国际资讯|全球奢侈品销售额创21年来最大跌幅、香港莎莎巨亏约2.3亿、诚品书店将在马来西亚开店……
中购联 2020-12-02 17:19 9048阅读
【第52期| 11月23-29日】
继去年东京涩谷PARCO重新翻建开业后，11月20日，位于大阪黄金商圈的心斋桥PARCO以关西旗舰店的形象开业。心斋桥PARCO完美地将涩谷店精华（时尚潮牌/二次元动漫/新主题特色餐饮/艺术展示）融入并添加了“百货店”的强项版块（奢侈品/高端餐饮/高尔夫&体育用品）。其建筑共有16层+顶楼露台，其中2层到10层均可直达大丸百货心斋桥店本馆，提高了双方客流购物的便利性。签约品牌数多达170家，并且交通便利直通大阪地铁御堂筋线“心斋桥站”。1、Osaka Shinsaibashi PARCO flagship store openedFollowing the redevelopment of Shibuya-ku PARCO in Tokyo last year, Shinsaibashi PARCO in Osaka opened on 20 November as the Kansai flagship store.Shinsaibashi PARCO perfectly combine essence of Shibuya-ku PARCO (fashion/ACGN anime/new themed-catering/art) with the strengths of department (luxury/high-end catering/golf& sporting goods).The building has a total of 16 floors with attic terrace, of which 2 to 10 floors can be directly accessed to the main store of Shinsaibashi Dayamaru Department store, which improves the convenience of shopping for both sides. It has signed contracts with 170 brands and is conveniently accessible to "Shinsaibashi Station" on Midosuji Line of Osaka Metro.2、西悉尼Caddens Corner购物中心开业由西悉尼大学参与研发，备受关注的Caddens Corner购物中心已正式开业。Caddens Corner购物中心是一个充满活力的新零售和社区的目的地，预期在开业的第一年收入超过6000万美元，创造超过400个新的就业机会。Caddens Corner拥有约9000㎡的零售空间，包括Woolworths超市、托儿中心、健康和福利服务中心、健身房、食品和餐饮区、一系列专业零售店和一个大型停车场，配有电动汽车充电器。它还拥有一个5000㎡的餐饮区，称为24小时全时段餐桌巷。2、Western Sydney’s new retail precinct Caddens Corner opensThe much anticipated Caddens Corner shopping centre, developed by Western Sydney University, has officially opened.Caddens Corner is a vibrant new retail and community destination that is set to generate more than $60 million in local economic activity in the first 12 months and support over 400 new jobs.Caddens Corner features about 9,000m2 of retail space, including a full-line Woolworths supermarket, childcare centre, health and wellbeing services, a gym, food and dining precinct, a range of specialty retail stores, and large car park, complete with electric vehicle chargers. It also features a 5,000m2 food and dining precinct called Table Lane that will come alive 24/7.澳大利亚最大的高空绳索赛道已于11月27号正式对公众开放，是冒险公园最新对外的新项目。总部位于墨尔本的TreeTops冒险集团在澳大利亚其他13个试点公园的成功之后，最新在昆士兰州新建冒险公园，同时也是阳光广场创造***餐饮、购物和冒险体验计划的一部分。赛道上有超过1公里的高空拉索，其中最长的拉索横跨玉米面河135米，把参与者从各个层次拉回主塔的起点。下一层还包括一个22米高的观景台，提供令人印象深刻的360度阳光海岸的景观。3、Australia’s largest ropes course on poles is officially openAustralia’s largest high ropes course, also the newest project of adventure park, Next Level, will open its zip lines to the public on 27 November.The adventure park is Melbourne-based TreeTops Adventure Group’s first Queensland location following the success of 13 other parks across Australia, and forms part of Sunshine Plaza’s vision to create a world-class dining, shopping and adventure experience.The course has more than 1km of zip lines, the longest of which spans 135 metres across Cornmeal Creek, taking participants from all levels back to the starting point on the main tower. Next Level also includes a 22m-high viewing platform offering impressive 360-degree views of the Sunshine Coast, which can be accessed as a separate activity to the high ropes.4、奥本购物中心以1.295亿美元的价格出售给SCA地产集团埃拉诺零售地产基金(ERF)近日宣布，以1.295亿美元的无条件合约，将奥本购物中心出售给SCA地产集团，较1.235亿美元的账面价值溢价4.9%。