6月26日，南京西路商圈的太古汇揭幕其全新概念地标"路易号"。时至今日，"路易号"已亮相两周有 余。作为LV全球第三座以硬箱为灵感、唯一采用巨轮造型的艺术地标， "路易号"的打卡热潮能带来多 少消费转化？"路易号"创造了怎样的消费新场景？网红消费场景如何实现长红？ 2025年6月 7月1日至9日，澎湃研究所研究员多次造访"路易号"及其周边商圈，采访了13名前来打卡的市民和游 客，7家周边店铺的店长，并采访了上海社科院城市文化创新研究院执行院长、上海文化研究中心副主 任包亚明，探讨消费场景的意义与可持续运营的方法。 何为消费场景？舒适物的集合，生活方式的容器 2021年，《中华人民共和国国民经济和社会发展第十四个五年规划和2035年远景目标纲要》发布。文件 在"完善大中城市宜居宜业功能"章节中提出"营造现代时尚的消费场景，提升城市生活品质"。这是"消 费场景"概念首次出现在中央文件中。 但包亚明表示，在进入中央文件之前，"消费场景"这一概念已经在学术界持续了很长时间的讨论，形成 了成体系的"场景研究"领域。美国新芝加哥学派学者克拉克（Terry N. Clark）将场景理论发展成城市研 究新范式，强调城市空间中 ...

从"路易号"隶书到"汉仪尚巍手书"，市面上的丑字体泛滥成灾，早不是一天两天了。 01 "我们的字体，现在问题很大" 隶书单看其实不丑，但和英文搭在一起会有种诡异的不协调。而关于字体的问题，周围实在是太多了。 它花了两个多月装修，耸立在静安区兴业太古汇的门口，据称是继巴黎和纽约之后，LV第3座以硬箱为灵感装修的店铺，里头是展览+精品店+餐饮的聚合 体。"路易号"的巨轮造型极具雄心，寓意要在东方门户破浪前行，给奢侈品消费的寒冬打上一针强心剂。 进去过的人看了一眼菜单，午餐人均500元，晚餐人均800元，预约排号已经排到了20多天后。 住在附近的朋友，眼睁睁看着石门路、吴江路突然堵得走不动道，想扫一辆共享单车都难。有人开车过来，半个小时才开出500米。 在这个背景下，有一个细节引发热议。有设计师不小心抬头望了一眼船头的"路易号"中文，发现用的是隶书，拼命摇头："字体太low了，是设计师绝不会 选的隶书""这隶书丑到只能用最丑的英文字体Papyrus来搭配才协调""就算你是LV，也得是隶书""这是在致敬和谐号吗""这字体，看着就像老家才会开的 皮包店"。 最近，上海冒出一个新网红打卡地："路易号"（The Louis ...

Core Insights - The "Louis Vuitton" giant ship, known as "Louis," has become a popular attraction in Shanghai's Nanjing West Road, marking a significant milestone in the area's transformation into a "global top retail destination" [1][2] - The ship's design is inspired by Louis Vuitton's historical legacy of creating hard cases for transoceanic journeys, symbolizing Shanghai's port culture [1] - The presence of "Louis" has significantly increased foot traffic in the area, benefiting nearby businesses such as Starbucks, which has seen long queues due to the influx of visitors [1] Company and Industry Developments - Swire Properties is committed to enhancing the overall community of the Nanjing West Road area by integrating international retail concepts with local cultural elements [2] - Over the past few years, Swire Properties has collaborated closely with the Jing'an District government and various partners to upgrade the retail ecosystem of the Nanjing West Road area [2] - The Zhangyuan project on Nanjing West Road currently has only one-third of its total area open, with the remaining two-thirds set to open in phases starting mid-next year [2] - By the end of next year, the project will connect three underground subway lines, further elevating the area's commercial potential [2] - Swire Properties anticipates that Nanjing West Road will attract more renowned international and domestic brands, solidifying its status as a global consumption hotspot [2]

当一艘30米高的巨型"邮轮"破浪驶入上海南京西路商圈，当路易威登全球首座航海主题地标"路易号"以 层叠式硬箱骨架与金属Monogram花纹惊艳亮相，这座融合"展览+零售+餐饮"的复合型文化地标，不仅 刷新了国际品牌在华落地速度纪录，更以日均超万人次预约打卡的盛况，成为2025年上海"首发经济"现 象级事件。 韩置介绍，如今来到张园能明显感受到这里与两年前的巨大变化。在这里，百年石库门建筑与现代零售 场景深度融合，形成独特的"新旧对话"。游客既能品味岁月的沉淀，又能享受现代商业的时尚与便捷。 张园与兴业太古汇，一古一今，共同构筑起南京西路商圈独一无二的体验与魅力景观。 当然，太古地产的目标不止于商业成功，更注重项目所在区域的整体社区营造，致力于将国际前沿零售 理念与各地独特文化基因深度融合。过去几年，太古地产与静安区政府、合作伙伴及品牌伙伴紧密协 作，不仅推进商业项目开发，更推动整个南京西路商圈零售生态全面升级。在零售模式、消费场景和顾 客体验等方面持续创新，为区域商业价值注入持久动力。 "'路易号'的落地并非偶然。"太古地产零售业务董事韩置向观察者网表示，这是品牌方与兴业太古汇深 度共创的结晶，更是太古地产深 ...

