国际资讯|奢侈品大牌现集中“涨价潮”、日本五大百货4月业绩猛跌、Gap在华一周内连开4家新店
中购联 2020-05-10 16:25 3284阅读
【第23期，5月4-10日】
01|Derrimut Village购物中心继续扩建工作位于澳大利亚维多利亚州的Derrimut Village购物中心日前宣布，已经开始购物中心的扩建工作。整个项目将会以Coles商超为中心，扩建3500平方米并添加一家7-11便利店。其中，零售商Salvation Army和NQR Discount&Variety分别提前购买了占地470平方米的零售区域，Ezy Buys则购买了占地1000平方米的零售区域。01|DerrimutVillage shopping centers continues to expandDrimmut Villageshopping centers, settle in Victoria, Australia, announced that the expansionof the shopping center has begun. The entire project will be centered on ColesSupermarket, with an expansion of 3,500 square meters and a 7-11 conveniencestore. Among the new expansion, retailers Salvation Army and NQRDiscount&Variety respectively purchased a 470 square meter retail area inadvance, and Ezy Buys purchased a 1,000 square meter retail area.02|Stockland开展“让我们为您服务”活动，庆祝母亲节的到来5月10日，澳大利亚最大的多元化房地产集团在以动画电影《The Story of Dunder》为主题的感人圣诞活动之后，母亲节即将到来之际，推出了“让我们为您服务”的活动，借此赞扬、庆祝和感谢全国各地的妈妈们。大众可以亲临现场，直接为妈妈祝福或者远程视频妈妈。02|Stocklandlaunches "Let us serve you" event to celebrate the arrival ofMother's DayAustralia ’s largest diversified real estate group, aftertheir touching Christmas event with the theme of the animated film “The Story of Dunder”, launched the “Letus serve you” event on theupcoming Mother ’sDay on May 10. This activity is to commend, celebrate and thank mothers allover the country. The public can visit the scene in person, directly bless themother or remotely video the mother.03|Greater Sydney’s‘Metropolis of Three Cities’工程预示利物浦将会成为悉尼的第三大CBD随着Greater Sydney’s‘Metropolis of Three Cities’工程建设开始，利物浦将会成为悉尼的第三大CBD，该工程含有100,000平方米的商业建筑面积，其中包括 35栋 Scott Stree的A级写字楼以及几座多层商业建筑和综合商业体。此外，西悉尼国际机场将于2026年开放，每年可接待多达1000万人次。03|GreaterSydney ’s ‘Metropolis of Three Cities’ project indicates Liverpool will become Sydney ’s third largest CBDWith the constructionof the Greater Sydney's 'Metropolis of Three Cities' project, Liverpool willbecome the third largest CBD in Sydney. The project contains 100,000 squaremeters of commercial construction area, including 35 Scott Stree's Class Aoffice building and several multi-storey commercial buildings and commercialcomplexes. In addition, Western Sydney International Airport will open in 2026and can receive up to 10 million passengers per year.04|英国奢侈品百货 Harrods 为VIP 客户提供一对一远程购物服务随着疫情逐步得到控制，最负盛名的哈罗德百货（Harrods）骑士桥店计划在重新开业前，为高净值VIP提供专门私人购物渠道，工作人员将通过电话和智能手机短信接受VIP客户们的订单。04|UKluxury department store Harrods provides one-to-one remote shopping service forVIPAs the epidemic isgradually brought under control, the most prestigious Harrods Knightsbridgestore plans to provide dedicated private shopping channels for high-net-worthVIPs before reopening, and staff will accept VIP orders via phone andsmartphone text messages.4月21日，武汉荟聚中心正式恢复营业，宜家家居同期回归。4月31日英格卡购物中心（英格卡集团旗下三大主营业务包括：宜家零售、英格卡购物中心和英格卡投资）中国宣布，自2020年4月21日至5月15日期间，仅需支付营业额提成租金，免收市场推广费和物业管理费；5月16日-5月31日，按照租金、市场推广费及物业管理费总额的40%支付；6月1日-6月30日，支付上述总额的70%；7月1日起，恢复全额支付。