上映10天后，《F1：狂飙飞车》的猫眼预测票房几乎翻了四倍。这部电影创造了暑期档第一个惊喜的同时，也捧红了戴姆森·伊德瑞斯（Damson Idris）这名演员。当然，高端生活方式品牌Tommy Hilfiger也顺势捞了一把热度。 作为电影赞助商之一，Tommy Hilfiger实际早在几个月前就开始造势。今年5月份，伊德瑞斯登上Met Gala红毯时，不仅极其夸张地驾驶一辆赛场 亮相，还头戴一顶镶满水晶的赛车头盔，身穿Tommy Hilfiger赛车服，并在完成拍摄后，被工作人员一把撕开服装，露出穿在里面的Tommy Hilfiger红色三件套西装。 Tommy Hilfiger赞助《F1：狂飙飞车》并非无的放矢。伊德瑞斯的两套红毯造型，显然是在强调品牌和电影，乃至品牌与赛车这项运动的深度关 联。与此同时，Tommy Hilfiger推出了与电影中虚拟的车队同名的全新限量服装系列APX GP系列。该系列包括T恤、配饰、赛车条纹夹克等，将 赛车灵感风格与品牌标志性的学院风融合。Tommy Hilfiger还早早签下伊德瑞斯作为APXGP系列的代言人，电影中，他便直接穿着这一系列的服 饰出镜。 这固然有些可惜。 ...

Core Viewpoint - Nike is undergoing a turnaround effort called "Win Now" to refocus on its performance-driven brand identity, despite recent financial challenges [4][10]. Financial Performance - For the fiscal 2025 fourth quarter, Nike reported revenue of $11.1 billion, a decrease of 12% from the previous year, and net income of $200 million, down 86% [9][10]. - The Converse brand experienced a significant revenue drop of 26%, totaling $357 million [9]. - For the full fiscal year, Nike's revenue was $46.3 billion, down 10%, with net income at $3.2 billion, reflecting a 44% decline [10]. Strategic Initiatives - The "Win Now" initiative focuses on fewer, more impactful products, with the running segment growing by high single digits and the Vomero 18 shoe achieving $100 million in sales within 90 days [5]. - Nike plans to enhance its digital presence and collaborate more closely with wholesale partners, including increased retail marketing efforts [6]. - The company is streamlining its leadership structure, with CEO Elliott Hill replacing 11 of 15 direct reports and reorganizing teams into sport-specific units [7]. Tariff and Production Challenges - Nike faces challenges from the U.S.-China trade/tariff war, with 16% of its footwear imports coming from China, which are subject to potential tariffs [11]. - The company is taking steps to reduce production in China to the high single digits by 2026 and plans to implement a "surgical price increase" in the U.S. due to tariffs, estimating a $1 billion cost from the tariff war [12][13]. Investment Considerations - Despite a recent 15% stock increase, there is still potential for long-term investment in Nike as it navigates its turnaround and tariff issues [14][15]. - Nike's stock is currently 57% below its all-time high from 2021, suggesting opportunities for gradual investment through dollar-cost averaging [15].

Nike (NKE -1.36%) stock jumped 16% on Friday following its fiscal fourth-quarter earnings report the night before. That move would be the biggest one-day percentage gain for the stock in several years.Nike has been in a downward spiral since its peak in 2021 as a strategic shift toward the direct-to-consumer channel under former CEO John Donahoe flopped. However, after offering guidance for the first quarter of the new fiscal year that topped expectations, management seemed to give investors a ray of hope f ...

Core Viewpoint - Nike's new CEO Elliott Hill suggests that the company has turned a corner after reporting fiscal fourth-quarter results that exceeded low expectations, leading to a surge in stock price despite a year-to-date decline and a more than 20% drop over the past five years [1][2]. Group 1: Leadership and Strategy - CEO Elliott Hill is focused on reversing the previous leadership's missteps, particularly those of former CEO John Donahoe, who emphasized classic footwear and direct-to-consumer sales at the expense of innovation and wholesale relationships [4][5]. - Hill's "Win Now" action plan aims to restore Nike's commitment to innovation, reorganizing the business to enhance sports-specific innovation across its main brands: Nike, Jordan, and Converse [5][12]. - The company is also working to rebuild relationships with wholesalers, including a new partnership with Amazon to offer a select assortment of Nike products [6][12]. Group 2: Financial Performance - For fiscal Q4, Nike's revenue fell 12% to $11.1 billion, with Nike brand revenue down 11% to $10.8 billion, and Nike Direct revenue decreasing 14% to $4.7 billion, largely due to a 26% drop in digital sales [9][10]. - The company experienced a significant decline in gross margins, which fell 440 basis points to 40.3%, attributed to heavy discounting and declining sales [10]. - Earnings per share (EPS) plummeted 86% in the quarter to $0.14, reflecting the overall financial challenges faced by the company [10]. Group 3: Market Segmentation and Future Outlook - Nike is implementing sharper marketplace segmentation to cater to different customer price points while positioning its digital platforms and stores as premium destinations [7][8]. - Despite current weak results, Hill expresses optimism for future improvements, indicating that the groundwork is being laid for a potential turnaround [12]. - The stock is currently trading at a high valuation with a forward P/E ratio of around 39 times analysts' 2026 estimates, but if EPS can return to previous levels, the stock could trade at under 20 times earnings [13].

