（文/霍东阳 编辑/张广凯） 香港高端买手制百货连卡佛（Lane Crawford）日前正式确认，将于2026年2月28日起关闭其位于成都IFS的门店。 公司表示，此举因未续签租约，是在中国消费市场动态变化与长期发展策略的综合评估下做出的商业决定。这则官方通知，为近几个月来围绕这家香港精品 百货的猜测画上了句号。 今年8月，《智通财经》曾报道成都IFS的连卡佛门店或将在2026年1月租约到期后停止运营。当时连卡佛否认了相关传闻，称租约到期时间要更晚，仍在与 业主方就商场未来发展规划进行积极沟通，同时也正在优化公司自身的业务布局。 不过，连卡佛成都店的关闭，是连卡佛在中国内地运营版图的再次收缩——此前其北京银泰中心店已于2021年停业；2025年上海时代广场店清空了一层美妆 区，并将四层整体调整为折扣区。 连卡佛最引以为豪的是其"买手制"经营模式。与传统的百货联营扣点模式不同，连卡佛组建了庞大的专业买手团队，提前数月从全球采购商品并买断经营。 这种模式的优势在于能打造高度的商品差异化和独特性，避免与其他百货的同质化竞争。 然而，随着中国奢侈品消费结构变化、高端商场租金结构调整以及电商与直播渠道对品牌的分流，传统 ...

Core Insights - The Kardashian family's popularity is declining, with Kim Kardashian's recent performance in the mini-series "All's Fair" receiving overwhelmingly negative reviews, marking a significant shift from her previous media experiences [1] - Social media engagement for the Kardashian family has decreased, with Google Trends indicating a downward trend in interest since 2022, affecting their overall influence [2][7] - The fashion industry is witnessing a transition, as the departure of Olivier Rousteing from Balmain signifies a potential end to the era dominated by social media influencers like the Kardashians [4][6] Group 1: Kardashian Family's Media Presence - Kim Kardashian's acting debut in "All's Fair" was met with harsh criticism, including a rare 0% rating on Rotten Tomatoes, indicating a potential turning point in her career [1] - The family's marketing strategies are being questioned, especially as Kim has not yet passed the California bar exam despite her aspirations to become a lawyer [1] - Social media discussions about the Kardashian family's latest season have been unexpectedly muted compared to previous seasons [1] Group 2: Social Media Trends - Google Trends data shows a consistent decline in the popularity of the Kardashian name since 2022, with significant drops in Instagram engagement for Kim, Kylie Jenner, and Kendall Jenner [2][7] - The shift from Instagram to TikTok has diminished the appeal of the Kardashian family's curated image, as audiences now prefer more authentic and participatory content [8] Group 3: Skims Brand Development - Skims, founded by Kim Kardashian, has shown significant growth, with a valuation of $4 billion and net sales of approximately $750 million, indicating strong market potential [10] - The brand has expanded its reach by partnering with major sports leagues and launching new product lines, including men's wear, which has attracted attention from industry giants like Nike [9][10] - Despite its success, Skims faces challenges in maintaining momentum and differentiating itself in a crowded market, especially as competitors begin to offer similar products [15] Group 4: IPO Considerations - There is uncertainty surrounding Skims' potential IPO timeline, with indications that the company may not prioritize going public in the near term due to market conditions [11] - The brand's ability to capitalize on its current momentum is critical, as the fast-paced nature of social media trends could impact its long-term viability [12] - The Kardashian family's declining influence poses a risk to Skims' brand identity, as the company seeks to establish itself as a mature commercial entity rather than relying solely on celebrity status [14][16]

Group 1 - Roma's platform is facing issues with insufficient deposits, leading to delays in refunding consumers for recalled power banks [1] - The parent company of Roma has changed its legal representative twice in three months, indicating internal restructuring and preparation for new products [1] - The incident has sparked significant consumer backlash and discussions on social media [1] Group 2 - Xiaomi's new product, the "Xiaomi Life Magnetic Tissue Box," priced at 169 yuan, has generated controversy and criticism online for its high price [3] - CEO Lei Jun defended the pricing by highlighting the product's advanced materials and manufacturing processes, which meet automotive standards [3] - Despite the criticism, the product has sold out quickly, indicating strong demand [3] Group 3 - The CEO of Yunhai Yao in Singapore has pleaded guilty in a food poisoning case that affected 130 employees of ByteDance, with the company facing potential fines [8] - The incident involved a dish with bacteria levels exceeding safety standards, raising concerns about the company's food safety practices [8] - This event may negatively impact Yunhai Yao's brand reputation and international expansion strategy [8] Group 4 - Meituan is launching a new discount supermarket brand called "Happy Monkey," set to open its first stores in Beijing and Hangzhou in August [9][10] - The new brand aims to compete directly with Hema and is part of Meituan's strategy to strengthen its retail business in response to market competition [11] - The brand will be operated by the team behind Meituan's existing supermarket operations, indicating a focused approach to market entry [10] Group 5 - South Korean instant noodle brand Samyang is establishing its first overseas factory in Jiaxing, China, with an investment of approximately 1 billion yuan [13] - The factory is expected to produce 840 million servings annually, catering exclusively to the Chinese market [13] - This move reflects Samyang's strategy to diversify its product offerings beyond its popular spicy noodles and strengthen its presence in China [13] Group 6 - Skims co-founder Jens Grede aims to position the brand as the "Starbucks of lingerie," focusing on creating a premium yet accessible experience for consumers [15] - The brand's valuation has surpassed $4 billion, and it is expanding its product range beyond women's shapewear to include men's underwear [15] - Despite Skims' growth, Starbucks is currently facing operational challenges, highlighting the competitive landscape in the consumer goods sector [15] Group 7 - The horror game "Paper Wedding 8" has been released, continuing the series' tradition of engaging storytelling and gameplay mechanics [17] - The game has maintained a high rating on platforms like Taptap, showcasing its popularity and the growing interest in Chinese horror games [17] - The series has successfully carved out a niche in a market dominated by Western developers, indicating a shift in consumer preferences [17]