平安集团进军日本房地产；去年全球奢侈品牌55%新增门店在中国；欧莱雅集团在华成立首家投资公司……
中购联 2022-05-15 16:30 9.0w阅读
韩国乐天免税店已于5日在澳大利亚悉尼商业区开设分店。这是乐天免税自2020年6月以来首次在海外开设门店。澳大利亚免税市场疫前的年均市场规模达到1万亿韩元左右，全球免税店之间的竞争很激烈。乐天计划以此次开店为契机发展成为当地规模最大的免税店龙头。01|South Korea Lotte Duty Free store opened a branch in SydneySouth Korea's Lotte Duty Free opened a store in Australia's Sydney business district on 5 May. This is the first time Lotte Duty Free has opened a store overseas since June 2020.Before the epidemic, the Australian duty free market was worth about 1 trillion won per year, and competition among duty-free shops around the world was fierce. Lotte plans to become the largest duty-free shop in the new place.5月10日，总部设在日本东京涩谷区的Ascot Corp.已透过与全球机构投资者成立合资基金设立了首个私募基金，中国平安保险（集团）股份有限公司、SBI Holdings, Inc.为该公司大股东。Ascot Corp.是平安集团在日本投资的第一家房地产公司。该基金的投资目标是MF住宅、老人院和学生公寓，地点仅限于东京大都市区，预计将提供稳定的现金流，受新冠疫情影响不大，比较易于卖出，从而实现稳定的投资结果。02|Ping An Group entering Japanese real estate industryOn 10 May, Ascot Corp., headquartered in Shibuya, Tokyo, Japan, launched its first private equity fund through a joint venture with global institutional investors, Ping An Insurance (Group) Co., LTD., SBI Holdings and Inc. Are its major shareholder. Ascot Corp. is Ping An's first real estate investment in Japan.The fund's investment targets are MF housing, nursing homes and student apartments, which are located only in the Tokyo metropolitan area and are expected to provide stable cash flow, be less affected by COVID-19 and be relatively easy to sell, thus achieving stable investment results.03|马来西亚Grand Bazaar手工购物中心正式开业作为是马来西亚第一个手工型购物中心，Grand Bazaar位于吉隆坡武吉斌堂，于3月31日正式开业。该购物中心占地超过10万平方英尺，设有200个售货亭，供本地初创企业展示产品、手工制作的产品以及正宗的当地美食。除了零售空间，商场还拥有一个4000平方英尺的中心场地，用于举办主题活动、文化表演和社区活动，以提高消费者参与度和游客的体验式零售。该购物中心是城市更新项目的一部分，更新项目中还包括Lucentia住宅、The Stride strata办公室和Mitsui Shopping Park LaLaport等开发项目。03|Malaysia artisanal mall-Grand Bazaar officially openedGrand Bazaar, the first artisanal mall in Malaysia, located in Bukit Bintang, locale of Kuala Lumpur, opened on 31 March.The mall extends over 100,000 square feet and features 200 kiosks with customised and compact retail spaces for local start-ups to showcase their products, as well as artisanal handcrafted items, tradition-inspired creations to authentic local cuisine.The artisanal mall forms part of the urban regeneration project, Bukit Bintang City Centre (BBCC), joining other developments — Lucentia Serviced Residences, The Stride strata office and Mitsui Shopping Park LaLaport, in the BBCC.GPT集团，澳大利亚多元化上市房地产集团，近日举行了2022年年度股东大会，宣布了截至2022年3月31日的季度运营情况：零售组合入住率为99.2%，同时本季度有稳定的租赁咨询，促成231宗租赁交易。在充满挑战的背景下，仍达到高于99%的零售入住率，这表明其资产的韧性和质量。GPT首席执行官Bob Johnston表示:“1月份因奥克密戎封锁了旗下购物中心，2-3月销售强劲复苏，同时3月份的销售总体上高于2019年的水平。在新冠肺炎疫情爆发之前，旗舰购物中心-墨尔本中央购物中心，是全国坪效最高的购物中心，随着劳动力回归CBD，该旗舰资产也在慢慢复苏。”