00 | | 下午4:00 | 下午6:00 | 下午8:00 | | 开盘 市值 | 61.56 | | | 923.08亿 | 52 周高点 | 94.74 | | 最高 | 62. ...

Core Viewpoint - Nike plans to gradually increase prices starting in the fall of 2025 due to rising costs associated with tariffs, which are expected to add approximately $1 billion to total expenses [1] Summary by Relevant Categories Pricing Strategy - Nike will begin implementing price increases in the fall of 2025 [1] Cost Implications - The additional total costs due to tariffs are projected to be around $1 billion [1]

女性跑完一英里，约1609.344米，最快需要几分钟？ 肯尼亚选手菲斯·基普耶贡（Faith Kipyegon）在2023年7月22日告诉你—— 4分07秒64 。 普通人或许对这个成绩没有概念。举个例子，各地体育中考800米满分在3分30秒左右，大学生800米 满分在3分15秒左右。假如你和基普耶贡同时出发竞逐800米，可能一圈还没跑完，对手已经冲过终 点线了。 女子一英里成绩的认证历史其实并不悠久。1967年，国际田联开始承认女子一英里跑步世界纪录； 1989年，罗马尼亚选手保拉·伊万创造了4分15秒61的世界纪录，这一成绩保持了较长时间。 34年之后，基普耶贡将这一成绩提升了8秒左右。 如今，基普耶贡又要将成绩提高近8秒左右， 这次用时只有不到两年 。 6月26日，基普耶贡将在巴黎进行"破4"挑战——4分钟内完成1英里竞速。长达几十年的时间里，这 一挑战被视为"不可能完成的任务"，尤其对女性运动员而言。在耐克专业团队的帮助下，基普耶贡有 机会改变游戏规则，成为跨越这一门槛的女性"第一人"。 作为三届奥运冠军、世锦赛金牌得主、完成50天内三破世界纪录壮举的顶级中长跑运动员，基普耶 贡说道："我在想，下一步 ...

Core Insights - The premium running shoe market is experiencing significant growth, with brands like On and Asics reporting substantial sales increases, particularly in the Asia-Pacific region [1][2] - High-priced running shoes have transcended their functional role to become status symbols among the middle class, akin to luxury handbags [2][7] - The trend of "aesthetic ugliness" is emerging in the running shoe sector, where functionality and brand value are prioritized over traditional aesthetics [5][9] Brand Performance - On reported a 43% year-on-year increase in net sales for Q1, with the Asia-Pacific region seeing a remarkable 130.1% growth [1] - Asics also showed strong performance with a 19.7% increase in sales, with performance running shoes contributing nearly half of its total sales [1] - The parent company of Arc'teryx, Amer Sports, is benefiting from the popularity of its brands like Salomon, which is becoming a staple among the new middle class [1] Consumer Behavior - Middle-class consumers are increasingly viewing expensive running shoes as a form of "symbolic consumption" to combat anxiety and demonstrate their commitment to an active lifestyle [7][8] - There is a growing trend of "preventive consumption," where consumers invest in high-quality running shoes as a way to safeguard their future health [8][9] - The demand for premium running shoes is driven by a desire for both physical and social fulfillment, making running a popular activity among elite groups [9] Market Dynamics - The running shoe market is characterized by a competitive landscape where brands are innovating and marketing aggressively, despite many shoes having minimal technological advancements [12][13] - The perception of running shoes as a "luxury" item is leading to a paradox where consumers are willing to pay a premium for perceived quality, even if the actual performance difference is negligible [12][13] - As the market matures, brands will need to balance storytelling and value to maintain consumer interest and loyalty [14][15]

