乐天将出售在华最后一家百货门店；俄罗斯“星巴克”变“星咖啡”；Selfridges百货正式易主……

「第133期|2022年8月22-28日」

项目动态

Projects' New

01|Selfridges百货正式易主

泰国尚泰集团Central Group和奥地利Signa日前发布联合公告称，双方以50:50股比成立的合资公司已完成对英国奢侈百货集团Selfridges的收购。具体收购金额尚未披露，但据知情人士称该交易价值接近60亿美元。交易完成后，Selfridges现任董事总经理Anne Pitcher将会在年底卸任，领导工作由来自收购方的Stefano Della Valle接管。

01|Selfridges has officially sold

Thailand's Central Group and Austria's Signa have completed their 50:50 joint venture to acquire British luxury department store Group Selfridges, according to a joint announcement.

02|Kohl's百货与丝芙兰合作网点将扩大至1100个

Kohl's百货与丝芙兰合作开店满一周年之际，双方决定将合作扩至1100 家Kohl's百货。Kohl's首席执行官表示：丝芙兰提供的高级美容产品，为Kohl's带来了更年轻、多样的客户。

Kohl's百货一份声明中显示，2021年开业的200家Kohl's与丝芙兰合作的门店保持了高个位数百分比的销售额增长。计划到2023年开在Kohl's百货中的丝芙兰门店将达850家。预计到2025年，开在Kohl's百货中的丝芙兰门店年销售额将达20亿美元。

02|Kohl's and Sephora’s joint store will expand to 1,100

Kohl's and Sephora have decided to expand the partnership to 1,100 Kohl's stores as they mark their first anniversary. Kohl's CEO said: “Sephora brings the younger and more perse consumers with its high-end beauty products to Kohl's.”

03|乐天购物将出售在华最后一家百货门店

8月18日，乐天购物表示董事会上月通过出售中国成都乐天百货的决议，这是乐天在华最后一家百货门店。乐天购物有关人士表示，正在推进出售股权，收购方及细节尚未敲定。

乐天百货2008年登陆中国，2017年陷入经营困境，之后不断出售在华门店。

03|Last Lotte Shopping store to close in China

Lotte Shopping said it approved the sale of its Chengdu department store in China on 18 August, which is its last department store in China. It’s reported that Lotte Shopping is pushing for a stake sale and the buyer and details have not been finalized.

Lotte Shopping store launched in China in 2008, ran into business difficulties in 2017, and has been selling stores in China ever since.

04|派拉蒙将在巴厘岛建设东南亚最大的主题乐园

派拉蒙影业与印尼Kios公司签约，将在巴厘岛合作打造东南亚最大的主题公园。

该乐园占地面积为57万平方米，预计在第一年将吸引超过500万游客。园内也将涵盖海绵宝宝、忍者神龟等经典形象。

此外，景点内还将涵盖两家主题酒店，派拉蒙度假村（Paramount Grand Resort）&以尼克儿童频道为主题的度假村（Nickelodeon Resort）。此外，以印尼文化为灵感的过山车也将首度亮相。

04|Paramount will build Southeast Asia's largest theme park in Bali

Paramount Pictures Corporation has signed a deal with Indonesian company Kios to create Southeast Asia's largest theme park in Bali.

Covering an area of 570,000 square meters, the park is expected to attract more than 5 million visitors in the first year. The park will also feature classic characters such as SpongeBob SquarePants and Ninja Turtles. In addition, the attraction will include two themed hotels, Paramount Grand Resort and the Nickelodeon Resort. In addition, a roller coaster inspired by Indonesian culture will debut.

零售品牌

Brands' News

01|高端护发品牌Aveda在上海开设中国首店

雅诗兰黛集团旗下高端护发品牌Aveda日前在上海前滩太古里开设中国首店，正式布局中国市场。雅诗兰黛集团表示，此举将进一步丰富自身在中国市场的品牌矩阵。

01|High-end haircare brand Aveda has opened its first store in China in Shanghai

Estee Lauder Group's high-end hair care brand, Aveda, has opened its first store in Taikoo Li Qiantan, marking its official debut in the Chinese market. Estee Lauder said the move will further enrich its brand mix.