05|Ingekaannounced the reduction of rent after the Wuhan LIVAT Centres resumed businessOn April 21, WuhanLIVAT Centres officially resumed business, and IKEA returned at the same time.Ingka Shopping Center (the three main businesses of Ingka Group include: IKEARetail, Ingka Shopping Center and Ingka Investment) China announced on April 31that from April 21 to May 15 2020, tenants only need to pay the turnovercommission rent and is free of marketing and property management fees; May16-May 31, according to the rent, 40% of the total payment of marketing feesand property management need to be paid; June 1 -On June 30, 70% of the totalamount need to be paid; from July 1, full payment need to be resumed.06|Hammerson价值4亿英镑的零售园区交易失败英国知名零售地产开发商Hammerson于今年2月21日宣布已同意出售英国国内的9个中央零售园，但买家未能在约定的日期完成交易，目前Hammerson已经终止这笔价值4亿英镑的交易。06|Hammerson's£ 400 million retail park transaction collapsesThe well-knownBritish retail real estate developer Hammerson announced on February 21 thisyear that it had agreed to sell 9 central retail parks in the UK, but the buyerfailed to complete the transaction on the agreed date. At present, Hammersonhas terminated the transaction that worth 400 million pounds.07|Simon地产集团宣布，将逐渐开放位于10州内的49处房产美国最大的购物中心所有者Simon Property Group计划让旗下的购物中心重新开业，当前，已经重新开放了德克萨斯州，印第安纳州，阿拉斯加，密苏里州，乔治亚州，密西西比州等州的49个购物中心和奥特莱斯中心。07|TheSimon property group has announced that it will gradually open 49 properties in10 statesSimon PropertyGroup, the nation's largest mall owner, plans to reopen its malls, havingreopened 49 malls and outlets in Texas, indiana, Alaska, Missouri, Georgia,Mississippi and other states.08|日本五大百货4月业绩猛跌，三越伊势丹骤降超90%为了响应日本政府减少新冠病毒感染扩大的紧急宣言，日本五大百货紧急关闭各大地区的门店。目前均宣布了4月的销售额速报，其中，大丸松坂屋百货下跌78.1％，阪急阪神百货下跌76.5％，高岛屋下跌75.8％，崇光西武下跌71.4％，三越伊势丹下跌最为严重，达到90.8％。08|Japan'stop five department stores' turnover plummeted in April, and Isetan plummetedby more than 90%In response to theJapanese government's emergency declaration to reduce the spread of theCOVID-19 infection, five major Japanese department stores have rushed to closestores in nation around. All of them have announced the April sales report.Among them, Daimaru-matsuzakaya fell 78.1%, KINTETSU Department Store fell 76.5%, Takashimaya fell 75.8%, Sogo & Seibu fell 71.4%, and Isetan fell themost, reaching 90.8%.09|Neiman Marcus 正式申请破产保护美国奢侈品百货集团 Neiman Marcus于5月7日正式向德克萨斯州南区破产法院申请破产保护（Chapter 11)。Neiman Marcus在一份声明中表示，集团已与债权人签订了重组协议，这将“大大减轻公司债务，并为公司的长期发展奠定基础”。集团正在寻求减少41亿美元银行贷款（现有51亿美元贷款），并表示计划在2020年初退出破产保护。Neiman Macus 将从其债权人处获得6.75亿美元的融资，以确保破产保护期内的正常运营，避免大幅关店。作为交换条件，债权人将获得对 Neiman Marcus 的控制权，而现有的私募基金股东们将一无所获。09|NeimanMarcus officially filed for bankruptcy protectionAmerican luxurydepartment store group Neiman Marcus officially filed for bankruptcy protection(Chapter 11) with the Southern District of Texas Bankruptcy Court on 7th May.Neiman Marcus saidin a statement that the group has reorganized the reorganization agreement withcreditors, which will "significantly reduce the company's debt and providethe basis for the company's long-term development." The group is seekingto reduce US $ 4.1 billion in bank loans (currently US $ 5.1 billion) in USdollar loans, and said it plans to exit bankruptcy protection in early 2020.NeimanMacus resets its debtors to obtain financing of $ 675 million to ensurethe gradual normal operation of bankruptcy protection and avoid majorclosures.As the exchange, the debtors will gain control of Neiman Marcus, andexisting private equity shareholders will find nothing.在疫情封城期间，LululeMon在中国香港开设了其最大的旗舰店，给亚洲消费者带来了加拿大豪华休闲服新品。据报道，位于中国香港尖沙咀的海港城旗舰店拥有超过5590平方英尺的零售空间。香港人在店内可以购买到北美技术运动服装品牌的所有男女健身服装系列，包括瑜珈装备，跑步和徒步旅行项目，以及高强度训练和APR健身房时尚。