该交易预计在2020年12月中旬重新规划空间后进行结算。奥本购物中心目前已经被改造成一个悉尼多功能型超市，以便利的购物为基础，引进了ALDI和Tong Li亚洲超市，以补充现有的Woolworths商超。毗邻一个主要的火车站，拥有1200万的客流量。4、Auburn Central sold to SCA Property Group for $129.5mElanor Retail Property Fund (ERF) announced recently that it has exchanged unconditional contracts for the sale of the Auburn Central asset to SCA Property Group for $129.5 million, a 4.9% premium to the book value of $123.5 million.The transaction is expected to occur in mid-December 2020 upon opening of the repositioned space.Auburn Central has been transformed into a Sydney metropolitan triple-supermarket anchored, convenience based shopping centre with the introduction of ALDI and Tong Li Asian supermarkets to complement the existing Woolworths. The town centre location is adjacent to a major train station, with strong foot traffic of 12 million p.a.5、上海老佛爷联合国际设计师举办“蜕·变”时装艺术静态展国际设计师赋能空间GCS爵岸时尚携手上海老佛爷百货在2020年11月15日至2021年2月28日期间举办时装艺术静态展。国际设计师赋能空间GCS希望通过本次时装艺术静态展向大众呈现他们对于当下国内外时装市场变革的先锋洞察力。面对中国时尚市场日益完善，新兴设计师品牌更需要关注产品与消费者心理和应用场景体验多维度的链接，才能真正地赋予品牌长久生存的能力。老佛爷百货一直在挖掘新进而富有才华的设计师及创意概念，并积极举办形式多样的时尚艺术活动，帮助新锐设计人才更好的进入中国时装市场。5、Shanghai Galeries Lafayette united international designers to hold the "METAMORPHOSIS" fashion art static exhibitionGCS jomon fashion and galeries lafay Shanghai holds a static fashion art exhibition from 15 November, 2020to 28 February, 2021.Through this static exhibition of fashion art, GCS hopes to present to the public their pioneering insights into the current transformation of the fashion market at home and abroad. When Chinese fashion market improved increasingly, emerging designer brands need to pay more attention to the multi-dimensional link between products and consumer scene experience, so as to truly give brands the ability to survive for a long time. Galeries Lafayette has been exploring new and talented designers and their creative concepts, and actively organized various fashion art activities to help new talents enter the Chinese fashion market more fluently.在截至10月31日的三个月内，梅西百货销售额同比大跌22.8%至39.9亿美元，但超过分析师预期的38.6亿美元，净亏损为6000万美元，上年同期净利润为2100万美元。鉴于市场零售环境依旧充满不确定性，梅西预计第四财季销售额的跌幅将在25%左右。6、Macy's lost $60 million in the third quarterIn the three months ended 31 October, Macy's sales fell 22.8% from a year earlier to $3.99 billion, but over analysts' expectations of $3.86 billion and posted a net loss of $60 million, compared with a net profit of $21 million a year earlier. With retail conditions still uncertain, Macy’s expects sales to fall about 25% in the fourth quarter.根据英国美容产品口碑网站Cosmetify近日发布的报告显示，由美妆博主Huda Kattan创立的个人美妆品牌Huda Beauty以全社交平台近4326万的粉丝以及超过2700万的话题标签成为2020年度全球最热门的美妆品牌，紧随其后的是Kylie Jenner的个人品牌Kylie Cosmetic、加拿大专业彩妆品牌M.A.C、美国高端美妆品牌Anastasia Beverly Hills以及美国专业彩妆品牌NYX Professional Makeup。值得注意的是，由当红歌手Rihanna创立的Fenty Beauty首次跌出前五。