据悉，谢鼎鸿以创意制作为核心，开启了他的创业生涯。多年来，他为全球众多标志性品牌，包括 Burberry、Golden Goose、Uniqlo、Google、PayPal、Volvo、Starbucks 等打造了屡获殊荣的作品。加入 集团前，他曾担任上海爱马仕的创意总监，成为该品牌首位驻巴黎总部以外的创意总监。 21世纪经济报道记者高江虹实习生张贺芸 过去这一周，全球时尚奢侈品企业经营呈现分化态势。部分品牌因市场适配不足或业绩承压启动战略收 缩，如GUESS宣布退出中国线下及电商直销渠道；与此同时，头部企业积极通过人事调整、供应链升 级、市场拓展寻求突破。周大福首次设立全球创意总监、LVMH换帅北美区、Shein重仓广东供应链、 SKP布局华南市场均彰显布局决心。此外，各品牌业绩表现差异显著，亚玛芬体育实现规模利润双增 长，彪马、SMCP等则在战略重组中承受短期阵痛，整体行业在变革中加速洗牌，展现出复杂多元的发 展格局。 1.周大福委任谢鼎鸿为全球创意总监 3月2日，周大福珠宝集团宣布委任在国际奢侈品及创意产业拥有丰富经验的谢鼎鸿出任全球创意总监， 任命将于2026年3月2日正式生效。在此之前，周大福有集团 ...

Core Viewpoint - The uncertainty of U.S. tariff policies is causing significant stress and anxiety within the global fashion and apparel industry, leading to rising costs, compressed profits, and supply chain uncertainties [1][2][3]. Group 1: Industry Impact - The Las Vegas Apparel Show, a major event in North America, has become a platform for discussing the negative impacts of tariff policies on market confidence and business opportunities [1]. - Companies are facing challenges in managing cost increases without fully passing them onto consumers, creating a delicate balance between market acceptance and survival pressures [1][2]. - The fashion industry is experiencing a collective struggle, with many companies feeling the pressure of rising costs and uncertain tariff policies [3]. Group 2: Company Responses - Companies like Tribal Fashion are adjusting prices, with a reported increase of approximately 7% for their spring 2026 women's collection, in response to rising tariffs [1]. - Bravo Group, a U.S. menswear company, is facing significant pressure due to the price sensitivity of its market, making it difficult to raise prices without risking market share [2]. - Global Footwear, which relies heavily on Chinese manufacturing, has found it challenging to find suitable alternatives in Southeast Asia due to quality issues, thus maintaining its current supply chain [2]. - Orange Fashion, a Canadian company, emphasizes the importance of its long-term relationships with retailers and is cautious about raising prices to avoid damaging these relationships [3].

Group 1 - The U.S. apparel industry is experiencing tension and anxiety due to rising tariffs, leading to increased costs, compressed profits, and supply chain uncertainties [1][2] - Companies are struggling to adapt to the uncertainty of U.S. tariff policies, with some considering relocating their supply chains, but facing challenges due to the unique qualities of raw materials and production standards [2][3] - The pricing strategies of companies are under pressure, as they attempt to balance cost increases with market acceptance, with some already raising prices by approximately 7% for upcoming collections [1][2] Group 2 - Many companies, such as Bravo Group and Global Footwear, rely heavily on Chinese manufacturing due to its quality and cost advantages, making it difficult to shift production to other regions [2][3] - The uncertainty surrounding U.S. tariff policies is a critical variable affecting global fashion supply chains and market confidence, with industry leaders expressing that the current months have been particularly challenging [3]

Core Insights - The U.S. apparel industry is experiencing tension and anxiety due to the uncertainty surrounding tariff policies, which are leading to increased costs, compressed profits, and supply chain uncertainties [1][2][3] Industry Overview - The Las Vegas Apparel and Footwear Trade Show, one of the largest in North America, has become a platform for discussing the impact of tariffs on the industry, with many exhibitors expressing concerns about market confidence and business opportunities being overshadowed by tariff issues [1] - Companies are facing significant challenges in managing cost increases without fully passing them on to consumers, leading to a delicate balance between market acceptance and survival pressures [1][2] Company Responses - Companies like Tribal Fashion are adjusting their pricing strategies, with a reported 7% increase in the price of their spring 2026 women's collection to cope with rising tariffs while trying to maintain customer relationships [1] - Bravo Group, a U.S. menswear company, is under pressure due to the price sensitivity of its market segment, making it difficult to raise prices without risking market share [2] - Global Footwear, which relies heavily on Chinese manufacturing, has found it challenging to find suitable alternatives in Southeast Asia due to quality concerns, thus maintaining its existing supply chain [2] Supply Chain Dynamics - The deep integration of supply chains with China is evident, as companies like Orange Fashion rely on specific materials, such as bamboo, that are best sourced from China, complicating any potential supply chain shifts [3] - Industry experts highlight that the direction of U.S. tariff policies remains a critical variable affecting global fashion supply chains and market confidence [3]

Group 1 - The U.S. apparel industry is experiencing tension and anxiety due to rising costs, profit compression, and supply chain uncertainties caused by tariff policies [1][2] - Many companies are considering relocating their supply chains to mitigate cost pressures from tariffs, but challenges related to product materials and quality make this difficult [2] - Companies like Tribal Fashion and Bravo Group express concerns about the inability to fully pass on increased costs to consumers, leading to significant market pressure [1][2] Group 2 - The uncertainty of U.S. tariff policies is a critical variable affecting global fashion supply chains and market confidence [3] - Companies such as Orange Fashion and Tribal Fashion emphasize the importance of maintaining long-term relationships with retailers and the challenges of price increases impacting customer relations [3]