国际资讯|美国平价百货Century21破产、Prada今年中国销量已超去年全年、英国计划取消游客购物退税政策

【第43期|9月14-20日】

项目动态

01|美国平价百货Century 21破产，将关闭所有门店

美国平价百货公司Century 21于9月10日宣布申请破产保护，将关闭所有业务。创立于1961年的Century 21总部位于纽约，在纽约、新泽西、宾夕法尼亚和佛罗里达拥有13家门店，目前已开始在门店和网站进行促销清仓。该集团表示，破产的导火索是保险公司没有按合同承担其在疫情中遭受的损失，损失金额达1.75亿美元。

01|US fair price department Century 21 has filed forbankruptcy, closing all its stores

USdepartment store Century 21 announced on 10 September that it was filing forchapter 11 bankruptcy protection and would close all of its operations. Foundedin 1961, New York-based Century 21 has 13 stores in New York, New Jersey,Pennsylvania and Florida, and has begun a promotional clearout in stores and onits website.

The group said the trigger for the collapse was the insurer'sfailure to cover its contractual losses from the epidemic, which amounted to$175m.

02|梅西百货年度大游行将在线上直播

美国老牌百货-梅西百货9月14日表示，今年的第94届年度感恩节游行考虑到疫情的影响，将仅在线上直播。该场直播将于11月26日上午9点在美国全国广播公司(NBC)播出。

根据梅西公司的一份新闻稿显示，梅西百货已经与纽约市官员达成协议，游行参与者人数减少75%，彼此之间保持社交距离并佩戴口罩，禁止18岁以下的人参加游行。此次活动将不会遵循2.5英里的传统游行路线，而是仅在旗舰店先驱广场附近游行。往年的梅西年度游行往往意味着黑色星期五的开始，标志着美国的购物狂欢节的启程。

02|Macy's parade is on, but only on television

UStime-honored department Macy's stated on 14 September that this year's 94thannual Thanksgiving Day Parade would be broadcast live only because of theepidemic. The live broadcast will begin at 9 a.m.on 26 November on NBC.

Macy's hasreached an agreement with New York officials to reduce the number ofparticipants by 75%, maintain a social distance from each other and masks, andprohibit people under 18 from marching, according to a Macy's press release.Instead of following the traditional 2.5-mile parade route, the event will beheld only near the flagship store in Herald Square.

Macy'sannual parade usually marks the beginning of Black Friday, marking thebeginning of the shopping carnival in US.

03|Pentridge购物中心改造进行中，耗资10亿美元

Shayher集团于2013年购买了Pentridge地块，历经7年的规划和重建，随着再开发项目的改造接近完成，Pentridge购物中心将成为墨尔本北部新的零售中心和商业中心。该购物中心邻近墨尔本的Tullamarine机场，能够直达墨尔本CBD。

据悉，第一期重建项目完成后将于2020年第四季度开放，其中包括一个历史街区和一个艺术广场，2000平方米的Ritchies美食美酒餐饮、皇宫电影院、20-25家专卖店和500个地下停车场车位。未来计划再加入一个四星级的阿迪纳酒店、办公大楼和1000多个住宅单元。

03|Pentridge ShoppingCenter is under renovation with cost of $1 billion

The ShayherGroup purchased the Pentridge site in 2013. After seven years of planning andredevelopment, Pentridge Shopping Centre will become a new retail andcommercial centre in northern Melbourne as the redevelopment is nearingcompletion. The shopping centre is close to Melbourne's Tullamarine Airport andhas direct access to Melbourne's CBD.

The firstphase of the redevelopment, which will open in the fourth quarter of 2020, willinclude a historic district and an arts plaza, 2,000 square metres of Ritchiesfood and wine restaurants, the Palace Cinema, 20-25 exclusive shops and 500underground car parking Spaces. A four-star Adina hotel, office tower and morethan 1,000 residential units are planned in the future.

04|Stockland推进Townsville centre购物中心内部改建

近日，澳大利亚多元地产集团Stockland在其位于昆士兰北部的Townsville centre购物中心开始了内部改建工作。

据悉，此项工程耗资60万美元，项目完成后消费者在购物中心内可体验更为便捷的购物路线，这将极大的改善消费者的购物体验。

04|Stockland promotes theinternal reconstruction of Townsville Centre Shopping Center

Australiandiversified real estate group Stockland has started work on an interiorrefurbishment at its Townsville Centre shopping centre in northern Queenslandrecently.

