近日，一则消息引发关注。位于印象城MEGA的ZARA门店发布闭店通知，将于2026年1月21日正式闭 店。这一举措，不仅标志着ZARA在温州市场的谢幕，也再次折射出国际快时尚品牌在中国市场的艰难 处境。 然而，近年来国际快时尚品牌在中国市场的发展却不尽如人意，ZARA和H&M便是典型代表。它们在 全国范围内掀起关店潮，二线及以下城市的门店数量锐减，甚至撤出一些普通地级市。温州曾是ZARA 仅保留门店的三座普通地级市之一，另外两座为苏州和无锡。但今年以来，H&M在温州已相继关闭财 富中心、龙湾万达广场两家门店，如今仅剩国际大酒店一家。而ZARA此次关闭温州唯一门店，且暂未 有其他商业综合体出现ZARA围挡，这意味着ZARA将正式撤出温州市场。 从宏观层面看，这一现象背后有着复杂的原因。随着中国本土品牌的崛起，它们在设计、品质和价格上 更具竞争力，逐渐蚕食了快时尚品牌的市场份额。同时，中国消费者消费观念的转变，更加注重品质和 个性化，对快时尚品牌"快速复制、批量生产"的模式不再买账。此外，电商的蓬勃发展，让消费者购物 更加便捷，也进一步冲击了实体快时尚门店。 至于未来温州是否还会有商业综合体引进ZARA，结合该品 ...

ZARA中国内地市场持续收缩阵线。这一次，是杭州市场。 联商网了解到，ZARA杭州远洋乐堤港门店以及杭州西溪印象城门店或将关闭。如果这两家门店如期关闭，ZARA杭州将仅剩万象城以及龙湖杭州滨江天 街2家门店。 除了ZARA外，H&M集团旗下品牌COS关闭了杭州万象城和杭州城西银泰城2家门店；韩国快时尚品牌SPAO位于龙湖杭州西溪天街门店也已闭店围挡， 宣告SPAO彻底退出杭州市场。 01 ZARA今年或将关闭13家门店 就在远洋乐堤港门店宣布闭店之时，有网友在社交平台上发文称西溪印象城ZARA也将闭店。如果该消息属实，那么届时ZARA杭州将仅剩2家门店。更 早之前的6月，ZARA HOME也关闭了位于杭州来福士广场门店，彻底退出杭州市场。这是ZARA旗下的家居品牌，巅峰时期在杭州拥有至少5家门店。 事实上，ZARA并不仅仅是在杭州市场收缩阵线。联商网统计发现，如果算上即将关闭的杭州远洋乐堤港以及西溪印象城店，ZARA今年在中国内地市场 或将关闭13家门店。 具体而言：今年7月，ZARA关闭福州仓山万达和深圳领展中心两家门店，5月关闭了济南恒隆广场门店，3月关闭了无锡海岸城门店，1月更是关闭了上海 五角场万达、 ...

今年以来，ZARA打造了多个快闪店，凭借各种场景设计，为消费者提供超越购物的沉浸式玩乐与 探索体验，在社交媒体引发热议。在直播领域，"ZARA秀场式"直播关键场次观看量突破数百万，还实 现了设计师联名系列通过直播完成首发亮相。"这些在中国市场验证成功的直播模式，已成为英国、美 国等海外市场的运营灵感，实现了中国经验的全球输出。"Inditex爱特思集团大中华区总裁白晨铭对记 者表示。 中国市场的重要战略地位，也深植于外企的发展布局中。ZARA已明确一系列在华拓展举措，如 2026年将迎来上海淮海路旗舰店开业，新疆乌鲁木齐等部分门店将启动翻新改造，还将在国内主要城市 积极推进新址选址。在线下渠道持续升级的同时，品牌也在不断加码数字化布局，通过直播、社交媒体 平台等多元渠道，深化与中国消费者的互动连接。"我们将通过拓展优质时尚产品、提供周到服务及营 造沉浸式购物体验，持续响应中国顾客的期待与喜好。"白晨铭说。 从十年老店的焕新升级，到全渠道布局的持续完善，再到创新营销模式的深入探索，ZARA在华的 一系列动作，是众多外资企业深耕中国市场的缩影。 当前，中国消费市场持续释放蓬勃活力，超大规模市场优势与不断升级的消费 ...

