毛衣

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加拿大鹅或被卖?控股股东贝恩资本考虑出售部分或全部股权
Nan Fang Du Shi Bao· 2025-07-14 01:25
上月,加拿大鹅宣布任命谢霖(Celine Xie)为中国区总裁,全面负责中国内地市场的直营业务。她将 常驻上海,并向加拿大鹅亚太区总裁Jonathan Sinclair汇报工作。这是自2022年以来,加拿大鹅第三次调 整中国区总裁人选。谢霖此前在ZARA母公司、Inditex爱特思集团有超过15年的领导经验,曾担任爱特 思集团大中华区中南区副总裁兼董事总经理和ZARA大中华区高管,全面统筹涵盖零售、电商及营销领 域。加拿大鹅表示,此项任命彰显了品牌自2018年进入中国市场以来持续强化本土领导团队的决心。此 前报道:加拿大鹅任命ZARA前高管为中国区总裁,三年三换该人选 伴随全球高端消费下行,奢侈品牌转手交易频繁发生。Canada Goose加拿大鹅控股股东Bain Capital贝恩资本正在考虑出售其所持股份。据悉,贝恩资本于2013年收购了加拿大鹅的控股 权,并于2017年主导该公司上市。加拿大鹅、贝恩资本的发言人截至目前未有回应。加拿大 鹅在2025财年业绩报告显示,营收同比增长1.1%至13.484亿美元,净利润录得9480万美元, 在整体消费环境承压的背景下保持增长。 彭博社援引知情人士消息称,贝恩资 ...
大人穿童装背后的新型消费观
Sou Hu Cai Jing· 2025-07-03 15:15
Core Insights - The trend of adults wearing children's clothing is gaining popularity in both China and Japan, reflecting a shift towards more conscious consumerism [1][8] - In the 1990s, Japanese women embraced children's clothing for its better fit and comfort, a sentiment that is now echoed by the new middle class in China [3][4] - The appeal of children's clothing lies in its affordability and similar quality to adult versions, making it a smart choice for consumers seeking value [3][4] Consumer Behavior - Chinese consumers are increasingly opting for children's luxury brands like Dior and Stella McCartney, recognizing that these items offer the same quality as adult versions at a significantly lower price [4][6] - Positive feedback from consumers on platforms like Vipshop highlights the successful fit and comfort of children's clothing for adults, indicating a growing acceptance of this trend [6] - The decision to wear children's clothing is also driven by a desire for self-expression and comfort, challenging traditional notions of maturity in fashion [8]
晶苑国际(2232.HK):基稳链固 一体启新
Ge Long Hui· 2025-06-29 10:47
Core Viewpoint - Crystal International is a global leader in garment manufacturing, focusing on the sportswear segment to drive growth [1] Group 1: Company Overview - Crystal International is a pioneer in the global garment manufacturing industry, with a diverse product matrix including casual wear, sportswear, denim, intimate apparel, and knitwear [1] - The company acquired Vista in 2016, successfully entering the sportswear and outdoor apparel sectors, which has accelerated revenue growth [1] - The company has established deep partnerships with major brands such as Uniqlo, GAP, Levi's, and Under Armour [1] - As a family-owned business, the controlling shareholders hold 76.5% of the company, ensuring stable management and succession [1] - The company has strong operating cash flow and an increasing dividend payout ratio [1] Group 2: Industry Outlook - The global garment manufacturing industry is expected to reach approximately $518.1 billion in 2024, with a compound annual growth rate (CAGR) of 0.6% over the past five years [1] - The sportswear segment is identified as a high-potential area with strong growth certainty, characterized by better profitability and higher concentration across the supply chain [1] Group 3: Competitive Landscape - The current landscape shows a high dependency on the U.S. for garment exports, but there is a clear trend towards overseas production [2] - Rising tariff costs are prompting manufacturers to establish overseas capacities, enhancing competitive advantages for those with such capabilities [2] - Secondary suppliers are expected to capture a larger market share as the industry undergoes consolidation [2] Group 4: Strategic Initiatives - Crystal International has a well-rounded strategy focusing on good positioning, deep supply chain engagement, and a diversified product offering [2] - The company has established a global production network, allowing for local capacity support and flexible production adjustments [2] - Cost reduction and efficiency improvements are being achieved through early overseas capacity investments and enhanced automation [2] Group 5: Future Growth and Profitability - The company is pursuing vertical integration to shorten lead times, reduce costs, and enhance production stability, which is expected to increase order volumes and profitability [3] - Revenue growth is projected to remain in double digits over the next three years, driven by existing customer expansion and new customer acquisition in the sportswear segment [3] - Profitability is anticipated to improve due to cost reductions from automation and vertical integration, with net profits expected to reach $230 million, $260 million, and $300 million from 2025 to 2027, respectively [3]
迅捷环球控股(00540.HK)5月21日收盘上涨7.36%,成交2.32万港元
