李维斯目前预计全年销售额将增长3%，此前预期为增长1%至2%，远超2.9%的下降预期；预计调整后 每股盈利将在1.27至1.32美元之间，此前预期为1.25美元至1.3美元。 格隆汇10月10日｜美国牛仔裤制造商李维斯公布第三季财季业绩，虽然关税导致成本上升，但由于加价 和需求强劲，营收同比增长7%至15.4亿美元，高于分析师预期的15亿美元；调整后每股盈利为34美 仙，亦高于预期的31美仙。毛利率增长1.1个百分点至61.7%，分析师预期为60.7%。 ...

Levi Strauss第三财季营收和利润均超出分析师预期。该公司提高了部分产品的价格，但未对需求产生负 面影响，并计划明年在美国及其他市场进一步提价。毛利率从去年同期的60.6%升至61.7%，高于分析 师预期的60.7%。直营渠道销售额同比增长11%，女性产品销售额增长9%。除牛仔裤以外的其他品类 （如上衣）占总业务近40%，销售额增长 9%。 公司将全年销售预期上调至增长3%，高于此前预期的1%—2%增长。全年调整后每股收益预期上调至 1.27—1.32美元。 （文章来源：证券时报网） ...

为了不错过我们的推文，大家可以将我们「星标置顶」， 这样你看到我们推送的概率也会更高一些哦~ 9月25日晚，雷军的年度演讲，提及了一个久违的名字——凡客诚品创始人陈年。 这回，雷军将他当作励志典型：欠债10亿，耗时10年，直到2022年才彻底还清。正是自己的跨行造车经历刺激陈年开启二次创业，如今已经做到了抖音男 装门类第一。 凡客诚品，90后、00后或许感到比较陌生，但是在2010年前后，这个服装品牌可是现象级的存在。 当年它到底有多火呢？ 文艺青年们不识优衣库和Gap，只认韩寒代言的凡客诚品。 当小米2010年成立时， 凡客就已经达到了巅峰。当时一天能入职500人，拥有超过1.3万名员工，光总裁级的领导就有三四十位。 （图源凡客官网，高光时刻停留在2016年） 凭借独到的风格和良好的服务，凡客创造了当时的业绩神话。到2008年6月，凡客仅成立一年，一天就能卖一万单，2010年营收突破20亿，位列京东、卓 越亚马逊、当当网之后，成为电商行业的第四位，还获得了2010年全国服装品牌年度大奖。 扩张败局 用3年成顶流，用10年来还债 从0到巅峰，凡客只用了3年时间，这是互联网创造的奇迹。 只是，面对神速增长，凡客 ...

Group 1 - Industrial Bank has been innovating products and services to meet the financial needs of private clothing enterprises, enhancing the vitality of the garment manufacturing industry [1] - The "Su Chao" sports event has led to a surge in demand for sports apparel, with a local sports goods company reporting a daily shipment of 15,000 pieces [1] - The company faced challenges in raw material procurement funding, prompting Industrial Bank to provide a tailored financing solution, successfully issuing over 9 million yuan in loans [1] Group 2 - The Fumian Ecological Textile and Apparel Industrial Park in Guangxi has developed into a renowned denim production base, known as the "World Pants Capital" [2] - A local entrepreneur faced funding issues during a critical production period, which led to a temporary halt in operations [2] - Industrial Bank's timely intervention through the "Industrial e-loan" product provided nearly 10 million yuan in loans within a week, resolving the entrepreneur's urgent financial needs [2] Group 3 - The shoe manufacturing industry in Yanshi District, Henan, is being supported for technological innovation and product development [3] - A shoe factory has invested in automated knitting machines to enhance production efficiency, but faced financial pressure due to increasing order volumes [3] - Industrial Bank introduced the "Shoe and Hat Knitting Loan" to address the company's funding needs, resulting in a loan of 3 million yuan that boosted the company's confidence in product development [3]