1、Huda Beauty became the hottest beauty brand in the worldHuda Beauty, a personal cosmetician brand created by makeup blogger Huda Kattan, has become the world's most popular makeup brand of 2020 with nearly 43.26 million followers and over 27 million topics, according to a report released by British Beauty website Cosmetify. The list was followed by Kylie Jenner's personal brand-Kylie Cosmetic, Canadian professional makeup brand M.A.C., US high-end makeup brand Anastasia Beverly Hills and NYX Professional Makeup. Notably, Fenty Beauty, founded by popular singer Rihanna, dropped out of the top five for the first time.UGG全新旗舰店位于纽约曼哈顿第45大街和第五大街转角处，占地面积为1193㎡，共有两层，由Quezada建筑公司的Florencia Pita设计，旨在向消费者展示UGG全方位的生活方式理念，而不只是鞋履产品。值得关注的是，纽约第五大道曾是全球最贵的购物街区，租金一度高达每平方英尺3000美元的街边旺铺，现在租金不及原先的三分之一。2、UGG has opened the global flagship store on New York's Fifth AvenueThe new 1,193-square-meter, two-story UGG flagship store located on the corner of 45th Street and Fifth Avenues in Manhattan, designed by Florencia Pita of Quezada Architecture, aims to show consumers the full range of UGG lifestyle concepts than just shoes. Notably, Fifth Avenue, once the world's most expensive shopping district, stores’ rents once topped $3,000 a square foot are now less than a third of before.3、加拿大鹅推出可持续发展平台Humanature加拿大羽绒服品牌Canada Goose（加拿大鹅）宣布推出可持续发展平台Humanature，并表示将于明年1月推出迄今为止最具“可持续性”的派克大衣Standard Expedition Parka。与品牌传统的Expedition Parka相比，新系列减少了30%的碳排放。据悉，新系列售价1495美元，Canada Goose为其提供终身保修服务。3、Canada Goose launched sustainable development platform HumanatureCanada Goose has announced the launch of its sustainable development platform, Humanature, and stated it will launch its most "sustainable" Parka-Standard Expedition in January. The new collection has a 30% reduction in carbon emissions compared to its traditional one. Canada Goose offers a lifetime warranty for the new line, which costs $1,495.台湾的诚品书店书店宣布，将与马来西亚YTL公司（YTL Corp Bhd）合作，将市场拓展至东南亚。这家大型书店将于2022年在中央商务区Bukit Bintang的Starhill购物中心开设东南亚第一家分店。展望2022年，诚品将首次走向东南亚，融合东南亚多民族、跨文化的特点，激起更加多元的热情。4、Eslite Spectrum to open store in MalaysiaTaiwan’s bookstore Eslite Spectrum announced it is expanding its market to Southeast Asia, in partnership with Malaysia’s YTL Corp Bhd. The mega bookstore is to debut the first branch in Southeast Asia in a luxury shopping mall The Starhill in Bukit Bintang, the central business district in 2022. Looking forward to 2022, Eslite will move towards Southeast Asia for the first time, integrating the multi-ethnic and cross-cultural characteristics of Southeast Asia, and stirring up more diversified excitement.5、Estée Lauder宣布携手Nasa登上太空拍摄广告片日前，Estée Lauder（雅诗兰黛）斥资12.8万美元与美国国家航空航天局(NASA)签订了合同，NASA将把10瓶雅诗兰黛夜间修复精华高能小棕瓶带入国际空间站(ISS) ，并以地球为背景在“Cupola”观测舱拍摄照片。从太空返回后，雅诗兰黛将在慈善机构拍卖其中一瓶。5、Estee Lauder has announced a partnership with Nasa to shoot a commercial in spaceEstee Lauder has signed a $128,000 contract with NASA to bring 10 of the Estee Lauder Night Repair Essence high-powered Brown vials to the International Space Station (ISS) to take photos in the Cupola capsule with Earth in the background. After returning from space, Estee Lauder will auction one of the bottles at charity auction.自10月中旬该品牌首次公开募股以来，生活用品零售商MINISO已于今年11月开设第100家实体店。此次新设的马德里店铺是MINISO在西班牙开设的第四家门店。西班牙是MINISO扩张最快的市场之一，在全球疫情全球零售紧缩的大背景下，这预示着MINISO全球扩张的开始。