伦敦牛津街升级改造获批；库迪咖啡加快国际业务布局；CoCo公布南亚拓展计划……

「第177期 | 2023年9月11-17日」

资讯总览 Commercial News Overview

项目动态 Projects' New

1.香港迪士尼与新世界携手打造大屿山国际旅游娱乐产业园

Hong Kong Disneyland and New World join hands to build Lantau International Tourism and Entertainment Industrial Park

2.伦敦牛津街9000万英镑升级改造获批

The £90m upgrade of Oxford Street in London has been approved

3.上海迪士尼官宣全球首个“疯狂动物城”主题园区

Shanghai Disney officially announced the world's first "Zootopia" theme park

……

零售品牌 Brands' News

1.波兰高街品牌MISBHV全球首店于成都开幕

Polish high street brand MISBHV opens its global first store in Chengdu

2.Vuori布局中国线下市场

Vuori lays out the Chinese physical market

3.库迪咖啡正在加快国际业务布局

Cotti Coffee is accelerating its international business layout

……

行业资讯 Industrial New

1.美国消费者明年将继续收紧个人消费开支

US consumers to continue to rein in their personal spending next year

2.卡地亚母公司称奢侈品行业压力重重

Cartier's parent company says the luxury sector is under pressure

3.Zara母公司上半年营收逼近170亿欧元

Zara's parent company had revenues of nearly €17 billion in H1

……

投融资 Investment and Financing

1.ABG收购极限运动巨头Boardriders

ABG acquires action sports giant Boardriders

2.开云集团老板与好莱坞最大经纪公司CAA达成收购交易

The boss of Kering has struck a deal to buy CAA, one of Hollywood's biggest talent agencies

3.雅诗兰黛首次投资中国美妆品牌

Estee Lauder invests in Chinese beauty brand for the first time

……

项目动态

Projects' New

01|香港迪士尼与新世界携手打造大屿山国际旅游娱乐产业园

香港迪士尼乐园度假区与新世界发展有限公司于9月7日宣布签订合作备忘录，双方将探讨多个协同合作机遇，包括于全港首个旅游娱乐地标11 SKIES开设全新精品店、增强交通接驳，以及开发旅游及文化产品，期望将大屿山升级转型为国际旅游娱乐产业园。

01|Hong Kong Disneyland and New World join hands to build Lantau International Tourism and Entertainment Industrial Park

Hong Kong Disneyland and New World Development Limited announced the signing of a memorandum of understanding on 7 September to explore a number of joined opportunities, including the opening of Hong Kong's landmark 11 SKIES’ first boutique, enhancing transport links and the development of tourism and cultural products, with a view to upgrading Lantau Island into an international tourism and entertainment industrial park.

02|伦敦牛津街9000万英镑升级改造获批

近日消息，伦敦牛津街日前获得威斯敏斯特议会批准，将启动第一阶段9000万英镑改造计划，包括加宽人行道、重新设计十字路口和种植更多植被以改善整体环境，以减少街道交通和增加游客空间，目标是提供世界级的服务和体验。据悉，此次改造总计划投入1亿英镑，预计将于2026年完成，将为牛津街的复兴带来新的希望。

02|The £90m upgrade of Oxford Street in London has been approved

London's Oxford Street has been approved by Westminster Council to launch the first phase of a £90 million transformation programme, including widening pavements, redesigning intersections and planting more vegetation to improve the overall environment, to reduce street traffic and increase visitor space, with the goal of providing world-class services and experiences. The £100 million transformation, which is expected to be completed by 2026, will bring new hope for the regeneration of Oxford Street.

03|上海迪士尼官宣全球首个“疯狂动物城”主题园区

9月5日，上海迪士尼度假区官宣，全球首个“疯狂动物城”主题园区将在年底开业，同时，该园区也是上海迪士尼第八个主题园区。

03|Shanghai Disney officially announced the world's first "Zootopia" theme park

Shanghai Disney Resort announced the world's first "Zootopia" theme park will open by the end of the year on 5 September, and the park is also the eighth theme park of Shanghai Disney.