Core Viewpoint - The article discusses the transformation of the consumer landscape in China, highlighting the shift from traditional brands to domestic brands driven by the new generation of consumers, particularly the Z generation, who prioritize practicality and value over brand prestige [3][4]. Group 1: Key Trends in New Consumption - The new consumption trend is characterized by a collective disillusionment with foreign brands, as consumers increasingly favor domestic products that offer better value for money [6][7]. - The rise of domestic brands is not driven by nationalism but by a rationalist approach to consumption, leading to a K-shaped differentiation among domestic brands, where innovative brands thrive while traditional ones decline [12][13]. - The automotive industry is witnessing a significant shift towards domestic electric vehicles, with domestic brands capturing over 60% of the market share by 2024, driven by advancements in technology and consumer preferences [9][10]. Group 2: Changes in Consumer Behavior - New consumers are increasingly focused on self-satisfaction, leading to a redefinition of social interactions and consumption patterns, where personal happiness takes precedence over societal expectations [28][32]. - The tourism industry is experiencing a boom, with record-high participation rates, reflecting the desire for personal experiences despite economic constraints [30][32]. - The rise of the "single economy" and "宅经济" (home economy) is reshaping consumer demands, with a preference for personalized, convenient products and services [34][35]. Group 3: Channel Dynamics - Traditional retail channels are rapidly declining as new consumption models emerge, exemplified by the success of snack wholesale stores that offer lower prices and a wider variety of products [20][23]. - The shift towards instant retail is gaining momentum, with projections indicating that the market will exceed 1 trillion yuan by 2025, highlighting a significant change in consumer purchasing behavior [36][37]. - The article emphasizes the need for brands to adapt to the changing landscape, as traditional strategies become less effective in the face of evolving consumer preferences [27].

以下文章来源于每日人物 ，作者每人作者 每日人物 . 格局悄然改变。 作者 | 饶桐语 编辑 | 西打 来源 | 每日人物 (ID: meirirenwu) 商场一楼，挤满"四大金刚" 上海黄浦区，坐落于南京东路东端的宏伊国际广场，一家巨大的商铺悄悄换了招牌。 店铺的前租客，是来自韩国的美妆品牌悦诗风吟。2015年拿下这家商铺时，悦诗风吟不 过才进驻中国三年，就在上海最繁华的商圈南京东路，搭建了其创立以来亚洲最大的旗 舰店，800多平方米，足足三层楼。开业那天，彼时还是韩国顶流的明星李敏镐也来了， 作 为 代 言 人 ， 他 给 悦 诗 风 吟 剪 彩 、 站 台 ， 一 时 间 风 头 无 两 。 所 有 人 都 从 上 海 初 冬 的 风 里，感知到了悦诗风吟扩张的野心。 轻商业，懂生活。 但七年之后的2022年，颇像一个时代的隐喻，旗舰店换了门脸。泡泡玛特的招牌挂了上 去，这家潮玩企业如今凭借旗下IP LABUBU，火遍全球。在这里，年轻人们一边打卡， 一边把店铺的游玩攻略上传到社交平台，光是在小红书，相关的笔记数量就突破了80万 篇——如果按照它的开业时长计算，大概每10秒钟，就有一个人分享Ta的体验 ...

以下文章来源于36氪财经 ，作者谢芸子 郑怀舟 36氪财经 . 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 文 ｜ 谢芸子 编辑 ｜ 郑怀舟 来源｜ 36氪财经（ID：krfinance） 封面来源 ｜ 品牌官方微 博 因为一场收购，一个国产瑜伽品牌获得了市场的更多关注。 2023年10月，安踏体育发布公告称，公司旗下的一家附属公司，已成功收购MAIA ACTIVE（玛伊娅，以下简称MAIA）75.13%的股份。 MAIA成立于2016年，是专为亚洲女性设计瑜伽服装的国产品牌。在此前的报道中，2022年，MAIA主打产品"腰精裤"的销量就突破了30万条；另据此前官 方预测，在这一年度，MAIA的全平台的销售额约5亿元。 然而，在线上线下融合的过程中，MAIA遇到瓶颈，选择拥抱安踏获得更全面的发展。 2023年12月，MAIA创始人在朋友圈发文称，"将在未来一个月卸任MAIA的实际工作，但会继续作为股东与创始人支持MAIA。" 次年5月，原安踏集团零售副总裁赵光勋被任命为MAIA ACTIVE的品牌总裁，直接向安踏集团专业运动群首席执行官、安踏主品牌负责人CEO徐阳汇报。 而在安踏体育2024年的半 ...