Core Viewpoint - Fast Retailing, the operator of Uniqlo, expects a slight increase in consolidated net profit for the fiscal year 2026, reaching 435 billion yen, while shifting growth focus from the Chinese market to other regions, particularly the U.S. market, which is becoming increasingly important [2][4]. Group 1: Financial Projections - The company forecasts a 10% increase in sales revenue for the fiscal year 2026, reaching 3.75 trillion yen [3]. - For the fiscal year 2025, the North American business reported operating income of 271.1 billion yen, a 25% year-on-year increase [3]. - The consolidated net profit for the fiscal year 2025 was 433 billion yen, marking a 16% year-on-year growth [5]. Group 2: Market Strategy and Pricing - Fast Retailing plans to raise prices to offset the impact of tariffs, although this poses a risk of declining consumer demand in the U.S. market [2][3]. - The company has already implemented price adjustments on certain products to manage the cost increases due to tariffs [3]. - The CEO of Fast Retailing expressed strong dissatisfaction with the U.S. tariff policy, emphasizing the need for a free and open market [3]. Group 3: Regional Performance - Sales in the Greater China region, including Hong Kong and mainland China, decreased by 4% to 650.2 billion yen, marking the first decline in five years [4]. - In contrast, North America saw a 25% increase in sales, reaching 271.1 billion yen, while Europe experienced a 34% growth, totaling 369.5 billion yen [4]. Group 4: Competitive Landscape - Other apparel companies, such as H&M and Inditex, are also raising prices in the U.S. market due to similar tariff impacts, indicating a broader trend in the industry [5].

Core Viewpoint - Fast Retailing, the operator of Uniqlo, expects a slight increase in consolidated net profit to 435 billion yen for the fiscal year ending August 2026, shifting growth focus from China to other regions, particularly the U.S. [1] Group 1: Financial Projections - The company anticipates a 10% growth in sales revenue, reaching 3.75 trillion yen for the fiscal year 2026 [2] - For the fiscal year 2025, North American business revenue was 271.1 billion yen, a 25% year-on-year increase [4] - Consolidated net profit for fiscal year 2025 increased by 16% to 433 billion yen, with domestic sales in Japan surpassing 1 trillion yen for the first time [6] Group 2: Impact of Tariffs - The company plans to raise prices to offset the impact of tariffs, which may lead to a decline in consumer spending in the U.S. market [1][5] - Tariffs are expected to further affect profits starting from fiscal year 2026, with the CFO indicating a strategy of price rationalization to mitigate this impact [5] - The company has already implemented price increases on some products to absorb the cost increases due to tariffs [4][5] Group 3: Market Dynamics - The importance of the U.S. market is increasing as the company shifts its growth focus from the traditionally profitable Chinese market [5] - Sales in the Greater China region decreased by 4% to 650.2 billion yen, marking a decline for the first time in five years, while North American sales grew by 25% [5] - Competitors like H&M and Inditex have also begun raising prices in the U.S. market, indicating a broader trend in the industry [6]

Group 1 - Forever 21 is making its fourth attempt to enter the Chinese market, indicating a strong desire to tap into this vast consumer base despite previous failures [1][2] - Other foreign fast fashion brands like H&M and ZARA are also actively engaging in the Chinese market, with H&M upgrading flagship stores and ZARA hosting promotional events to attract young consumers [1] - The Chinese market is considered a strategic high ground for fast fashion brands, with significant value as highlighted by industry experts [1] Group 2 - The repeated attempts by Forever 21 reflect the extreme importance foreign brands place on the Chinese consumer market, which has undergone significant changes compared to a decade ago, particularly in supply chain responsiveness and procurement flexibility [2] - Since 2016, Forever 21 has exited multiple markets and officially left China in May 2019, subsequently filing for Chapter 11 bankruptcy protection in September of the same year [2] - In 2021, Forever 21 returned to China focusing on e-commerce and social media, but faced challenges with limited online sales and slow offline expansion, leading to a second bankruptcy protection filing in March 2023 [4]

