新华社北京10月3日电 题：供需两侧发力业态焕新升级——在"活力中国调研行"中感受消费向"新"力 新华社记者王雨萧、黄韬铭、赵鹏昊 消费是经济增长的"主引擎"，也是民生幸福的"晴雨表"。 习近平总书记指出，要加快补上内需特别是消费短板，使内需成为拉动经济增长的主动力和稳定锚。 近日，新华社记者跟随"活力中国调研行"团队深入福建、湖北、四川等地调研采访看到，各地从供需两 侧持续发力，以新场景、新业态、新供给不断激活消费向"新"力，释放发展新动能。 场景向新：多元需求引领文旅新趋势 夜幕降临，乌篷船缓缓驶出码头，成都锦江两岸的灯光随音乐变幻闪烁，光影交错间，东门码头、安顺 廊桥等文旅地标渐次呈现。 "船运行很平稳，江风清凉，感觉'人在画中游'。"来自广东的游客黄女士说。 水上景色宜人，岸边同样热闹非凡。水陆联动的"火锅巴士"香气四溢，码头特色市集里的文创产品琳琅 满目……随着夜间经济生态圈不断拓展，"夜游锦江"已经成为"老成都"和"国际范"兼备的文旅消费新名 片。 消费活力涌动，离不开便捷高效的服务。成都春熙路商圈的IFS商场内，一名柬埔寨游客在购物后来 到"即买即退"集中退付点，很快就领取到退税预付金。"成都是 ...

在消费市场高度碎片化的当下，百丽时尚这一成绩实属不易。随着消费者偏好日益多样化，单一品牌已 难以覆盖广泛客群。根据iiMedia Research最新数据， 中国消费者偏好的服饰风格超过16种，其中休闲 风、运动范和职场范位列前三，分别占比36.93%、27.76%和21.37%。 为了不错过我们的推文，大家可以将我们「星标置顶」， 这样你看到我们推送的概率也会更高一些哦~ 既要规模效应又要精准触达，百丽时尚以多品牌协同作战破解市场细分难题。 百丽时尚集团再度以实力证明其多品牌战略的威力。据时尚商业快讯，在刚刚结束的2025年9月天猫超 品日中，百丽时尚以"星光街区"为主题，联动旗下BELLE、STACCATO、Champion、TATA、Bata等品 牌，实现销售额同比增长56%，德训鞋、勃肯鞋等多个趋势品类斩获TOP1，刷新服饰行业超品日成交 纪录。 01 多品牌协同作战，1+1>n的效应 百丽时尚此次超品日的成功，关键在于其多品牌矩阵的协同效应。集团整合全国户外广告资源，以矩阵 形式曝光多位头部品牌代言人内容，形成强大的传播合力。同时在供应链、零售等环节按大促峰值配置 资源，保障了产品和服务的极速响应。 ...

零售消费行业生成式AI及数据应用丨 研究报告 序言： 当前零售行业正处在由高速增长转向存量竞争的阶段，企业亟需通过数字化技术与方法论重塑"人、货、 场"。生成式AI与数据的融合应用，为企业提供了从外部用户运营到内部决策优化，再到全球化拓展的全链 路解决方案，将通过挖掘消费者需求、提升运营效能、抢占海外市场，帮助零售消费企业重塑增长曲线。本 报告针对零售消费企业进行定量调研，重点围绕生成式AI与数据的需求偏好、应用价值等内容展开，并梳理 美妆、鞋服、家居三大细分行业的应用链路，供零售消费企业参考。 零售消费由高速增长转向存量竞争 人货场数字化重构：围绕消费者全域延伸触点，精准匹配供需 早期市场红利期，需求侧动能强劲，企业可依托经济上行实现自然增长。随着市场竞争的加剧，企 业亟需通过数字化技术与方法论重塑 " 人、货、场 " ，稳固既有流量池、提高销售转化率与库存周 转率，持续降低运营成本。其中，精细化洞察消费者需求、扩展消费者触点、基于数据精准选品与 推广等是实现人货场重塑的关键。 需求侧变革：以用户为中心 消费者购买理性与专业度上升，企业关注点由流量经济转向会员经济 后疫情时代，消费者回归理性， "流量为王" ...

