以下文章来源于36氪未来消费 ，作者贺哲馨 36氪未来消费 . 如果你在互联网上提到Patagonia，争论几乎必然出现。 在一些人眼中，它是硅谷精英的"道德制服"，环保成了体面的身份标识；在另一些人看来，它又是商业世界里的异类：一家坚持把营收的1%捐给环保事 业，最终把公司"捐给地球"的企业。 这两种评价彼此否定。或许更接近真相的说法是：Patagonia并不完美，但在商业史 上确实罕见——它在结构上未跳出行业逻辑，却在目标上不断挑战"利 润最大化"的默认前提，将价值观嵌入公司核心。 时间拨回20世纪60年代，户外运动在北美兴起。The North Face与Patagonia几乎同时诞生。两位创始人Douglas Tompkins和Yvon Chouinard彼此熟识，同 样热爱自然，坚信环保。后来他们走向不同方向：Douglas卖掉公司，投身环保基金会；Yvon选择留下，继续经营一家公司。 Patagonia员工私下常拿The North Face作对照。他们说，如果公司被卖掉或上市，Patagonia大概就不再是今天的Patagonia，只会变成"又一家户外品牌"。 1955年的巴黎，克里斯蒂安·迪奥 ...

成为一家以使命而非利润驱动的现代企业，有没有可能？ 1955年的巴黎，克里斯蒂安·迪奥（Christian Dior）正为即将到来的演讲做最后的排练。索邦大学的演讲厅外，被学生与媒体围得水泄不通。他们期待亲眼见证 迪奥 的时装作品——传言中令人"触电般"难以忘怀的设计，真的存在吗？ "The New Look"——这是当时时尚评论界赋予迪奥系列作品的破格赞誉。半个世纪过去，时尚圈早已换了模样。大众时尚依靠科技和产业分工崛起，感谢它们—— 普通人只消花上十分甚至二十分之一的价格，就能买到昔日模特和富家女身上的衣衫。 现代时尚相信"设计应为大规模生产而生"，相信形式需服务于功能，相信衣食住行终将塑造每一个个体。无论时代如何更迭，The New Look 所承载的全球化气象与 积极向上的象征意义从未消散。 因此，我们决定把一档新栏目的名字定为「 New Look」，这会是一档关注时尚行业的访谈，在这里你会看到服饰巨头、运动新秀、奢侈品大牌、设计师新品牌的领 导人物如何思考生意、品牌、中国市场和消费者，洞悉"流行"究竟怎样发生，以及它们最终如何成为经典。 Patagonia员工私下常拿The North Face作对 ...

继"网购8只螃蟹称死6只，疑似AI合成造假者被行政拘留8日"的新闻引发热议后，近日又有商家发布视频称自己售卖的行李箱遭遇了"AI造假+实物调包"的 类似经历——消费者收货后发来疑似AI生成的商品损坏图片要求退款，被商家要求退货后，竟调包寄回劣质替代品，而电商平台在商家未签收包裹的情 况下，直接将货款退还消费者。12月4日，扬子晚报/紫牛新闻记者从视频发布者陈先生处了解到，目前他已向警方报案。 近几个月以来，伴随"双十一"的消费热潮，有不少商家反映，部分消费者利用AI技术伪造快递损坏图、商品瑕疵图，以此申请"仅退款"的情况屡见不鲜， 给商家正常经营带来困扰。记者在实测中发现，如今的AI工具操作门槛极低，不仅能快速生成以假乱真的商品瑕疵图片，还能根据瑕疵图片精准生成对 应的视频，成品真假难辨。对此，律师表示，利用AI伪造商品毁损图/视频、虚构商品破损事实申请"仅退款"，若以非法占有为目的，虚构事实、隐瞒真 相骗取商家货款，可能涉及违法。 行李箱收货即发"破损图"要求仅退款？ 商家拒退遭调包，平台已退款 根据商家陈先生回忆，11月26日，一名消费者在其店铺下单了一款行李箱，约500元出头，11月27日收到货物。随后 ...