Group 1: Forever 21's Market Strategy - Forever 21 has re-entered the Chinese market with a new partnership with Shanghai Chengdi Trading Co., aiming to revitalize its brand presence through extensive advertising in Shanghai's subway system [1][2] - The brand's return marks its fourth attempt to establish itself in China, utilizing a marketing strategy that includes social media platforms to engage consumers and promote new products [3] Group 2: Company Background and Financial History - Forever 21 was founded in 1984 and reached peak sales of $4.1 billion, competing with brands like H&M and ZARA, but filed for bankruptcy in 2019 due to poor management [2] - The brand's international operations, including in China, are not directly affected by its U.S. bankruptcy, as its Chinese operations are based on a brand licensing model [2] - The company has undergone multiple strategic shifts, including a focus on e-commerce, but has struggled with sales performance in recent years [2][3] Group 3: Competitor Analysis - La Chapelle, a domestic fast fashion brand, has also initiated a revival plan, shifting its strategy to a "brand licensing + operational services" model and focusing on online sales [4][5] - The fast fashion sector has seen some brands, like GAP and Abercrombie & Fitch, report positive sales growth, indicating a potential recovery in the market [6]

Core Viewpoint - The controversy surrounding the supermarket "胖都来" (Pang Du Lai) and its similarity to the well-known "胖东来" (Pang Dong Lai) has escalated, with legal actions being taken and various parties involved facing public backlash [1][2][12]. Group 1: Company Actions and Responses - "胖都来" is currently handling legal communications and is planning to address naming issues in the future [1][7]. - The company claims to have authorization from a brand management service to sell discounted products from Inditex, the parent company of ZARA, despite Inditex denying any involvement [9][12]. - The official video from "胖都来" has been taken down, and its Douyin account is currently suspended until June 9 [2][6]. Group 2: Public and Legal Reactions - The launch of "胖都来" has led to accusations of "brand hijacking" from "胖东来," with legal experts suggesting a high probability of trademark infringement [2][12]. - Various celebrities who participated in the opening ceremony of "胖都来" have issued apologies, clarifying that they did not receive any payment for their involvement [10][11]. - The public reaction has been mixed, with some supporting "胖都来" while others criticize it for attempting to capitalize on "胖东来"'s reputation [12][13]. Group 3: Legal and Trademark Considerations - Legal experts indicate that "胖都来" may have intentionally chosen a name similar to "胖东来" to benefit from its established brand recognition, which could be seen as a deliberate attempt to infringe on trademark rights [12][13]. - The trademark registration process does not guarantee the right to use a name if it infringes on existing rights, highlighting the complexities of trademark law in this case [13].

Group 1 - ZARA has opened a new concept store in Qianhai Yifang City, Shenzhen, featuring a total area of over 2300 square meters, integrating fashion and technology for a sustainable shopping experience [1] - The store utilizes Inditex's latest global store concept, focusing on larger spaces and innovative technologies to enhance customer experience in a spacious and sustainable environment [1] - The store offers a range of modern technologies, including digital fitting rooms and self-checkout areas, to improve the shopping experience and reduce waiting times during peak hours [1] Group 2 - The new ZARA store in Qianhai Yifang City incorporates advanced ecological efficiency systems aimed at minimizing environmental impact, aligning with Inditex's goal of achieving net-zero emissions by 2040 [2] - The store features energy-efficient heating and cooling systems, as well as LED lighting, as part of its environmental measures [2] - The opening of ZARA's new concept store is expected to enhance the commercial vitality of the Bao'an Central District, contributing to the development of one of Shenzhen's five newly planned world-class business districts [2]