【导读】GUESS将关闭国内所有线上、线下店铺 日前，知名国际时尚品牌GUESS发布消息称，其在中国所有线上、线下店铺将在3月底前正式关闭，引发网友热议。 将以全新模式深耕中国市场 2月27日，多位消费者收到GUESS官方发送的短信，消息显示，因经营模式调整，GUESS全国所有线上、线下店铺将在3月底前正式关闭。GUESS未来将 以全新模式深耕中国市场。 随后，GUESS官方旗舰店正式发布关店公告称，因品牌经营模式与渠道战略调整，GUESS官方旗舰店将于2026年3月31日前正式关闭。 为保障客户的权益，该店铺相关事宜安排如下： 订单履约方面，关店前已付款订单，将正常发货、完成售后；未支付订单将在店铺关闭前统一关闭。 售后保障方面，店铺关闭后，在法定质保期与三包有效期内的商品，仍可正常办理售后、退换货及质量问题处理，品牌将持续提供服务。 开票服务方面，已购买店铺产品，客户仍可继续开具发票，截止日期为4月15日。 GUESS官方旗舰店也表示，未来将以全新模式深耕中国市场，后续官方渠道将另行公告。 网友热议 消息传出后引发热议，部分网友表示"有点可惜"，也有网友认为该品牌"定位不清晰""款式不够新颖"。 > 2分 ...

（来源：指尖新闻沈阳晚报） 2月27日 不少消费者收到 美国知名时尚品牌GUESS 官方通知短信 消息显示 因经营模式调整，GUESS全国所有线上、线下店铺将在3月底前正式关闭，同时品牌方提及未来将以全新模式深耕中国市场，具体新布局尚未公布。 GUESS也要倒闭了?刚刚收 到的手机短信 #GUESS tion 哼哼哈嘿 2小时前 01 信息 · 短信 今天 12:09 【机时商贸】尊敬的 GUESS顾客,因经营模 式调整,全国所有线上 线下店铺将在3月底前 关闭。 GUESS未来将以全新模 式深耕中国市场,敬请 期待。 2小时前 信息 · 短信 今天 12:25 短信内容明确告知消费者闭店的核心安排，这一消息也在社交媒体引发热议，多位网友纷纷晒出收到的短信截图，不少人感慨 "突然收到通知，有点意外"，还有网友表示还未来得及入手心仪单品，对品牌闭店感到惋惜。 因经营模式调整,全国所有线上线 下店铺将在3月底前关闭。 GUESS未来将以全新模式深耕中国 市场,敬请期待。 12:14 ▲ III 5GA I Guess #D*奈克 | 沂 线上和线下店了 【机时商贸】尊敬的GUESS顾客, 因经营模式调整,全国所有 ...

为核实消息真实性，记者咨询了GUESS线上官方旗舰店客服，客服确认了3月底前关闭全国所有线上线 下店铺的消息，回应简洁明确，未透露更多关于闭店后的后续服务及全新经营模式的细节。 2月27日，不少消费者收到美国知名时尚品牌GUESS的官方通知短信，消息显示因经营模式调整， GUESS全国所有线上、线下店铺将在3月底前正式关闭，同时品牌方提及未来将以全新模式深耕中国市 场，具体新布局尚未公布。 短信内容明确告知消费者闭店的核心安排，这一消息也在社交媒体引发热议，多位网友纷纷晒出收到的 短信截图，不少人感慨"突然收到通知，有点意外"，还有网友表示还未来得及入手心仪单品，对品牌闭 店感到惋惜。 目前，GUESS方面尚未公布闭店后的售后保障、库存清仓等相关安排，也未详细说明未来将以何种全 新模式继续布局中国市场。 来源丨青岛日报 公开资料显示，GUESS由Marciano四兄弟于1981年创立，总部位于美国洛杉矶，最初以牛仔服饰起家， 逐步发展为全球知名时尚集团，产品线涵盖时装、鞋履、钟表、配饰、手袋、香水等多个品类，品牌于 1996年8月8日在美国纽约上市。 ...