04|GPT results demonstrate resilience as the Group unlocks mixed-use opportunitiesThe GPT Group held its 2022 Annual General Meeting recently and announced its operational update for the quarter ended 31 March 2022. Retail portfolio occupancy was 99.2% with solid leasing enquiry translating to 231 lease deals during the quarter. Despite the challenging year occupancy is above 99%, which demonstrates the resilience and quality of its assets.GPT’s CEO, Bob Johnston, said: “We have seen a strong recovery in sales over the last two months following the shadow lockdown from Omicron in January. March sales across our portfolio were generally well above 2019 levels. Melbourne Central which prior to COVID was the most productive shopping centre in the country, is lagging in its recovery due to the slow return of workers to the CBD.”05|英国中洛锡安郡将建价值1380万英镑新滑雪胜地位于英国苏格兰、毗邻首府爱丁堡的中洛锡安郡（Midlothian）已批准在当地建设一个新度假胜地Destination Hillend。这是一个全季节滑雪休闲度假胜地，计划投资1380万英镑。该项目将重新开发和扩展Hillend郊野公园的Midlothian Snowsport中心。如设施方案通过，其建成后的滑索和高山过山车将分别是英国最高和最长的；此外还会升级基础设施、建设酒店、豪华露营地、零售点和美食广场等。该项目计划吸引来自全英国各地的家庭。05|A new ￡13.8 million ski resort to be built in MidlothianThe Scottish county of Midlothian, near Edinburgh, has approved the construction of a new resort, Destination Hillend. It is an all-season ski resort with a planned investment of ￡13.8 million. The project will redevelop and extend the Midlothian Snowsport centre in Hillend Country Park.If approved, it will have the tallest strop and longest rollercoaster in the UK. There will also be infrastructure upgrades, hotels, luxury campsites, retailing and food courts. The project is intended to attract families from all over the UK.01|Moncler未来三年将至少新开150家门店
意大利时尚集团Moncler近日宣布了其全新战略计划，未来三年将至少新开150家门店，以及进一步提升在线销售。此外，Moncler还计划通过收购专业鞋履制造商和手工艺作坊来加强其供应链，加速鞋履生产线扩张，尤其是运动鞋。集团认为，消费者对Moncler鞋履需求正在快速增长，但仍远低于其真正潜力。01|Moncler will open at least 150 stores in the next 3 yearsItalian fashion group Moncler has announced plans to open at least 150 new stores and further boost online sales over the next 3 years.Moncler also plans to strengthen its supply chain by acquiring specialty shoe manufacturers and craft workshops to accelerate the expansion of its shoe line, especially athletic footwear. The group believes that consumer demand for Moncler shoes is growing rapidly, but is still well below its true potential.LVMH集团旗下品牌CELINE正式宣布开设京东官方旗舰店。据悉，消费者可通过京东APP搜索“CELINE”或“CELINE包包”等关键词，直达CELINE京东官方旗舰店。除了提供送货上门、就近门店线下取货服务外，CELINE还将针对年轻消费者个性化、多元化的穿搭需求，定期上新，在线商品数量会保持在数千个。02|CELINE opened an official flagship store on JD.comLVMH group's brand CELINE has officially opened an official flagship store on JD.com. It is reported that consumers can search keywords such as "CELINE" or "CELINE bag" through the JD.com, which leads to the official flagship store of CELINE. In addition to providing door-to-door delivery and offline pickup services at nearby stores, CELINE will also regularly launch new products to meet the personalized and diversified clothing needs of young consumers. The number of online products will remain in the thousands.03|巴黎香氛品牌Diptyque首尔开设全球最大旗舰店总部位于巴黎的香氛品牌Diptyque与当地零售批发商Shinsegae International合作，在首尔开设了全球最大的旗舰店。零售空间面积不少于260平方米，除了包装服务区外，还展示了全系列的香水和香薰蜡烛。一层楼，可以找到各种体验空间，包括餐厅、厨房、洗衣房、客厅和浴室。03|Paris fragrance brand Diptyque opened the world's largest flagship store in SeoulParis-based fragrance brand Diptyque has partnered with Shinsegae International, a local retail wholesaler, to open the world's largest flagship store in Seoul.In addition to the packaging service area, the full range of perfumes and scented candles will be displayed in the retail space of no less than 260 square metres. On the first floor, you'll find a variety of experience spaces, including dining room, kitchen, laundry, living room and bathroom.