Core Viewpoint - Nike's stock surged 17% after the company indicated that it has overcome the worst of its struggles, following a better-than-expected fiscal fourth-quarter earnings report [1][2] Financial Performance - In the fourth quarter, Nike experienced a 12% drop in sales and an 86% decline in net income, with profit margins also decreasing [2] - The company reported that sales of classic products like Air Force 1, Air Jordan 1, and Dunks fell over 20% year-over-year, with a 30% decline in the fourth quarter alone, impacting sales by nearly $1 billion [9] Turnaround Strategy - CEO Elliott Hill emphasized that the company is beginning to see the effects of its turnaround plan, "Win Now," and expects business results to improve moving forward [3][4] - Nike is focusing on new product launches and efforts to regain wholesale partners, including selling on Amazon for the first time since 2019 and targeting female shoppers [4][5] Market Reactions - Following the earnings report, several banks issued positive commentary, with HSBC upgrading Nike to a "buy" rating and raising its price target to $80, indicating a potential 28% upside [5] - Analyst Erwan Rambourg noted that there is tangible evidence of a potential sales rebound for Nike, despite challenges such as tariffs [6] Future Outlook - Nike anticipates a mid-single-digit percentage decline in sales for the current quarter, aligning with Wall Street's expectations of a 7% drop [7] - The company expects profits to remain under pressure through the first half of fiscal 2026 due to inventory clearance and higher tariff costs, with improvements anticipated in the second half [10]

Projecting sign with Nike swoosh logo outside retail store against blue sky and high-rise buildings, ... More San Francisco, California, May 13, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty Images Nike is scheduled to report earnings after Thursday’s close. The stock hit a record high of $179.10/share in 2021 and is currently trading near $62. The stock is prone to big moves after reporting earnings and can easily gap up if the numbers are strong. Conversely, if the numbers disappoint, ...

前两天，深潜atom跟朋友冰冰凉聊天时，发生了一则趣事。 在孩子的家长钉钉群里，突然看到其他家长说起"酷动城"，相互传授在这里怎么给小孩买到高性价比鞋子的经验。而他作为潮鞋老玩家，看到这样的讨 论，内心泛起的是另一种况味——曾几何时，那也是自己潮流消费的秘密基地。 比起今天的年轻人对LABUBU的追捧，他们这批老玩家当年对潮鞋追逐的热情，有过之而无不及。那时候身边没有人会去理会"不就是一双鞋"的质疑和 不解，重要的是自己赶紧拥有。 在冰冰凉的印象中，酷动城一直是运动潮流的一方小天地。不过在后来的日子里，随着自己的生活节奏越来越快，脚下的AJ也换成了NB，去酷动城淘 鞋，就渐行渐远渐无书了。虽然在淘宝购物的频次越来越高，但优先级最高的都是家里人的需求，自己的潮流消费似乎没那么重要了。只是心里还会记得 曾经的那个年轻人对潮鞋的喜爱，而酷动城也就成了承载着青春记忆的"互联网遗珠"。 当再次被钉钉群里的聊天唤醒后，打开淘宝搜索"酷动城"，映入眼帘的，是一个全新迭代后的酷动城。曾经熟悉的logo已经换代，变得更加潮流动感，充 满活力。点进去后发现，如今的酷动城入驻了大量潮流商家，商品种类从潮鞋、潮服到潮玩、二次元周边， ...