6、MINISO opens 100th physical store in NovemberLifestyle product retailer MINISO opened its 100th post-IPO physical store this November after its IPO in October.The opening in Madrid is the fourth in Spain this month alone, Spain is one of MINISO’s most rapidly expanding markets and the new store signals MINISO’s market expansion streak amidst industry-wide scale back and closings.7、niko and…推出彩妆品牌「tiny tiny」日本时尚及生活方式零售集团niko and…近日发出消息称，将推出彩妆品牌「tiny tiny」，呼应随着季节变换穿上不同服装的乐趣，彩妆品也能随着每日心情来搭配。从目前公开的预告图中可以发现，tiny tiny除了带来底妆、眼影、唇彩等基本产品，还包括了指甲油、睫毛膏等选择。据悉，tiny tiny将会于11月27日正式公开。7、Niko and... launch makeup brand Tiny TinyJapanese fashion and Lifestyle retail group Niko and...announced that the new make-up brand called Tiny Tiny will be launched, which echoes the fun of wearing different clothes with four seasons, and can be matched with daily mood. As can be seen in the forecast picture, Tiny Tiny offers nail polish and mascara, as well as basic products such as base makeup, eye shadow and lip gloss. Tiny Tiny already went public on 27 November.瑞典快时尚零售商H＆M集团旗下的折扣零售商Afound于近日正式上线美妆产品，涵盖化妆品、香水和护肤等1000多个产品，将为消费者提供全年的折扣价。Afound董事Joanna Hummel表示，此次推出的美妆业务会被归到时尚和生活方式部门，以更好地贴合消费者和市场的需求。8、The subsidiary of H& M group starts businesses in the field of beautyAfound, a discount retailer of fast fashion retailer in Sweden, has officially launched the more than 1000 cosmetic products, including cosmetics, perfume and skin care products, which will provide consumers with year-round discount prices. Joanna Hummel, director of Afound, said the beauty business would be classified into the fashion and lifestyle department to better meet the needs of consumers and the market.今年，高端腕表珠宝制造商Piaget将推出一款超薄Altiplano手表，这款手表配有一个由著名艺术家Anita Porchet制作的带有一头公牛的大型feu景泰蓝表盘，以庆祝中国新年和牛年。在庆祝活动的同时，Piaget还将推出一款备受瞩目的Stella moon phase手表，以及一系列精美的藏品手表和珠宝。9、Piaget is celebrating Chinese New Year and the Year of the OxThis year, high-end watches jewellery manufacture Piaget is celebrating Chinese New Year and the Year of the Ox with a special edition of its ultra-thin Altiplano timepiece with a grand-feu cloisonné dial featuring an ox, crafted by the celebrated artist Anita Porchet. Continuing the celebrations, Piaget is also presenting a new Limelight Stella moon-phase watch and a beautiful selection of Possession watch and jewellery.10、分析预计LVMH与Tiffany的收购交易将于明年初完成华尔街投行Needham分析师Rick Patel发布报告称，预计LVMH以每股131.5美元收购美国奢侈珠宝品牌Tiffany的交易将于2021年初完成，依据是LVMH与Tiffany的董事会均已批准了相关交易，并同意解决未决诉讼，所需要的监管批准也已通过，Tiffany业绩表现正在好转。数据显示，第三季度Tiffany收入已几乎回到去年同期水平，利润大涨52%。10、Analysts expect LVMH's deal with Tiffany to be completed early next yearRick Patel, an analyst with Needham, a Wall Street investment bank, said in a report that LVMH's acquisition of Tiffany, a US luxury jewelry brand, at $131.5 per share, is expected to be completed in early 2021, based on the fact that both LVMH and Tiffany's boards of directors have approved the transaction and agreed to settle pending litigation, the required regulatory approval has been passed, and Tiffany's performance is improving. Tiffany's revenue has almost returned to the same period last year in the third quarter, with profits up 52%.11月20日，SPC集团在大田的凯丹时代世界酒店（Galleria Time World）开设了其在韩国的第14家Shack Shack餐厅。这是继釜山和大邱之后，在首都以外建立的第三家小屋餐厅。时代世界是韩华凯丹的百货公司，在大田和中昌省的销售额总和中创下最高纪录。新餐厅位于东楼一楼，可容纳147人。