据悉，丹麦时尚零售商Bestseller绫致集团将于7月31日前关闭旗下时装品牌SELECTED在中国的所有线下零售店铺，以将资源更多地投入到适应未来市场的品牌和渠道。SELECTED于2008年首次进入中国，目前在国内拥有1300家店铺。绫致集团于1975年创立，是欧洲大型时装集团之一，除SELECTED外，旗下还拥有JACK & JONES、Vero Moda、ONLY、Vila、JunnaRose等近20个品牌。04|SELECTED may withdraw from the Chinese marketDanish fashion retailer Bestseller has announced that it will close its SELECTED stores in China by 31 July to focus more on brands and channels suitable for the future market.SELECTED entered China in 2008 and currently has 1300 stores in China. Founded in 1975, Bestseller is one of the largest fashion groups in Europe. Currently holding SELECTED, bestseller Group owns more than 20 brands including JACK & JONES, Vero Moda, ONLY, Vila and JunnaRose.西班牙快时尚Mango美国纽约第五大道旗舰店于日前正式开业，作为品牌在美国扩张的新起点，Mango特别在店内放置了西班牙艺术家Joan Miró、Antoni Tàpies和Miquel Barceló的作品装置，将实体时装与NFT相结合，并同时销售眼镜等可穿戴设备。为了触及更多的美国消费者，Mango在年初还与梅西百货等零售巨头和商业地产公司达成合作，将入驻Nordstrom官网。05|Mango's flagship store on Fifth Avenue in New York openedMango's Flagship store on Fifth Avenue in New York City, USA, is a new footprint for the brand's expansion in the US, featuring installations by Spanish artists Joan Miro, Antoni Tapies and Miquel Barcelo that combine physical fashion with NFT. It also sells eyewear and other wearable devices. To reach more US consumers, Mango partnered with retail giants such as Macy's and commercial real estate companies to enter Nordstrom's website.HUGO BOSS日前与Kanine集团子公司 Kanine Pets World Limited 签订了一项为期五年的全球独家协议，后者将为HUGO BOSS设计、生产和全球分销其旗下的宠物狗服装、配饰、家居产品和玩具。该品牌计划每年推出两个宠物狗系列，首个系列将于今年 8月起在HUGO BOSS官网、Kanine官网以及线下指定门店发售。06|HUGO BOSS launches pet clothing collectionHUGO BOSS has signed a five-year exclusive global deal with Kanine Pets World Limited, a subsidiary of the Kanine Group, to design, produce and distribute HUGO BOSS's dog clothing, accessories, home products and toys globally. The brand plans to launch two dog collections a year, the first of which will be available on HUGO BOSS's website, Kanine's website and selected offline stores starting in August.07|GUCCI和意大利设计学校Polimoda合作将开设硕士课程意大利佛罗伦萨的私立设计学校 Polimoda 将与 GUCCI 合作开设一门新的硕士课程，于秋季首次亮相，该课程反映消费者购物习惯的演变，以及将实体零售与在线运营相结合的全渠道战略。为期九个月的学术课程将分为四个学习板块，涉及从奢侈品时尚行业的现状到全渠道环境中的零售管理以及商店概念的主题。待课程结束后，学生们还有机会在开云集团旗下的奢侈品牌实习和工作。07|GUCCI has teamed up with Italian design school Polimoda to create a master's programPolimoda, a private design school in Florence, Italy, is teaming up with GUCCI to create a new masters programme, debuting in the autumn, which reflects the evolution of consumer shopping habits and an omni-channel strategy that combines physical retail with online operations.The nine-month academic programme will be divided into 4 learning blocks covering topics ranging from the state of the luxury fashion industry to retail management in an omnichannel environment and store concepts. At the end of the course, students will also have the opportunity to intern and work at Kering's luxury brands.5月11日，日本花王集团公布了2022年第一季度截至3月31日的三个月的业绩。财报显示，花王第一季度净销售额为182.45亿元，同比增长8.2%；营业利润为12.12亿元，同比下滑25.8%；净收入为9.89亿元，同比下滑28.4%。财报指出，虽然随着各国、各地区逐渐走向经济正常化，但花王的消费品业务仍然受到原材料涨价、美国物流中断、日本国内受新冠病毒变种影响市场复苏缓慢等因素的影响。