lululemon的成长乏力的问题，正式被市场摆在了台面上 李波曾经曾经创下过一年买了50多件lululemon的壮举。 他在深圳金融行业工作，lululemon的很多衣服在日常工作场景不显得突兀。更重要的是，lululemon的MVT系列有抑菌除臭的效果，是他试了一轮以后觉 得最合适的，正好应对大湾区长达9个月的无情炎热。 不过，最近一年，他在lululemon的购买频次大大下降了。一方面是买够了，就算工作稳定，也"勒紧裤腰带，该省省该花花"；另一方面则是，新款和新色 都没什么吸引人的地方，他新买的网球系列，还"硌得慌"。 李波去年买的MVT短袖，今年压胶已经脱落了一半 这说明，lululemon的老客人复购，变少了。他们的客人正在流失。 在去年年初的时候，lululemon就罕见坦诚，美国的中产正在减少服装支出，对高端运动休闲产品需求减弱。而在那个时候，美国门店的客流量和转化率 已经开始下降。 到今年，北美地区的收入占据lululemon总收入的71%，比去年73%的占比仅少了2%，说明北美依然是lululemon的业绩大头，北美地区基本代表了这个公 司的核心营收能力。 而且，因为关税的影响，lulule ...

Group 1 - The global e-commerce market is undergoing significant transformation, with a market size reaching $5.8 trillion in 2023 and a compound annual growth rate (CAGR) of 14.8% over the past four years, accounting for 19.4% of total retail sales [1][23]. - Chinese cross-border e-commerce platforms are emerging strongly, leveraging unique business models and supply chain advantages, with new players like Temu, Shein, and TikTok Shop reshaping the global market landscape [1][33]. - The penetration rate of e-commerce still has substantial room for growth, with China at 47% while developed countries like the US and UK are below 20% [2][43]. Group 2 - The US e-commerce market reached $1.1 trillion in 2023, with Amazon holding nearly 40% market share, while Europe is dominated by Germany, the UK, and France, which together account for two-thirds of the region's market [3][29]. - Southeast Asia's e-commerce GMV grew by 6.9% to $139 billion in 2023, with Indonesia representing 40% of the market share, indicating high growth potential despite a lower base [4][43]. - The main product categories in global B2C e-commerce are fashion (23%), electronics (21%), and home goods (20%), with health and personal care, as well as food and beverage, showing significant growth rates [5][29]. Group 3 - The explosive growth of Chinese cross-border e-commerce is driven by the combination of "Chinese manufacturing + innovative models" [6][27]. - Key provinces like Guangdong, Zhejiang, and Jiangsu contribute over 60% of the national cross-border e-commerce transaction volume, forming strong industrial clusters that support stable and high-quality supply [7][27]. - Over 30% of cross-border sellers experienced revenue growth exceeding 20% in 2023, with around 40% of mature sellers diversifying their operations beyond Amazon [8][32]. Group 4 - Temu's full-service model is revolutionizing efficiency by allowing sellers to ship goods to domestic warehouses while the platform handles pricing, logistics, and after-sales, significantly reducing costs [9][30]. - Shein is transitioning from fast fashion to a full-category independent platform, leveraging a rapid supply chain and social media marketing to enhance its market presence [10][30]. - TikTok Shop is capitalizing on its vast user base of 1.6 billion monthly active users, utilizing short video content to drive impulse purchases, particularly in beauty and home categories [11][30]. Group 5 - Despite strong momentum, Chinese cross-border platforms face challenges such as logistics optimization, compliance with varying tax policies, and the need to adapt to local market conditions in regions like Europe and Southeast Asia [12][43]. - The future of competition will hinge on optimizing the triangle of cost, efficiency, and experience, transitioning from price advantages to value advantages [12][43].