Core Insights - The "Double Eleven" shopping festival has started earlier than ever, extending the promotional period to 31-57 days across various platforms [1] Group 1: Promotional Strategies - Major platforms have adopted different promotional strategies: JD.com and Douyin launched on October 9, with JD focusing on "immediate sales" and Douyin offering direct discounts and consumption vouchers [3] - Taobao/Tmall is using a "pre-sale + immediate sale" model, starting pre-sales on October 15 and immediate sales on October 20, featuring multiple discounts [3] - Pinduoduo will kick off its promotions on October 16, emphasizing time-limited coupon grabs and cross-store discounts [3] Group 2: Consumer Reactions - A significant backlash has emerged regarding perceived price manipulation, with consumers claiming that final prices after pre-sale deposits are often higher than immediate purchase prices [3][5] - The hashtag "AvoidDoubleEleven" gained traction, with over 2.34 million views, indicating widespread consumer dissatisfaction [3] - Reports of price increases before discounts have led to accusations of deceptive pricing practices, with some consumers expressing frustration over the lack of genuine savings [4][5] Group 3: Platform Responses - In response to consumer complaints, Taobao's customer service stated that pricing is set by merchants, but the platform will intervene if price manipulation is detected [7] - Merchants participating in "Double Eleven" promotions are subject to platform subsidies, which some are allegedly exploiting by raising prices before offering discounts [7] - The platform acknowledged challenges in completely eliminating price manipulation and stated that they do not take responsibility for price discrepancies arising from promotional activities [7]

Core Insights - The article highlights the growing trend of foreign visitors in Yiwu, where "suitcases" have become a standard accessory for shopping, indicating a booming cross-border trade opportunity [2] Group 1 - The sound of rolling suitcases symbolizes the business opportunities that transcend national borders [2] - The heavy suitcases are filled with goods intended for family members back home, reflecting the personal connections driving international purchases [2] - Yiwu is positioned as a unique destination for sourcing goods, promoting the idea of "Yiwu exclusive wholesale fashion" [2]

Group 1 - The dual holiday period of National Day and Mid-Autumn Festival has led to a significant increase in consumer demand for gifts, weddings, and travel, resulting in notable growth in related categories [1][3] - During the National Day holiday, sales of gold jewelry on JD.com increased by 50% year-on-year, while sales of lab-grown diamond rings surged by 107%, reflecting the vibrant holiday consumption market [1][3] - The wedding season has further boosted gold jewelry consumption, with major brands like Chow Tai Fook and Chow Sang Sang achieving double-digit growth during the holiday [1][3] Group 2 - The demand for natural diamond rings also saw double-digit growth during the National Day holiday, with lab-grown diamonds gaining popularity among young couples due to their quality and affordability, leading to a 107% year-on-year increase in sales [3] - Silver jewelry, particularly baby silver accessories and women's silver bracelets, experienced nearly 50% year-on-year growth during the holiday, with "New Chinese Style" silver jewelry becoming a popular gift choice [5] - The travel peak during the Golden Week resulted in significant growth in luggage sales, with JD.com reporting a nearly 30% increase in sales of backpacks and over 30% month-on-month growth in the "old for new" luggage exchange service [5] Group 3 - Overall, the consumption structure during the dual holidays has become more diversified, with a trend towards quality, personalization, and rationality in holiday spending [7]

Core Viewpoint - The luggage market is experiencing a significant downturn, with traditional brands facing a steep decline in sales and popularity, as consumers shift towards more affordable and practical options from domestic brands [1][18]. Market Performance - The stock price of a well-known luggage brand has plummeted by 40%, reaching two-thirds of its value from three years ago [1]. - In the first quarter of 2025, the brand reported a profit decline of 42.6% and a drop in sales, indicating a broader trend of decreased consumer interest [7][18]. Consumer Behavior - There is a noticeable shift in consumer preferences, with younger buyers favoring domestic brands that offer better value for money, as evidenced by the popularity of brands with names like "8号" and "90分" [5][10]. - Social media platforms reflect this change, with previous luxury brands losing their appeal and being overshadowed by new entrants that emphasize practicality and affordability [5][10]. Brand Strategy - Traditional brands have attempted to revitalize their image through collaborations with celebrities and innovative product features, such as Bluetooth tracking, but these efforts have not translated into increased sales [8][20]. - The market is increasingly dominated by new brands that are more in tune with current consumer demands, leaving established brands struggling to maintain relevance [10][11]. Retail Environment - The retail landscape is changing, with many airport stores experiencing reduced foot traffic and some even closing down, highlighting the challenges faced by traditional luggage brands [10][16]. - The presence of luxury brands like LV and Gucci remains, but they are not the primary focus for most consumers, who prioritize functionality over brand heritage [16][22].