The $600,000project will allow customers a more easy way shopping around the mall. Thiswill greatly improve the shopping experience of consumers.

05|Westfield Carindale购物中心迎来Kmart商超

近日，Scentre集团旗下的Westfield Carindale购物中心迎来了一家备受期待的新店-Kmart商超。目前，Westfield Carindale购物中心拥有广泛的零售组合，比如ALDI、Target、Coles、 Myer和Woolworths以及大约400家专卖店。

05|Westfield Carindalewelcomes Kmart

Scentregroup's Westfield Carindale shopping centre recently welcomed a highlyanticipated new store- Kmart supermarket.

At present,the Westfield Carindale shopping centre has an extensive retail portfolio, suchas ALDI, Target, Coles, Myer and Woolworths, as well as about 400 stores.

06|美国百货巨头Kohl's裁减15%白领员工

美国百货巨头Kohl‘s Corp于9月15日表示，将裁减约15%的白领员工，以控制开支应对大流行病的冲击，但未透露具体裁员数字。

该公司表示，此次裁员将使其每年节省约6500万美元支出，并且是其一项更广泛的逾1亿美元成本削减计划的一部分。据Kohl‘s上月发布的财报显示，二季度调整后每股亏损25美元，营收下降了23%。

06|US department store giant Kohl's is laying off 15% of itswhite-collar workforce

US department store giant Kohl's Corp said on15 September that it will lay off about 15 p% of its white-collar work force asit preparation for the impact of the pandemic, but didn't give specificnumbers.

The company said the cuts would save it about $65m a year and werepart of a broader cost-cutting programme of more than $100m. Kohl's reported anadjusted second-quarter loss of $25 a share and a 23% drop in revenue lastmonth.

品牌信息

01|宜家韩国的销售额增长了30%

宜家韩国公司表示，因为新冠肺炎疫情，人们对家居产品的兴趣直线上升，公司2020财年的销售额增长了30%以上。

宜家韩国零售经理Fredrik Johansson表示，这家家居零售商在2020财年(从2019年9月到2020年8月)的营业额为5.59亿美元，同比增长32.6%。在此期间，前往宜家的游客数量也有所增加。与去年同期相比，宜家门店的购物者数量增长了31%，达到1230万，而网店的访客数量增长了14%，达到4470万。

01|Ikea Korea’s sales grew by 30%

Ikea Koreasaid it saw sales growinng by over 30% in the fiscal year of 2020 followingincreased interest in home furnishing amid COVID-19.

Ikea KoreaCountry Retail Manager Fredrik Johansson revealed that the home furnishingretailer recorded a turnover of US$559 million in the fiscal year of 2020 (fromSeptember 2019 to August 2020), growing 32.6% on-year. During the period, thenumber of visitors to Ikea also increased. The number of shoppers at Ikeastores increased by 31% to 12.3 million, compared to the year earlier, whilethe number of online store visitors grew 14% to stand at 44.7 million.

02|Apple Watch销量超过整个瑞士手表行业销量

据Strategy Analytics基于行业报告和苹果财报的数据，Apple Watch去年出货量为3070万只，远超过瑞士手表业同期出货量2110万只。

Strategy Analytics高级分析师Steven Waltzer表示，斯沃琪和天梭等传统瑞士手表制造商正在输掉智能手表大战，苹果公司更深的零售渠道和更好的产品吸引了越来越多年轻消费者。

02|The Apple Watch sellingbeyond the entire Swiss Watch industry

The AppleWatch shipped 30.7 million units last year, far more than the Swiss Watchindustry shipped 21.1 million units in the same period, according to StrategyAnalytics, which is based on industry reports and Apple's financial results.Steven Waltzer, senior analyst at Strategy Analytics, said traditional Swisswatchmakers such as Swatch and Tissot are losing the smartwatch market as Applehas deeper retail channels and better products to attract the growing number ofyounger consumers.

