福布斯新闻网站报道称，本月早些时候的调查显示，超过四分之三的美国人对个人财务状况感到忧虑， 而政府却质疑民调的真实性，称其为"虚假信息"。然而，多数民众正经历的是物价上涨带来的支出增 加。尽管特朗普政府宣称"生活成本已大幅下降"，但电费、家具、电子产品及食品杂货等价格自其就职 以来便普遍上涨。 转自：中国日报网 中国日报网11月17日电 综合外媒报道，最新公布的密歇根大学消费者信心指数初值显示，11月美国消 费者信心指数由10月的53.6降至50.3，不仅低于预期，更创下三年来的新低。这反映出，目前美国经济 正面临物价持续上涨、企业成本传导压力加大、政府政策与民众实际感受脱节等多重挑战。 专家：信心下滑在于美民生压力持续加重 美国"共同梦想"网站日前报道指出，尽管特朗普政府曾承诺在上任首日即着手降低民众生活成本，但十 个月过去，政府却表示民生负担危机可能要到2026年才会真正显现。与此同时，美国失业人数已突破百 万，信用卡债务持续攀升，加剧了家庭财务压力。 "基层合作组织"（Groundwork Collaborative）政策与倡导部门主管亚历克斯·雅克兹指出，美民众对经济 的信心下滑源于实际生活压力的加重 ...

北京商报讯（记者 刘卓澜）10月10日，无印良品（上海）商业有限公司母公司株式会社良品计画发布 2025财年（2024年9月-2025年8月）财报。数据显示，营业收入及各阶段利润均实现增收增益，其中营 业收入同比增长18.6%达7846.29亿日元；营业利润达738.4亿日元，同比增长31.5%；经常性利润实现 723.1亿日元，同比增长29.6%；归属于母公司股东的本期净利润约为508.46亿日元，同比增长22.3%。 财报显示，截至2025年8月底，全球门店总数较上期增加107家，达到1412家。其中，中国内地积极优化 门店布局，开拓新店，门店数量净增24家，达到422家。无印良品表示，中国内地市场线上和线下销售 同比两位数增长，销售与利润均大幅提升。无印良品推进门店大型化，优化门店布局，推进开拓新店， 在杭州、重庆等主要城市开设及改装大型门店，同时积极优化门店布局，单店销售额逐步提升。同时， 电商销售占整体销售的约两成，全年既存店铺和电商销售额同比达到110%。 为扩大客户群，无印良品通过SNS等平台强化营销活动，并在"双11"、"6·18"等促销节点加强推广。据 介绍，无印良品推出符合当地生活方式的本 ...

Core Insights - The report outlines practical guidelines for Malaysian e-commerce businesses looking to expand into Southeast Asia by 2025, highlighting the region's growing digital economy and the advantages of geographical proximity and cultural similarities [1] Group 1: Logistics and Supply Chain - Three supply chain models are available for businesses expanding from Malaysia to Southeast Asia: 1. "Production + Manufacturing + Warehousing and Distribution" model, which covers the entire chain but has the highest risk and cost, suitable for established brands [2] 2. "Bulk Shipping + Warehousing and Distribution" model, which reduces delivery time but carries inventory fluctuation risks [2] 3. "Direct to Consumer" model, where products are shipped directly from Malaysia to consumers, minimizing initial investment risks [2] - Commercial logistics is preferred for most businesses due to its cost-effectiveness, providing better reliability than postal services while being cheaper than express delivery [2] Group 2: Consumer Insights - A survey of 1,200 consumers across six Southeast Asian countries revealed high acceptance of regional brands, with 68% of Filipino consumers considering Thai brands and 64% of Vietnamese consumers willing to try Thai products [3] - The top three categories for cross-border shopping are fashion accessories (68%), food and beverages (47%), and health and beauty (46%) [3] - Preferences vary by country, with Malaysian consumers favoring Korean and Japanese styles, while Singaporeans prefer mainstream brands [3] Group 3: Marketing and Outreach - 82% of Southeast Asian consumers purchase cross-border products through platforms like TikTok Shop, Lazada, and Shopee, prompting businesses to diversify their channels due to rising platform fees [4] - Social media and brand websites are crucial, with 51% of consumers shopping via social media and 39% directly from brand websites [4] - Localized marketing strategies are essential, as different countries have distinct social media usage patterns and promotional events [4] Group 4: Operational Details - Understanding varying "low-value tariff exemption thresholds" is critical for cost optimization, with Singapore at 400 SGD, Malaysia at 500 MYR, Indonesia at 3 USD, and Vietnam at 1 million VND [5] - Delivery times from Malaysia to major Southeast Asian capitals typically range from 3 to 8 working days, with specific times for Thailand (3-5 days) and the Philippines (4-8 days) [5] - Payment preferences differ significantly, with only 1% of Singaporean consumers using cash on delivery (COD), while 75% of Vietnamese and 70% of Indonesian consumers prefer COD [5] Group 5: Conclusion - The expansion from Malaysia to Southeast Asia leverages regional synergies to tap into new consumer markets, emphasizing the importance of localization and flexibility in logistics and operations [6] - As digital infrastructure improves, the barriers for cross-border e-commerce in Southeast Asia are lowering, presenting growth opportunities for Malaysian businesses by 2025 [6]