Core Viewpoint - China's trade surplus has reached nearly $1 trillion, a historical high, yet thousands of foreign trade factories are closing down, indicating a structural shift in the export landscape rather than a decline in exports [1][11]. Group 1: Trade Surplus and Structural Changes - The official trade surplus is calculated by subtracting the total value of imports from exports, focusing solely on monetary value without considering the underlying industries [3]. - High-value products like electric vehicles and lithium batteries have replaced traditional labor-intensive goods, leading to a higher trade surplus but not necessarily benefiting all factories [3][5]. - Traditional small and medium-sized foreign trade enterprises are facing severe survival challenges despite the rising surplus [3][5]. Group 2: Impact on Traditional Manufacturing - Many garment factories in Zhejiang report a lack of orders, with clients shifting to countries like Vietnam and Bangladesh or to more automated factories [5]. - The shift towards automation is resulting in significant job losses, as machines replace skilled labor [5][7]. - The transition to high-tech industries is not friendly to low-skilled workers, who find it difficult to adapt to new job requirements [5][9]. Group 3: Economic and Social Implications - Local governments face a dilemma between supporting traditional factories and allowing them to close, which could lead to reduced tax revenue and increased unemployment [7]. - The financial sector is increasingly favoring high-tech industries for credit and financing, tightening loans for traditional manufacturing [7]. - Unemployment is spreading from coastal areas to inland regions, with older workers struggling to find new jobs in a rapidly changing economy [7][9]. Group 4: Need for Systemic Support - There is a pressing need for social safety nets, such as unemployment insurance and skill training programs, to support workers during this transition [9]. - The education system is adapting by removing outdated vocational programs and introducing new fields like robotics and renewable energy [9]. - A unified national skills certification system is necessary to facilitate the transition of workers into high-value industries [9]. Group 5: Future Outlook - The current export structure is undergoing a transformation, with old industries declining and new ones emerging, which may lead to a stronger economy in the long run [11]. - The ability to navigate this transition will determine whether Chinese manufacturing can achieve lasting success on the global stage [11].

作为"衣食住行"中不可或缺的基础性消费品之一，服饰产业在消费领域的重要性不言而喻。近年来，年轻一代对个性化表达的需求不断提升，"新中 式""多巴胺""复古风"等穿搭风格走红，当代服饰的多元性为这一产业注入了新鲜血液，而以服饰为核心品类的电商行业也因此迎来了更多新的机遇。 挑战伴随着机遇而来，经历爆发式增长后，服饰品类增速收窄、平台经营成本走高等问题使商家同样面临着内卷加剧、盈利压力严峻等问题，在挑战中寻 找增长新机、打破当下困境是一众服饰商家的迫切需求。 眼下正值服饰行业"秋冬上新"的重要销售节点，把握生意机会是业内值得关注的话题之一，在此背景下，近日快手磁力引擎大服饰行业举办秋上新行业沙 龙，并对外发布《2025快手磁力引擎服饰宝典》，为商家高效经营做出了指引。 怪兽实验室自2019年创立，专注于年轻一代牛仔裤装的研发与销售。当谈到加入快手平台的契机，怪兽实验室品牌创始人陶俊杰表示，考虑到品牌受众偏 向年轻化的特点，他需要寻找一个拥有更多潜在客户的大平台，"快手这个平台年轻群体蛮多的，再加上我们是依靠素材去把产品卖爆的，所以快手的这 些年轻群体会对我们的一些穿搭素材更加感兴趣。" 结合网络热点制作微剧情以及 ...

文章链接：https://www.huxiu.com/article/4767250.html 阅读原文：为什么牛仔裤的后腰，都要设计个大皮标？剪掉行不行？_虎嗅网 文章标题：为什么牛仔裤的后腰，都要设计个大皮标？剪掉行不行？ 大家都穿过牛仔裤，但有没有想过为什么几乎所有的牛仔裤背后的裤腰上都有一个贴片补丁，这个补丁 又大又硬，它的作用是什么？剪掉行不行？今天聊牛仔裤的补丁。 ...

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].