08|Kao to rise prices with 18.2 billion yuan sales in Q1On 11 May, Japan's Kao Group announced its results for Q1 of 2022 for the three months ended 31 March. According to the financial results, Kao's net sales in QQ1 were 18.245 billion yuan, up 8.2% y-o-y; Operating profit was 1.212 billion yuan, down 25.8% y-o-y; Net income was 989 million yuan, down 28.4% y-o-y.According to the earnings report, Kao's consumer goods business is still affected by the rising price of raw materials, the disruption of logistics in the US, and the slow recovery of the Japanese market due to the epidemic.09|3600平方米的“万宝龙之家”在德国汉堡开幕瑞士历峰集团旗下德国奢侈品牌 Montblanc（万宝龙）近日在德国汉堡开幕“万宝龙之家”，邀请宾客一同沉浸书写艺术殿堂。“万宝龙之家”共三层，面积达3,600平方米，通过身临其境的沉浸式体验，传递万宝龙对书写文化的执着追求，激励人们执笔书写，勇于创造并留下属于自己的人生印记。09|The 3,600-square-meter "Montblanc House" opened in Hamburg, GermanyMontblanc, the German luxury brand owned by Swiss Richemont Group, recently opened the Montblanc House in Hamburg, Germany, inviting guests to immerse themselves in the art of writing.The three-story, 3,600-square-meter "Montblanc House" delivers montblanc's commitment to writing through immersive experiences that inspire people to put pen to paper, create and leave their life marks.10|New Balance在中国台北办展览卖联名咖啡5月6日，运动品牌New Balance联合台湾机能品牌oqLiq、插画家Abei Liu、数字艺术家Sydney Sie、园艺植栽品牌 hallo hütte 在中国台北的咖啡店 CAFE!N 举办“What a grey day”限时展览活动，该主题快闪空间将持续到6月26日。10|New Balance is selling co-branded coffee at an exhibition in Taipei, ChinaOn 6 May, sports brand New Balance joined forces with Taiwan performance brand oqLiq, illustrator Abei Liu, digital artist Sydney Sie and gardening brand Hallo Hutte at CAFE! N to hold the "What a Grey Day" limited time exhibition, which will continue until 26 June.Chanel总裁在接受对话时表示，Chanel去年财务数据将于近日发布，并透露品牌业绩在2021年实现惊人反弹，主要得益于品牌团队与当地客户所做的努力。此外Chanel未来每年将新开设约10家精品店，翻新大约20家门店，并在亚洲地区尤其是中国，进行大规模门店翻新。01|Chanel president stated their income in 2021 achieved a substantial reboundChanel president said in an interview that Chanel 2021 financial data will be released recently, and revealed that the brand performance in 2021 achieved a surprising rebound, mainly due to the efforts of the brand team and local customers. In addition, Chanel will open about 10 new boutiques each year, renovation of about 20 stores, and a large-scale store renovation in Asia, especially in China.迅销集团发布优衣库日本区4月业绩显示，优衣库日本的同店销售额同比增长15.8%，总销售额增长18.7%。该集团表示，4月业绩转好主要得益于上半月气温的急剧上升，市场对夏季系列的需求猛涨。报告期内，优衣库在日本新开设了14 家门店，并关闭了4 家门店。02|Uniqlo Japan's April same-store sales rose 15.8%Fast Retailing Group released Uniqlo Japan's April results, showing that Uniqlo Japan's same-store sales rose 15.8% y-o-y, while total sales rose 18.7%. The group said the improvement in April was driven by a sharp rise in temperatures in the first half of the month and a surge in demand for its summer collections.03|二手服饰平台ThredUp第一季度收入大涨31%在截至3月31日的三个月内，ThredUp收入同比大涨31%至7270万美元，净亏损收窄至2070万美元。按品类分，寄售收入为4740万美元，产品收入总计2530万美元。ThredUp首席执行官兼联合创始人James Reinhart表示，随着消费者可持续意识的提升，平台在转售市场中的地位将进一步提升，预计全年收入在3.15亿美元至3.25亿美元之间。