品牌升级的关键一步，是将品牌叙事转化为市场热度与用户共鸣。 智通财经APP获悉，2025年9月，中国时尚鞋服龙头企业百丽时尚集团携手天猫超品日打造的"星光街区"盛大开启，旗下Champion凭借其标志性卫衣产品和 全新飞翼鞋履系列迅速出圈，多款产品首发即断码，线上销售额同比增长143%，品牌搜索热度环比增长150%，新客户环比增长69%，并在社交媒体引发广 泛讨论。 同步焕新开业的Champion成都盈嘉旗舰店，以"沉浸式地标"的空间叙事吸引众多年轻人打卡。店内融合城市文化的超巨型连帽卫衣墙、百年Logo演变陈列 区和DIY Workshop，不仅强化购物体验，更成为社交聚集地。近年来，Champion加速在中国市场的布局，在上海、成都、深圳、杭州等重点城市推进门店 焕新，逐步构建一个融合经典基因与在地文化的体验网络。 从超品日的短期爆发到渠道布局的长期深化，从产品全面升级到加大品牌营销投入等组合策略，Champion正以"潮流运动"为锚点，不断拓展品牌能力边界。 其背后的"扩圈+深耕"，不仅体现了百丽时尚集团对中国市场的深刻洞察，也为多品牌集团运营细分赛道提供了值得借鉴的创新范式。 战略卡位：切入蓝海，打造 ...

Group 1 - The core viewpoint of the articles highlights the successful implementation of a multi-brand strategy by Belle Fashion Group, which led to a 56% year-on-year increase in online sales during the "Star Street" themed event held from September 8 to 14, 2025 [1][2] - The event showcased the integration of resources and brand innovation, reflecting the company's strategy of "expanding categories and differentiated branding" [1] - Belle Fashion Group's chairman and CEO emphasized the importance of collaborative marketing across multiple brands to efficiently convert brand awareness into sales [1] Group 2 - The success of the event is attributed to Belle Fashion's deep market insights, with over 16 different consumer apparel preferences identified, indicating a trend towards diversity and fragmentation in consumer choices [2] - Since its transformation in 2017, the company has expanded its brand portfolio to 20 core footwear and apparel brands, maintaining the largest market share in China's fashion footwear sector for over a decade, reaching 12.3% in 2022 [2] - The differentiated branding strategy allows the company to target specific consumer segments effectively, with brands like BELLE catering to families, STACCATO focusing on urban professionals, and TATA appealing to Generation Z [2]

Core Insights - Hong Qiang Ting reported a revenue of 1.023 billion yuan in the first half of 2025, a year-on-year decrease of 11.76%, and a net loss of 22.9727 million yuan, marking a shift from profit to loss [1] - The company focuses on the design, development, production, and sales of adult footwear, bags, leather goods, and children's products, with major brands including Hong Qiang Ting (REDDRAGONFLY), Hong Qiang Ting KIDS, and GONGJI [3] - The primary revenue source remains the Hong Qiang Ting brand, which generated 870 million yuan, down 12.9% year-on-year, while Hong Qiang Ting KIDS saw a revenue of 28.4429 million yuan, down 33.33% [3] - All product categories, including footwear, bags, children's products, and others, experienced varying degrees of decline, with the "other" category seeing a significant drop of 40.19% to 14.2016 million yuan [3] - The company closed 305 stores and opened 183, resulting in a total of 2,777 physical stores, comprising 453 self-operated and 2,324 franchised stores [3] - The company has faced fluctuating performance in recent years, with the previous year recording the worst results since its listing [3] - The transition to a second-generation leadership began at the end of 2020, with former president Qian Jinbo resigning and his son Qian Fan taking over, initiating significant reforms [3] - The financial report frequently mentions that structural adjustments are facing a painful period, indicating that short-term operational performance may be under pressure [4] - The effects of the company's transformation have yet to be fully realized [4]

天眼查App显示，近日，长沙市德卡鞋服有限公司成立，法定代表人为周晓莉，注册资本30万人民币， 经营范围为一般项目：服装服饰零售；服装服饰批发；互联网销售（除销售需要许可的商品）；鞋帽批 发；鞋帽零售；租赁服务（不含许可类租赁服务）；体育用品及器材零售；五金产品零售；箱包销售； 企业管理咨询；信息咨询服务（不含许可类信息咨询服务）。（除依法须经批准的项目外，凭营业执照 依法自主开展经营活动）。 ...

