本报记者 赵 曦 □ 唐 瑞 文/摄 在全球高端消费市场上，对于"奢侈品"的定义早已超越物质本身，形成涉及历史、身份、艺术与文化的一 整套叙事体系。而在这场以文化为内核的全球竞争中，西方奢侈品牌长期占据着主导地位。 在这样的语境下，中国工艺美术品牌如何构建自己的"高端叙事"？如何讲好中国文化故事，并以此建立相 应的市场地位？ 谁在书写"奢侈"的文化话语？ 奢侈不单在于价格，更是身份的语言。"奢侈"一词在西方语境中，早已与"精英""艺术""历史"牢牢绑定， 形成了完整的"意义系统"。以法国为例，LVMH集团掌控的Louis Vuitton、Dior、Guerlain等品牌，它们不 仅仅是奢侈品公司，更是文化象征的制造商。它们借由历史传承、贵族符号、工艺神话与艺术植入，将"稀 缺"与"传统"自然地嫁接为品牌价值核心，打造出一套极具文化渗透力的"奢侈品叙事体系"。 这套叙事体系中，奢侈品牌大多通过以下路径"讲故事"：如爱马仕、LV等品牌的产品起源，往往被追溯至 一两个世纪之前，强调自身的"百年工艺"，以此赋予品牌可信度。如Chanel挖掘"现代女性独立"作为卖 点，构建身份认同；又如Ralph Lauren通过销售 ...

今天分享的是：2025年中国美容行业的白皮书 防脱经济因年轻群体的"脱发焦虑"持续升温。2021年中国脱发人群超2.5亿，平均年龄30.1岁，比上一代提前20年。618购物节期 间，防脱产品需求增长33.1%，其中防脱洗发水是入门首选，2020年销售额达15.4亿元；米诺地尔等外用药增长迅猛，某品牌年 销售额从2018年的1100万元飙升至2021年的1.16亿元；植发作为"终极解决方案"，2020年市场规模达134亿元，但渗透率仅 0.2%，未来增长空间巨大。 纯净美容（Clean Beauty） 虽属小众但潜力显著。87%的消费者关注香水是否含天然成分，64%在意过敏原，海外品牌如澳大利 亚ONE SEED已将有机成分占比提升至80%。本土品牌则结合中医智慧，佰草集、东边野兽等以"草本配方"主打敏感肌市场，契 合了消费者对"天然安全"的追求。政策红利也在释放，2021年起进口普通化妆品免除动物测试，为更多国际纯净品牌进入中国 扫清障碍。 报告共计：43页 后疫情时代中国美容市场：消费趋势迭代与新赛道崛起 随着2023年初疫情防控政策的调整，中国美容市场迎来了新的发展机遇。经历了特殊时期的消费习惯重塑，从护 ...

2025年6月26日，上海再次刷新了"奢华地标"的定义，全网都在热议的"路易号"终于开业了！ 时尚圈沉醉于LV的艺术表达，但对我们烘焙行业来说，事情的重点是—— 一个跨越了两个世纪的奢 侈品牌，正在以"甜点"为媒，正式跨入烘焙行业的流量主场。 一艘巨型"LV游轮"静静"停泊"在兴业太古汇商圈，这不是艺术装置，而是路易威登中国首家品牌旗 舰 店 ， 建 筑 面 积 三 层 ， 整 体 外 立 面 如 同 一 艘 正 在 扬 帆 出 海 的 巨 轮 ， 以 19 世 纪 硬 箱 工 艺 为 灵 感 ， Monogram金属饰面覆盖的船体结构，造型极富未来感。 内部设有三层复合空间，涵盖零售、Le Café Louis Vuitton、以及1200平的沉浸式展览空间，共同 构建出一个集零售、文化、餐饮于一体的旅行主题宇宙。 等等......LV在这里开了一家甜品咖啡馆？ 是的，这家名为Le Café Louis Vuitton的品牌咖啡馆，成为这艘"奢华巨轮"的点睛所在。菜单中不 乏巧克力、法甜等极具美学与技艺含量的甜品与烘焙轻食单品，临窗雅座可俯瞰建筑全景，书架陈 列旅行主题藏书，营造兼具格调与舒适的休憩氛围。 ...

It's my privilege to be here and to be able to talk on this beautiful one of the most beautiful TEDex topics I have come across and um this is my second time to IMT. Um the earlier one was IMT Gazyabad and I still remember the time uh as a kid after school after 12th when we all want to have an admission in IMT or IM of the countries I was one of them unfortunately couldn't make it because I was always busy playing basketball on the courts but uh today standing in front of all of you um it's I feel it's qui ...

Core Insights - LVMH is facing an unprecedented crisis, with Bernard Arnault dropping from the world's richest person to the tenth position, amid multiple challenges [1] Group 1: Financial Performance - LVMH's stock price has nearly halved since its peak in April 2023, resulting in a market value loss of approximately €221 billion, with a year-to-date decline of over 30% [3] - Arnault's personal wealth has plummeted from $231 billion in March 2024 to about $149 billion [3] - LVMH has lost its position among the top three most valuable companies in Europe, with Hermès now holding the title of France's most valuable company [3] Group 2: Market Challenges - The U.S. market poses significant challenges for LVMH, exacerbated by Trump's erratic tariff threats, including a 50% tariff on EU goods announced in May [3] - Despite Arnault's connections with Trump, no substantial assistance has been provided to mitigate these threats [3] Group 3: Business Model Issues - LVMH's diversified "grocery store" model is showing weaknesses, with over 75 brands becoming burdensome during tough times [3] - The forward P/E ratio for Hermès is approximately 50 times, while LVMH's is only about 20 times [3] - LVMH has begun selling underperforming brands and is considering further asset divestitures, including exploring the potential spin-off of Sephora [3] Group 4: Core Business Struggles - The Dior brand, managed by Arnault's eldest daughter Delphine, contributes 14% to the group's profits but has seen growth slow in recent quarters, facing criticism for unreasonable price increases and exploitation scandals [3] - The Moët Hennessy division is struggling in the U.S. due to inflation, losing ground to competitors, leading to a CEO replacement in February and the announcement of 1,200 layoffs in March, which is 13% of the workforce [3] Group 5: Governance Concerns - The succession issue is creating a "governance discount" for the group, as Arnault, aged 76, has extended the CEO age limit to 85, with all five children involved in the business but no clear successor identified, causing investor unease [4]