这不是一个大公司单向赋能、其他环节被动接受的故事。链条里的每个角色都在自我更新。 文 丨 郑可书 奋斗十余年后，东北人潘宇终于在广州拥有一爿三层楼的高端服装厂。每天，近万件瑜伽服在 5000 平米的厂区流转，布料先在第三层被自动裁布机切成裁片，在第二层由熟练工人车缝，最后在第一层 经历剪线、查货、包装等后道工序。流转的楼层由高到低，再到厂区门口的货车上，这是最顺畅、最 高效的方式。 以前，潘宇的厂房布局不清晰，工人随意堆放衣料，"下脚的地方都没有"，客户不相信这样的厂子能 生产高端货。客户沟通、生产管理依靠邮件和 Excel 表格，货物时常缺漏，工人常做着做着发现少一 包货，去四处翻找，低效又浪费。 直到 2021 年，他成为 Shein 的供应商。这家将 "小单快反""按需时尚" 模式发挥到极致的独角兽，很 快用数字化工具改造了潘宇的生产流程，并帮忙规划选址、布局、装修方案，掏出几十万元的补贴， 根据 5S 标准（整理、整顿、清扫、清洁和素养，以此减少浪费、提高效率）和精益生产等理念，将 他的工厂进行改造。潘宇将此形容为 "天上掉馅饼"。 这得益于 Shein 推出的工厂扩建改造项目。2023 年， She ...

文 | 《贵圈》栏目 闫妍 过去一年，在奢侈品行业经济逆风中，谁是当之无愧的大赢家？除了爱马仕外，还必须有 Miu Miu 这个异军突起的"叛逆者"。 近两年，曾经被视作 LV 、 CHANEL "平替"的 Miu Miu ，在价格和话题性上早已逆袭超 车—— 3200 元的发夹、 4750 元的眼镜绳、 6950 元的"丑娃娃"挂饰以及 4.2 万元的亮 片内裤等争议单品，非但没有吓退消费者，官网还频频出现售罄盛况，它正在成为 Z 世代 富豪千金们争相抢购的"身份勋章"。 在社交媒体上， #Miu Miu 风 # 掀起了一场席卷全球的"叛逆富家女"大浪潮，其标志性的 镶钻亮片底裤、容易着凉的露胃毛衣，校服式的百褶短裙、超低腰裙、花苞裙、芭蕾鞋等 等，都成为了年轻人表达先锋的时尚符号。 Miu Miu 上演的这场教科书级的"叛逆式增长"，还直接体现在了母公司 Prada 集团的最新 财报，并将品牌推向历史新高度。 近日， Prada 集团发布第一季度财报，在奢侈品行业整体增速放缓的背景下，实现营收 13.4 亿欧元，同比增长 13% ，延续了 2024 年双位数增长的势头。副线品牌 Miu Miu 延续 20 ...

Core Insights - Miu Miu has emerged as a significant player in the luxury goods market, outperforming traditional competitors like LV and CHANEL, particularly among Gen Z consumers [1][4][6] - The brand's unique positioning and controversial pricing strategy have led to a surge in demand, with products frequently selling out [1][7] - Prada Group's recent financial performance highlights Miu Miu's role as a key growth driver, with a remarkable 60% increase in sales for the brand in the first quarter of 2025 [4][6][7] Financial Performance - Prada Group reported a revenue of €1.34 billion in the first quarter, a 13% year-over-year increase, driven largely by Miu Miu's performance [4][5] - Miu Miu's retail sales surged by 93.2% to €1.228 billion, marking a historic high and contributing significantly to the group's overall growth [6][7] - The group's overall revenue for the 2024 fiscal year reached €5.432 billion, with a net profit increase of 25% to €839 million, outperforming major competitors [6][7] Market Strategy - Miu Miu's success is attributed to its focus on youthful branding and innovative marketing strategies, appealing to a younger demographic [15] - The brand has effectively utilized social media to create a cultural phenomenon around its products, positioning itself as a status symbol among affluent youth [1][11][13] - Prada Group's acquisition of Versace for €1.25 billion aims to strengthen its multi-brand strategy against competitors like LVMH and Kering [4][15] Consumer Trends - Miu Miu's pricing strategy, featuring high-priced items, has not deterred consumers but rather fueled demand, with products often selling out [1][7][9] - The brand's appeal lies in its ability to resonate with the desires of young consumers for uniqueness and individuality in luxury fashion [13][15] - The Asia-Pacific region remains a crucial market for Prada, contributing €1.604 billion in retail sales, reflecting a 13.1% year-over-year growth [13]

