Core Insights - CHICJOC achieved a record-breaking sales of over 100 million yuan in a single live-stream event, marking a significant milestone in the fashion industry [1][3][5] - The brand's success is attributed to its strong identity and direct engagement with consumers, rather than relying on influencers for sales [3][5] - The overall performance of original fashion brands on Taobao has surged, with a 50% year-on-year increase in sales during the Double 11 shopping festival [1][15] Group 1: Event Highlights - The live-stream event featured 23 products that each sold over 1 million yuan, showcasing the brand's ability to create multiple hit items in one session [5][13] - The event was part of the "Super Fashion Release," which is a collaborative effort between Taobao and fashion brands to elevate the live-streaming experience to a high-fashion level [11][14] - The live-stream was held in a culturally rich venue, enhancing the overall aesthetic and experience for viewers [8][10] Group 2: Brand and Market Dynamics - CHICJOC has transitioned from an online brand to a global player, establishing physical stores in key fashion districts worldwide [10] - The brand's strategy includes a focus on high-quality design and direct consumer engagement, which has proven effective in driving sales [11][14] - The success of CHICJOC is indicative of a broader trend where original fashion brands are gaining traction on Taobao, with many achieving significant sales milestones during the Double 11 event [15][16] Group 3: Competitive Landscape - Other brands such as Beast Miss and Unica also reported impressive sales figures, with several brands crossing the 50 million yuan mark during the same period [13][15] - The "Super Fashion Release" has provided a platform for brands to showcase their products in a way that combines sales with brand storytelling, appealing to consumers' aesthetic sensibilities [11][14] - The influx of new brands into the Taobao ecosystem indicates a vibrant and competitive market, with opportunities for those committed to originality and quality [16]

作为衡量一家零售企业增长是否健康的重要指标，lululemon的同店销售增长情况也不理想。贡献了7成以上营收的美洲市场，同店销售已经连续好几个季 度出现同比下滑，而在被视作增长引擎的中国内地市场，它一季度的同店销售增速从去年同期的26%猛然掉到了今年的7%。 还有新对手的追击。 Randal Konik是国际投行Jefferie的分析师，他可能也是lululemon 的头号「黑子」。从2022年开始，Konik对lululemon的股票评级就低于大盘，时不时强调 这家公司未来可能面临的风险。而如今，他显然一语成谶。 进入2025年以来，lululemon已经接连发布了两份让人大跌眼镜的季报。今年上半年，它的营收只同比增长6.9%到48.96亿美元，同期库存却增加了19.5%。 与此同时，它的净利润还同比下滑了4%到6.85亿美元，是公司自2021年以来首次净利润下滑。 由于业绩太过拉胯，lululemon的股价今年以来已经腰斩，还成了今年标普500中表现最差的个股。 一切都来得太突然了——要知道2022年时，营收不到阿迪达斯1/3的lululemon，市值一度超过了后者。而现在，巴克莱、美银、汇丰和罗氏柴尔德 ...