04|John Lewis预计2028年前将持续亏损

英国高端百货零售商John Lewis9月14日表示，受通胀导致的经营成本高涨影响，集团要到2028年后才有可能扭亏为盈。在董事长Sharon White的引导下，John Lewis自2020年就进行大规模的改革，包括关闭门店、裁员以及布局房地产和金融服务领域等，以应对多变的市场环境。

04|John Lewis expects to keep losing money until 2028

British high-end department store retailer John Lewis stated on 14 September that due to rising operating costs caused by inflation, the group is not likely to return to profit until 2028. Under the guidance of Chairman Sharon White, John Lewis has undertaken a massive overhaul since 2020, including store closures, job cuts and a repositioning of real estate and financial services sectors to cope with changing market.

零售品牌

Brands' News

01|波兰高街品牌MISBHV全球首店于成都开幕

波兰高街品牌MISBHV全球首家旗舰店日前落户成都。

作为冲出波兰走向世界的潮牌代表，MISBHV风格鲜明，简明的logo字母、夸张的印花以及大胆独特的剪裁，让该品牌迅速成为小众品牌中的热门选择。

01|Polish high street brand MISBHV opens its global first store in Chengdu

Polish high street brand MISBHV has opened its first global flagship store in Chengdu.

As a representative of the fashion brand out of Poland to the world, MISBHV has a distinctive style, simple logo letters, exaggerated printing, bold and unique tailoring, thus MISBHV quickly became a popular choice among niche brands.

02|Vuori布局中国线下市场

美国加州美学运动服装品牌Vuori在上海开设亚洲首家快闪店开幕，开启中国线下市场的布局。快闪店将持续6个月，并计划在明年春季开设固定线下店铺。

02|Vuori lays out the Chinese physical market

California aesthetic sportswear brand Vuori opened its first pop-up store in Asia in Shanghai, opening the layout of China's physical market. The pop-up store will last for six months, with plans to open a permanent physical store next spring.

03|库迪咖啡正在加快国际业务布局

库迪咖啡近日表示，其正在积极打造全球供应链基础设施和能力，以支持其国际扩张计划。该咖啡连锁店正在南美洲、非洲和亚洲建立咖啡和原材料供应链基地，以确保其产品的质量和稳定性。

此外，库迪咖啡还计划于2023年9月在日本首都开设第二家门店，并在加拿大多伦多开设首批亚洲以外的三家门店。

03|Cotti Coffee is accelerating its international business layout

Cotti Coffee recently said that it is actively building its global supply chain infrastructure and capabilities to support its international expansion plans. Cotti is establishing coffee and raw material supply chain bases in South America, Africa and Asia to ensure the quality and stability of its products.

Cotti also plans to open a second store in Japan’s capital in September 2023 and its first three stores outside Asia in Toronto, Canada.

04|CoCo公布南亚拓展计划

茶饮品牌CoCo公布南亚拓展计划，主要目标为印度和巴基斯坦市场。目前，CoCo正在寻求与南亚的特许经营商合作，称相信南亚的市场潜力，并将印度和巴基斯坦的“不断发展的城市化和蓬勃发展的中产阶级”视为其计划增长的关键。

04|CoCo announces plans to expand in South Asia

Tea brand CoCo has unveiled plans to expand in South Asia, targeting the Indian and Pakistani markets. For now, CoCo is looking to partner with franchisees in South Asia, saying it believes in the market potential of South Asia and sees the "growing urbanisation and booming middle class" in India and Pakistan as key to its planned growth.

05|Zalando推出全新内容平台Stories

欧洲电商巨头Zalando日前推出了一个全新门户网站Stories，旨在为客户提供一个发现时尚和文化趋势的地方。

Stories每周计划推出五个系列的内容，包括封面故事、风格圣经、客座编辑、完美X和揭秘。Zalando强调，该平台的推出意味着Zalando正在超越传统的购物体验，把灵感放在最中心的位置。

05|Zalando launches new platform Stories

European e-commerce giant Zalando has launched a new platform, Stories, which aims to give customers a place to discover fashion and cultural trends.

