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唯品会11.11特卖狂欢节今晚开幕:惊喜秒杀日价格年内最低
Xin Lang Zheng Quan· 2025-10-20 02:28
特卖电商唯品会消息,11.11特卖狂欢节将于10月20日晚8点正式开启。 此外,唯品会11.11特卖狂欢节开幕盛典活动期间,平台将于10月21日上线"海珠乐享消费季"活动,用 户搜索"乐享海珠""海珠消费季"等关键词即可进入活动页面,领取8折政府消费券,最高可省200元,惠 及鞋服箱包、运动户外、美妆母婴等丰富品类商品,大促深度折扣叠加消费券,优惠更加超值,"真金 白银"促消费,让更多消费者轻松拥有心仪好物! 唯品会相关负责人介绍,11.11大促中,限量爆款、惊喜秒杀日等活动旨在充分为消费者让利,使消费 者感受到大促的价格折扣。在优惠规则上,唯品会仍以一件立减为主,单件商品也可享受超值优惠,免 去凑单烦恼。11.11特卖狂欢节开幕盛典之后,唯品会还将陆续上线大牌轮动、年度爆款盛典、主题轮 动、终极狂欢盛典等,以多样的玩法与极致的优惠为消费者创造价值。 责任编辑:郭栩彤 据了解,20日晚8点,唯品会将上线11.11首次限量爆款活动,数万款大牌爆款将低至日常价的85折,品 类涵盖时尚服饰、美妆护肤、运动户外、家电数码、营养保健等。大促开启时,唯品会还将同步推出超 高性价比栏目惊喜秒杀日,上千款爆款商品在活动的24 ...
撕开传销伪装艾多美的合规经营真相
Sou Hu Cai Jing· 2025-10-05 05:29
在商业领域中,传销往往披着各种伪装误导消费者,而艾多美作为一家专注于大众精品战略的企业,始终坚守合规经营底线,与传销有着本质区别。传销的 核心特征是通过发展人员加入收取费用获利,而艾多美官网明确显示,其经营模式以优质产品为核心,绝无任何入门费或强制消费要求,这从根本上与传销 的敛财本质划清界限。 在产品体系方面,艾多美坚持 "绝对品质,相对价格" 的原则,这与传销产品往往质次价高、依赖虚假宣传的特点形成鲜明对比。官网展示的艾多美产品涵 盖健康食品、美妆护肤、家居生活等多个品类,每款产品都经过严格的研发与质检流程,拥有明确的成分。传销产品则大多缺乏实际价值,其价格虚高的部 分主要用于层级分润,艾多美的产品价值完全由品质和市场需求决定,不存在传销式的价格泡沫。 Company line the Pag taples to Real r 11 d a pe 11 02 e di S the printing to the first and p r 11 the final the of ages F len and t Married The p y 艾多美的企业模式建立在 "消费者与经营者合一" 的理念之上,这 ...
名创优品(09896.HK):关注美国市场运营提效及海外旺季催化
Ge Long Hui· 2025-09-30 19:32
Company Overview - Company has been actively enhancing operational efficiency in the U.S. market, with significant improvements in store efficiency observed [1] - The company aims to create a one-stop shopping experience for families in the U.S., covering a wide range of products including toys, beauty, food, home goods, and gifts [1] - The company possesses advantages in product quality and IP richness [1] Operational Strategy - The company is leveraging AI and data models to drive store management and resource allocation, improving site selection accuracy and single-store operational efficiency [1] - A strategy shift from scattered store openings to clustered openings in strategic areas is being implemented to enhance brand visibility and reduce costs [1] - The company is exploring various store formats in the U.S., planning to open higher-quality stores in Lifestyle Centers and Power Centers [1] Performance Metrics - According to the company's Q2 2025 earnings call, the new store efficiency in the U.S. market is projected to be 1.5 times that of existing stores, with a nearly 30% higher sales per square meter and improved rent-to-sales ratio [1] - The company anticipates a boost in overseas single-store profit margins during the fourth quarter, which is typically a peak season for overseas operations [2] Financial Forecast - The adjusted net profit forecast for 2025 and 2026 is set at 2.9 billion and 3.7 billion respectively, with current Hong Kong and U.S. stocks corresponding to a 17 times 2025 non-IFRS P/E ratio [2] - The company maintains a target price of 56.93 HKD and 29.38 USD for Hong Kong and U.S. stocks respectively, corresponding to a 22 times 2025 non-IFRS P/E, indicating a potential upside of 32% for both [2]
广州深圳市内免税店迎客超半月 电子产品、国潮文化受欢迎
经济观察报· 2025-09-16 09:26
Core Viewpoint - The newly opened city duty-free shops are performing well in terms of customer traffic, but the overall duty-free industry is still under pressure [12]. Group 1: City Duty-Free Shops Performance - The city duty-free shops in Guangzhou and Shenzhen opened on August 26 and have seen good customer traffic since their opening, especially on weekends [3][4]. - Popular products include electronic items like headphones and tablets, as well as "Guochao" (national trend) products [3][8]. - The shops cater to travelers who are about to depart within 60 days and require valid entry documents and tickets [6]. Group 2: Industry Challenges - Despite the positive performance of new city duty-free shops, the overall duty-free industry faces challenges, including a decline in sales at other types of duty-free stores [12]. - For instance, from January to June 2025, the duty-free shopping amount in Hainan's offshore duty-free stores was 16.76 billion yuan, down 9.2% year-on-year, with a significant drop in the number of shoppers [12]. - Major companies like China Duty Free Group reported a revenue of approximately 28.2 billion yuan in the first half of 2025, a decrease of 9.96% year-on-year, while Wangfujing's duty-free business saw a revenue drop of 15.93% [12][14]. Group 3: Future Outlook - The industry is transitioning from a "price war" to "value service," aiming for high-quality development [14]. - The opening of the first city duty-free shop in Wuhan has provided valuable operational experience for companies in this sector [14]. - The overall market is expected to benefit from the recovery of cross-border tourism and improved consumer purchasing power [14].