11、Shake Shack opens store in Daejeon, KoreaSPC Group opened its 14th Shake Shack restaurant in Korea at Galleria Time World in Daejeon on 20 November. It is the third Shake Shack restaurant established outside the capital area after locations in Busan and Daegu. Time World is Hanwha Galleria’s department store branch with the highest sales record in Daejeon and Chungcheong Province combined. The new restaurant is situated in the east building on the first floor and it can accommodate 147 people.12、迪奥首次推出休闲装系列“DIOR Chez Moi”迪奥推出了其第一个休闲服胶囊系列DIOR Chez Moi。由Dior创意总监Maria Grazia Chiuri在疫情封闭时期设计，这些作品颂扬了居家生活的艺术风格。对于这款胶囊系列，深受创意总监喜爱的罗马艺术家Pietro Ruffo重新设计了他象征性的十二生肖图案，以纪念迪奥先生的信奉神灵的本性，并将其作为连接天空和地球、大陆和星座、动植物的世界地图。12、DIOR debuts first-ever loungewear capsule collection, ‘Dior Chez Moi’Dior presents its first capsule collection entirely dedicated to loungewear, branded Dior Chez Moi. Designed by Maria Grazia Chiuri during the recent lockdown period due to the pandemic, the creations celebrate the art of living at home in style. For this new line, Pietro Ruffo, a Roman artist dear to the Creative Director, redesigned his emblematic zodiac motifs – a tribute to the superstitious nature of Monsieur Dior – as a world map linking sky and earth, continents and constellations, flora and fauna.1、Z世代将在2030年以后成为世界第一大经济群体根据美国银行近日发布的一份名为《OK Zoomer》的关于Z世代群体的调查报告显示，Z世代目前的收入为7万亿美元，这一数字在2025年将会增长至17万亿美元。到2030年将达到33万亿美元，届时将会占据世界收入的27%，并在2031年超过千禧一代成为第一大经济群体。Z世代为1996年至2016年出生的人，最年长的Z世代群体将在今年达到24岁，而最年长的千禧一代今年将年满40岁。报告显示目前年轻一代的收入增长最快，以美国为首，中国紧随其后。1、Generation Z will become the largest economic group after 2030 in the worldAccording to recent survey of generation Z by OK Zoomer, released by Bank of America, generation Z currently has an income of $7 trillion, a figure that will rise to $17 trillion by 2025. It will reach $33 trillion by 2030, accounting for 27% of the world’s total income, and overtake Millennials as the largest economic group by 2031.Generation Z means those born between 1996 and 2016. The oldest generation Z will turn 24 this year, while the oldest Millennials turn 40. The report shows that the incomes of the younger generation are now growing under the fastest speed, led by US, then followed by China.2、今年全球奢侈品销售额将大跌23%，创近21年来最大跌幅据贝恩预测，今年全球奢侈品销售额将大跌23％至2170亿欧元，为2009年以来最大跌幅。贝恩在最新报告中表示，疫情的反复令全球奢侈品行业充满不确定性，进一步影响力消费者信心，但中国内地会是例外，奢侈品销售额或大涨45%至440亿欧元。2、Global luxury sales to fall 23% this year, the biggest drop in nearly 21 yearsGlobal sales of luxury goods will fall 23% this year to €217 billion euros, the biggest drop since 2009, according to Bain. In Bain’s latest report, the recurring epidemic had created uncertainty in the global luxury industry and further affected consumer confidence, but the exception would be Mainland of China, where luxury sales could rise 45%t to €44 billion.3、调查显示美国“黑五”网购人数或首次超过到店购物据德勤11月23日发布的调查报告显示，随着美国新冠病例的不断激增，消费者对到实体店购物越来越感到担忧，今年“黑色星期五”网购人数可能首次超过到店购物人数。调查显示，61%的消费者表示计划“黑色星期五”在线购物，首次超过计划到店购物的消费者。