当全球最大奢侈品集团的掌舵人在股东大会上为背景音乐发牢骚时，你就知道事情变得有多糟糕了。 LVMH总裁兼CEO Bernard Arnault正面临一场史无前例的完美风暴：全球需求急剧萎缩、美国关税威胁步步紧逼、股价从峰值腰斩、个人财富蒸 发超过800亿美元。 更致命的是，这位76岁的"穿开司米羊绒衫的狼"发现自己精心打造的850亿欧元奢侈品帝国正暴露出结构性裂痕——从核心品牌Dior的增长失速到 继承人计划的模糊不清，一切都在提醒市场：LVMH的黄金时代可能真的结束了。 市值蒸发2210亿欧元：从欧洲之王到第十富豪的坠落 数字不会撒谎。LVMH股价自2023年4月峰值以来几乎腰斩，市值蒸发约2210亿欧元。今年以来，公司股价下跌超30%。 这家曾经的欧洲三大市值公司已不再位列前三，法国最有价值公司的桂冠也被宿敌爱马仕夺走——讽刺的是，这正是Arnault曾试图秘密收购但失 败的公司。 Arnault的个人财富从2024年3月的2310亿美元峰值暴跌至约1490亿美元，从全球首富跌至第十位。这位古典钢琴家、曾经睥睨北美以外所有富豪 的消费品巨头，如今看起来远非奥林匹亚般的神祇。 AIR Capital研究主管 ...

办公室身长155、体重三位数、实习工资3500的同事小k，最近穿着了一件拉夫劳伦polo衫上班。 小k交代道： "这是女童款，代购打完折下来我付了468块，比成人款便宜了700多块……" 以下文章来源于凤凰生活报告 ，作者凤凰WEEKLY 凤凰生活报告 . 是衣食住行，也是时尚与商业。 微穷的新中产，已经爱上穿童品了 文 ｜ 叶子 编辑 ｜ 杜都督 来源｜ 凤凰生活报告（ID：PhoenixLifestyleRpt） 封面来源 ｜ 品牌官方 颜色干净，剪裁大方，合身得体，甚至有点宽大，好像确实还不错—— 完全没有之前成年人"硬撑"优某库童装、硬凹纯欲风的不适感。 小k说，这件衣服她甚至没有买18码，16码的已经足够了。 "我感觉比我高10厘米，比我再重10斤的女孩，20码可能也够穿。" 一件400多块拉夫劳伦，估计比山寨马球polo衫还便宜。 在我们由惊转慕、纷纷问她要链接的时候，小k发表了自己的疑惑： "你们不知道吗？现在穿童装、吃童饭、用童品真的很流行，因为能便宜很多。 你们怎么既没钱，也不学着省钱？" 微穷的新中产， 已经爱上穿童品了 首先，小k先严格区分了省钱童装、宝宝碗、娇牛马文学内核的本质区别： ...

Core Insights - Marriott International, Inc. has launched its midscale extended stay segment with the opening of the first StudioRes hotel in Fort Myers, Florida, paving the way for over 40 additional properties expected to open by the end of 2027 [1][7]. Group 1: StudioRes Launch - The StudioRes concept, developed two years ago, targets a diverse range of travelers, including those on long-term work assignments and relocations [2]. - The StudioRes Fort Myers features 124 studio-style rooms with nightly rates around $100, offering amenities such as a kitchen, lounging area, and communal spaces [3]. - The property is strategically located near tourist attractions and will be integrated into Marriott's loyalty program, Marriott Bonvoy, allowing members to earn and redeem points [4]. Group 2: Marriott's Portfolio and Growth - Marriott is a leader in the luxury and lifestyle hotel sector, with over 30 brands and nearly 9,500 properties across 144 countries as of March 2025, enabling it to command premium room rates [5]. - The company is expanding its presence internationally, particularly in Asia, Latin America, the Middle East, and Africa, with a development pipeline of 3,808 hotels and approximately 587,000 rooms, including over 244,000 rooms under construction [6]. - In the past month, Marriott's stock has increased by 5.6%, outperforming the industry growth of 3.7%, indicating positive market sentiment [7][8].

Core Insights - Marriott International is focusing on budget travelers who prioritize travel but seek more affordable options, as indicated by spending data from credit card relationships [1][5] - The company has significantly expanded into the mid-scale segment, which it historically did not operate in, starting with the acquisition of City Express for $100 million in 2022 [2][5] - Marriott has launched its first StudioRes in Fort Myers, Florida, targeting cost-conscious consumers with modest services and amenities [3] Financial Performance - In the first quarter, Marriott generated $6.26 billion in revenue and reported a net income of $665 million [4] Strategic Initiatives - The introduction of StudioRes aims to cater to various travel purposes, appealing to individuals on temporary assignments or digital nomads [3] - Marriott's diverse portfolio includes brands like Ritz-Carlton, St. Regis, Sheraton, Courtyard, Westin, and Moxy, allowing the company to offer suitable accommodations for different consumer needs [3]