京喜提供全链路解决方案，外贸企业实现"无痛"转内销 对做外贸代工的广东企业来说，转内销最怕"从零起步"，而京喜自营模式，精准解决企业这些痛点。 广东，中国制造业的"世界工厂"，承载着全国近五分之一的外贸出口份额。数以万计的中小制造企业在 此扎根，曾凭借"世界工厂"红利与稳定的海外订单，撑起发展一片天。然而，近年来全球经济格局深度 调整，广东不少中小企业急需寻找新增长路径，开拓国内市场，成了破局关键。 东莞宝玺服装就是典型例子。这家2005年成立的牛仔服饰老厂，八九成销量靠外销，核心市场在美国。 2025年关税战突袭，负责人王诚伟至今焦虑："当时订单还在生产运输，后续单全黄了。" 但内销之路并非坦途：缺乏对国内消费者需求的精准洞察、不熟悉国内电商运营逻辑、没有成熟的渠道 资源和品牌影响力，这些 "短板" 让许多企业在转型初期屡屡碰壁。此时，以京东京喜自营为代表的电 商平台，凭借对下沉市场的深刻理解、供应链能力以及全链路帮扶体系，帮助广东中小制造企业打通内 销堵点，实现从 "外贸贴牌" 到 "内销品牌" 的跨越，成为"广东制造"突围的生动样本。 此前王诚伟不是没试过转内销，但因为种种原因无奈搁置，其他平台试水也因 ...

Core Viewpoint - Macy's reported better-than-expected Q2 financial performance, achieving the highest same-store sales growth in 12 quarters and raising its annual guidance [1][3][5]. Financial Performance - Q2 revenue decreased by 2.8% year-over-year to $4.81 billion, exceeding the expected $4.76 billion [1]. - Adjusted EPS was $0.41, significantly higher than the expected $0.18 [1]. - Net profit for the quarter was $87 million, down from $150 million in the same period last year [1]. Same-Store Sales - Same-store sales turned positive with a growth rate of 1.9%, the highest increase in 12 quarters, compared to an expected decline of 0.5% [1][3]. - Bloomingdale's reported a same-store sales increase of 3.6%, while Bluemercury saw a 1.2% increase [3][4]. Annual Guidance - The company raised its annual revenue and earnings guidance, now expecting net sales to reach $21.45 billion, slightly above the previous estimate of $21 billion [3]. - Adjusted diluted EPS guidance was increased to a range of $1.70 to $2.05, up from the previous range of $1.60 to $2.00 [3]. Strategic Initiatives - The company plans to close approximately 150 underperforming stores by 2026 and invest in stronger departments [5]. - CEO Tony Spring has focused on enhancing the performance of Macy's stores identified with the highest growth potential [5]. Market Outlook - Despite a strong Q2 performance, the company remains cautious about consumer spending in the second half of the year, with a projected sales decline of 0.5% to 1.5% [6]. - The company has incorporated the impact of tariffs into its forecasts and is optimistic about future performance [6]. Consumer Behavior - Consumers continue to show resilience, particularly in new and fashionable products [7]. - The company is focusing on expanding business areas that maintain growth momentum, such as denim, women's modern apparel, and watches [7].

Core Insights - The article highlights the decline of the Jeanswest brand, particularly in Australia, where all stores have closed, while in China, the brand is attempting a transformation with significant discounts [1][4]. Company Overview - Jeanswest, founded in Australia 53 years ago, was once a global leader in denim fashion, with a peak of 3,156 stores worldwide [2]. - The brand was introduced to China in 1993 by the Sunrise Group and became a popular choice among young consumers [2]. Sales Performance - From 2013 to 2016, Jeanswest's sales in Hong Kong dollars decreased significantly: 46.8 billion, 39.7 billion, 28.1 billion, and 19.3 billion respectively [2]. - By the end of 2017, the number of stores in mainland China had dropped to 1,219, only 40% of its peak [2]. Business Strategy - The Sunrise Group announced a restructuring of Jeanswest Australia to adapt to changes in the global retail landscape, focusing on e-commerce [4]. - From 2020 to 2024, Jeanswest's e-commerce sales in China are projected to grow over 13 times, with a forecasted total sales exceeding 6 billion yuan in 2024 [4]. Market Position - The brand is currently offering clearance sales in its stores, with prices as low as 59 yuan for T-shirts, reflecting a significant shift from its previous market position as a premium brand [6][7]. - Despite the low prices, the brand struggles to compete with fast fashion giants like UR, Uniqlo, and Zara, which have faster supply chains and more frequent product updates [8]. Consumer Sentiment - Many consumers express nostalgia for Jeanswest, associating it with their youth and past fashion choices, despite its current low-price strategy [10].