英国医疗产品制造商施乐辉于周一公布了一项雄心勃勃的新战略，目标是到 2028 年实现更快的销售额 增长以及超 10 亿美元的自由现金流，此举旨在巩固其转型计划所取得的成果。 此前，受通胀高企和供应链挑战拖累，公司利润率承压，随后其启动了一项为期三年的转型计划，聚焦 于整顿旗下最大的骨科业务部门、削减成本，并推动伤口管理和运动医学业务的增长，目前该计划已顺 利完成。 与各行各业的其他企业一样，施乐辉也正面临成本上涨以及美国进口关税提高的压力。 该集团在英国、瑞士、哥斯达黎加、马来西亚和中国均设有生产基地，目前已在调整产量及原材料流 向，试图抵消关税成本带来的影响。 纳特称，他对美英两国就英国医药产品及医疗技术达成的贸易协定表示欢迎，但同时指出，英国业务仅 占公司关税敞口的一小部分，集团的主要关税压力来自从哥斯达黎加、马来西亚和中国进口至美国的产 品。 截至格林尼治标准时间 12 时 48 分，其股价上涨 1.9%。 未来三年的宏大增长目标 施乐辉设定了到 2028 年基本营收年复合增长率达到 6%-7% 的目标。公司维持了 2025 年基本营收增长 约 5% 的预期，并预计 2026 年该增速将提升至 6% 左 ...

Core Viewpoint - The article discusses how Skechers successfully leveraged AI tools from Alibaba Mama to identify and expand its consumer base for the "Flash Shoes," demonstrating the importance of understanding diverse consumer needs in a rapidly changing market [1][9]. Group 1: AI and Consumer Insights - AI is becoming a crucial tool for brands to predict trends and enhance operational efficiency, allowing them to capture emerging consumer demands effectively [2][3]. - The integration of AI in business operations enables brands to transition from traditional marketing methods to data-driven strategies, enhancing their ability to identify and act on consumer trends [12][20]. Group 2: Changing Consumer Behavior - The emergence of a "new value consumption era" is characterized by consumers increasingly seeking comfort and relaxation, with younger demographics showing a growing interest in these attributes [1][5]. - The 00s generation is redefining consumption patterns, actively engaging with AI technologies to enhance their shopping experiences and making informed decisions based on personalized recommendations [7][18]. Group 3: Case Studies and Success Stories - Skechers' "Flash Shoes" have seen significant success in markets like Europe and Japan, and the brand's collaboration with Alibaba Mama has allowed it to tap into younger consumers who value comfort and versatility [8][9]. - The health brand Zhenyan successfully transitioned from niche products to broader markets by utilizing AI to understand consumer preferences and identify new growth opportunities [12][13]. Group 4: Future Trends and Strategies - Brands must adapt to the fast-paced changes in consumer behavior and preferences, utilizing AI to stay ahead of trends and effectively engage with their target audiences [10][20]. - The article emphasizes the importance of building strong brands that can quickly respond to market changes, with AI serving as a critical component in achieving sustainable growth [19][23].