奢侈品企业如今就像被车灯照到的兔子，手足无措。奢侈品二手市场正迎来临界点，但许多品牌仍不知 该何去何从。 二手交易是奢侈品市场增长最快的领域之一，但品牌尚未找到有效参与方式 作者：卡罗尔・瑞安 根据贝恩公司的预估，去年奢侈品二手市场规模首次突破 500 亿欧元（按当前汇率约合 590 亿美元）。 二手业务增速远超一手新品市场，规模已与奢侈品品牌通过折扣店实现的总交易额相当 —— 而折扣店 是其第三大销售渠道。 为避免卷入法律纠纷，二手商必须尽量少使用品牌商标，仅可在描述商品时使用品牌标识，不得在广告 或社交媒体内容中大面积展示，且在营销中不能营造出与奢侈品品牌存在合作关系的假象。 真正的问题在于每年涌现的数千家小型二手卖家。奢侈品通过社交媒体直播、Shopify 店铺、Vestiaire Collective 等 C2C 平台转售，注重品牌形象的大牌根本无法控制商品的展示方式。 百货商场也纷纷入局，新品与二手奢侈品开始在同一渠道销售。Fashionphile 与尼曼・马库斯达成合 作，顾客可用二手奢侈品置换店内积分，用于购买新品。 波士顿咨询集团数据显示，自 2020 年以来，消费者衣橱中二手商品占比上升 7 ...

【文/观察者网 王恺雯】在高性价比、文化自信等因素的推动下，中国本土奢侈品牌正在快速崛起，引 发西方媒体的关注。 "当'中国风'引领潮流，欧洲奢侈品牌该担忧了"，英国《金融时报》2月19日以此为题刊文，指出随着 本土产品大量涌现，中国奢侈品牌正迎来高光时刻。 2011年，意大利奢侈品牌普拉达（Prada）赴港上市，15年后，中国高端时装品牌之禾（ICICLE）被曝 正评估在巴黎上市。 文章指出，中国奢侈品牌崛起的背后，标志着一个国家形象的蜕变，中国不再只是生产廉价仿制品 的"工厂"，取而代之的是创新：从比亚迪的电动汽车，到DeepSeek的人工智能，以及无处不在的拉布布 （Labubu）所代表的潮玩文化。 文章分析称，中国本土奢侈品牌的兴起，一方面得益于政府对"国潮"的倡导，另一方面也源于中国人文 化自信的增强。眼下，这股"中国风"正横跨所有彰显地位的消费领域：时装、珠宝、汽车与高端葡萄 酒。 随着中国奢侈品牌影响力不断扩大，西方媒体也担忧起自家奢侈品的处境。"这对欧洲奢侈品公司构成 了威胁。"《金融时报》写道。 彭博社此前注意到，全球顶级奢侈品公司路威酩轩（LVMH）CEO阿尔诺去年9月到访上海时，很多人 ...

Group 1 - Several brands reported stable growth or exceeded market expectations, with DTC channels becoming the core growth engine, particularly in North America and China [2] - Under Armour's third-quarter performance exceeded expectations, with adjusted diluted earnings per share of $0.09, significantly better than the expected loss of $0.02 per share [3][4] - Canada Goose's third-quarter revenue grew by 14.2%, driven by strong performance in the Chinese market, which has become a key growth driver [7] Group 2 - Estée Lauder reported a net sales increase of 6% to $4.2 billion, returning to profitability with a net profit of $162 million, attributed to its transformation strategy [8] - Ralph Lauren's third-quarter net profit increased by 21.6% to $361.6 million, with net sales rising by 12% to $2.4 billion, driven by a significant increase in average unit retail price [9][10] - Tapestry's Coach brand saw a 25% increase in sales to $2.1 billion, contributing to record overall performance for the group [15][16] Group 3 - Capri Holdings reported a quarterly revenue of $1.025 billion, exceeding expectations, with a significant reduction in net debt to $80 million [19][20] - The luxury sector is witnessing strategic shifts, with brands like Pandora entering the platinum jewelry market to mitigate silver price volatility [17][18] - Bottega Veneta appointed Emilie Leblanc as the new global marketing and communications director, indicating a focus on stabilizing brand messaging during leadership transitions [22][23] Group 4 - The luxury watch sector is facing challenges, with Richemont considering the sale of Jaeger-LeCoultre due to ongoing performance issues in its watch division [11][12] - Zegna Group reported a slight revenue decline of 1.5% for the fiscal year, with DTC channels showing strong growth while wholesale channels contracted [23][24]