03|优衣库新店将于利物浦开业

日本全球服装零售商优衣库(UNIQLO)将于11月的Westfield Liverpool开设第25家澳大利亚门店——继续该品牌在全国扩张的承诺。

优衣库澳大利亚首席运营官Kensuke Suwa表示，优衣库在市场上的成功将持续到2021年。毋庸置疑，2020年对零售商来说是非常具有挑战性的一年，我相信能够发展我们的团队，增加我们在悉尼的足迹，这一切都表明我们的产品对澳大利亚消费者对有很强的吸引力。

03|Uniqlo's new store toopen in Liverpool

Japaneseglobal clothing retailer UNIQLO will open its 25th Australian store inWestfield Liverpool in November -- continuing the brand's commitment to expandacross Australia.

COOS ofUniqlo Australia Kensuke Suwa said Uniqlo's success in the market would lastuntil 2021. There is no doubt that 2020 is a challenging year for retailers andhe is confident that team growing and footprint increasing in Sydney show thestrong appeal of the products to Australian consumer.

04|亚马逊正式推出奢侈品商店

据亚马逊的一份新闻稿显示，传言已久的奢侈时尚频道“奢侈品商店”(luxury Stores)将在亚马逊应用上推出，仅限美国Prime会员且进入程序需要提前的邀请。

首先入驻该平台的是奥斯卡·德拉伦塔(Oscarde la Renta)，主打2020年秋前和秋冬系列。未来几周或几季，将有更多品牌在奢侈品商店出现。

04|Amazon launches luxurystores

Amazonannounced the long-rumored launch of a luxury fashion channel, Luxury Stores,available via the Amazon app, only to US Prime members and only by invitation,according to a company press release.

The firststorefront is from Oscar de la Renta, featuring pre-fall and fall/winter 2020collections. More brands will launch within Luxury Stores in the coming weeksand seasons.

05|NTLE MONSTER与华为合作的第二代眼镜正式发售

据悉，继去年与华为推出智能眼镜，打破传统眼镜的定义后，GENTLE MONSTER近日又与华为合作推出第二代智能穿戴设备Eyewear系列眼镜，兼具智慧交互、立体音乐和持久续航于一体，并新增滑动触控功能。目前该系列产品已全面登陆线下门店发售，自9月10日开售后，部分热门款式迅速售罄。

05|LE MONSTER and Huawei'ssecond generation of glasses are officially released

It isreported that after Huawei launched smart glasses, breaking traditionalglasses, the definition of a GENTLE MONSTER and cooperation with Huaweirecently launched series of the second generation of intelligent equipment wearEyewear glasses, with wisdom interaction, stereo music and lasting life into anorganic whole, which also has been added new sliding touch function.

Atpresent, this series of products have been sold in offline stores. Since theopening of after-sales service on 10 September, some popular styles have soldout quickly.

06|Le Dessert 在中国香港中环（Landmark）首次亮相

法国糕点概念品牌Le Dessert首次亮相于香港中环（Landmark）的快闪店。该品牌在Landmark Atrium Food Court（3F）将开放至10月15日，为客户供应法国糕点概念公司钟爱的新鲜制作的招牌糕点巴甫洛娃（Pavlovas）和广口瓶甜点，以及全新的夏季巴甫洛娃（Pavlova）。Le Dessert还推出了可在线订购的限量版巴甫洛娃DIY套件。

06|Le Dessert debuts atLandmark of Hong Kong of China

Le Dessert,a new French pastry concept in Hong Kong, has made its debut at Landmark with apop-up store.

Open until15 October in the Landmark Atrium Food Court (3F), Le Dessert at Landmark willserve the French pastry concept’s beloved freshly-made Signature Pavlovas andJar Desserts, as well as feature the brand new Summer Pavlova. Le Dessert isalso introducing a limited edition Pavlova DIY Kit available for online order.

07|Burberry成为首个与Twitch合作直播时装秀的奢侈品牌

英国奢侈品牌Burberry与亚马逊旗下视频游戏流媒体平台Twitch达成合作，后者于9月17日为该品牌直播其2021年春夏时装秀。品牌表示，此次虽然是Twitch首次直播奢侈品牌时装秀，但该平台的创新性功能设计能使线上时装秀展示出多种视角和视觉体验。

07|Burberry became thefirst luxury brand to partner with twitch to broadcast a fashion show live

Burberry, aBritish luxury brand, has teamed up with Twitch, Amazon's video game platform,which broadcast its spring and summer 2021 fashion show live for the brand on 17September. The brand said that although this is the first live broadcast ofluxury brand fashion show by Twitch, the innovative functional design of theplatform can enable online fashion show to show a variety of perspectives andvisual experience.

