服饰行业 周度市场观察 行业环境 头部品牌动态 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： 《Big Facts: 2025 Trends》年度趋势报告； 中国中产又一次拯救加拿大鹅； 50元一件冲锋衣，打工人爱上"骑手同款"。 行业环境： 1. StockX 发布《Big Facts: 2025 Trends》年度趋势报告 来源：艾瑞数智根据网页公开信息整理绘制。 1 2025/11.10-11.16 关键词：跑步风格,二级市场,消费需求,专业篮球,薄底鞋 概要：StockX报告《BigFacts:2025Trends》预测2025-2026年消费趋势：ASICS Gel-1130为 最畅销跑鞋，Saucony、Mizuno增长显著；Nike Ja3、Kobe6 Protro领跑篮球鞋，Converse Shai001热销。薄底鞋（如New Balance 204L、adidas Samba Jane）和芭蕾风鞋款（增长 21%）流行。收藏品中"丑萌"风格受青睐，Labubu领先，小众品牌增速快。假日季热门款包 括Jordan系列和ASICS Gel-1130， ...

服装丨市场观察 本周看点： -《Big Facts: 2025 Trends》年度趋势报告； -中国中产又一次拯救加拿大鹅； -50元一件冲锋衣，打工人爱上"骑手同款"。 行业环境 1.StockX 发布《Big Facts: 2025 Trends》年度趋势报告 关键词：跑步风格,二级市场,消费需求,专业篮球,薄底鞋 概要：StockX报告《BigFacts:2025Trends》预测2025-2026年消费趋势：ASICS Gel-1130为最 畅 销 跑 鞋 ， Saucony 、 Mizuno 增 长 显 著 ；Nike Ja3 、 Kobe6 Protro 领 跑 篮 球 鞋 ， Converse Shai001热销。薄底鞋（如New Balance 204L、adidas Samba Jane）和芭蕾风鞋款（增长21%） 流行。收藏品中"丑萌"风格受青睐，Labubu领先，小众品牌增速快。假日季热门款包括Jordan 系列和ASICS Gel-1130，显示消费者追求性能与独特设计。 2.双11价格战再起，有工厂怕原料涨价提前半年囤货 关键词：羽绒服,价格战,优惠券,销量,客单价 概要：今年双十一 ...

Group 1: Dairy Industry - French dairy giant Lactalis has been granted exclusivity in acquisition negotiations with Fonterra, indicating a significant strategic decision to divest its consumer brands business [3] - This exclusivity suggests that Lactalis is likely to become the final buyer of Fonterra's consumer brands [3] Group 2: Retail Industry - Seven & i Holdings announced a growth strategy for fiscal year 2030, planning to invest 300 billion yen to add 1,000 new convenience stores in Japan and renovate 5,000 existing stores [5] - The initiatives include store renovations, introduction of the "Seven Cafe" series, and expansion of the delivery service "7NOW," aiming to increase sales from 12 billion yen in fiscal year 2024 to 120 billion yen by fiscal year 2030 [5] Group 3: Food Delivery Industry - Meituan has launched a "Dine-in Boost" plan, distributing in-store consumption vouchers to all members, aiming to support struggling small restaurants amid ongoing competition in the food delivery sector [7] - The initiative currently covers 100,000 physical stores, with plans for further expansion [7] Group 4: Fashion Industry - S&P Global has downgraded the credit outlook for French luxury group Kering from "stable" to "negative," citing a significant sales decline expected in the first half of 2025, particularly in the Asia-Pacific and Chinese markets [17] - Kering's revenue in the Asia-Pacific region fell by 22% year-on-year, with core brand Gucci's sales decreasing by approximately 25% [17] Group 5: Corporate Governance - Tims Coffee announced the resignation of board member Meizi Zhu, who was the only Tencent representative on the board, following Tencent's investment in the company [20] - The company does not plan to fill Zhu's vacancy on the board [20] Group 6: Corporate Leadership Changes - Julee Co., a New Third Board listed company, announced that Chairman Tong Enwen is temporarily unable to fulfill his duties due to health reasons, with Gao Zhaohui appointed as acting chairman [22] - This change occurs against the backdrop of the founder's advanced age and the company's critical IPO period [22] Group 7: Corporate Restructuring - La Chapelle appointed Wang Guoliang as the new chairman following the resignation of Zhao Jinwen, with Wang controlling 65% of the company's shares [25] - This appointment aims to ensure the synchronization of restructuring negotiations, asset disposal, and delisting processes [25]