Group 1: Louis Vuitton's Expansion - Louis Vuitton plans to open a flagship store in K11 Musea, Tsim Sha Tsui, Hong Kong by the end of 2026, which may become one of the largest flagship stores in Asia [1][3] - The new store will cover approximately 40,000 square feet and will integrate exhibition, dining, and retail functions, similar to the "Louis Ship" flagship store in Shanghai [3] - The rental model for the new store will be based on a commission from sales rather than a traditional fixed rent, raising questions about the return on investment for such high-cost physical locations [3] Group 2: Luxury Market Trends - The global personal luxury goods market is expected to reach between €362 billion and €369 billion in 2024, with a growth rate of 2% to 4%, indicating a slowdown compared to previous years [4] - Generation Z is becoming a significant force in luxury purchasing decisions, focusing on brand values, sustainability, and price transparency rather than just brand prestige [4] - The report emphasizes the importance of digital channels and the integration of online and offline experiences for driving sales, suggesting that brands need to balance cultural identity, consumer experience, and channel efficiency [4] Group 3: Leadership Changes in Luxury Groups - Kering Group appointed Luca de Meo as the new CEO, effective September 2023, transitioning from the automotive industry to luxury [5][7] - Kering's market value has significantly declined from nearly €100 billion in 2021 to around €23 billion, prompting the need for strategic changes and recovery efforts [7] - The new CEO faces challenges such as aligning with the new creative director for Gucci and stabilizing brands like Balenciaga and Bottega Veneta after the departure of key designers [7] Group 4: Market Activity and Performance - Ying Tong Holdings successfully listed on the Hong Kong Stock Exchange on June 26, 2023, becoming one of the few beauty retail companies to go public this year [8][10] - Ying Tong manages several high-end brands in the fragrance, skincare, and cosmetics sectors, with total revenue of approximately HK$1.27 billion in 2023, where over 90% comes from fragrance products [10] - Despite the successful listing, market reaction was lukewarm, with the stock price dropping below HK$3 billion on the first day, indicating potential challenges in sustaining long-term growth in the fragrance sector [10] Group 5: Changes in Fashion Media - Anna Wintour, the global editor-in-chief of Vogue, plans to retire after over 30 years in the role, influencing the fashion industry significantly [11] - Wintour has been involved in the succession planning process, focusing on global market diversity, digital transformation, and cultural awareness [11] - The media landscape is shifting, with traditional editorial power structures weakening due to the rise of social media and fragmented content production [11]

据了解，"路易号"总面积1600平方米，是一家融合展览、美食、零售为一身的复合型概念空间。一层和二层举办路易威登全新展览《非凡之旅》，二层为文 创专卖店，三层设立路易威登咖啡馆，并融合"咖啡+展览+文创"三种业态。 太古地产方面向华尔街见闻透露，"路易号"设计灵感源自19世纪LV为越洋旅程打造硬箱的历史，也代表了上海作为"东方门户"的港口文化。它也是继Prada 荣宅、张园Dior精品店之外，在上海南京西路商圈落地的又一概念空间。 "路易号"二层展厅内陈列着19世纪航海硬箱文物，三层咖啡馆的落地窗映照着吴江路繁华街景——这种"文化叙事+沉浸消费"的模式，精准命中了Z世代客群 的情感诉求。 去年，盟可睐Moncler大秀后门店销售激增40%、哆啦A梦特展带动嘉里中心周末客流涨50%等案例，印证了体验式消费的转化魔力。 Park FE . BEARCHER. SUCHER FREEN rd and uni 10 am the 22211 FIT 电视 最快体育在线上注册 上一篇文章摘要的人士 上一篇：我国际网站 上一篇： AREECO CENTRAL MANA 品 金利亚大型合格机械具体上海道出来电脑 T Chi ...

作者 | 源Sight 王言 在打破行业"价格至上"的惯例主动降价后，英国奢侈品品牌Burberry似乎距离曙光更近一步。 从今年4月中旬至今，Burberry股价大涨超过7成，这在乌云笼罩的奢侈品行业当中属实难得。 原本上，Burberry是本轮奢侈品寒潮受冲击最严重的奢牌之一。根据2025财年报道，Burberry期内实现营收24.61亿英镑，同比 减少17%；调整后营业利润为2600万英镑，同比减少94%。 与2024财年相比，Burberry业绩下滑幅度更大。2024财年，Burberry实现收入29.68亿英镑，同比下跌4%；调整后的经营利润 下跌34%至4.18亿英镑。 降价、裁员 在2025财年，Burberry同店销售额下降了12%。分地区看，Burberry亚太市场全年可比销售额下滑16%，其中中国大陆、韩国 分别下跌15%和18%；EMEIA地区全年降8%；美洲市场全年下滑9%；南亚太平洋地区下降28%。 此外，日本成为Burberry唯一增长的市场，但全年仅微增1%，主要受益于中国游客的消费拉动。 近年来，在品牌老化、创意疲乏的质疑声中，Burberry五年三次换帅，企图通过管理层调整带 ...

