2026.01. 21 本文字数：2239，阅读时长大约4分钟 封图 | 瓦伦蒂诺·加拉瓦尼 品牌官网图 短短4个月，乔治·阿玛尼之后，时尚界又失去了一位意大利时装设计大师。 当地时间1月19日，意大利华伦天奴基金会公布称，瓦伦蒂诺·加拉瓦尼（Valentino Garavani）在罗马 去世，享年93岁，他的葬礼将于1月23日举行。 这位曾为戴安娜王妃、杰奎琳·肯尼迪、奥黛丽·赫本等名流打造过华服的设计师，在过往60年里是意式华 丽风格的代表人物，他标志性的"华伦天奴红"高级定制礼服曾是红毯常客，深受好莱坞影星青睐。 上世纪六七十年代，欧洲高级定制逐步走向国际化，华伦天奴的帝国不断扩张，相继延伸出成衣、配饰、 香水等品类，成为意大利工艺与匠心的代表。《名利场》在讣闻中称瓦伦蒂诺为"时尚界的末代皇 帝"（the last emperor of fashion）。 1998年，年过六旬的瓦伦蒂诺和生意伙伴詹卡洛·贾梅蒂以约3亿美元的价格，将品牌出售给一家意大利 控股公司，但仍主导创意设计工作，直至2008年卸任。在此之前，他在罗马举办了三天的盛大活动，庆祝 投身时尚界45周年，之后几乎完全消失在公众视野。 成就 ...

意大利时装设计大师、华伦天奴品牌创始人瓦伦蒂诺·加拉瓦尼于1月19日在罗马去世，享年93岁。 这位曾为戴安娜王妃、杰奎琳·肯尼迪、奥黛丽·赫本等名流打造过华服的设计师，在过往60年里是意式华丽风格的代表人物，他标志性的"华伦天 奴红"高级定制礼服曾是红毯常客，深受好莱坞影星青睐。 上世纪六七十年代，欧洲高级定制逐步走向国际化，华伦天奴的帝国不断扩张，相继延伸出成衣、配饰、香水等品类，成为意大利工艺与匠心的 代表。《名利场》在讣闻中称瓦伦蒂诺为"时尚界的末代皇帝"（the last emperor of fashion）。 1998年，年过六旬的瓦伦蒂诺和生意伙伴詹卡洛·贾梅蒂以约3亿美元的价格，将品牌出售给一家意大利控股公司，但仍主导创意设计工作，直至 2008年卸任。在此之前，他在罗马举办了三天的盛大活动，庆祝投身时尚界45周年，之后几乎完全消失在公众视野。 成就一抹红色 1932年5月，瓦伦蒂诺出生于意大利北部小镇沃盖拉的一个富裕家庭，童年时期对电影的热爱，引领他走上了时尚之路。 短短4个月，乔治·阿玛尼之后，时尚界又失去了一位意大利时装设计大师。 当地时间1月19日，意大利华伦天奴基金会公布称，瓦伦蒂诺 ...

Group 1: SMCP and PUMA Developments - SMCP Group has initiated a process to sell up to 51.2% of its equity, aiming to stabilize its shareholder structure and focus on development strategies [3] - Anta Sports is listed as a potential buyer for PUMA, which has seen its stock price drop nearly 50% over the past year due to various market pressures [4] Group 2: Financial Performance of Luxury Brands - Golden Goose reported a 13% increase in net revenue to €517 million for the first nine months of the fiscal year, with a 21% growth in direct-to-consumer (DTC) sales [5][6] - The adjusted EBITDA for Golden Goose grew by 7% to €173.6 million, with an EBITDA margin of 33.6% [6] Group 3: Market Trends and Consumer Behavior - A report by Bain & Company indicates that global luxury goods spending is expected to reach €1.44 trillion by 2025, remaining stable compared to the previous year [8] - Chinese luxury consumption is projected to shrink by 3%-5% this year, with a shift towards more localized and accessible brands [8] Group 4: Leadership Changes in Luxury Brands - Ermenegildo Zegna Group announced a new leadership structure, with the fourth generation of the Zegna family taking over as co-CEOs [11] Group 5: Investments and Expansions - L'Oréal plans to invest €60 million to upgrade its perfume factory in France, aiming to double its annual production capacity to 200 million bottles [10] - Watsons is preparing for an IPO in Hong Kong and the UK, with a potential fundraising target of $2 billion [15] Group 6: Bankruptcy and Market Challenges - Parfümerie Pieper, Germany's largest family-owned perfume retailer, has filed for self-administration bankruptcy while maintaining normal operations [13] - Estée Lauder is considering selling its Korean skincare brand Dr.Jart+, which is expected to generate $150 million in revenue for 2025, significantly lower than initial expectations [14]

Group 1: Luxury Goods Market Overview - The global luxury goods market is expected to reach €1.44 trillion by 2025, remaining stable compared to the previous year, with a trend of gradual improvement anticipated for the coming year [10][11] - The personal luxury goods market is projected to maintain stability, with a forecasted market size of €358 billion for 2025, although a decline of approximately 2% is expected this year [11] Group 2: Company Developments - SMCP Group has initiated a process to sell up to 51.2% of its equity, aiming to stabilize its shareholder structure and focus on strategic development [3] - Anta Sports is reportedly a potential buyer for German sports brand PUMA, which has seen its stock price drop nearly 50% over the past year due to various market pressures [6] - Golden Goose reported a 13% increase in revenue to €517 million for the first nine months of the fiscal year, with a 21% growth in direct-to-consumer (DTC) sales [6][7] - L'Oréal announced a €60 million investment to upgrade its perfume factory in France, aiming to double its annual production capacity to 200 million bottles [16] - Ermenegildo Zegna Group will implement a new leadership structure, with the fourth generation of the Zegna family taking over as co-CEOs [17] - Parfümerie Pieper, a major family-owned perfume retailer in Germany, has filed for bankruptcy management while continuing normal operations [19] - Estée Lauder is considering selling its Korean skincare brand Dr.Jart+, which is expected to generate approximately $150 million in revenue for 2025 [21] - Watsons is planning to list in Hong Kong and the UK, with an expected fundraising target of up to $2 billion [24]

Core Viewpoint - Valentino Beauty announced the cessation of its operations in Taiwan by December 31, 2025, after entering the market only in July 2023, indicating potential challenges in the competitive beauty market [2][5]. Company Summary - Valentino Beauty, a high-end beauty line under the Italian luxury brand Valentino, is globally operated by L'Oréal Group [5]. - The brand will stop recruiting new members and upgrading membership levels starting September 1, 2025, while the points redemption service will continue until February 28, 2026 [2]. Industry Summary - The beauty market in Taiwan has become increasingly competitive, with brands facing significant operational pressures due to changing consumer demands and habits [5]. - The overall beauty market growth has slowed, with retail sales for cosmetics reaching 229.1 billion yuan, a year-on-year increase of only 2.9% in the first half of the year [7]. - Many beauty brands are opting to exit markets or streamline their brand portfolios in response to intense competition [7][8].