Stories plans to launch five series of content each week, including Cover Story, Style Bible, Guest Edit, The Perfect X and Unpacked. Zalando stressed that the launch of the platform means that Zalando is moving beyond the traditional shopping experience to put inspiration right as the first choice.

06|百达翡丽将逐步收回中国市场运营权

百达翡丽公众号日前发生主体迁移，从“美最时洋行”变为“百达翡丽中国有限公司”。有业内人士指出，随着百达翡丽在中国市场影响力的提升，百达翡丽将在保持和美最时集团的合作下，逐渐增强其在中国合资公司中的持股比例，以获得控股权。

06|Patek Philippe to gradually regain the right to operate the Chinese market

Patek Philippe official wechat account has changed from "Melochevs&Co" to "Patek Philippe China Co., LTD." Some industry insiders pointed out that with the increase of Patek Philippe's influence in the Chinese market, Patek Philippe will gradually increase its shareholding ratio in the Chinese joint venture company under the cooperation with Melochevs&Co to obtain control.

07|传宝洁旗下品牌First Aid Beauty将退出中国市场

据DoNews消息，宝洁旗下护肤品牌First Aid Beauty急护美人近期关闭了天猫和抖音旗舰店。与此同时，淘宝上该品牌产品在进行清仓打折。截至目前，宝洁暂未对该消息作任何回应。

07|P&G’s First Aid Beauty is withdrawing from the Chinese market

First Aid Beauty, a skincare brand owned by P&G, recently closed its flagship stores on Tmall and Douyin, according to DoNews. Meanwhile, the brand's products are on sale on Taobao for clearance. So far, P&G has not responded to the news.

08|eBay推出奢侈品寄售服务

eBay最新推出了一项寄售服务，现可用该项服务来出售 CHANEL、Hermès、LOUIS VUITTON、PRADA 和 Saint Laurent 等品牌的新款和二手包袋，整个过程无缝连接，由合作伙伴奢侈品销售商 Linda Lightman 处理从真伪鉴别到定价每的个环节——以确保服务竞争力和专业性。

08|eBay launches luxury goods consignment service

eBay recently launched a consignment service, which is available to sell new and used bags from CHANEL, Hermes, LOUIS VUITTON, PRADA and Saint Laurent in a seamless process. Partner luxury seller Linda Lightman handles everything from authenticity verification to pricing - to ensure competitiveness and professionalism.

行业资讯

Industrial New

01|美国消费者明年将继续收紧个人消费开支

据最新的MLIV Pulse调查显示，在526名受访者中，有超过一半的人表示将在2024年初继续收紧个人消费萎缩，另有21%的人表示将从今年年底就开始减少购买，因为疫情时期的储蓄正在不断减少，美国在年底将进入新一轮消费低谷期。

01|US consumers to continue to rein in their personal spending next year

According to the latest MLIV Pulse survey, more than half of the 526 respondents said they will continue to tighten the contraction of personal consumption in early 2024, and another 21% said they will start to reduce purchases from the end of this year, because the savings during the pandemic period are dwindling, and the US will enter a new round of consumption trough at the end of the year.

02|卡地亚母公司称奢侈品行业压力重重

在近期举办的股东大会上，卡地亚母公司历峰集团大股东警告称，继美国后，欧洲通胀也开始影响市场需求。汇丰银行在最新报告中指出，欧元走强和成本上升，将对奢侈品行业盈利水平造成压力。

02|Cartier's parent company says the luxury sector is under pressure

At a recent shareholder meeting, majority owner of Cartier's parent company Richemont, warned that inflation in Europe was starting to affect demand after the US. HSBC pointed out in its latest report that the strength of the euro and rising costs will put pressure on the profitability of the luxury goods industry.