Core Viewpoint - The article highlights the upcoming "May Day" holiday in Chongqing, where the Yuzhong District is leveraging "first-release economy" to host a series of international and domestic brand exhibitions, creative theme shows, and immersive experiences, aiming to create a cultural and consumption boom in the city [1]. Group 1: Major Exhibitions and Events - The "teamLab FuturePark" exhibition, recognized as one of the "Top 10 Must-See Exhibitions Worldwide," will debut in Chongqing at the Metropolitan Oriental Plaza, showcasing interactive digital art experiences [1]. - The "Digimon: Forever Youth" immersive theme exhibition at Longfor Chongqing Times Square features nostalgic elements, including original artwork and iconic scenes from the series, appealing to fans of the franchise [3][4]. - Various unique exhibitions are being held in Yuzhong, such as the "Spring Echo" themed exhibition curated by Chen Tianci, which showcases rare personal artifacts of the literary icon San Mao [5]. Group 2: Local Cultural Expressions and Innovations - The "Xumi Country" photography exhibition by local artist Dai Xiaobing presents over 70 previously unopened caves of the Dazu Rock Carvings, emphasizing the cultural heritage of Chongqing [5]. - The "ROLLIN' WILD" exhibition introduces a large-scale IP exhibit and themed amusement areas, aiming to convert virtual traffic into physical consumption [5]. - The "Chongqing Boy" participatory exhibition explores the local spirit through interactive and co-creative experiences, blending modern and traditional cultural elements [5]. Group 3: Brand Launches and Fashion Events - Several brand launches are scheduled around the "May Day" holiday, including a fashion show by Chongqing Department Store in collaboration with Bi Yin Le Fen, and exclusive product releases from Air Jordan and other brands [6]. - The Chongqing business committee emphasizes that these first releases and exhibitions not only enhance consumer experiences but also contribute to the upgrade of shopping districts and the quality of consumption [6].

热门IP的小范围试水。 作者 | 肖思佳 编辑 | 乔芊 泡泡玛特的风最终还是吹向了美国。 自Lisa带动labubu在泰国市场的爆火后，这只毛绒精灵的身影，又于今年2月出现在了活跃于美国的知名歌星Rihanna的爱马仕手提包上。labubu去年在 全球的爆火，推动泡泡玛特旗下THE MONSTERS 这一IP 的收入突破30亿元。如今labubu闯美成功，则间接推动了泡泡玛特美国销售额的一路狂飙 —— 仅2025年第一季度的业绩，就超过了去年一年的总和。 升温的不只有消费者的热情，还有泡泡玛特在美国的终端定价。 4月24日，泡泡玛特旗下爆火IP "labubu"第三代搪胶毛绒产品正式在全球发售，引发抢购热潮。从美国洛杉矶到英国伦敦，再到意大利米兰等多个国家 和地区的线下门店，顾客排起了长龙，争相购买。以前人们可能只在苹果手机或耐克跑鞋等超级品牌的发售现场见过。 在出海的消费品牌中，泡泡玛特是为数不多真正深入腹地的品牌。国际业务总裁文德一曾明确对外表示："我们在海外的主要客户群体不是华人或者亚洲 人，必须进入当地的主流市场。"而如今的盛况，正如其所愿。 对比各地区售价，不难发现：当其他地区仍维持着和labub ...

Company Overview - The S&P 500 index, which includes some of the largest and most profitable companies in the U.S., has faced pressure due to economic concerns [1] - Nike's stock is down nearly 70% from its peak, indicating fundamental issues within the business [3] Financial Performance - Nike's revenue has declined year-over-year for four consecutive fiscal quarters, with management expecting a mid-teens decline for the current fiscal quarter [3] - Despite sales pressures, Nike generated $5.3 billion in footwear sales in Q3, maintaining a significant lead over competitors [9] Strategic Challenges - Previous management under CEO John Donahoe made strategic errors, including a lack of product innovation and over-reliance on classic footwear franchises, leading to excessive discounts to clear inventory [4][5] - Nike's shift away from key retail partners during the pandemic has created distribution challenges, as consumers still prefer physical stores [5] Leadership and Future Outlook - Elliott Hill, a veteran of Nike, was appointed CEO in October 2022, with a focus on revitalizing the brand's connection to sports [6] - The company holds a strong brand presence and marketing strategy, which may help it recover and grow in the future [8] Market Position - Nike's partnerships with major sports leagues and endorsements from top athletes provide it with unmatched visibility in the market [9] - The current investment in Nike is characterized as high-risk/high-reward, with a price-to-earnings ratio near a 10-year low, suggesting potential for significant returns if the company can turn around its performance [10][11]