Jin Rong Jie· 2025-05-21 08:39
Company Overview - Speedy Global Holdings Limited is a leading supply chain service provider, offering comprehensive services such as product design and development, trend confirmation, material procurement, order management, quality control, packaging, inventory management, and logistics for globally recognized brands [2] - The company previously operated a retail business but terminated its Unisex and Promod brand sales due to unsatisfactory performance, focusing instead on identifying more profitable retail opportunities [2] Financial Performance - As of December 31, 2024, Speedy Global Holdings reported total revenue of 612 million yuan, a year-on-year increase of 42.87% [1] - The net profit attributable to shareholders was 15.65 million yuan, reflecting a significant year-on-year growth of 441.43% [1] - The company's gross profit margin stood at 12.33%, with a debt-to-asset ratio of 69.6% [1] Market Position and Valuation - The company's price-to-earnings (P/E) ratio is 5.79, ranking 17th in the textile and apparel industry, which has an average P/E ratio of -6.59 [1] - Other companies in the same industry have varying P/E ratios, with FAST RETAIL-DRS at 0.36, Zhejiang Yong'an at 1.34, Urban Beauty at 3.78, Chih Li Industrial Group at 3.92, and Shanshan Brand at 4.1 [1] Property Development and Investment - The company previously focused on property development in Xinmi City but sold its 50% stake in Speedy Global Development Limited for 10 HKD to mitigate risks associated with industrial property investments [3] - The board believes that this sale helps avoid uncertainties related to the depreciation of the RMB and the slowing growth of GDP and industrial value-added in Henan Province [3] - The company will continue to monitor the property market and seek suitable investment and development strategies to enhance shareholder returns [3]
“关税”之下杭州针织企业闯关破局
Mei Ri Shang Bao· 2025-05-14 00:04
商报记者 刘迅 摄影 记者 严嘉俊 制图 蒋中杰 5月12日,当中美经贸会谈联合声明宣布,中美各取消91%的关税,暂停24%关税后,桐庐羊绒针织有 限责任公司总经理吴碧云的眉头顿时舒展开来,赶紧联系美国客户。 "守得云开见月明。"在全球贸易的风云变幻中,美国发起的关税战如一场风暴,席卷了众多外贸企业。 桐庐羊绒针织有限责任公司便是其中的亲历者,在这场没有硝烟的战争中,经历着挑战,也积极寻求破 局之路。 关税攀升 艰难价格博弈 织造、缝头、包装和质检……在桐庐羊绒针织有限责任公司工厂,工人们正在制作一批发往美国的毛衣 订单。 面对美国的加征关税,吴碧云坦言,这对外贸企业是一个不小挑战。 桐庐县横村镇,被誉为中国针织名镇。桐庐羊绒针织有限责任公司被誉为横村乃至浙江针织产业的"黄 埔军校",是Armani、Burberry、MaxMara等国际一线品牌多年来信赖有加的合作商。 2002年,企业创立了自主品牌"针之秀",经过多年的耕耘,被授予省、市名牌产品,省、市著名商标等 荣誉。 "针之秀"主营围巾、帽子、手套等针织类产品,也就是俗称的"小三件",美国市场的订单占其业务的 70%。以往,这些产品有着10% 至15% ...
广交会观察:智能环保化宠物用品走俏
Zhong Guo Xin Wen Wang· 2025-05-03 14:18
Core Insights - The 137th China Import and Export Fair (Canton Fair) is showcasing the growth potential of the pet products export industry, focusing on innovative and high-quality offerings for global pet lovers [1][2] - Companies are emphasizing smart and eco-friendly designs, with products tailored to meet the needs of different consumer segments [2][4] Industry Trends - Lightweight and easy-to-assemble pet products, such as spacious pet cages and foldable pet beds, are gaining popularity, particularly among consumers in Europe and the U.S. who enjoy outdoor activities with their pets [1][2] - The future of pet products is leaning towards smart technology and brand development, with a focus on creating products that cater to specific customer needs [2] Product Innovations - A smart cat litter box that can be controlled via smartphone and features automatic cleaning capabilities has attracted attention from overseas markets [2] - Eco-friendly products, such as a mixed litter designed for environmentally conscious pet owners, are becoming increasingly important as consumer awareness of sustainability grows [2][4] Market Dynamics - The demand for pet health monitoring products is rising, with companies introducing innovative solutions like health monitoring urine pads that indicate the pH level of pet urine [4] - The pet apparel market is also expanding, with products designed for specific seasonal events, such as Christmas-themed pet sweaters, expected to see increased demand [4]
Vince.(VNCE) - 2025 Q4 - Earnings Call Transcript
2025-05-02 13:32
Vince Holding (VNCE) Q4 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Akiko Okuma - Chief Administrative Officer & General CounselBrendan Hoffman - CEO & DirectorYuji Okumura - CFOMichael Kupinski - Director of Research, Managing Director, Head of Technology Research Conference Call Participants Eric Beder - CEO & Senior Research Analyst Akiko Okuma Thank you, and good morning, everyone. Welcome to Vince Holding Corp. Fourth quarter and full year fiscal twenty twenty four results conferen ...