08|Don Don Donki 将在中国台湾开第一家店

日本折扣零售商Don Don Donki 将首次进入中国台湾市场，在台北开设首家商店。该公司尚未透露开业的任何细节，但各种消息来源已证实，第一家店将设在台北西门町商业区，将出售新鲜和熟食。据传这是一家三层楼的商店，但具体地址仍未透露，这家零售商以低廉的价格提供各种各样的产品。

08|Don Don Donki to openfirst store in Taiwan of China

Japanesediscount retailer Don Don Donki is to make its first debut into the Taiwanmarket of China with the launch of a store in Taipei. The company has not yetrevealed any details of the opening, however various sources have confirmedthat the first store will be located in Ximending, Taipei.

Don Don Donki’sfirst store in Taiwan will be located in the Ximending business district andwill sell fresh and cooked food. It is rumored to be a three-story store, butthe exact address is still not disclosed. Don Don Donki is a favoriatedestination for Taiwanese tourists in Japan. The retailer offers a wide rangeof products with low prices.

09|LOOK全球首家城市旗舰店在上海开业

据时尚商业快讯，全球设计师品牌集合平台LOOK在上海武康路正式推出首家城市旗舰店，并升级线下集合空间品牌为LOOKNOW。

该旗舰店共有两层，占地面积约400平方米，同时启幕的是LOOKNOW与近两年全球走红的鞋履包袋品牌BY FAR合作的“动心/pumping popup city”，开业首周末即造成限流排队景象。随着业务逐渐步入正轨，LOOK第二家城市旗舰店将在年底前在成都开业。

09|LOOK, the world's firstcity flagship store opened in Shanghai

According tofashion network news, LOOK, the global designer brand collection platform,officially launched its first city flagship store in Wukang Road, Shanghai, andupgraded its offline collection space brand to LOOKNOW. The flagship store hastwo floors, covering an area of about 400 square meters.

At the same time, the"moving / pumping popup city" jointly launched by LOOKNOW and BY FAR,a global popular brand of shoes and bags in recent two years, has created ascene of queuing with limited traffic in the first weekend of opening. As thebusiness is gradually on track, LOOK's second city flagship store will open inChengdu by the end of the year.

10|Maison Margiela将与Reebok推出合作系列

Maison Margiela日前宣布已和阿迪达斯旗下运动品牌锐步Reebok达成一项合作伙伴关系，双方将跨越多个季节，共同突破鞋履的界限，致力于打造专业的先进工艺型产品，首个作品Tabi Instapump Fury将于9月22日首次亮相，并于当天在纽约的Maison Margiela Crosby街概念店独家发售，随后还会登陆Reebok和Maison Margiela官网。

10|Maison Margiela tolaunch collaboration series with Reebok

MaisonMargiela has announced that it has entered into a partnership with Reebok, asports brand owned by adidas. The two sides will jointly break through theboundaries of shoes across multiple seasons and strive to create products withprofessional and advanced technology.

The first work, Tabi Instapump Fury, willdebut on 22 September and will be held in Maison Margiela in New York on thesame day The Crosby Street concept store is available exclusively and will beavailable on the official websites of Reebok and Maison Margiela.

11|Dior携手意大利儿童品牌Inglesina推出首款婴儿车

LVMH旗下奢侈品牌Dior日前联手意大利儿童用品品牌Inglesina合作推出第一款婴儿车，遮阳蓬为Dior经典的Oblique印花。有分析人士指出，Dior此举旨在进一步延展品牌的受众，区别于童装，婴儿车更加具备传承价值，能够让品牌精神更好地向目标人群渗透。

11|Dior joins hands withItalian children's brand Inglesina to launch the first baby stroller

Dior, aluxury brand of LVMH, has teamed up with Inglesina, an Italian children's goodsbrand, to launch the first baby carriage. The awning is Dior's classic obliqueprint. Some analysts pointed out that Dior's move aims to further extend thebrand's audience. Different from children's wear, the baby carriage has moreinheritance value and can let the brand spirit better penetrate into the targetgroups.

