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优衣库大中华区同店销售回暖;耐克CEO承认中国市场存在挑战;宗馥莉二度辞职哇哈哈|品牌周报
36氪未来消费· 2025-10-12 11:14
Group 1: Uniqlo's Performance - Uniqlo's parent company, Fast Retailing, reported a record operating profit of 564.27 billion yen for the fiscal year ending August 2025, marking the fourth consecutive year of growth [3] - The Southeast Asia, India, and Australia regions showed significant sales performance, with North America and Europe also achieving double-digit growth in both revenue and profit [3] - In North America, revenue increased by 24.5% year-on-year, while profit rose by 35.1%; Europe saw revenue growth of 33.6% and profit growth of 23.7% [3] - Despite the overall decline in revenue in Greater China by 4.0% to 650.2 billion yen, the recovery in same-store sales in Japan and Greater China contributed to profit growth [3] - Uniqlo's success in the U.S. market was driven by a combination of price increases (approximately 5% on core items) and cost control measures, leading to a same-store sales growth of 3% [3] Group 2: Nike's Challenges in China - Nike's CEO acknowledged structural challenges in the Chinese market, which has seen a decline in performance for five consecutive quarters [5][6] - In the first quarter of fiscal year 2026, Nike's revenue in Greater China was $1.512 billion, down from $1.735 billion and $1.666 billion in the previous two fiscal years [5] - The company is focusing on improving sales trends through store updates, enhancing brand differentiation, and reducing inventory buildup among partners [5][6] Group 3: Wahaha's Leadership Changes - Zong Fuli has resigned from her positions at Wahaha Group, transitioning to focus on her own brand, "Wah Xiao Zong," while retaining a 29.4% stake as the second-largest shareholder [7] - The resignation is linked to compliance issues regarding the use of the "Wahaha" trademark, prompting her to shift her focus to her new brand [7] - Recent family disputes have negatively impacted Wahaha's sales and market confidence, with reported declines in daily sales and live-streaming events [8] Group 4: H&M and Designer Collaborations - H&M announced a collaboration with Chinese designer Jacuques Wei for the upcoming Year of the Horse Spring Festival, marking the second designer partnership in a long-term project with Shanghai Fashion Week [10] Group 5: Lululemon and Erewhon Collaboration - Lululemon partnered with Erewhon, a high-end organic supermarket, to launch a collection of apparel and accessories, set to debut in Shanghai [11] Group 6: Gucci's Increased Foot Traffic - Following the debut of Demna's collection, Gucci experienced a significant increase in store traffic, with a 53% rise in weekly visits at the Rodeo Drive location in Los Angeles [14] Group 7: Blue Bottle Coffee Expansion - Blue Bottle Coffee opened its third store in Shenzhen, continuing its slow but steady expansion in China, with a total of 15 stores across major cities [15] Group 8: Anker's New COO Appointment - Anker appointed a new Chief Operating Officer to enhance its market share, with plans to expand the use of its innovative manufacturing technology [16] Group 9: Zhou Dasheng's Acquisition of MBL - Zhou Dasheng Jewelry Group acquired the high-end audio brand MBL, which recently emerged from bankruptcy, aiming to expand its global sales network, particularly in the growing Chinese high-end audio market [17]
叔叔宗泽后再发声:水军害了宗馥莉
Di Yi Cai Jing Zi Xun· 2025-10-11 03:01
2025.10.11 本文字数:936,阅读时长大约2分钟 作者 |第一财经 揭书宜 10月10日,第一财经记者从接近娃哈哈的人士了解到,宗馥莉已于9月12日向娃哈哈集团有限公司辞去 董事长等相关职务并已通过集团股东会和董事会的相关程序。 10月11日,宗馥莉的叔叔宗泽后在朋友圈表示:"好多朋友为宗馥莉第二次辞去娃哈哈集团的职务来问 我。第一次辞的时候我在朋友圈发了下面这样一段话:昨天宗馥莉全网霸屏,很多人到我这里求证真 假。我给他们基本答复:是件好事。她最大的问题是:接班娃哈哈不应该考虑如何做大规模,如何赚 钱,如何大刀阔斧改变现状。她首先要考虑是如何做好事,做慈善。让所有人都认可你,在这个过程中 你可以发现很多问题,也可以发现很多人才,自然而然让大多数人认可你的接班。她却反其道而行之, 火力四开,锋芒毕露,应了古语:刚易折。第二:娃哈哈从本质上讲国家是大股东,当然是国家说了 算,如果全是你自己的股份,当然你可以爱怎么干就怎么干,国有企业你就是个职业经理人,你就必须 夹着尾巴做人。" 面这样一段话:昨天宗馥莉全网霸屏,很多人 到我这里求证真假。我给他们基本答复:是件 好事。她最大的问题是:接班娃哈哈不应该考 ...