Group 1 - The core viewpoint of the article indicates that the sales momentum for domestic and international sportswear brands in China is slowing down, with a focus on consumer self-satisfaction rather than competitive sports [1] - Nomura's report highlights that the sales sentiment for major sportswear brands has weakened in the second quarter of this year, particularly during May and June [1] - The report anticipates that the sluggish sales momentum for major sportswear companies will persist until the second to third quarter of 2025, primarily due to weak sales in lower-tier cities and intensified competition in the apparel segment [1] Group 2 - The report expresses a positive outlook for Anta Sports (02020.HK) and AMER despite the overall slowdown in the market [1]

在国内社媒平台，率先发出"无鞋可穿"呼声的是鞋码超过40的大码女性消费者。她们指出，女款运动鞋的最大码往往止步于40码且长期缺货，"想买大码 只能被迫选择男款"。 图源小红书搜索页 一双合脚的鞋，往往是人们开启运动的第一件装备，但不少女性正面临"买不到鞋"的现实困境。 放眼整个消费市场，更多运动女性面对的则是"想买的新款运动鞋根本没有女码"的无奈。 精练GymSquare在电商购物平台搜索后发现，从球鞋、跑鞋，到新晋热门单品越野鞋，相比男鞋从款式到码数均供货较充足的状况，女性消费者的功能性 运动装备，在当下市场的选择空间更加狭小。 运动鞋大码甚至女码缺席的现象，在女性运动热潮、"她经济"蓬勃发展的当下，显得格外矛盾：各大运动品牌纷纷高调宣布加码女性市场，但真实情况是 女性运动装备的选择依然捉襟见肘。 不过，恰恰是这种矛盾的凸显，也正在成为推动市场变革的催化剂——被隐形的鞋码背后，是长期以来女性运动需求被边缘化的现实。当越来越多不甘沉 默的声音汇聚，失衡的供需现状也是时候发生改变了。 一、运动市场火热，女性运动鞋"缺席" "大码运动鞋也买不到，很多40/41码其实都是男款，不适合女性的脚。" 在精练GymSqu ...

Core Insights - Anta Sports has successfully acquired 75.13% of MAIA ACTIVE, a domestic yoga apparel brand focused on Asian women, enhancing its presence in the women's segment of the market [1][3] - MAIA's sales reached approximately 500 million yuan in 2022, with its flagship product, "waist-optimized pants," selling over 300,000 units [1] - The transition of MAIA's control to Anta is seen as a strategic move to overcome challenges in the online-to-offline integration process [2][3] Company Strategy - MAIA's new president, Zhao Guangxun, aims to maintain the brand's original tone while implementing strategic adjustments to focus on the mid-to-high-end market [5][13] - The brand has streamlined its product line by eliminating 10%-15% of non-core SKUs and is now concentrating on yoga-related products [13][19] - MAIA plans to expand its store count from approximately 45 to around 55, focusing on larger experiential stores [18][19] Market Positioning - MAIA aims to become the leading yoga brand in China and Asia, competing directly with established brands like Lululemon [8][26] - The brand's strategy includes a focus on product innovation tailored to the needs of Asian women, differentiating itself from Western brands [29][30] - MAIA's marketing efforts are bolstered by the appointment of new brand ambassador, Yu Shuxin, to embody the brand's "high-energy, high-emotional value, and high-deserving" image [8][33] Financial Performance - MAIA's revenue distribution has shifted from 100% online to a more balanced approach, with current estimates at 40% online and 60% offline, indicating a significant growth in offline sales [38][41] - Membership numbers have doubled since Zhao's appointment, reflecting successful community engagement strategies [35] Operational Efficiency - Anta's acquisition has led to more systematic management practices, enhancing logistics, supply chain control, and resource allocation [41][42] - The integration of the original team with new management has been smooth, fostering a collaborative work environment [42]