03|Zara母公司上半年营收逼近170亿欧元

Zara母公司Inditex集团在截至7月31日的2023财年上半年业绩显示，营收同比增长13.5%至169亿欧元，毛利率为58.2%，净利润大涨40.1%至25亿欧元，超过分析师预期。

03|Zara's parent company had revenues of nearly €17 billion in H1

Inditex Group, the parent company of Zara, reported a 13.5% y-o-y increase in revenue to €16.9 billion in H1 of the 2023 fiscal year ending 31 July, with a gross margin of 58.2% and a 40.1% jump in net profit to €2.5 billion, beating analysts' expectations.

04|Diesel母公司中国市场前八个月收入增长逾一倍

近日，意大利时尚巨头OTB集团董事长表示，中国是集团的主要增长市场，截至8月底的八个月内，旗下Diesel、Marni和Jil Sander等品牌在该市场的收入同比增长逾一倍。集团计划在未来三年将其全球投资的三分之一用于中国市场，在两年内将中国门店数量增加一倍，并持续加强与当地消费者的联系。

04|Diesel's parent company's revenue in China increased more than doubled in the first eight months

OTB Group's chairman said that China is the group's main growth market, the eight months to the end of August, the Diesel, Marni and Jil Sander brands’ revenue increased more than doubled y-o-y. The group plans to spend a third of its global investment on the Chinese market in the next three years, double the number of stores in China within two years, and continue to strengthen the connection with local consumers.

05|Golden Goose上半年营收大涨21%

Golden Goose在截至6月30日的六个月内，营收同比增长21%至2.764亿欧元，主要受益于业务战略，包括将供应链内包，加快发展DTC销售渠道，以及扩大品牌的产品和服务范围等。

05|Golden Goose's revenue jumped 21% in H1

In the six months ended 30 June, Golden Goose's revenue increased 21% y-o-y to €276.4 million, mainly benefiting from business strategies including the insourcing of the supply chain, accelerating the development of DTC sales channels, and expanding the brand's range of products and services.

投融资

Investment and Financing

01|ABG收购极限运动巨头Boardriders

美国品牌管理集团ABG近日发布声明宣布，将以13亿美元收购极限运动巨头Boardriders。交易完成后，ABG将获得Boardrider旗下Quiksilver、Billabong和Roxy等多个品牌以及500多家自营店的所有权，年销售额预计将增至290亿美元。

01|ABG acquires action sports giant Boardriders

US brand management group ABG has announced that it will acquire action sports giant Boardriders for $1.3 billion. Upon completion of the transaction, ABG will gain ownership of Boardrider's Quiksilver, Billabong and Roxy brands as well as more than 500 company-owned stores, with annual sales expected to grow to $29 billion.

02|开云集团老板与好莱坞最大经纪公司CAA达成收购交易

开云集团老板Francois-Henri Pinaul已同意从私募股权公司TPG手中收购好莱坞艺人经纪公司Creative Artists Agency的53%股权。虽然具体交易细节暂未披露，但业内人士预计该组合资产价值逾400亿美元，是Artemis有史以来最大的一笔交易。

02|The boss of Kering has struck a deal to buy CAA, one of Hollywood's biggest talent agencies

Kering boss Francois-Henri Pinaul has agreed to buy a 53% stake in Hollywood talent Agency Creative Artists Agency from private equity firm TPG. While details of the deal were not disclosed, industry insiders expect the portfolio to be worth more than $40 billion, making it Artemis' largest transaction.

03|雅诗兰黛首次投资中国美妆品牌

本土美妆品牌Codemint已获得雅诗兰黛集团的少数股权投资，这也是雅诗兰黛首次投资中国美妆品牌。

Codemint由周扬青创立，在2021年正式上市，定位中低价格带，韩国化妆品巨头科丝美诗是其天使投资人，也是品牌产品研发生产的合作伙伴。

03|Estee Lauder invests in Chinese beauty brand for the first time

Local beauty brand Codemint has received a minority investment from Estee Lauder Group, marking the first time Estee Lauder has invested in a Chinese beauty brand.

Codemint, founded by Zhou Yangqing and officially listed in 2021, is positioned in the middle and low price, with South Korean cosmetics giant Cosme as its angel investor and partner in Codemint’s development and production.

中购联新媒体中心综合整理

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