Core Points - Luca de Meo, CEO of Renault Group, announced his resignation after five years to seek new challenges outside the automotive industry [2][6] - His departure introduces uncertainty regarding Renault's future revival efforts, including electric transformation and the restructuring of the Alpine brand [2][7] - Renault Group is in the process of searching for a new CEO, considering both internal promotions and external hires [2][10] Group 1: Background and Achievements - Under de Meo's leadership, Renault Group transitioned from a period of crisis to recovery, restoring a healthy growth foundation and impressive product lineup [3][4] - De Meo was appointed CEO in July 2020 during a time when Renault faced significant challenges, including a €1.41 billion loss in 2019 and a net loss of €8 billion in 2020 [3][4] - He launched the "Renaulution" five-year strategic plan in January 2021, shifting the focus from sales volume to value creation [4][5] Group 2: Financial Performance - Renault Group's financial performance improved significantly, with a net loss reduced to €354 million in 2022 and a net profit of €2.198 billion in 2023 [5] - By the end of 2024, the automotive net financial position reached €7.1 billion, nearly doubling from the previous year, driven by the performance of Renault, Dacia, and Alpine brands [5] Group 3: Future Challenges - De Meo's departure raises concerns about the continuity of Renault's strategic initiatives, particularly in electric vehicle development and partnerships in China [7][9] - The new CEO will face challenges in maintaining the momentum of the "Renaulution" strategy and managing the relationship with Nissan, which has seen improvements under de Meo [8][9] - Potential candidates for the CEO position include internal executive Denis Le Vot and external candidate Carlos Tavares from Stellantis [10][11]

Core Insights - The collaboration between New World Development and LV highlights the challenges faced by both parties in the luxury retail sector, particularly in Hong Kong, where consumer spending has declined significantly [1][2][3] Group 1: New World Development's Situation - New World Development has entered into a revenue-sharing rental agreement with LV for a flagship store in Hong Kong, indicating its financial struggles and the need for flexible rental models [1][2] - The company reported a 1.6% decline in revenue to HKD 16.79 billion and a 17.6% drop in core profit to HKD 4.42 billion for the first half of the fiscal year 2024 [6][10] - New World Development's rental income decreased by 4.3% to HKD 2.56 billion, with a notable 7.5% decline in Hong Kong rental income [6][10] Group 2: Luxury Market Challenges - The luxury retail sector in Hong Kong has faced significant challenges, with a 2.3% year-on-year decline in total retail sales value in April 2025 [9][10] - LVMH's sales in the first quarter of 2025 fell by 3%, with the fashion and leather goods segment, which includes LV, experiencing a 5% organic sales decline [2][14][16] - The overall luxury market is projected to face a slowdown, with predictions of either mild recovery or moderate contraction in 2025 [19][21] Group 3: Strategic Adjustments - LV is adapting to market conditions by introducing more affordable product lines, aiming to attract a broader consumer base amid declining sales [21][22] - The brand has also shifted to a commission-based rental model in response to the challenging retail environment, reflecting a strategic pivot to maintain profitability [22]

Group 1: Leadership Changes - Luca de Meo has decided to step down as CEO of Renault Group after five years to seek new challenges outside the automotive industry, and he will become the CEO of Kering Group [1][3] - De Meo is the first external executive to lead the French Pinault family-controlled Kering Group, aiming to revitalize the company [1][3] - François-Henri Pinault, the current CEO of Kering, will transition to the role of Chairman, while De Meo's appointment is expected to be confirmed at the shareholder meeting on September 9 [3][4] Group 2: Performance and Challenges - Kering Group's stock rose by 11.76%, marking its largest single-day increase since November 2008, while Renault's stock fell by 8.69% following the announcement [3] - Kering has faced performance issues, with a projected revenue of €17.194 billion for 2024, a 12% decline year-on-year, and a net profit of €1.133 billion, down 62% from €2.983 billion in 2023 [7] - Gucci, Kering's core brand, saw a revenue drop of 23% to €7.65 billion in 2024, significantly impacting the overall performance of the group [7] Group 3: De Meo's Background and Experience - De Meo has over 30 years of experience in the automotive industry, previously serving as CEO of Renault, where he led significant reforms and a turnaround strategy [4][6] - Under De Meo's leadership, Renault transformed from a loss of €141 million in 2019 to a recovery, focusing on electric vehicles and strategic partnerships in China [6] - Analysts believe De Meo's strengths in brand management and marketing will be crucial for Kering, despite his lack of experience in the luxury goods sector [7][8] Group 4: Future Plans and Expectations - De Meo is expected to implement cost-cutting measures at Kering, potentially including store closures and asset sales, to address the group's debt exceeding €10 billion [7][8] - He will also need to manage the acquisition of the remaining shares of Valentino, which Kering partially acquired for $1.9 billion in 2023 [8] - Analysts express optimism that De Meo's experience in corporate management will help Kering navigate its current challenges, although concerns remain about his expertise in creative design [8]