12|Peet’s Coffee北京首店落户国贸商城

9月10日，Peet’s Coffee(皮爷咖啡)北京首店落户国贸商城，这也是Peet’s Coffee第一次北上，此前该品牌拓展以江浙沪为主。

资料显示，Peet’s Coffee于1966在美国加州伯克利创立，被称为星巴克的“祖师爷”，创始人Alfred Peet曾向星巴克三位创始人传授了烘焙、店面布置等经验，早期还供应咖啡豆。入华以来，Peet’s Coffee从中国首店开始就入乡随俗，针对本土消费者的习惯，在产品和运营都作出本地化调整。

截至目前，Peet’s Coffee已有21家门店，其中上海门店16家、杭州3家、南京1家、北京1家。

12|The first shop ofPeet's Coffee in Beijing has settled in the China World Shopping Mall

On 10 September,the first store of Peet's Coffee in Beijing opened in the China World ShoppingMall. This is also the first time Peet's Coffee has entered the north market.Before that, the brand was mainly developed in Jiangsu, Zhejiang and Shanghai.

According tothe data, Peet's Coffee was founded in Berkeley, California, USA in 1966. It isknown as the "grandfather" of Starbucks. Alfred Peet, the founder ofStarbucks, once taught the three founders of Starbucks the experience of bakingand store layout, and also supplied coffee beans in the early stage. Since itsentry into China, Peet's Coffee has been following the local custom since itsfirst store in China. It has made localized adjustments in its products andoperations according to the habits of local consumers.

So far,Peet's Coffee has 21 stores, including 16 in Shanghai, 3 in Hangzhou, 1 inNanjing and 1 in Beijing.

13|MINISO Vietnam庆祝第四个周年纪念日

9月10日，MINISO Vietnam庆祝成立四周年。MINISO不仅为一直支持的粉丝们准备了一系列高折扣促销活动，还为29名资深员工准备了一份特别的纪念品。

作为一家以日本元素为灵感的生活方式产品零售商，MINISO于2016年在越南河内开设了第一家门店，随后又进军胡志明、海防、岘港、灿桃等城市，目前MINISO门店已超过40家。该品牌门店已布局有像永旺、乐天和文康这样的大型购物中心。

13|MINISO Vietnamcelebrates its fourth anniversary

MINISOVietnam celebrated its fourth anniversary on 10 September. MINISO not onlyprepared a series of high discount promotional campaigns for fans who havealways supported MINISO, but also prepared a special memorial for 29 senioremployees.

As aJapanese-inspired lifestyle product retailer, MINISO opened its first store inHanoi, Vietnam in 2016, and then moved into other municipalities including HoChi Minh, Haiphong, Da Nang, Can Tho, etc. And now, the number of MINISO storeshas exceeded 40. It is easy to find MINISO stores in malls such as AEON, LOTTE,and VINCOM.

14|藤原浩主理的潮流店铺THE CONVENI将闭店

由藤原浩主理的潮流店铺THE CONVENI即将于9月底正式闭店。自开业以来，THE CONVENI打造过多款经典单品，也是消费者去东京必须打卡的店铺之一。

值得关注的是，虽然日本的THE CONVENI即将闭店，但接下来THE CONVEN即将登陆北京、上海和成都开设快闪店，未来的发展重心将瞄准中国市场。

14|The Conveni, the trendystore run by Hiroshi Fujiwara, will close

The Conveni,a trendy store run by Hiroshi Fujiwara, will close down at the end ofSeptember. Since its opening, the Conveni has created a number of classicitems, and it is also one of the shops that consumers must punch in when theygo to Tokyo.

It is worth noting that although the Conveni in Japan is about toclose down, the Conveni will soon land in Beijing, Shanghai and Chengdu to openpop up store, and its future development focus will be on the Chinese market.