3、According to the survey, the number of online shoppers in the "black five" in the United States may exceed the number of shopping in stores for the first timeAccording to Deloitte's report released on 23 November, consumers are more and more worried about shopping in physical stores with the increasing number of COVID-19 in the United States. For the first time this year, the number of online shoppers on "Black Friday" may exceed the number of shopping in stores for the first time. According to the survey, 61% of consumers said they planned to shop online on "Black Friday", surpassing those who planned to shop for the first time.今年前10月，国内限额以上单位化妆品零售额2569亿元，同比增长5.9%，这是海关总署有记录以来，我国美容化妆品及洗护用品首次突破千亿元大关，创下历史新高，不到10年金额翻了7倍。从进口国来看，日本、法国、韩国仍为前三，小众国家化妆品也仍有不小的潜力。4、The scale of imported cosmetics hit a record high, more than 100 billion yuanIn the first October of this year, the retail sales of cosmetics above quota reached 256.9 billion yuan, increase 5.9% year on year. This is the first time that cosmetics and toiletry products in China have ever exceeded 100 billion yuan since the General Administration of Customs kept records, setting a new record and increasing by 7 times in less than 10 years. In importing countries, Japan, France and South Korea are still among the top three, and cosmetics in minority countries still have great potential.11月17日晚间，美国最大的零售商沃尔玛公布了2021财年第三季度的财报。财报显示，报告期内，沃尔玛录得营收1347.1亿美元，同比增长5.25%；净利润为51.35亿美元，同比增长56.2%；从财报来看，沃尔玛营收增长主要由美国本土市场的销售额拉动。在海外市场方面，不同于二季度销售额增速1.1%的下滑，沃尔玛在第三季度净销售额达到了296亿美元，同比增长1.3%。尽管海外市场的业绩在第二季度有所增长，但需要注意的是，沃尔玛已经开始收缩部分国家和地区的业务。5、Walmart is reducing overseas’ market when earned more than $130 billion in the third quarterOn the evening of 17 November, the largest retailer in US-Walmart reported results for the third quarter of its 2021 fiscal year. During the above period, Walmart reported revenue of $134.71 billion, increasing 5.25% from a year earlier. Net profit was $5.135 billion, increasing 56.2% year on year; Walmart's revenue growth was mainly driven by sales in US. In overseas markets, Walmart's net sales increase 1.3% to $29.6 billion in the third quarter, compared with a 1.1% drop in second-quarter sales. Notably, while overseas sales grew in the second quarter, Walmart has begun to reduce business in some countries and regions.香港美容巨头莎莎国际控股有限公司(0178.HK)上半财年2.327亿港元，是上年同期净亏损的近五倍。由于从年初开始的旅游禁令，以往支撑香港零售业时尚行业消费的内地客不见踪影，港澳市场内地客贡献的销售仅剩4.1%，94.1%的消费则由本地客支撑。内地客的交易宗数更加微弱，占比近录得2.0%，96.1%由本地客贡献。6、Hong Kong Sasa Corp lost about 230 million yuan in 2020Hong Kong beauty giant Sasa Corp (0178.HK) posted a net loss of HK $232.7 million in the first half of the year, nearly five times to its lost year to year. Due to the travel ban since new year, Mainland of China customers who used to support Hong Kong retail industry have disappeared. Only 4.1% of the sales of mainland customers and 94.1% of the consumption is supported by local customers. The number of transactions by Mainland of China customers was even weaker, accounting for nearly 2%, with local customers contributing 96.1 %.7、黑石集团准备50亿美元入局亚洲不动产与私募股权版块据彭博消息，黑石集团(Blackstone Group)正在为旗下第二个专注于亚洲地区的私募股权基金筹集至少50亿美元。相比2018年其首支亚洲基金23亿美元的规模，第二支亚洲基金目标扩大一倍以上。这意味着，黑石集团正急速押注亚洲市场，而不动产与私募股权版块一直是黑石集团最重要的两大业务。2020年三季度黑石集团总资产管理规模(AUM)为5844亿美元，同比增长5%。其中，不动产三季度AUM为1738亿美元，同比上升11%;私募股权AUM达1893亿美元，同比增加9%。