叔叔宗泽后再发声:水军害了宗馥莉
第一财经· 2025-10-11 02:54
10月11日,宗馥莉的叔叔宗泽后在朋友圈表示:"好多朋友为宗馥莉第二次辞去娃哈哈集团的职务来问我。第一次辞 的时候我在朋友圈发了下面这样一段话:昨天宗馥莉全网霸屏,很多人到我这里求证真假。我给他们基本答复:是件 好事。她最大的问题是:接班娃哈哈不应该考虑如何做大规模,如何赚钱,如何大刀阔斧改变现状。她首先要考虑是 如何做好事,做慈善。让所有人都认可你,在这个过程中你可以发现很多问题,也可以发现很多人才,自然而然让大 多数人认可你的接班。她却反其道而行之,火力四开,锋芒毕露,应了古语:刚易折。第二:娃哈哈从本质上讲国家 是大股东,当然是国家说了算,如果全是你自己的股份,当然你可以爱怎么干就怎么干,国有企业你就是个职业经理 人,你就必须夹着尾巴做人。" 09:49 本 2025.10. 11 本文字数:936,阅读时长大约2分钟 作者 | 第一财经 揭书宜 10月10日,第一财经记者从接近娃哈哈的人士了解到,宗馥莉已于9月12日向娃哈哈集团有限公司辞去董事长等相关 职务并已通过集团股东会和董事会的相关程序。 微信编辑 | 格蕾丝 .. ? 914 详情 宗泽后 对于现在宗馥莉第二次辞职,宗泽后表示:"上一次她辞职 ...
叔叔宗泽后发声:水军害了宗馥莉,使她越走越远、无法回头
Di Yi Cai Jing· 2025-10-11 02:42
宗馥莉已于9月12日向娃哈哈集团有限公司辞去董事长等相关职务并已通过集团股东会和董事会的相关程序。 10月10日,第一财经记者从接近娃哈哈的人士了解到,宗馥莉已于9月12日向娃哈哈集团有限公司辞去董事长等相关职务并已通过集团股东会和董事会的相 关程序。 10月11日,宗馥莉的叔叔宗泽后在朋友圈表示:"好多朋友为宗馥莉第二次辞去娃哈哈集团的职务来问我。第一次辞的时候我在朋友圈发了下面这样一段 话:昨天宗馥莉全网霸屏,很多人到我这里求证真假。我给他们基本答复:是件好事。她最大的问题是:接班娃哈哈不应该考虑如何做大规模,如何赚钱, 如何大刀阔斧改变现状。她首先要考虑是如何做好事,做慈善。让所有人都认可你,在这个过程中你可以发现很多问题,也可以发现很多人才,自然而然让 大多数人认可你的接班。她却反其道而行之,火力四开,锋芒毕露,应了古语:刚易折。第二:娃哈哈从本质上讲国家是大股东,当然是国家说了算,如果 全是你自己的股份,当然你可以爱怎么干就怎么干,国有企业你就是个职业经理人,你就必须夹着尾巴做人。" 今年7月,宗馥莉陷入信托纠纷时,第一财经记者曾联系上宗泽后,宗泽后对第一财经记者独家表示:"我觉得我没必要再说了,越 ...