01|Lululemonopens flagship in Hong Kong, ChinaIn the midst of aglobal retail lockdown, Lululemon has opened its largest store in Hong Kong,China to date, bringing a fresh offering of the Canadian firm’s luxuryathleisurewear to the Asian hub. Located in Hong Kong’s Harbour City in TsimSha Tsui, the flagship store covers over 5,590 square feet of retail space. HongKong shoppers will find the North American technical sportswear brand’s entire collection of both female and male workoutapparel, including ranging from yoga gear, running and hiking items, as well ashigh intensity training and après-gymfashion.2020年5月9日下午1点，全球业界领先的电子零售商SHEIN举办了该品牌首次数字娱乐节SHEIN Together。据悉，这项数字活动持续4小时，通过SHEIN免费应用程序进行，并将有助于支持和提高对COVID-19团结应对基金的认识和捐款，据了解，该基金由联合国基金会提供资金支持。02|HEINannounces SHEIN TOGETHERGlobalindustry-leading e-retailer SHEIN held the brand’s first-ever digitalentertainment festival, SHEIN Together, at 1.00 pm on 9th May, 2020. Thefour-hour digital event SHEIN Together will be streamed via SHEIN’s free appand will help to support and raise awareness and donations to benefit the COVID-19Solidarity Response Fund for the World Health Organization (WHO) – powered bythe United Nations Foundation.03|奢侈品品牌Dolce&Gabbana在波图加尔的里斯本开新店Dolce&Gabbana最近在里斯本最负盛名的奢侈品购物胜地Avenida Liberdad开了一家新店。这家店以男装和女装、皮衣和配饰为特色，由当地零售商阿莫林奢侈品集团（Amorim Luxury Group）特许经营。阿莫林奢侈品集团也是古驰（Gucci）的特许经营商，在里斯本也经营这一家古驰（Gucci）专卖店。此外，阿莫林奢侈品集团还经营着该市最受欢迎的奢侈品概念店（多品牌）时尚诊所，其中包括许多国际奢侈品牌。03|Dolce&Gabbanaopens a new store in Lisbon, PortugalDolce&Gabbanahas recently opened a new store in Lisbon at Avenida Liberdad, the mostprestigious luxury shopping destination. The store which features both men’sand women’s apparel, leatherwear and accessories is operated in franchising bylocal retailer Amorim Luxury Group.Amorim Luxury Group is also the franchiseeof Gucci, operating a Gucci mono-brand store also in Lisbon. Amorim LuxuryGroup also operates the city’s most sought after luxury concept store(multi-brand) Fashion Clinic which includes many international luxury brands.04|高瓴资本与美国顶级单板品牌 Burton成立合资公司全球私募股权投资公司高瓴资本（Hillhouse Capital）宣布与美国著名单板滑雪品牌 Burton 成立合资公司，共同运营 Burton 的中国业务。此次合作双方将联手推动Burton 本土化进程。04|HillhouseCapital established a joint venture with Burton, the leading board brand in theUnited States Hillhouse Capital, aglobal private equity firm, announced a joint venture with Burton, a famousAmerican snowboarding brand, to run Burton's China business. The two sides willwork together to promote the business of Burton in China.05|美妆巨头 Coty 出售旗下专业品牌的交易进程受阻欧洲消费品巨头 Unilever（联合利华）、Henkel（汉高）以及 Advent （安宏资本）和 Cinven 在内的多家私募基金正在与美国美妆巨头Coty集团洽谈收购其旗下专业产品部门品牌的事项。潜在买家希望能预先评估疫情对整个行业以及 Coty 出售资产的影响。事实上，瑞士信贷（Credit Suisse）已于年初开始推进收购事项。然而，受疫情影响，汉高（Henkel）、美国私募巨头 KKR 推迟了与Coty的交易谈判。05|Beautygiant Coty' s trade process of selling its professional brands is blocked A number of privateequity funds, including Unilever, Henkel, Advance and Cinven, the Europeanconsumer goods giants, are negotiating with Coty Group, the US beauty giant, toacquire the brand belong to its product division. Potential buyers want to beable to assess in advance the impact of the epidemic on the industry as a wholeand on Coty's sale of assets. In fact, Credit Suisse has started thenegotiation about the acquisition at the beginning of the year. Yet, as aresult of the epidemic, Henkel and KKR, the U.S. private equity giant, delayedthe transaction negotiations with Coty.06|咖啡品牌商Blue Bottle在中国香港开业4月29日，Blue Bottle在中国香港市中心开业。