编辑丨高梦阳 英国哈罗德百货公司在日前发布声明表示，将于2026年1月关闭其在上海的业务，包括私人会员俱乐部 哈罗德公馆和哈罗德茶室，并解散当地团队。 记者丨易佳颖 一位哈罗德的前合作伙伴向21世纪经济报道记者证实了这一消息，他表示，"没有预料到，当时这也算 是个新的业态，还是挺可惜的。可能是这个商业模式和中国不适配，中国人的商业圈子还是以地方商 会、行业协会等为主。" 统计数据显示，4个多月来，"路易号"所在的兴业太古汇日均客流高达8万至10万人次，南京西路商圈日 均客流超50万人次，周边重点商场客流同比增长超50%，销售额普遍实现翻倍增长。 而据媒体报道，LVMH集团旗下另一时尚品牌迪奥正洽谈最早于2027年入驻兴业太古汇。目前哈罗德俱 乐部所在的查公馆，无疑是迪奥等奢侈品牌的理想选址。 此外，哈罗德百货还在声明中补充道："在接下来一年计划开展的系列访问中，本公司采购、业务拓展 及品牌团队的高层领导将继续为本地合作伙伴提供支持。" 在声明中，哈罗德百货也进一步表示："经审慎考量，哈罗德百货决定不再续签上海物业租约，转而聚 焦于在中国最具影响力的领域提供体验与服务。" 哈罗德于2023年底开设了哈罗德公馆会 ...

Group 1 - LVMH's Q1 2025 report shows a 3% year-on-year decline in overall revenue to €20.311 billion [2][8] - The fashion and leather goods segment, including LV and Dior, experienced a 5% revenue drop to €10.108 billion [8] - The Asia-Pacific market (excluding Japan) saw an 11% revenue decline, significantly worse than the expected 4.69% drop, reducing its contribution to total revenue from 33% in 2024 to 30% in 2025 [8] Group 2 - The "Louis Vuitton Cruise Ship" project in Shanghai has attracted significant foot traffic, with nearby Starbucks also experiencing high customer volume [2][5] - The "Louis Vuitton Cruise Ship" features a total area of 1,600 square meters and includes a three-level experiential space with exhibitions and a boutique [5] - Despite rumors of the "Cruise Ship" being a construction barrier, LVMH confirmed it is a fully operational store with no current plans for removal [6][8] Group 3 - LVMH's management indicated that Louis Vuitton's revenue performance is above the group's average, justifying continued investments [9] - The overall market performance varied, with only the European market showing a 2% growth while other major markets faced declines [8] - The U.S. market showed a slight overall decline, despite some segments performing well, with organic revenue down 3%, below analyst expectations [8]

Core Insights - Louis Vuitton's new landmark "Louis Ship" has debuted in Shanghai, highlighting the city's status as an international hub and its innovative spirit [1][3] - The project represents a significant investment with a total area of 1,600 square meters, featuring a three-level experiential space [3] Investment and Economic Impact - The "Louis Ship" project covers 1,600 square meters, with a height of 30 meters and a length of 114.5 meters, showcasing a blend of exhibition, café, and retail experiences [3] - Shanghai is experiencing a surge in international brand launches, with significant projects from companies like Starbucks, Apple, Disney, and LEGO, indicating a robust consumer market [3][6] Consumer Trends - The acceptance of new business models and consumer experiences in Shanghai is driven by the diverse and personalized demands of younger generations, particularly Gen Z and Millennials [6] - Consumers are increasingly valuing cultural and emotional connections with brands, which aligns with the offerings of international brands [6] Infrastructure and Accessibility - Shanghai's comprehensive transportation network, including domestic and international flights, railways, and cruise services, supports the influx of tourists and enhances the city's capacity to host international projects [6][8] - The city is projected to welcome over 6.7 million inbound tourists in 2024, marking an 84% increase year-on-year, with international tourism revenue expected to reach $11 billion [6] Business Environment - The successful establishment of the "Louis Ship" reflects Shanghai's commitment to creating a favorable business environment, with over 100 themed events attracting more than 20 million visitors in the Jing'an District alone [7] - The Nanjing West Road area, known for its high density of luxury brands, provides a conducive ecosystem for both international and local brands to thrive [7] Collaboration and Efficiency - The rapid development of the "Louis Ship" project, completed in approximately three months, demonstrates the efficiency of local government processes and inter-departmental collaboration [8] - The presence of skilled professionals and a high level of technological advancement in Shanghai contribute to the city's attractiveness for new economic initiatives [8] Future Outlook - The ongoing development of the "first launch economy" in Shanghai is expected to continue, with more projects enhancing consumer experiences and revitalizing the market [8]

Group 1 - The core concept of the article is the launch of Louis Vuitton's new landmark project "Louis Ship" in Shanghai, which combines exhibition, coffee, and retail experiences [1][4] - The project has a significant investment scale, covering a total area of 1,600 square meters, with a length of 114.5 meters and a height of 30 meters [1] - The internal structure consists of three levels, with the first and second floors hosting a new exhibition titled "Extraordinary Journey," while the third floor features a Louis Vuitton café [1] Group 2 - The "Louis Ship" project officially opened on June 26 and began public access on June 28 [4] - The entire process from project initiation to construction completion took only three months [4]