7、Blackstone group prepares $5 billion acquisition of a real-estate and private-equity unit in AsiaBlackstone Group is raising at least $5 billion for its second Asia-focused private equity fund, according to Bloomberg. The second Asia fund aims to more than double the $2.3bn size of its first Asia fund in 2018. That means Blackstone, whose real estate and private equity sectors have long been two of its most important businesses, is investing huge in Asia. In the third quarter of 2020, Blackstone Group's total assets under management (AUM) was $584.4 billion, up 5% from the same period last year. Among them, real estate AUM in the third quarter was $173.8 billion, up 11% year-on-year; Private equity AUM reached $183.9 billion, up 9% from a year earlier.8、LVMH连续第7年成为全球最具实力的奢侈品集团据2020年《德勤全球奢侈品实力报告》显示，LVMH连续第7年位居榜首，紧随其后的是Gucci母公司开云集团和雅诗兰黛集团，卡地亚母公司历峰集团位居第四，第五名是欧莱雅集团，Chanel则跌至第六名。总体而言，排名前100位的奢侈品集团去年创造了2810亿美元的收入，其中化妆品增长最快，其次是珠宝和手表，然后才是服装鞋履以及箱包和配饰。8、LVMH has become the world's most powerful luxury group for the seventh consecutive yearAccording to Deloitte Global Luxury Strength Report in 2020, LVMH ranked first for the seventh consecutive year, followed by Gucci parent company Kering Group and Estee Lauder Group, Cartier parent company Richemont Group ranked fourth, L'Oreal Group ranked fifth, and Chanel fell to sixth place.Overall, the top 100 luxury groups generated $281 billion in revenue last year, with cosmetics growing fastest, followed by jewelry and watches, and then clothing, shoes, bags and accessories.在截至10月31日的三个月内，美国奢侈珠宝品牌Tiffany销售额同比下跌1%至10.08亿美元，毛利率为63.8%，净利润大涨52%至1.19亿美元。期内该集团在美国的收入减少16%至3.54亿美元，中国所在的亚太市场则大涨30%至3.82亿美元，日本下滑8%至1.56亿美元，欧洲减少6%至1.04亿美元，其它地区大跌30%至1200万美元。9、Tiffany's revenue in the Asia-Pacific region increased 30% in the third quarterIn the three months to 31 October, US luxury jewellery brand Tiffany's sales fell 1% from a year earlier to $1.08bn, gross margins were 63.8% and net income increased 52% to $119m. During the period, revenue in the US fell 16%t to $354m, Asia-Pacific market (including China) increased 30% to $382m, Japan fell 8% to $156m, Europe fell 6% to $104m and the rest fell 30% to $12m.日前，McKinsey & Company（麦肯锡咨询公司）发布了“2021年中国消费者报告——了解中国消费者：世界的增长引擎”，该报告涵盖新冠疫情如何改变中国消费及目前塑造中国经济的主要趋势。根据麦肯锡的分析，新冠疫情从根本上加速了中国市场五个本来就很强劲的趋势，即数字化、转向国内消费市场、竞争加剧、消费者日趋成熟和私营企业加强。10、McKinsey & Co. released 2021 China Consumer ReportRecently, McKinsey & Company released 2021 China Consumer Report. With “Understand the Chinese consumer: The World's Growth engine” as its theme, this report covers how COIVID-19 is changing Chinese consumption and the major trends that are currently shaping Chinese economy.According to McKinsey's analysis, COVID-19 has fundamentally accelerated five already strong trends in Chinese market: digitalization, the shift to domestic markets, increased competition, mature consumers and stronger private companies.据时尚商业快讯，韩国知名购物街明洞店铺空置现状极其严重，目前只剩主街的门店保持营业，小街上的店面大部分都已停业，潮牌集合店Wonder Place和Aland相继关闭，人流量也急剧流失，即便在周六下午街上的游客也并不多。受疫情发生及旅游限制令的影响，今年中国赴韩游客数大减，韩国零售业表现十分惨淡。