Core Viewpoint - China Duty Free Group (601888) (01880) saw a significant stock increase of over 7%, with a current price of 83.7 HKD and a trading volume of 185 million HKD, driven by strong sales growth in Hainan's duty-free market [1] Group 1: Sales Performance - Hainan's duty-free sales from January 1 to 3 increased by 129% year-on-year to 712 million CNY, with the number of shoppers rising by 61% [1] - The average duty-free spending per person reached 8,527 CNY, marking a 42.5% year-on-year increase, while the quantity of purchased items grew by 52.4% [1] Group 2: Market Drivers - The robust sales growth is attributed to the relaxation of shopping policy restrictions for local residents and departing travelers in Hainan since October of the previous year, which has boosted shopper traffic [1] - Increased average spending is primarily driven by luxury categories such as clothing, footwear, handbags, jewelry, and mobile products, alongside ongoing government subsidies for duty-free shopping [1] Group 3: Analyst Outlook - UBS has a positive outlook on China Duty Free Group's A-shares and H-shares, setting target prices of 99.59 CNY and 90.73 HKD respectively, with a "Buy" rating [1]

Core Viewpoint - China Duty Free Group (01880) saw a significant stock increase of over 7%, with a current price of 83.7 HKD and a trading volume of 185 million HKD, driven by strong sales growth in Hainan's duty-free market [1] Group 1: Sales Performance - Hainan's duty-free sales from January 1 to 3 increased by 129% year-on-year to 712 million CNY, with the number of shoppers rising by 61% [1] - The estimated per capita duty-free spending reached 8,527 CNY, marking a 42.5% year-on-year increase, while the quantity of purchased items grew by 52.4% [1] Group 2: Market Drivers - The robust sales growth is attributed to the relaxation of shopping policy restrictions for local residents and departing travelers in Hainan since October of the previous year, which boosted shopper traffic [1] - The increase in per capita spending is primarily driven by luxury categories such as clothing, footwear, handbags, jewelry, and mobile products [1] - Local government continues to provide subsidies for duty-free shopping, further supporting sales growth [1] Group 3: Analyst Outlook - UBS has a positive outlook on China Duty Free Group's A-shares and H-shares, setting target prices of 99.59 CNY and 90.73 HKD respectively, with a "Buy" rating [1]

Core Viewpoint - UBS reports that Hainan's duty-free sales from January 1 to 3 increased by 129% year-on-year to 712 million yuan, with the number of duty-free shoppers rising by 61% [1] Group 1: Sales Performance - The average duty-free spending per person is estimated at 8,527 yuan, representing a year-on-year increase of 42.5% [1] - The quantity of purchased goods also saw a year-on-year growth of 52.4% [1] - All reported data exceeded market expectations [1] Group 2: Factors Driving Growth - The strong sales growth is attributed to the relaxation of shopping policy restrictions for local residents and departing travelers in Hainan since October of the previous year, which has boosted shopper traffic [1] - Significant increases in average spending are driven by luxury categories such as clothing, footwear, handbags, jewelry, and mobile products [1] - Local government continues to provide subsidies for duty-free shopping [1] Group 3: Investment Outlook - The company is optimistic about China Duty Free Group's A-shares and H-shares, setting target prices at 99.59 yuan and 90.73 Hong Kong dollars, respectively, with a "buy" rating [1] - The company also has a positive outlook on Shanghai Airport, as new contracts may help the company return to a high growth trajectory, alongside no significant capital expenditures, which is expected to improve return on equity [1]

Core Viewpoint - UBS reports that Hainan's duty-free sales from January 1 to 3 increased by 129% year-on-year to 712 million yuan, with the number of duty-free shoppers rising by 61% [1] Group 1: Sales Performance - Duty-free sales growth is attributed to the relaxation of shopping policy restrictions for local residents and departing travelers in Hainan since October last year [1] - The average duty-free spending per person is estimated at 8,527 yuan, reflecting a year-on-year increase of 42.5% [1] - The quantity of purchased items also saw a year-on-year growth of 52.4%, indicating strong consumer demand [1] Group 2: Product Categories and Government Support - The increase in average spending is driven by luxury categories such as clothing, footwear, handbags, jewelry, and mobile phones [1] - Local government continues to provide subsidies for duty-free shopping, further stimulating consumer spending [1] Group 3: Investment Outlook - UBS maintains a positive outlook on China Duty Free Group's A-shares and H-shares, setting target prices at 99.59 yuan and 90.73 Hong Kong dollars, respectively, with a "buy" rating [1] - The firm is also optimistic about Shanghai Airport, as new contracts may lead the company back to a high growth trajectory, with no significant capital expenditures expected, which could improve return on equity [1]