Core Viewpoint - VF Corporation is selling its workwear brand Dickies for $600 million to Bluestar Alliance to alleviate its debt crisis, which currently stands at approximately $4 billion as of March 29, 2023 [1][3][4] Debt Crisis - VF Corporation's outstanding debt is around $4 billion, and the company acknowledges that debt and interest payment obligations could significantly impact its business and financial condition [3] - The sale of Dickies is aimed at reducing net debt levels and is seen as a necessary step to improve financial health [3][4] - Analysts suggest that the urgency of the sale indicates the severity of VF Corporation's debt crisis [3][4] Brand Performance - Dickies has experienced a revenue decline of 14% in fiscal year 2025 and 15% in fiscal year 2024 [4] - Despite the decline, Bluestar Alliance sees potential in Dickies and aims to leverage consumer insights to support its growth [4] Strategic Brand Management - VF Corporation has a history of buying and selling brands to align with market trends, having acquired Dickies for $820 million in 2017 and previously sold other brands to streamline its portfolio [5][6] - The company has shifted its focus towards brands that emphasize professional outdoor attributes, moving away from purely trendy labels [7][8] Transformation Efforts - VF Corporation has initiated a "Reinvent" plan aimed at improving North American performance, transforming the Vans brand, and strengthening its balance sheet [8] - Recent financial reports indicate that the transformation efforts are beginning to show positive results, with total revenue stabilizing and operating losses narrowing [8] Future Recommendations - Analysts recommend that VF Corporation should focus on cultivating a strong main brand to support revenue growth and cash flow [9] - There is a suggestion for a "brand portfolio restructuring" strategy to concentrate resources on high-potential brands, particularly The North Face, while considering the future of Vans [9][10]

Core Viewpoint - VF Corporation is selling its workwear brand Dickies to Bluestar Alliance for $600 million to alleviate its significant debt burden, with the transaction expected to be completed by the end of 2025 [1][4]. Group 1: Financial Situation - As of March 29, 2025, VF Corporation's outstanding debt is approximately $4 billion, and debt repayment obligations may significantly impact its business and financial condition [4]. - The sale of Dickies is part of VF Corporation's strategy to reduce net debt levels and is seen as a necessary move given the company's serious debt crisis [4][6]. - Dickies has experienced a revenue decline of 14% in fiscal year 2025 and 15% in fiscal year 2024 [6]. Group 2: Brand Analysis - Dickies is a well-known American brand that has been recognized for its durability and authenticity, distributing in 55 countries [4]. - The brand has a strong presence in the domestic market, with good sales performance across online and offline channels [5]. - Analysts suggest that the sale of Dickies reflects VF Corporation's need to convert assets into cash and reduce leverage, aligning with rational choices during high-debt periods [6][10]. Group 3: Market Trends and Strategic Shifts - VF Corporation has been adjusting its brand portfolio in response to market trends, having previously acquired Dickies for $820 million in 2017 and sold other brands to focus on high-growth opportunities [7][9]. - The global trend towards casual and streetwear has slowed down, impacting VF Corporation's revenue, which fell by 10% to $10.5 billion in fiscal year 2024 [9]. - The company is now emphasizing professional outdoor attributes in its branding strategy, moving away from purely trendy labels [10][11]. Group 4: Future Outlook - VF Corporation's "Reinvent" plan aims to improve North American performance, achieve brand transformation, and strengthen its balance sheet [11]. - Recent financial reports indicate that the company's restructuring efforts are beginning to show positive results, with total revenue stabilizing at $1.8 billion in the first quarter of fiscal year 2026 [12]. - Analysts recommend that VF Corporation focus on building a strong main brand to support future growth and cash flow [12][13].

"诚信是安踏集团的底线。在安踏集团，能力与操守缺一不可，廉洁是绝不能逾越的底线。只要触碰'贪 腐'，不论能力再强、业绩再好、合作再深，我们都一查到底，绝不姑息。让我们共同守护诚信价值 观，构筑风清气正的环境，推动安踏集团健康高质量发展。"安踏集团执行董事、联席CEO赖世贤说。 值得注意的是，近年来，抖音、腾讯、美团等大厂纷纷发布反舞弊通报，涉及数百名员工触犯廉洁红线 被辞退、多人涉嫌犯罪被移送司法机关处理。 9月16日，国内鞋服龙头安踏集团通过微信公众号"廉洁安踏"宣布，截至2025年8月，因严重舞弊触犯集 团红线被辞退的员工74人；涉嫌违法犯罪移交司法机关处理的内外部人员46人（内部21人，外部25 人），其中包含总裁级1人，总监级14人、经理级4人；追诉离职人员3人（因在职期间职务犯罪）；违 反诚信廉洁责任条款的舞弊供应商及合作伙伴45家，查处案件涉及违法犯罪金额约3000万元。 安踏集团表示，2025年，集团聚焦高风险领域推进反腐专项治理，通过内部审计、监察、稽核等多重举 措严厉打击贪腐行为。集团设立"职业追溯机制"，任何员工在任职期间的职务犯罪行为，不受在职状态 和时间限制，一经发现必将依法追究责任， ...