11、Massive closure of stores in Myeongdong, South KoreaAccording to the fashion network news, South Korea's well-known shopping street Mingdong shop vacancy is extremely serious. At present, only the main street stores remain open, most of the shops on the small street have been closed, and the fashion collection store Wonder Place and Aland have been closed one after another, resulting in a sharp loss of traffic. Even on Saturday afternoon, there are not many tourists on the street. Affected by the outbreak of the epidemic and the travel restrictions, the number of Chinese tourists to South Korea has dropped sharply this year, and the performance of Korean retail industry is very bleak.投融资
Investment and Financing
1、完美日记母公司上市首日股价大涨66%，市值破百亿美元中国美妆品牌完美日记母公司逸仙电商集团于11月19日晚10点15日正式登陆纽约证券交易所后，股最初的每股10.5元美元暴涨66%至每股17.51美元，市值突破百亿至111亿美元。1、Shares of perfect Diary's parent company rose 66% on their first day of listing, with their market value over $10 billionYixian E-commerce Group, the parent company of Chinese beauty brand Perfect Diary, listed its shares on the New York Stock Exchange at 10:15 PM on 19 November. The initial public offering of $10.5 rose 66% to $17.51, with its market value over $10 billion to $11.1 billion.港交所文件显示，潮流玩具品牌泡泡玛特（Pop Mart）已通过港交所聆讯，并披露聆讯后资料集。摩根士丹利、中信证券为联席保荐人。截至2020年6月30日，泡泡玛特收入8.17亿元，毛利5.33亿元，经营利润2.08亿元，期内利润1.41亿元。2、POP MART could be listed on the Hong Kong stock Exchange as soon as late DecemberPopular toy brand POP MART has passed the hearing and disclosed a post-hearing information set, according to HKEX documents. Morgan Stanley and Citic Securities are the co-sponsors. As of 30 June, 2020, the revenue of POP MART is 817 million yuan, the gross profit 533 million yuan, the operating profit 208 million yuan, and the profit in the period is 141 million yuan.据财联社消息，近日，日化巨头拉芳家化收购了上海诚儒旗下人气彩妆品牌VNK。根据天眼查信息，今年11月完成变更后，拉芳家化持有上海诚儒51%的股权，正式“入主”VNK。3、Langfang acquired beauty brand VNK to enter the beauty marketJapanese cosmetics giant Langfang recently acquired VNK, a popular cosmetics brand owned by Shanghai Chengru, according to the Financial News Agency. According to the information of Sky Eye, after the completion of the change in November this year, Langfang holds 51% of Shanghai Chengru's shares and officially owns VNK.4、Amorepacific将投资美容产品生产商Dmil韩国化妆品巨头Amorepacific表示，将向多渠道网络公司Dmil投资270万美元。据Amorepacific称，Dmil是一家媒体平台公司，制作和销售化妆品相关内容和项目，与包括YouTubers Jella、Woorin和Chaeyoung在内的250家项目开拓者合作。Amorepacific负责人李艾美表示此次投资，使得Amorepacific Group与美容达人建立紧密的合作伙伴关系。Amorepacific称，Dmil已经制作了约500个品牌的内容，总浏览量超过5亿次。4、Amorepacific to invest in beauty content producer DmilSouth Korean cosmetics giant Amorepacific said that it would invest US$2.7 million in Dmil, a multi-channel network company.According to Amorepacific, Dmil is a media contents firm, producing and selling cosmetics-related content and items, partnering with 250 content creators, including YouTubers Jella, Woorin and Chaeyoung.“From this investment, Amorepacific Group will establish a close partnership with beauty influencer-made contents and in commerce,” Lee Young-jin, the head of Amorepacific New Growth Initiative Division, said. Dmil has produced content with about 500 brands, notching up over 500 million views in total, Amorepacific said.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