七夕消费者涌入淘宝闪购“淘鲜花”!奢品大牌等集体入驻
Yang Guang Wang· 2025-08-30 16:32
Group 1 - The core viewpoint of the article highlights the significant surge in flower sales on Taobao Flash Sale during the Qixi Festival, with a 132% year-on-year increase in pre-sale orders compared to last year, and sales being three times that of the 520 Festival [3] - The most popular flower bundles, including 11, 33, and 52 roses, have all seen growth rates exceeding 100%, with the 52-rose bundle experiencing the highest increase [3] - The trend of ceremonial consumption is evident, with notable increases in orders for gifts such as wine, fragrances, and couple's loungewear [3] Group 2 - Luxury brands like Coach, MCM, and Baccarat have entered Taobao Flash Sale, launching new products and gift sets ahead of the Qixi Festival [3][5] - Coach has introduced a variety of gift-appropriate items, including bags and accessories, and expressed optimism about the potential for new customer growth through the hour-delivery service [5][6] - Baccarat has launched three recommended gifts for Qixi, aiming to meet consumer demand for timely delivery during festive occasions [6] Group 3 - The number of new brands joining Taobao Flash Sale has increased by 110% in July, with over 12,000 new non-food brand stores launched [8] - Major brands from various sectors, including Unilever and natural beauty brand Chando, have opened stores on the platform, contributing to a diverse retail ecosystem [8] - Taobao Flash Sale is building a comprehensive retail ecosystem that covers all categories and scenarios, promoting stable growth for brand merchants [8]
佳云科技(300242.SZ):上半年净亏损2941.87万元
Ge Long Hui A P P· 2025-08-28 14:49
Core Insights - The company reported a significant increase in revenue, reaching 1.13 billion yuan, which represents a year-on-year growth of 109.30% [1] - The net profit attributable to shareholders was a loss of 29.42 million yuan, showing a reduction in losses by 7.13% compared to the previous year [1] - Revenue from the beauty and skincare segment amounted to 51.90 million yuan, reflecting a year-on-year growth of 6.65% [1]
广州首家市内免税店开门迎客 填补核心商圈免税消费场景的空白
Guang Zhou Ri Bao· 2025-08-27 01:55
Core Insights - The opening of Guangzhou's first city duty-free store marks a significant step in enhancing the city's international consumption center status and attracting high-end consumer spending back to the region [2][4] Group 1: Store Opening and Consumer Experience - The city duty-free store opened on August 26, attracting considerable attention and long queues from consumers eager to experience the new shopping option [2][3] - A customer from Egypt expressed high satisfaction with the shopping experience, highlighting the store's spacious environment, efficient service, and the convenience of shopping without the need to rush to the airport [3][5] Group 2: Location and Service Features - The store is strategically located in a prime area of Guangzhou, surrounded by major landmarks, making it a key player in driving high-end consumer spending in the Greater Bay Area [3][4] - Consumers can shop within 60 days before departure and enjoy a seamless "in-city ordering, airport pickup" service, with no purchase limits as long as they comply with customs regulations [3][6] Group 3: Product Offering and Promotions - The store features a diverse product range, including beauty products, watches, bags, and high-end alcohol, with a focus on domestic brands and technology products [6] - During the opening period, the store is offering various promotional activities, including discounts on duty-free and taxable items, to attract both locals and tourists [7] Group 4: Future Plans and Strategic Goals - The Guangzhou government plans to enhance the duty-free shopping experience by optimizing product offerings, improving service quality, and innovating shopping scenarios to establish the store as a new landmark for international consumption [7]