香港人民可在周末尽情享受这美好的时光。据悉，中国香港中心店是一个两层楼的分店，一楼提供意大利浓咖啡、冰镇饮料和一个精心挑选的季节性糕点，搭配Blue Bottle酿造的佳肴。楼上供顾客放松心情，人们可以坐在皮革和木材制造的椅子上，品尝店铺的招牌美食。06|BlueBottle opens in Hong Kong, China Blue Bottle launchedat Central, Hong Kong on 29th April with a soft open to indulge Hong Kongpeople over the long weekend. Hong Kong Central store will be a two-storybranch, with the ground floor, providing espresso drinks, iced beverages, and acurated selection of seasonal pastries to pair with Blue Bottle’s brewed-to-ordergoodness. Upstairs will be for relaxing time sitting back in leather-and-woodchairs and savour some of the brand’s iconic pour-over.美国珠宝品牌 GLD 宣布与美国娱乐巨头迪士尼（Disney）旗下的漫画公司 Marvel（漫威）展开联动，推出珠宝系列 GLD x MARVEL。计划在2020年5月发售首批商品，以项链为主。该系列珠宝的价格从79美元到99美元不等，使用黄金和宝石作为材料。07|Crossborder cooperation between American jewelry brand GLD and marvelThe US jewelry brandGLD announced that it would launch the jewelry series GLD x Marvel with marvel,a cartoon company owned by Disney, a US entertainment giant. The first batch ofproducts, mainly necklaces, is going to be released in May 2020. The jewelryprice ranges from $79 to $99, using gold and gemstones as materials.08|运动休闲品牌斯凯奇两家形象店铺落户上海正大广场5月6日，美国运动休闲品牌斯凯奇（SKECHERS）官方发布消息称，两家全新形象店铺——全国最大斯凯奇儿童旗舰店和全国最新斯凯奇D’Lites潮流店于五一落户上海正大广场。此次新开业的正大广场斯凯奇儿童旗舰店，占地约300平方米，不仅是全国最大的斯凯奇儿童旗舰店，更是斯凯奇全系列单品的集合，向消费者展示斯凯奇别具一格的孩童鞋服产品。此外，斯凯奇全新D’Lites潮流店也做了升级——店铺采用后台鞋类库存系统，让消费者获得更多的服务体验。08|Twoimage stores of sports and leisure brand Skye settled in Zhengda square ofShanghai On 6 May, SKECHERS,an American sports and leisure brand, announced that two brand-new imagestores, the largest SKECHERS children flagship store in China and the latestSKECHERS D'Lites trend store in China, settled in Shanghai Super Brand Mall in1 May.The SKECHERS children flagship store in Super Brand Mall covers an areaof about 300 square meters. It is not only the largest flagship store of SKECHERS children in China, but also a collection of SKECHERS full range ofitems to show consumers SKECHERS unique children shoes and clothing. Inaddition, the new D'Lites trend store has also been upgraded - the store usesthe backstage footwear inventory system, so that consumers can get more serviceexperience.4月下旬，Gap在大中华地区的所有200多家门店全面恢复营业，并于一周内在上海、成都、沈阳和重庆连开四家新店，年内累计开店六家。4月23日，成都希望奥特莱斯店、上海金虹桥店开业；4月25日，沈阳尚柏奥莱店开业；5月1日，重庆来福士购物中心店开业。GAP集团在全球拥有近4000家门店，70%以上位于北美地区。09|Gapopens 4 new stores in a week in China In late April, morethan 200 Gap stores in China were reopened, and four new stores were opened inShanghai, Chengdu, Shenyang and Chongqing in a week, with a total of six storesopened in the year. On 23 April, Chengdu Hope Outlets store and ShanghaiJinhongqiao store opened; on 25 April, Shenyang Part Outlet store opened; on 1May, Chongqing Raffles Shopping Center store opened. Gap Group has nearly 4000stores in the world, more than 70% of which are located in North America.10|Coles Local在墨尔本开设新店，专为千禧一代服务据悉，澳洲大型商超Coles在墨尔本的Hawthorn区开设一家独特的新门店，店内筛选并提供80个当地种植者、面包师、生产商和咖啡馆等受年轻一代欢迎的产品，并减少在收银机前花费的时间，自助收银台也只接受刷卡。根据内部消息，下一个Coles Local商店将选址悉尼玫瑰湾。