02|Next集团正式接管Gap英国在线业务

美国时尚品牌Gap日前宣布其英国在线业务已正式交给Next集团，未来将由Next为英国消费者提供线上下单线下取货、免费退货、次日送货上门，以及免费次日送货至Next或Gap门店等服务。Gap和Next集团于去年9月成立合资企业，以更好地服务英国和爱尔兰消费者，双方将在末来几个月内开设5家新的Gap品牌店中店。

02|The Next Group has officially taken over Gap's UK online business

Gap has announced that it has handed over its UK online business to the Next Group, which will provide UK shoppers with online and offline pick-up, free returns, next-day delivery and free next-day delivery to Next or Gap stores.

Gap and Next Group, which formed a joint venture last September to better serve consumers in the UK and Ireland, will open five new GAP-branded store-in-stores in the coming months.

03|优衣库加速布局欧洲市场

日本快时尚优衣库将于今年秋季在华沙开设第一家波兰门店，占地面积8600平方英尺，共有两层，毗邻华沙标志性建筑文化科学宫，将出售品牌女装、男装和婴儿产品。在此之前，优衣库已在英国、法国、比利时、德国、西班牙、丹麦、瑞典、荷兰和意大利开设线下门店。

03|Uniqlo accelerates distribution in European market

Japanese fast-fashion Uniqlo will open its first Polish store in Warsaw this fall, with an 8,600-square-foot, two-story store adjacent to the city's iconic Palace of Culture and Science.

The store will sell branded women's, men's and baby products. Uniqlo has already opened physical stores in the UK, France, Belgium, Germany, Spain, Denmark, Sweden, the Netherlands and Italy.

04|俄罗斯告别星巴克迎来Star Coffee

据俄罗斯媒体报道，俄罗斯境内的星巴克咖啡将以全新名称「Stars Coffee」恢复在俄运营，最新一家于当地时间8月18日在莫斯科原星巴克店址重新开业。

04|Russia says goodbye to Starbucks and welcomes Star Coffee

Starbucks Coffee will resume operations in Russia under the new name "Stars Coffee," Russian media reported, with the latest reopening in a former Moscow store on August 18.

05|Nike成2022年世界杯最大赞助商

据足球装备网站footyheadlines数据显示，Nike取代Adidas成为本届世界杯最主要的赞助商，在总计32支参赛的球队中，Nike独占13个球队。Adidas赞助的球队数量则从2018年的12个缩减至7个，位居第二。Puma赞助的球队数增至6个。此外，还有六个品牌在本届世界杯各自只赞助了1支球队，分别为Hummel、Majid、Marathon、NewBalance、Le Coq Sportif和Kappa。

05|Nike is the biggest sponsor of the 2022 World Cup

According to the data of football equipment website FootyHeadlines, Nike has overtaken Adidas as the main World Cup sponsor with 13 of the 32 competing teams.

Adidas came in second with 7 teams, down from 12 in 2018. The number of teams sponsored by Puma has increased to 6. There are also 6 brands sponsoring just one team each at this year's World Cup: Hummel, Majid, Marathon, NewBalance, Le Coq Sportif and Kappa.

行业资讯

Industrial New

01|日本百货商场销售额3年来首次增加

据悉，因疫情而下滑的日本百货商场的收益正在复苏，2021年日本百货商场销售额同比增长12％，为3年来首次增加，已经恢复到2019年约80%的水平，主要得益于高价商品的销售增加和东京核心区域店铺客流量的复苏趋势明显。

01|Sales at Japanese department stores rose for the first time in 3 years

It is reported that Japanese department store’s sales decline situation is recovering.

Japanese department store sales increased 12% y-o-y, which is its first increase in 3 years and the sales has restored to the level of about 80% in 2019. The increase is mainly due to high-value goods sales’ increase and traffic recovery in Tokyo CBD.