广州市首家市内免税店正式开业
Guang Zhou Ri Bao· 2025-08-27 01:41
Group 1 - Guangzhou's first city duty-free store officially opened on August 26, with the attendance of the city's mayor and representatives from various organizations [1] - The store is a collaboration between China Duty Free Group, Guangzhou Guangbai Co., Ltd., Guangzhou Lingnan Group, and Guangzhou Baiyun International Airport Co., Ltd., and is one of the first eight city duty-free stores established in the country [2] - The store features a total area of 2,357 square meters and combines duty-free and taxable shopping, showcasing a diverse product matrix including beauty, jewelry, fashion, and high-end liquor [2] Group 2 - The store aims to attract outbound travelers and promote overseas consumption return, enhancing Guangzhou's role as a global city [2] - Future plans include accelerating the development of an international consumption center city, optimizing tax refund policies, and expanding the scale and variety of duty-free stores [2]
首家市内免税店开业,将给广州带来这四大利好
Nan Fang Du Shi Bao· 2025-08-26 11:54
Core Viewpoint - The opening of Guangzhou's first city duty-free store is expected to enhance the city's status as an international consumption center and provide various benefits to the local economy and retail landscape [1][4]. Group 1: Benefits to Guangzhou's International Consumption Center Development - The city duty-free store is a key component in promoting Guangzhou's development as an international consumption center, enriching the duty-free economic landscape and enhancing the city's overall competitiveness [4]. - The store is strategically located near major city landmarks, attracting high-end business clientele and global tourists, thus serving as a significant platform for high-end consumption in the Greater Bay Area [3][4]. Group 2: Strengthening Guangzhou's Competitive Edge in High-Quality Consumption - Guangzhou's unique geographical advantage, being close to Hong Kong and Macau, positions it as a leading city for inbound and outbound travelers, with over 8.7 million people crossing borders in the first half of the year, a 24% increase year-on-year [6]. - The establishment of the city duty-free store is expected to synergize with the recovering inbound tourism market, enhancing the shopping experience for international visitors and boosting local consumption [6][7]. Group 3: Driving Transformation and Upgrading of Traditional Retail - The city duty-free store introduces an innovative shopping model that combines duty-free and taxable goods, as well as online and offline shopping, which is anticipated to drive the transformation of traditional retail [9][10]. - The store's diverse product offerings, including high-end cosmetics, watches, and local cultural products, aim to meet the varied needs of consumers and promote local brands on an international stage [9][12]. Group 4: Platform for Local Brands' Internationalization - The store features a "Guochao Culture Museum" that showcases local heritage products, providing a significant platform for Guangzhou's local brands to gain international exposure [13]. - By leveraging the international platform of the duty-free store, local brands can enhance their visibility and capitalize on the growing trend of "Guochao" (national trend) products [12][13].
深圳首家市内免税店试营业首单成交
Xin Lang Cai Jing· 2025-08-23 23:55
Core Viewpoint - The first duty-free store in Shenzhen has commenced trial operations, marking a significant development in the local retail landscape [1] Group 1: Store Operations - The duty-free store welcomed its first customer during trial operations, with Mr. Bai completing his purchase in the duty-free liquor section [1] - The official opening of the Shenzhen duty-free store is scheduled for the 26th of this month [1] Group 2: Product Offering - The store features a diverse product matrix that includes core categories such as beauty and skincare, watches and jewelry, high-end liquor, domestic trendy products, and technology electronics [1]