10|ColesLocal opens new store in Melbourne to serve millennialsIt is reported thatColes, a large Australian supermarket, opened a unique new store in theHawthorn district of Melbourne. The store screened and provided 80 localgrowers, bakers, producers and cafes and other products popular with theyounger generation. To reduce the time spent at the cash register, theself-checkout counter only accepts credit cards. According to internal sources,the next Coles Local store will be located in Rose Bay, Sydney.11|PUMA发布第一季度财报，CEO称未来将寄希望中国德国时间 5 月 7 日，彪马首席执行官 Bjørn Gulden 预测，中国的业务应该在 6 月“恢复正常”，在公布第一季度净利润下降 61.6％ 至 3620 万欧元后，这证实了一线希望。他在电话会议上说：“与 2019 年相比，中国市场在4月的表现非常好。在德国，我看到比以前更多的人跑步。”同时阐述了在疫情危机中恢复的“生存、恢复、再增长”的三个阶段战略。11|PUMAreleases first-quarter financial report with CEO puts its future on ChinaOn May 7th, Germantime, Puma CEO Bjørn Gulden predicted that China's business should "returnto normal" in June. After the announcement of the first quarter net profitfell 61.6% to 36.2 million euros, which confirmed a glimmer of hope.He said on theconference call: “China ’s performance in April is very good compared to 2019.In Germany, I see more people running than before.” This describes the threestage strategy“survival, recovery, and growth”recovering from the epidemiccrisis.JUUL Labs韩国公司将停止在当地的运营，此前一年，该公司在全国范围内推出其特色电子烟设备JUUL。据报道，该公司打算停止在韩国的业务，因为其整修投资组合未能实现预期效果。01|JUULLabs to exit KoreaJUUL Labs Korea willcease local operation just a year after it rolled out its flavored e-cigarettedevice JUUL nationwide. As reported, it intended to cease operations in Koreaas its effort to refurbish its portfolio “would not be available asanticipated.”02|服饰零售商Gap Inc. 计划5月底重开800家店铺Gap公司5月6日宣布，计划在本月底前重开“多达800家”Old Navy、Athleta、Gap、Banana Republic、Janie和Jack以及Intermix门店，近期将在德克萨斯州开设几家门店。在本月和下个月，该公司将采取一种分阶段的方法，并与地方政府、卫生官员、零售行业领袖协会和“行业同行”合作，决定什么时候这么做是安全的。02|GapInc. has plans to reopen 800 stores by the end of MayGap Inc. onWednesday announced plans to reopen "up to 800" of its Old Navy,Athleta, Gap, Banana Republic, Janie and Jack, and Intermix stores before theend of the month, starting with a few in Texas this weekend.Throughout thismonth and next, the company is taking a phased approach to the process, and isworking with local governments, health officials, the Retail Industry LeadersAssociation and "industry peers" in deciding when it's safe to do so,according to a corporate blog post.03|米兰时装周、巴黎时装周纷纷宣布将在7月举办线上时装周意大利时尚协会（Camera Nazionale della Moda Italiana） 宣布，将在今年7月14日至17日期间举办 Milano Digital Fashion Week（数字米兰时装周），主要展示2021年春夏季的男装，以及2021年春季的男女装。此外，法国高级定制和时尚联合会（FHCM）宣布，将在6月举办一场线上走秀活动，并在7月9日到13日举办线上巴黎时装周。无独有偶，英国时尚协会（British Fashion Council）也宣布，将会在6 月通过线上平台举办伦敦时装周，同时展示男女装。03|Milanfashion week and Paris fashion week have announced that online fashion weekwill be held in July The camera Nazionaledella Moda Italiana announced that Milano digital fashion week will be heldfrom July 14 to 17 this year, mainly displaying men' s wear in spring andsummer 2021 and men' s and women' s wear in spring 2021. In addition, FHCMannounced an online show in June and an online version of Paris fashion weekfrom July 9 to 13. Coincidentally, the British Fashion Council also announcedthat London Fashion Week will be held through an online platform in June,displaying men' s and women' s wear.04|意大利高端服装设计公司 Pattern 2019年销售同比增长26%Pattern 公布了2019财年的关键财务数据，销售额同比增长26%。