看到这份创业者穿搭,你都想起了谁? | 创业Lifestyle
红杉汇· 2025-04-17 14:29
身为创业者的你想必早已明白,每一次社交、每一场会议,都有可能是通向成功的关键节点,而好的形象管理 或能让人事半功倍。在重要场合中,穿搭是你递给外界的一张无声名片。 无论是争取投资、建立合作,还是塑造品牌信任感,一套适配的穿搭,不仅能让你由内而外散发自信,更能巧 妙地在他人眼中塑造出你期望展现的形象。穿搭从来不是简单的穿衣选择,而是战略性的形象管理。它是个人 气质的延伸,更是企业文化的缩影。本文梳理了几种创业者常见的穿搭风格,希望能为正在创业的你提供一些 参考。 休闲商务范是多数时候的选择 场景: 在大多数现代职场环境中,如日常办公、团队会议、行业聚会等场合,尤其是互联网、初创公司等 年轻化团队中,一身商务休闲装既能传递专业信号,又通过适度的个性化细节展现开放包容的企业文化。 这种风格的核心是"克制的放松",一般会用POLO衫、衬衫、西装外套这种偏正式的服装,搭配牛仔裤、毛 衣、乐福鞋这类休闲单品,除裤装外,女士也可以选择及膝裙或连衣裙。在保持得体形象的同时,融入适 度的个性化表达,既满足职场规范,又避免传统正装的拘谨感。 商务休闲装的面料多以棉、羊毛、聚酯纤维为主,注重舒适与质感;颜色一般以中性色 (黑、灰、 ...
「胸口绣着minmin才知道是山寨奢侈品」,老实打工人最怕身上有高仿商标显得「又穷又装」
36氪· 2025-04-15 00:06
以下文章来源于Vista氢商业 ,作者大稚 Vista氢商业 . 关心都市白领的消费生活 提供易懂有趣的品牌报道 世界是一个巨大的minimin。 文 | 大稚 编辑 | 橘总 来源| Vista氢商业(ID: Qingshangye666) 封面来源 | Pixabay 如果说最大的惊喜是意外从衣服口袋里掏出完好的百元大钞, 最大的惊吓就是猛然在衣服上发现"minmin"。 为什么是惊吓, 因为minmin和意大利奢侈品牌Miu Miu的logo咋看咋像 ,它们共享同一种圆乎乎的字体,同一种双列排版,同样的印刷位置。 "minmin""miumiu"傻傻分不清楚 在服饰上发现minmin,就像在AI生成的美女照片里发现怪异扭曲的手指,可得出同一个结论—— 仿的 。 知道要看手之后你终于可以快速分辨AI照片,品牌logo见多了你终于发现高仿无处不在。妈妈在直播间给买的"牌子货"牛仔裤,逛商场好不容易看到的一双 能入眼的鞋,网上刷到感觉喜欢就顺手买回来的包,以及衬衫前襟、眼镜腿、外套拉链、小发夹,都是minmin的容身之所。 图源:小红书@momo 本来买到仿款也没什么。 反正当季流行就是大同小异否则也不叫"流 ...
美国海关故障持续10小时,这类中国商品竟零关税
汽车商业评论· 2025-04-13 13:11
撰 文 / 张霖郁 设 计 / 琚 佳 来 源 / New York Times、CNBC 作者:Agnes Chang, Lazaro Gamio and Pablo Robles 惊心动魄的10天。 从美国当地时间4月2日特朗普(Donald J. Trump)对全球贸易伙伴加征关税开始,再到中国政府的 强势回应,目前的结果是美国共新增对华关税145%,其中125%为特朗普定义的对等关税,而之前 分别于2月以及3月两次增加的10%关税,他称是针对中国向美出口芬太尼的处罚性关税。 同时,美国时间4月11日,特朗普政府突然又对来自于中国的手机、电脑等电子产品进行了关税豁 免,对等关税125%不再加收。 中国方面,我们在4月11日作出回应,对美商品加增至125%,并且指出"鉴于在目前关税水平下, 美国输华商品已无市场接受可能性,如果美方后续对中国输美商品继续加征关税,中方将不予理 会。 " 这场贸易战,给依赖中国供应商的美国企业以及依赖对美出口的中国企业带来了巨大的不确定性。 两国近期的报复性措施甚至导致关税成本高于商品本身价格。 但贸易律师、报关行和进口商表示,由于贸易规则不断变化,并非所有产品都会被征收天价 ...