Core Insights - The rise of "market tourism" as a new cultural and tourism trend in Suzhou, integrating local culture, intangible heritage, and contemporary art, is driven by both demand upgrades and policy support [1][5][6] Group 1: Market Trends - The "Lion City Market" attracted over 250,000 visitors during the Dragon Boat Festival last year and continued its popularity with the "Most Chinese Cultural Market" theme during the recent May Day holiday [2] - The recent "Lion City Market" saw over 220,000 visitors and generated sales exceeding 5 million yuan, boosting the sales of the Lion Mountain business district by 24% [3] - Various creative markets, such as "Non-Heritage Fun" and "National Trend New Generation," have emerged, showcasing a blend of cultural experiences, social interaction, and leisure shopping [4] Group 2: Consumer Behavior - Consumers, especially young people, are increasingly drawn to unique, handmade, and original products, preferring the experience of browsing markets over traditional shopping [5][6] - The appeal of markets lies in their ability to provide a distinctive shopping experience, allowing for social interaction and the discovery of niche products [5][6] Group 3: Policy and Development - The Chinese government has initiated measures to support the development of creative markets as a means to stimulate cultural and tourism consumption [5][6] - The flexibility and low operational costs of markets make them an effective supplement to modern commerce, promoting consumption and job creation [5][6] Group 4: Challenges and Recommendations - Some markets face issues of homogenization, with many products resembling those found on e-commerce platforms, leading to consumer fatigue [6][7] - Recommendations for sustainable market development include better infrastructure, standardized fees, and a focus on unique content and cultural resonance to enhance consumer engagement [7]

Group 1 - The core viewpoint of the articles highlights the backlash against the U.S. tariff policies, which are causing significant challenges for various industries, particularly small retailers who are forced to raise prices due to increased costs [1][2] - The National Retail Federation (NRF) indicates that small retailers are heavily reliant on imported products to offer a diverse range of affordable goods, and the tariffs are leading to price hikes that will be passed on to consumers [1] - NRF's government relations executive vice president, David French, emphasizes that higher tariffs result in increased burdens for American families, creating anxiety and uncertainty for businesses and consumers alike [1] Group 2 - A recent gathering of small retailers convened by the NRF revealed that many are struggling due to the tariff policies, with some, like GaBBY Bows founder Rosalyn Goodwin, stating that U.S. manufacturing costs are three to four times higher than production in China [2] - A survey conducted by Morning Consult for the NRF found that over half of respondents believe the proposed tariffs will negatively impact small businesses, working-class families, and seniors, with a majority prioritizing inflation reduction and grocery costs over tariff increases [2]

Prada伸出橄榄枝。 最新消息传来。 作者 I 王露 报道 I 投资界PEdaily 4月4日，意大利时尚巨头Pr a d a谋求收购范思哲，有了新动向——路透社披露，高盛正牵头为Pr a d a提供2 5亿欧元的融资计划，其中1 5 亿欧元用于收购，剩余1 0亿欧元用于收购后恢复范思哲业绩。 范思哲，熟悉时尚的人们并不陌生这个名字。成立于1 9 78年，范思哲背后是一对意大利兄妹，以天才般的大胆创意，把时尚界杀了个 底朝天，并开启了"超模盛世"。可以说当今流行的种种时尚趋势，范思哲功不可没。 兄妹联手 时尚帝国崛起史 范思哲的故事，始于一对兄妹。 1 9 4 6年，詹尼·范思哲（Gi a n n i Ve rs a c e）出生于意大利南部一个贫穷家庭。母亲是位裁缝，天分极高的詹尼从小就耳濡目染，中学时 选择辍学在母亲身边帮忙。后来他来到米兰，辗转多个品牌担任自由设计师，开始小有名气。 1 9 7 8年，崭露头角的詹尼创立同名品牌Gi a n n i Ve rs a c e，并亲自设计品牌l o g o——希腊神话里的蛇头女妖美杜莎，寓意爱上美杜莎的 人将无可救药，正如被范思哲征服。 大放异彩是在1 9 ...