截止到12月31日的2019财年，销售额为5570万欧元，同比增长26%，税息折旧及摊销前利润为590万欧元，同比增长10%，调整后的税息折旧及摊销前利润为720万欧元，同比增长33%。04|Pattern,an Italian high-end fashion design company, saw a 26% year-on-year growth insales in 2019 Pattern released itsfinancial data for FY 2019, with sales up 26% year on year. To 31st December,2019, the sales was EUR 55.7 million, up 26% year on year, the EBITDA was EUR5.9 million, up 10% year on year, and the adjusted EBITDA was EUR 7.2 million,up 33% year on year.丹麦珠宝业巨头潘多拉（Pandora）在2020年初宣布实现正增长，并宣布4月份实现三位数的线上增长。受COVID-19的负面影响，2020年第一季度增长率为-14%，税前利润率为15.3%。05|Pandoraannounces 2020 first quarter financial reportDanish jewellerygiant Pandora announced a positive organic growth in early 2020 andtriple-digit online growth in April. 2020 quarter one organic growth was -14%and EBIT-margin of 15.3%, negatively impacted by COVID-19.06|DKNY母公司 G-III集团上财年销售额、利润双增长 在2019/20整个财年中，美国最大的服装成衣生产和进口商之一的G-III集团的销售额从上一年度的30.8亿美元增至31.6亿美元，增幅为2.7％；年度净利润达到1.438亿美元（1.339亿欧元），摊薄每股收益为2.94美元，高于前一年的1.381亿美元（1.286亿欧元），摊薄每股收益为2.75美元。06|DKNYparent company G-III group's sales and profit growth in the last fiscal year In the fiscal year2019 / 2020, the sales of G-III group, one of the largest garment manufacturersand importers in the United States, increased by 2.7% from 3.08 billion in theprevious year to 3.16 billion; the annual net profit reached 143.8 million(133.9 million euros), diluted earnings per share was 294 dollars, higher than138.1 million (128.6 million euros) in the previous year, diluted earnings pershare was 275 Dollars.5月5日，LV刚刚提高了整个产品线的价格，从部分手袋价格变动来看，涨幅大概为5%，而今年3月，LV已经进行过一轮涨价。继5月5日LV涨价后，另一奢侈品头部品牌香奈儿也“跟风”传出即将涨价的消息。对于LV和香奈儿来说，皮具、服装、珠宝和钟表都是更为赚钱的品类，而它们也都在大跌幅品类之列。奢侈品专家、VIP集团CEO周婷认为，奢侈品牌在疫情期间涨价，目的主要还是为了保持所谓的品牌价值，提升利润、促进销售。07|Chanel，LV and other luxury brands appeared "pricerise" On 5 May, LV justraised the price of the whole line of products. Judging from the price changesof some handbags, the increase was about 5%. Just in March this year, LV hasraised the price once. Following the LV price increase on 5 May, Chanel,another leading luxury brand, also announced the information of increasingprice soon.For LV and Chanel, leather goods, clothing, jewelry and watches areall more profitable categories, and they are also among the categories whoseprices are falling sharply. Ting Zhou, a luxury expert and CEO of VIP group,believes that the main purpose of the price rise of luxury brands during theepidemic is to maintain the so-called brand value, improve profits and promotethe sales.08|高力国际发布澳洲零售业主信心调查结果，总体情况向好高力国际零售业主信心调查显示，未来12个月零售业面临的最大挑战是租金增长，70%的房东预计未来12个月空置率将上升。其中72%的房东表示，45%或以上的租户申请了租金减免或租金假期，一半的受访房东提供了租金假期和延迟支付的混合方案。由于每周都有更多的商店开张，这是零售业复苏的良好征兆。08|ColliersInternational Retail Landlord Sentiment Survey with optimistic resultsRental growth is thebiggest challenges facing the retail sector over the next 12 months, accordingto Colliers International Retail Landlord Sentiment Survey. The survey foundthat 70% of landlords expecting vacancy to increase over the next 12 months.According to the results of Colliers’ survey, 72% of landlords have reported that 45% or more of their tenantshave applied for rent relief or rent holidays, with half of all landlordssurveyed offering a mixture of rent holiday and deferral. As more stores areopening every week it is a good first indication of retail recovery.09|中国超过日本成为世界第二大财富市场，拥有230万高净值人数 根据研究公司Wealth-X的数据，中国已超过日本成为第二大财富市场，据估计，2019年高净值人士（HNWI）达到230万，其中包括近26,700名超高净值人士。