Core Insights - Jiangnan Buyi Co., Ltd. reported a total revenue of 5.548 billion RMB for the fiscal year 2025, representing a year-on-year growth of 4.6% driven by increased online sales and expansion of offline store networks [1] Revenue Breakdown - Online channel revenue grew by 18.3% to 1.201 billion RMB, while optimized inventory sharing and distribution systems contributed to a 3.1% increase in incremental retail sales to 1.137 billion RMB [1] - The mature brand JNBY, with over 30 years of history, saw a revenue increase of 2.3%, accounting for 54.3% of total revenue; the growth brand portfolio experienced a slight decline of 0.5%, making up 39.2%; the emerging brand portfolio achieved a remarkable 107.4% increase in revenue to 361 million RMB, raising its share to 6.5% [4] Membership and Customer Engagement - Membership contributed over 80% of total retail sales, with active member accounts increasing to over 560,000, up by approximately 10,000 from the previous fiscal year; members with total purchases exceeding 50,000 RMB numbered 330,000, contributing over 60% of offline retail sales [4] Strategic Adjustments - In response to market segmentation and fluctuations in offline foot traffic, the company is upgrading consumer experiences and product offerings, optimizing store images, and enhancing its omnichannel retail network [5] - As of June 30, 2025, the company operated 2,117 independent retail stores globally, covering all provincial-level administrative regions in mainland China and 10 countries and regions worldwide [5] Brand and Design Strategy - The company plans to continue optimizing its brand portfolio through self-incubation or acquisitions, enhancing design and R&D capabilities, and deepening its presence in key cities [5] - The design-driven strategy is emphasized as a long-term commitment to consumers, aiming to strengthen brand and design as dual drivers of market competitiveness [5] Sustainability Initiatives - Jiangnan Buyi has made significant strides in sustainability, achieving a sustainable raw material weight ratio of 30.6%, exceeding its 30% target, and showing an 8.2% increase from the previous fiscal year [6] - The company has initiated a carbon management strategy, completed carbon assessments, and established a monitoring data system, while also engaging in community sustainability through initiatives like "art classrooms" [7] Future Outlook - The CFO stated that the company maintains its target of achieving 10 billion RMB in retail sales for the fiscal year 2026, with a core strategic focus on the domestic market while viewing overseas expansion as a long-term opportunity [7] - A dual-track strategy will be employed for emerging brands, focusing on strengthening product and brand foundations while leveraging mature brands to incubate new ones for future business expansion [7]

国际象棋是一项正式而传统的运动，选手在棋盘前通常需要西装革履。因此，当著名的国际象棋大师马 格努斯·卡尔森穿着牛仔裤对局（今年他因穿牛仔裤参赛而被罚款退赛——编者注），他不仅感到舒 适，也融入了广阔的社会文化。 牛仔裤诞生于19世纪中期，本是美国劳工的硬派工作服。但服装的意义不止于布料。当马龙·白兰度身 着牛仔裤、骑着摩托车出演《飞车党》时，牛仔裤拥有了象征意义，代表了反叛精神和对权威的挑衅。 《印度快报》 9 月 2 日文章，原题：国际棋联的牛仔裤：朴素的服装如何 " 将死 " 最严格的着装要求 国际 象棋界很少有时尚头条。但近日国际象棋联合会（FIDE）改写了规则，不在棋盘上，而在服装上。棋 手将被允许在正式比赛中穿牛仔裤，从而推翻其长期以来要求穿"正装"的规定。这看似是面料上的让 步，但实际是更大变革的缩影。 20世纪中期，牛仔裤一直受到质疑。美国、欧洲，甚至印度的私立学校，都禁穿牛仔裤，担心学生追随 好莱坞偶像塑造的反抗精神。高档餐厅和俱乐部通常也禁止牛仔裤。上世纪90年代放宽着装前，在办公 场所穿牛仔裤也代表"不专业"。然而如今，在周末看到国家高官或亿万富翁穿牛仔裤已不罕见。甚至在 某些圈子，牛仔裤 ...