03|Second-hand apparel platform ThredUp's revenue jumped 31% in Q1In the three months to 31 March, ThredUp's revenue jumped 31% y-o--y to $72.7 million, while its net loss narrowed to $20.7 million. By category, consignment revenue was $47.4 million and product revenue totaled $25.3 million. James Reinhart, CEO and co-founder of ThredUp, said the platform will grow further in the resale market as consumers become more aware of sustainability, with an estimated full-year revenue of $315 million to $325 million.英国零售协会5月10日发布最新数据显示，4月英国整体零售销售同比下跌0.3%，为2021年1月以来首次下跌，其中家具、电器和家居配件受到的打击最大，因为消费者抑制了对高价商品的支出，服装销售则有所上升。04|UK retail sales fell in April for the first time since January 2021Retail sales in the UK fell 0.3% in April from a year earlier, the first fall since January 2021, with furniture, electrical appliances and home accessories met hardest hit as consumers held back spending on expensive items, while clothing sales rose, the latest data from the British Retail Consortium showed on 10 May.露华浓集团宣布2022年第一季度(截至2022年3月31日)净销售额为4.796亿美元，与去年同比增长7.8%。报告期内营业收入为2370万美元，而去年同期的营业亏损为1270万美元。从细分板块看，露华浓旗下四个主要业务部门包括露华浓部门、伊丽莎白雅顿部门、品牌投资部门以及香水部门。05|Revlon's financial performance improved in Q1Revlon Group announced net sales of $479.6 million for Q1 of 2022 (ended 31 March, 2022), an increase of 7.8% compared to the same period last year. Operating income for the reporting period was $23.7 million, compared to an operating loss of $12.7 million for the same period last year.In terms of segments, Revlon's four main business divisions are Revlon, Elizabeth Arden, brand investments and perfumes.据英国房地产服务商Savills第一太平戴维斯的数据显示，2021年全球55%的奢侈品牌新门店开设在中国，目的是为了把握住因疫情而无法进行国际旅行的中国消费者。不过Savills亚洲区零售总管Nick Bradstreet坦承，随着中国疫情反复，奢侈品牌今年将调整扩张战略，上半年在中国的新增门店数量将大幅减少。06|55% of new stores for global luxury brands were in China in 2021According to Savills, a British real estate agency, 55% of the world's luxury brands new stores were in China in 2021, aiming to tap into Chinese consumers who are unable to travel internationally due to the epidemic. However, Nick Bradstreet, Head of retail for Savills Asia, admitted that luxury brands would be adjusting their expansion strategies in 2022, with fewer new stores in China in H1 of the year under the background of repeated epidemic.投融资
Investment and Financing
01|伊藤忠商事收购Under Armour日本总代理商
日本贸易巨头伊藤忠商事宣布收购美国运动品牌Under Armour日本总代理 DOME已发行的过半股权，交易完成后DOME会成为伊藤忠商事的持股子公司，未来由伊藤忠和Under Armour共同运营。01|Itochu acquires Under Armour's General agent in JapanJapanese trading giant Itochu has announced that it will acquire a majority issued stake in DOME, Under Armour's general agency in Japan. DOME will become a subsidiary of Itochu and will be operated jointly by Itochu and Under Armour.5月8日，欧莱雅集团宣布将于上海市奉贤区设立其在中国市场的首家投资公司——上海美次方投资有限公司，由集团旗下战略创新风险投资基金公司BOLD（Business Opportunities for L'Oréal Development）提供支持，美妆初创品牌、美妆突破性技术项目以及在美妆新技术服务方面具有潜力的企业将是该公司重点关注的投资方向。02|L 'Oreal Group established its first investment company in ChinaOn 8 May, L 'Oreal group announced that it will set up its first investment company in the Chinese market, Shanghai Meiji Investment Co., LTD., in Fengxian District, Shanghai. Supported by it strategic innovation venture capital fund BOLD, L 'Oreal will focus on the investment of beauty start-up brands, breakthrough technology projects and enterprises with potential in new beauty technology services.