15|Jordan和Converse推出限量联名球鞋

Nike集团旗下的Converse与Jordan近日推出“Why Not?”联名系列，共有两款限量球鞋，以Jordan XVI和Converse Chuck 70鞋型为蓝本而创作，皆为美国篮球运动员Russell Westbrook钟爱的鞋款。

设计从Russell Westbrook最爱的朋克风格皮夹克上汲取灵感，运用了皮革、缎面等多种材质，象征他坚韧不拔的球场表现。此次联名产品将于10月2日在大中华区发售。

15|Jordan and converselaunch Limited Co branded shoes

Nike Group'sConverse and Jordan recently launched the "why not?" co brandedseries. There are two limited shoes, based on Jordan XVI and Converse Chuck 70,which are the favorite shoes of American basketball player Russell Westbrook.Inspired by Russell Westbrook's favorite punk style leather jacket, the designuses leather, satin and other materials to symbolize his tenacious performanceon the court. The co branded products will be on sale in Greater China on 2 October.

16|7-Eleven和可口可乐新加坡公司合作开设分店

新加坡7-11便利店与可口可乐新加坡公司合作，在新加坡推出首个7-Eleven X可口可乐分店。位于便利店内的可口可乐PIT店不仅展示了饮料品牌，还提供了一种便捷有趣的购物体验。7-Eleven还将在新加坡这家独特的交叉店内推出新鲜热辣鸡肉。

16|7-Eleven and Coca-Colapartner for crossover store in Singapore

Theconvenience store 7-Eleven Singapore has teamed up with Coca-Cola Singapore tolaunch the first 7-Eleven X Coca-Cola crossover store in Singapore.

TheCoca-Cola Pit Stop housed in a convenience store not only showcases thebeverage brand, but also gives a fun and convenient experience. 7-Eleven willalso be launching its fresh and hot chicken selections in Singapore at thisunique crossover store.

17|优衣库在日本推出RE.UNIQLO

全球服装零售商优衣库将推出RE.UNIQLO，这是一个收集顾客购买的不再需要的优衣库的服装，并给这些服装新的生活和新的价值的活动。这一努力使环境和社区受益，使宝贵的资源远离垃圾填埋场。

回收羽绒服将于11月2日在日本推出，作为该倡议的首个产品。这些物品将包括从去年9月以来在全国各地收集的62万件夹克衫上取下的再生羽绒。此外，优衣库将从9月下旬开始在包括日本在内的21个市场的门店发起新的羽绒产品收集活动。

17|Uniqlo to launchRE.UNIQLO in Japan

Globalapparel retailer UNIQLO will launch RE.UNIQLO, an initiative that collectsUNIQLO clothing that is no longer needed by customers and gives them new lifeand new value. This effort is a new step toward benefiting the environment andcommunities by keeping valuable resources out of landfills.

On 2November, Recycled Down Jackets will be launched in Japan as the first offeringfrom the initiative. These items will incorporate rejuvenated down taken from620,000 jackets gathered around the country since September last year. Inaddition, UNIQLO will initiate a new down product collection campaign in storesacross 21 markets, including Japan, from late September.

行业资讯

01|印度首富或向亚马逊出售零售业务40%股份

据悉，印度首富穆克什安巴尼的信实工业集团正提出向亚马逊出售其零售业务至多40%的股份，价值约200亿美元。受此消息推动，信实孟买股价9月10日午盘大涨4%，此前该公司刚刚成为印度首家市值突破2000亿美元的上市公司。信实集团日前还宣布美国私募巨头银湖资本将向其零售业务注资10.2亿美元。

01|India's richest man maysell 40% stake in retail business to Amazon

India'srichest man Mukesh Ambani is offering to sell up to 40% of its retail stake toAmazon for about $20bn, according to news.

The news sent Mumbai Reliance'sshares up 4% in midday trading on 10 September, after it became the firstIndian company to break $200bn in market capitalisation. Reliance alsoannounced that American private-equity giant Silver Lake Capital will inject$1.02 billion into its retail business.

02|今年全球消费者出国旅行需求将减少57%

据英国一项研究显示，各国旅游业受疫情重创，今年全球消费者出国旅行的需求预计减少57%，最早要到2024年才有望恢复至疫情前的水平，但英国境内旅行需求的恢复速度略快，有望2022年恢复至疫情前的水平。在全球各地区中，北美地区作为旅游目的地所受打击最大，预计游客人次今年缩水70%。

02|Global consumer demandfor overseas travel will fall by 57% this year

Tourism hasbeen hit hard by the epidemic, with global consumer demand for overseas travel expected to fall by 57% thisyear, according to a British study.