02|Guess第二季度利润大跌逾56%

在截至7月30日的三个月内，Guess营收同比增长2.2%至6.43亿美元，超过分析师预期的6.29亿美元，毛利率为42%，净利润同比大跌56.5%至2744万美元。对于2022年全年，Guess预计全年营收将增长1.5%，而此前的指引为增长4%。

02|Guess's profit plunged more than 56% in Q2

For the full year 2022, Guess expects full-year revenue to rise 1.5%, compared with its previous guidance of 4% growth.

03|Nordstrom百货第二季度利润大涨58%

美国高端连锁百货Nordstrom日前公布2022年第二季度业绩，营收同比增长12%至40.95亿美元，净利润为1.26亿美元，上年同期为8000万美元，同比大涨58%。不过受需求疲软影响，Nordstrom百货下调了全年财务指引，预计销售额增幅将在5%至7%之间，不及此前预测的6%至8%。

03|Nordstrom's profit jumped 58% in Q2

But because of weak demand, Nordstrom cut its full-year financial guidance, forecasting sales growth of 5% to 7%, down from its previous forecast of 6% to 8%.

04|Gap第二季度亏损4900万美元

据悉，在截至7月30日的三个月内，Gap集团销售额同比下滑8%至38.6亿美元，可比销售额比去年同期下降10%，净亏损录得4900万美元，去年同期的净利润为2.58亿美元。

按品牌分，Gap和Old Navy分别录得10%和13%的下滑，Banana Republic和Athleta则分别实现9%和1%的上升。截至报告期末，Gap集团在全球拥有3390家门店，其中2799家为直营店。

05|Hoka One One成StockX平台上增长最快的运动鞋品牌

在二手交易平台StockX发布的最新报告中，Hoka One One取代Nike、Jordan Brand和adidas等运动服饰巨头，成为今年上半年全球交易量增长最快的运动鞋品牌，与2021年同期相比该品牌的交易量猛涨3606%。

05|Hoka One One is the fastest growing sneaker brand on the StockX platform

In a new report released by second-hand trading platform StockX, Hoka One One overtook sportswear giants such as Nike, Jordan Brand and Adidas to become the fastest growing sneaker Brand globally in terms of transaction volume in H1 2022, surging 3,606% compared to the same period in 2021.

投融资

Investment and Financing

01|新秀丽获摩根大通增持股份

近日消息，新秀丽近日获摩根大通以每股均价约20港元增持744.97万股，涉资约1.5亿港元。增持后，摩根大通的持仓比例由6.99%上升至7.51%。得益于全球旅游逐渐恢复，新秀丽上半年收入大涨75.3%至12.7亿美元，较2019年也大涨20.4%。

01|Samsonite to gain stake from J.P. Morgan

02|亚马逊合作@cosme母公司，深入化妆品零售

8月17日，根据外媒报道，亚马逊与美妆公司istyle确认将合作，后者将在9月6日向亚马逊发行25亿日元（约合人民币1.25亿元）的可转换债券以及115亿日元（约合人民币5.77亿元）的认股权证。如果这些可转换债券和认股权证变成股票，亚马逊将成为该公司最大股东，占比达到36.95%。

istyle是日本知名评论及零售网站@cosme的母公司，该公司一直在推动日本零售的线上与线下销售的融合，并在东京原宿区开设了一家零售店。

02|Amazon partners with @Cosme parent company to go deeper into cosmetics retail

Amazon and beauty company istyle will issue 2.5 billion yen (about 125 million yuan) of convertible bonds and 11.5 billion yen (about 577 million yuan) of stock warrants to Amazon on 6 September, foreign media reported on 17 August. If the convertible bonds and warrants turned into stock, Amazon will become the company's largest shareholder with 36.95%.

Istyle, the parent company of @cosme, a popular review and retail website in Japan, has been promoting the integration of online and offline retail sales in Japan and has opened a retail store in Tokyo's Harajuku district.

END

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