Core Viewpoint - Miniso has been actively repurchasing its shares, signaling confidence in its future growth and potentially indicating that its stock is undervalued in the market [3][4]. Share Buyback Summary - On July 29, Miniso repurchased 226,000 shares at an average price of HKD 37.42 per share, totaling approximately HKD 845,700. The cumulative buyback for the year reached 9.1238 million shares, accounting for 0.74% of the total share capital [1][3]. - As of the same day, Miniso's stock price increased by 2.0%, closing at HKD 38.25 per share [2]. Company Overview - Miniso is a well-known retail enterprise that offers a variety of products, including household goods, creative home decor, fashion accessories, and health and beauty items, with a core business philosophy of "quality, creativity, and low prices" [4]. - The company has established a strong global presence with numerous stores worldwide, benefiting from a high cost-performance ratio that attracts a large consumer base [4]. - Miniso's business model involves close cooperation with various suppliers, enabling efficient product development, procurement, and sales, which allows the company to quickly respond to market demands and continuously introduce new product styles [4]. - Following its listing on the Hong Kong Stock Exchange, Miniso has garnered significant attention from investors, with its stock performance closely linked to its operational results, market expansion, and industry competition [4].

Core Viewpoint - Costco's third-quarter earnings exceeded expectations, demonstrating its resilience amid tariff challenges and economic uncertainty, supported by its scale and loyal membership base [1] Financial Performance - Costco reported third-quarter revenue of $63.2 billion, an 8.0% year-over-year increase, surpassing market expectations [1] - Earnings per share reached $4.28, exceeding analyst forecasts [1] - Membership fee income for Q3 was $1.24 billion, up from $1.12 billion in the same period last year [1] - Net profit for the quarter was $1.9 billion, compared to $1.68 billion in the previous year [1] Sales and Market Trends - Same-store sales growth, excluding fuel and currency effects, was 8% [1] - E-commerce sales increased by approximately 16%, with both online and offline traffic showing improvement [1] - Best-selling categories included gold, toys, and health and beauty products, indicating strong consumer demand despite a focus on essential goods [1] Strategic Responses to Tariffs - The CEO indicated that Costco is implementing various strategies to mitigate tariff impacts, such as sourcing products from lower-tariff countries and increasing local procurement [2] - The company is evaluating potential price adjustments on goods affected by tariffs, while maintaining prices on essential imports from Central America [2] - Recent declines in commodity costs have allowed for price reductions on core consumer goods like eggs and butter [2] Consumer Behavior and Economic Outlook - Costco's membership base is relatively affluent, providing a buffer against economic fluctuations [3] - The company has historically prioritized membership growth and customer loyalty over short-term profit margins [3] - Despite stable consumer spending, the inflationary effects of tariffs are becoming evident, particularly in categories like clothing, electronics, and home goods [3]

Group 1 - Dennis Bastas and his wife Georgina have purchased Melbourne's most expensive home, Coonac, breaking the record for residential property prices in Victoria [1][3] - The Coonac estate spans 1.08 hectares and features a 200-meter frontage, with the sale expected to exceed 100 million AUD, making it the first residential transaction in Victoria to surpass this threshold [3][5] - The previous record for Australian residential property was set at 130 million AUD in 2022 for the Point Piper estate purchased by tech billionaire Scott Farquhar [3][5] Group 2 - Dennis Bastas, a self-made healthcare entrepreneur, founded DBG Health in 2022, which has become Australia's largest diversified pharmaceutical and health beauty products company [5][7] - The Coonac estate, built in 1867, is noted for its unique Australian architectural style, combining 19th-century British neoclassicism with a rural aesthetic [5][7] - The property has a rich history, having served as a federal rehabilitation center from 1948 to 1986, and has undergone significant renovations by its previous owners [7][9] Group 3 - The sale of Coonac signifies a shift in Melbourne's luxury real estate market, with large estates in core high-end areas like Toorak becoming increasingly rare [9] - The historical value and unique architecture of Coonac have made it highly sought after in the high-end market, reflecting the strong demand from wealthy Australians for premium real estate assets [9]