It is not expected to return topre-epidemic levels until 2024 at the earliest, but domestic travel demand inBritish is recovering slightly faster and is expected to return to pre-epidemiclevels by 2022. North America has been hit hardest as a tourist destination,with visitor arrivals expected to fall by 70% this year.

03|英国计划取消游客购物退税政策，56 亿英镑或将付诸东流

近日，英国财政部宣布计划称，计划在今年12月31日英国脱欧过渡期结束后，取消针对非欧盟旅客的免增值税（退税）政策。

陷入困境的英国零售商对此感到震惊和愤怒，此举不仅会削弱时尚、美容和配饰行业的销售，并将影响到Harrods、Selfridges、HarveyNichols和Liberty等高端百货的销售额，英国也将成为欧洲唯一一个不向国际游客提供免税购物的国家。

英国在脱欧后本来可以通过退税优惠获得21亿英镑的国际游客消费红利，但如果政府执意取消免税政策，零售行业将至少损失35亿英镑，这将对英国经济造成了56亿英镑的损失。

03|Plans to cancel taxrebates for tourists could see £5.6bn wiped out

BritishTreasury has announced plans to cancel the VAT exemption for Non-EU travellersafter the end of the brexit transition period on 31 December.

The move,which would hit the fashion, beauty and accessories sectors and hit the salesof high-end department stores such as Harrods, Selfridges, Harvey Nichols andLiberty, would also make the British the only country in Europe that does notoffer duty-free shopping to international tourists.

Britishwould have benefited from a £2.1bn bonus on international tourist spendingafter brexit, but the retail sector would have lost at least £3.5bn, costingthe economy £5.6bn, if the government had gone ahead with canceling the tax.

04|申洲国际市值逼近2000亿

据悉，优衣库代工厂申洲国际9月15日股价大涨3.46%，市值逼近2000亿，录得1976亿港元。主要受优衣库日本女性内衣裤销售表现强劲、市场占有率增加推动。

04|The internationalmarket value of Shenzhou approaches 200 billion

It isreported that uniqlo OEM factory Shenzhou International’s share rose 3.46% on 15 September, givingthe company a market capitalisation of almost HK$200bn and HK$1976.6bn, mainlydriven by strong sales of women's underwear at Uniqlo in Japan and a growingmarket share.

05|美国经济复苏惨遭挫折，星巴克称消费恢复还要等6个月

星巴克9月15日表示，由于消费者继续在家办公，星巴克位于中央商务区的门店仍在关闭，其美国市场销售额的恢复还需要再等6个月。

按照星巴克首席财务官的说法，在星巴克的8900家美国自有门店中，约有3%处于关闭状态，且大部分位于市中心。作为美国最大的咖啡零售商，星巴克的销售额在一定程度也能反映出美国经济复苏的实貌。

05|US economic recoveryhas suffered a setback and Starbucks says it will take another six months forconsumption to recover

Starbuckssaid on 15 September that it will take another six months for US. sales torecover as customers continue to work from home and its stores in the centralbusiness district remain closed.

According toStarbucks' CFO, about 3% of its 8,900 US-owned stores are closed, mostly in thecity centre. As the nation's largest coffee retailer, Starbucks' sales alsopartly reflect the economic recovery in US.

06|H&M发布财报

瑞典服装零售商H&M集团公布了2020年第三季度（2020年6月1日至2020年8月31日）的财务业绩。

在2020年第三季度，H&M集团以当地货币计算的净销售额与去年同期相比下降了16%。换算成瑞典克朗的净销售额下降了19%，约为58亿美元。本季度初，该集团5000多家门店中约900家暂时关闭。在本季度末，有200多家商店暂时关闭。

06|H&M announcesfinancial results

Swedishclothing retailer H&M Group announced financial results for third quarter2020, from 1 June 2020 to 31 August, 2020.

In the third quarter 2020, theH&M group’s net sales decreased by 16 percent in local currencies comparedwith the corresponding period last year. Converted to SEK net sales decreasedby 19 percent to US$5.8 billion. At the beginning of the quarter approximately900 of the group’s more than 5,000 stores were temporarily closed. At the endof the quarter just above 200 stores were temporarily closed.