上海，北京和深圳是中国富裕人口排名前三的城市；但根据Wealth-X的研究，只有上海跻身全球前30名城市。09|Chinaovertaskes Japan as the second-largest wealth market, with 2.3 million high networth individualsChina has overtakenJapan to emerge as the second-largest wealth market, with an estimated 2.3 millionhigh net worth individuals (HNWI) including almost 26,700 UHNWs in 2019,according to research company Wealth-X.Shanghai, Beijing,and Shenzhen are the top 3 cities in China by wealthy population; but, onlyShanghai makes it into the top 30 global cities.01|美国经典老牌 Brooks Brothers 传闻出售有着两百多年历史的美国经典时尚公司 Brooks Brothers，Inc. 或寻求出售。据悉，此次出售可能作为品牌申请破产方案的一部分，具体取决于买家希望接手的门店数量。Brooks Brothers 目前约有6亿美元的债务，品牌在美国的250家门店在疫情爆发前大多已经步履维艰。所幸，Brooks Brothers 目前已经收到了部分意向买家抛出的橄榄枝。01|USclassic brand Brooks Brothers is rumored to be sold Brooks Brothers,Inc., an American classic fashion company with a history of more than 200years, may seek to sell its businesses. As reported, the sale may be part ofthe brand's bankruptcy filing. The decision about its selling depends on thenumber of stores the buyer wants to take over.Brooks Brothers currently hasabout $600 million in debt, and most of its 250 stores in the United Stateswere struggling before the outbreak. Fortunately, Brooks Brothers has receivedsome olive branches from potential buyers.最近，互联网直销起家的英国女装和生活方式品牌 Hush 将公司的控股权出售给了私募基金 True，交易的更多细节尚未披露。收购完成后，Hush 现有的管理团队维持不变，其中包括品牌创始人兼创意总监 Mandy Watkins，以及她的丈夫和商业伙伴 Rupert Youngman，后者主要负责市场营销和电子商务运营。此次是 Watkins 2003年创立 Hush 后首次寻求外部投资。在过去四年里 Hush 年收入增长了三倍，目前已经超过5000万英镑。02|Hushcontrolling interest acquired by private fund True Recently, Hush, aBritish women's wear and lifestyle brand founded by Internet direct selling,sold its controlling interest to private fund True, and more details of thedeal have yet to be disclosed. After the acquisition, Hush's existingmanagement team will remain the same, including Mandy Watkins, brand founderand creative director, and her husband and business partner Rupert Youngman,who is mainly responsible for marketing and e-commerce operations. This is thefirst time Watkins has sought external investment since the founding of Hush in2003. Hush's annual revenue has tripled in the past four years and is now over£50m.03|“维密”同意取消与私募基金 Sycamore的交易5月4日，美国时尚集团 L Brands Inc.宣布同意取消向美国私募基金 Sycamore Partners 出售旗下知名内衣品牌 Victoria’s Secret多数股权的交易。目前，双方已经同意了结所有未决诉讼，且相互免除索赔。与此同时，L Brands 还披露了未来的发展战略：将继续致力于将旗下沐浴品牌拆分出来，打造为独立的上市公司；同时将“维密”作为独立公司运营。03|Victoria'ssecret has agreed to call off its deal with private equity firm SycamoreOn May 4, L Brandsinc. said it agreed to cancel the deal to sell its lingerie brand Victoria'sSecret’s majority stake to private equity firm Sycamore.The parties have nowagreed to settle all pending litigation and to waive each other'sclaims. Atthe same time, L Brands also disclosed its future development strategy: it willcontinue to focus on spinning off its bath brand into an independent listedcompany; At the same time, Victoria's secret will be operated as an independentcompany.
04|法国奢侈品巨头开云集团发行12亿欧元长期债券
