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激战超高端,爱马仕、LV靠美妆“御寒”没戏?
FBeauty未来迹· 2025-08-04 13:51
2 0 2 5年的奢侈品行业,正在经历一场深刻的调整。 贝恩数据显示,全球市场或连续两年零增长,Z世代"撤离"致5 7亿美元蒸发,中国市场更遭遇 1 8%断崖式暴跌。在市场端,LVMH掌门人伯纳德·阿尔诺斥资十亿自救股票,Gu c c i门店在亚 太 接 连 关 闭 , 这 一 系 列 标 志 性 事 件 都 反 映 出 整 个 奢 侈 品 行 业 正 面 临 2 0 0 8 年 以 来 最 严 峻 的 寒 冬。 正值财报季,奢侈品牌都在自我检视方向,各大集团主营业务如皮具、珠宝持续承压,唯有美 妆板块在多家的成绩单中呈现小幅逆势增长。特别是在中国市场降温、游客减少、消费心态更 趋理性的大环境下,美妆在奢侈品集团的版图中,是否能从过去的"入门级轻奢"转变为新的业 务支柱? 有资深时尚从业者向《FBe a u t y未来迹》分析认为,当今全球奢侈品行业站在一个微妙的转折 点上。 过去两年里,从LV到Mo n c l e r,各大品牌的销售数字一再低于预期,2 0 2 4年更创下自2 0 0 8年 金融危机以来的最差表现,而2 0 2 5年几乎确定将连续第二年零增长。 尽管在各大集团财报会上,管理层把原因归结为" ...
时尚圈新流行:「假胸男」与「肌肉女」|潮汐Mail
36氪· 2025-04-03 11:09
Group 1 - The article discusses the emerging trend of "nanoship," a short-term, commitment-free relationship popularized by Tinder, highlighting a shift in how young people engage in romantic interactions [4][6] - The concept of "Public Display of Affection" (PDA) is also explored, indicating that young people are seeking comfort through physical interactions to alleviate stress [6] Group 2 - LOEWE collaborated with Hello Bike to launch a limited edition bike, creating a unique urban treasure hunt that blends brand culture with everyday life, amidst discussions of luxury brands adapting to market changes [7][10] - The article notes that luxury brands are increasingly engaging with lower-tier markets, as seen with Chanel planning to open a store in a lower-tier city while simultaneously raising prices [10] Group 3 - Louis Vuitton announced its entry into the beauty market with the launch of La Beauté, featuring 55 lipsticks, 10 lip balms, and 8 eyeshadows, set to debut in 2025 [19][20] - This move is part of LV's broader strategy to expand its product categories and appeal to a wider consumer base [22] Group 4 - The article highlights the successful IPO of Mixue Ice Cream, which has surpassed Starbucks with over 46,000 stores globally, achieving a market capitalization exceeding 100 billion HKD on its listing day [29][30] - The new tea brand, Bawang Tea Princess, is preparing for its IPO in the US, indicating the growing investment interest in the new tea beverage sector [30] Group 5 - Huawei's marketing strategy includes using the daughter of its founder, Yao Anna, as a brand ambassador, which generates significant media attention and discussion [33][35] - The article also mentions Prada's swift decision to terminate its contract with actor Kim Soo-hyun due to emerging scandals, reflecting the challenges luxury brands face in managing their public image [36][38] Group 6 - The upcoming Osaka World Expo will feature a Women's Pavilion, emphasizing female contributions to global progress and equality, aligning with the growing focus on women's empowerment in marketing narratives [48][49] - Various brands are adapting their messaging to celebrate women's achievements, as seen in campaigns by Arc'teryx and Tmall [49][51] Group 7 - The world's first 3D-printed train station, located in Japan, showcases innovative construction techniques that significantly reduce build time while assessing the durability of such structures in coastal environments [57][58]