Group 1: Coca-Cola and Costa Sale - Coca-Cola's sale of Costa is facing significant challenges, with a reported risk of the deal collapsing due to a £1 billion price gap between Coca-Cola's asking price of £2.1 billion and TDR Capital's expectations [3] - The sale is being influenced by Costa's poor performance, with revenue declining since its acquisition in 2018 when it generated £1.3 billion, and only a modest increase in store count from 3,800 to 4,200 expected by September 2025 [4] - Coca-Cola's strategic focus has shifted towards divesting low-revenue subsidiaries like Costa, which has not met growth expectations in the competitive coffee market [4] Group 2: Li-Ning and Haglöfs - Li-Ning has opened the first global flagship store for the Swedish outdoor brand Haglöfs in Shanghai, showcasing a range of outdoor gear and apparel [5] - The partnership between Li-Ning and Haglöfs began in 2023 when Haglöfs was acquired by a fund in which Li-Ning is a limited partner, leading to a joint venture for sales and marketing in Greater China [6] - Haglöfs plans to expand rapidly in China, having opened 21 stores within a year, but its success in the high-end outdoor market remains to be seen [6] Group 3: Sequoia Capital and Golden Goose - Sequoia Capital has confirmed its acquisition of a controlling stake in the Italian luxury sneaker brand Golden Goose for €2.5 billion (approximately ¥206 billion) [7] - Golden Goose has shown strong performance, with revenue increasing from €266 million in 2020 to €655 million in the 2024 fiscal year, and plans for further growth in the Asia-Pacific region [8] - The brand's previous IPO plans were delayed due to poor European market conditions, leading to the partnership with Sequoia Capital as an alternative growth strategy [8] Group 4: Anta and Instant Retail - Anta has partnered with Taobao Flash Sale to enable over 1,000 stores nationwide to support online orders and rapid delivery, with plans to expand to over 4,000 stores by 2026 [9] - This move is part of Anta's broader strategy to enhance its omnichannel retail approach, addressing the growing demand for instant retail solutions [9][10] - The instant retail market is projected to exceed ¥1 trillion by 2025, with significant growth in the sports category, as evidenced by a 100% year-on-year increase in sales for sports products on Meituan Flash Sale [10] Group 5: PepsiCo and New Product Launch - PepsiCo has launched a new sugar-free strawberry milkshake-flavored cola in China, leveraging successful overseas experiences while tailoring the product to local consumer preferences [12] - The product has generated significant social media buzz and sales momentum, indicating a strong market reception [12] Group 6: Meituan and Burger King Collaboration - Meituan's "Pin Hao Fan" is collaborating with Burger King to develop customized meal packages, focusing on consumer preferences and optimizing the supply chain [13] - This partnership aims to enhance the dining experience by offering value-driven meal options that cater to evolving consumer tastes [13] Group 7: Birkenstock's Financial Performance - Birkenstock reported a 16.2% revenue increase to €2.097 billion in the 2025 fiscal year, with a notable 31% growth in the Asia-Pacific market [18] - The company's performance was driven by a 12% increase in sales volume and a 5% rise in average selling price, reflecting effective product strategy [18] Group 8: Taikoo Coca-Cola Leadership Change - Taikoo Group announced the resignation of Patrick Healy as the executive director and chairman of Taikoo Coca-Cola, with a successor appointed to take over in May 2024 [19] Group 9: KAILAS Controversy - KAILAS, a domestic outdoor brand, faced backlash over significant price differences between similar products, leading to consumer concerns about pricing strategies [20]

2024年该集团收入增加13%至6.456亿欧元，经调整后EBITDA增幅14%至2.273亿欧元。2025年前三季度 公司收入增幅13%至5.171亿欧元，经调整后EBITDA增幅7%至1.736亿欧元。 Golden Goose SpA此前计划在米兰上市，但由于奢侈品行业陷入大幅衰退，以及潜在关税等原因公司将 IPO搁置。 10月份据悉红杉中国向Golden Goose SpA报价25亿欧元寻求交易。 来源：本土零售观察 2025年12月5日：据意大利媒体共和报称，中国知名私募基金巨头红杉中国将在圣诞节前完成对鞋履品 牌Golden Goose的交易。 据悉交易价格25亿欧元，约合29.1亿美元，相当于Golden Goose SpA预期EBITDA的十倍。 红杉中国此前收购AMI Paris和WE11DONE，两大品牌与Golden Goose同出一宗，皆属于面向年轻消费 者的潮奢品牌，其中一个为法国品牌、一个为韩国品牌，而潮奢主要市场为日韩市场以及中国市场。 上月底NIGO创立的潮流集团HUMAN MADE成功在东京上市。 据悉交易价格25亿欧元，约合29.1亿美元，相当于Golden Goose S ...

Golden Goose, a chain abstraction DeFAI gamified yield platform incubated by Cycle Network, launched TGE pre-trading on July 29, with a peak FDV of over $80 million, and concurrently initiated the sale of its Diamond Egg NFTs on ETH, BSC, and ARB. The collection features 10,000 NFTs with dynamic pricing, offering holders mining boosts, airdrop rewards, governance rights, and early access to upcoming features.https://t.co/jmtq37g3HC ...