Core Viewpoint - The article discusses the evolution of lost items in Shanghai's subway system over the past 30 years, highlighting changes in the types of items lost and the reasons behind these changes, reflecting broader societal trends and behaviors [5][10][18]. Group 1: Lost Items Statistics - The top five lost items in the subway as of August 10 include umbrellas (762 items), headphones (362 items), hats/scarves/gloves (312 items), bags (296 items), and transportation cards (275 items) [10][12]. - The number of lost umbrellas increased significantly from 556 to 762 in just one month, averaging 15 umbrellas lost per day [12][13]. - The frequency of lost headphones has surged with the rise of wireless Bluetooth technology, making them the most frequently lost electronic item [13][15]. Group 2: Historical Changes in Lost Items - A comparison of lost items over the years shows a shift from wallets, suitcases, and mobile phones being the most commonly lost items in 2014 to a current landscape where wallets have dropped to a lower rank [20][21]. - The article notes that the nature of lost items has changed, with fewer people carrying cash and more reliance on digital payment methods, leading to a decline in lost wallets [23][24]. Group 3: Seasonal and Event-Driven Trends - The types of lost items vary by season and special events, with sunglasses and hats being common in summer, while items like scarves and gloves are typical in winter [36][39]. - Significant events, such as the Chinese New Year and the first day of the China International Import Expo, lead to spikes in lost items, including cash-filled red envelopes and important documents [39][41]. Group 4: Lost Item Retrieval Process - Lost items undergo a process of collection and identification before being cataloged for retrieval, with a focus on ensuring that items are preserved in their original condition [48][49]. - The article outlines the various methods for lost item retrieval, including online reporting through the subway's official website and direct contact with subway staff [49][50].

Core Insights - The Shanghai Metro has expanded significantly over the past 30 years since its first line opened in 1993, reflecting the city's development and changes in passenger behavior [1][3]. Lost Items Overview - The lost and found department of the Shanghai Metro has become a microcosm of societal changes over the past three decades, showcasing the evolution of items that passengers frequently lose [3][5]. - A recent report from August 10 indicates that the top five lost items include umbrellas (762), headphones (362), hats/scarves/gloves (312), paper/bags (296), and transportation/commemorative cards (275) [6][11]. Seasonal Trends - The types of lost items vary with the seasons, with umbrellas and hats being more common in summer, while winter sees an increase in scarves and gloves [35]. - The summer of 2023 was particularly hot, with 45 days of high temperatures (≥35°C), leading to a spike in lost umbrellas, which increased from 556 to 762 in just one month [10][11]. Changing Patterns of Lost Items - Historical data shows a shift in the most commonly lost items; for instance, wallets, which were once the most frequently lost item, have dropped to a lower rank in recent years [16][17]. - The rise of wireless technology has led to an increase in lost headphones, which have become the most frequently lost electronic item [12][14]. Unique Cases and Anecdotes - The lost and found department has encountered a wide variety of items, from everyday objects to high-value items like a diamond ring worth 700,000 yuan [41]. - Special events and holidays also influence the types of items lost, with significant occurrences during the New Year and graduation seasons [37][38]. Lost Item Retrieval Process - The process for retrieving lost items involves careful documentation and verification, ensuring that items are preserved until claimed by their owners [48][49]. - Passengers can report lost items through the official Shanghai Metro website, app, or by contacting customer service for assistance [51][52].

Core Viewpoint - The news discusses the potential sale of Canada Goose by its controlling shareholder Bain Capital, amidst declining market performance and increasing competition in the high-end down jacket segment [1][2]. Group 1: Company Background and Market Entry - Canada Goose was founded in 1957 and gained initial recognition in the 1980s with the introduction of down-filled jackets, officially rebranding in 2001 [1]. - The brand saw significant growth after Bain Capital acquired it for $250 million in 2013, leading to a global marketing push and a successful IPO in 2017, with a peak market valuation exceeding $7.8 billion [2]. Group 2: Market Performance and Challenges - From 2019 to 2023, Canada Goose opened an average of six stores annually, with 30 out of 74 global stores located in Greater China, contributing 35% to its revenue by 2023 [4][6]. - Sales growth has stagnated, with projected revenue growth rates of 21.54%, 10.84%, 9.6%, and 1.1% from 2022 to 2025, indicating a significant decline in consumer interest [6]. Group 3: Pricing and Quality Issues - Canada Goose's pricing strategy, with jackets priced between 9,000 to 15,000 RMB, has been criticized as excessive, especially as competitors offer more affordable options [7][8]. - Quality concerns have emerged, with reports of poor craftsmanship and insufficient down filling, leading to increased consumer complaints and negative publicity [7][8]. Group 4: Competitive Landscape - Domestic competitors like Bosideng have increased their market share by offering high-quality down jackets at lower prices, with Bosideng's average price rising from 1,000 RMB in 2018 to 1,800 RMB by 2025 [8][9]. - International brands such as Arc'teryx and Lululemon are also gaining traction in the market, further intensifying competition for Canada Goose [8][9]. Group 5: Future Outlook - Despite the challenges, the overall down jacket market in China is projected to grow from nearly 1 trillion RMB in 2017 to 2.5 trillion RMB by 2025, presenting both opportunities and challenges for Canada Goose [13][14]. - The brand may need to adapt its strategy to focus on quality and consumer value perception to regain market position [15].