法国奢侈品巨头开云集团（Kering）5月5日发行了总额为12亿欧元的双期债券。债券将分为两部分发行：第一部分价值6亿欧元，期限为三年，票面利率为0.25％；第二部分价值6亿欧元，期限为8年，票面利率为0.75％。通过发行此次债券，开云集团可以对现有债务进行再融资，并延长其平均到期期限，从而让资金来源更加多样化，加强集团的流动性。04|Frenchluxury giant Kering Group issues 1.2 billion euros in long-term bondsThe French luxurygoods giant Kering issued a dual-tranche bond totaling 1.2 billion euros on May5. The bonds will be issued in two parts: the first part is worth 600 millioneuros with a maturity of three years and a coupon rate of 0.25%; the secondpart is worth 600 million euros with a maturity of 8 years and a coupon rate of0.75%.By issuing thisbond, Kering Group can refinance its existing debt and extend its averagematurity period, thereby diversifying the sources of funds and enhancing theliquidity of the group.05|美国第二大百货集团Target收购Last Mile，运用新科技加强城市配送运输效率据《华尔街日报》报道，Target正计划从初创公司Last Mile收购最新技术，还将招募Last Mile团队的一些成员，其中也包括首席执行官达芙妮·卡梅利。05|US the second largest department store group Target acquires Last Mile and uses new technology to enhance the efficiency of urban distribution and transportationAccording to"Wall Street Journal", Target is planning to acquire the latesttechnology from startup Last Mile, and will also recruit some members of theLast Mile team, including CEO Daphne Camelli.06|Brookfield Asset Managemen计划筹集并投资50亿美元，帮助受COVID-19影响严重的零售商布鲁克菲尔德资产管理公司(Brookfield Asset Management)计划筹资并投资50亿美元，帮助零售商从COVID-19危机的影响中恢复过来。该项目重点是对零售商进行非控制性投资，关注对象是正常营业收入高于2.5亿美元且运营至少两年的零售业务。在疫情前，这些零售商可能已经在苦苦挣扎，这笔资金对他们的生存至关重要。06|BrookfieldAsset Management to raise and invest $5 billion, help the COVID-19 hit-hardretailersBrookfield AssetManagement is planning to raise and invest $5 billion in the RetailRevitalization Program, a fund created to help retailers recover from theimpact of the COVID-19 crisis. The program will focus on making non-controlinvestments in retailers. The Retail Revitalization Program will focus onretail businesses that have $250 million or greater in normalized revenues andhave been operating for at least two years. The funding could be vital to thesurvival of retailers that were already struggling before the pandemic.01|Timo Gruenert接任Oetker Collection新任CEOTimo Gruenert从2020年5月1日起接任Frank Marrenbach，成为豪华酒店集团Oetker Collection的新任CEO。2009年，Gruenert领导Oetker 系列的创作，并一直担任联席董事总经理和首席财务官。01|TimoGruenert takes over as the new CEO of Oetker CollectionTimo Gruenert tookover from Frank Marrenbach on May 1, 2020, becoming the new CEO of luxury hotelgroup Oetker Collection. In 2009, Gruenert led the creation of the OetkerCollection and has been serving as co-managing director and chief financialofficer.星狮地产5月6日宣布，自2020年10月1日起，将变更澳大利亚的领导层。Anthony Boyd将被任命为CEO。Boyd目前担任澳大利亚Frasers Property的首席财务官。前任CEO Rod Fehring将作为新任命的执行主席继续留在Frasers Property Australia Pty Limited的董事会，并将继续担任Frasers Property Industrial和Frasers Property UK的董事会主席。02|FrasersProperty announces leadership changes for Australia with new CEOFrasers Propertyannounced on 6th May that leadership changes for Australia effective 1 October2020. Anthony Boyd will be appointed as CEO of Frasers Property Australia andhe currently serves as Chief Financial Officer at Frasers Property Australia.Former CEO Rod Fehring will remain on the board of directors of FrasersProperty Australia Pty Limited as the newly appointed Executive Chairman andwill continue to serve as Chairman of the management boards of Frasers PropertyIndustrial and Frasers Property UK.中购联成立于2002 年 , 是中国成立最早的购物中心行业服务组织，拥有权威的会展、研究、培训、智库、传媒等多个行业领导性平台