07|Prada今年中国销量已超去年全年

意大利奢侈品集团Prada首席执行官Patrizio Bertelli 9月11日对路透社表示，自旗下品牌在中国的门店恢复以来，销售表现强劲，自今年初开始就保持着双位数的增长，今年七夕销量更是创下历史新高，截至目前的产品销量已远超去年全年。不过受全球旅游业停滞影响，该集团预计2020财年整体销量将下降35％。

07|Prada's sales in Chinathis year have exceeded that of last year

Patrizio Bertelli, chief executive of Prada, anItalian luxury goods group, told Reuters on 11 September that sales of itsbrands have been strong since the recovery of its stores in China.

Since thebeginning of this year, double-digit growth has been maintained. This year'sTanabata sales volume has reached an all-time high. Up to now, the productsales volume has far exceeded that of last year. However, affected by theglobal tourism stagnation, the Group expects overall sales to fall 35% infiscal year 2020.

08|法国财政部长支持LVMH放弃收购Tiffany

法国财政部长Bruno Le Maire 9月14日在接受法国2电视台对话时表示，支持外交部长Jean-Yves Le Drian干预奢侈品巨头LVMH收购Tiffany的举措，“这是正确的决定，是为了努力保护法国利益”。

LVMH上周透露董事会收到法国外交部的一封信，要求其将对Tiffany的收购推迟至2021年1月6日以后，因为美国计划对法国产品征收额外关税。

08|French finance ministersupports LVMH to abandon Tiffany

Bruno leMaire, France's finance minister, said in an interview with French TV station 2on 14 September that he supported Foreign Minister Jean Yves Le Drian'sintervention in LVMH's acquisition of Tiffany, "this is the rightdecision, it is to strive to protect French interests.".

LVMH revealedlast week that the board had received a letter from the French Foreign Ministryasking it to postpone its acquisition of Tiffany beyond 6 January, 2021,because the United States plans to impose additional tariffs on Frenchproducts.

09|丹麦绫致集团避免了史上首次年度亏损

近日，丹麦时尚品牌Vero Moda和Jack&Jones的母公司、丹麦时尚集团 Bestseller（绫致时装公司）表示，虽然面对疫情危机，但在2019/20财年中公司获得了“意想不到的利润”，这意味着公司将避免有史以来的首次年度亏损。另外，Bestseller已经偿还了今年早些时候从丹麦政府处得到的8100万丹麦克朗的资金支持。

Bestseller创始人兼首席执行官Anders HolchPovlsen表示，“我们已经将欠款结清，这意味着我们成功避免了公司历史上的首次亏损，这符合我们之前所预期的结果。虽然我们的财务状况不好，但是仍会盈利。”

09|Denmark Bestselleravoided the first annual loss in history

Recently, Bestseller,the parent company of Danish fashion brands Vero Moda and Jack&Jones, saidthat despite the epidemic crisis, the company made "unexpectedprofits" in the 2019/20 fiscal year, which means it will avoid its firstannual loss in history. In addition, Bestseller has already repaid DKR 81million, which it received from the Danish government earlier this year.

Anders HolchPovlsen, founder and chief executive officer of bestseller, said, "we havesettled the debt, which means that we have successfully avoided the first lossin the company's history, which is in line with our previous expectations.Although our financial situation is not good, we will still be profitable."

10|Coach母公司股价大涨逾7%

据时尚商业快讯监测，德意志银行日前上调美国轻奢巨头Coach母公司Tapestry集团的评级，认为该巨头的价值已被低估。该行分析师Paul Trussell预计，Tapestry集团在北美和中国市场的带动下，销售复苏将快于预期。截至9月16日收盘，Tapestry集团股价大涨7.48%至18.1美元，目前市值约为50亿美元。

10|Coach's parent sharessurged more than 7%

According tothe fashion network Express monitoring, Deutsche Bank recently upgraded the ratingof coach parent company Tapestry Group in the United States, saying that thevalue of the giant has been underestimated.

Paul Trussell, an analyst at thebank, expects Tapestry's sales to recover faster than expected, driven by theNorth American and Chinese markets. Tapestry's shares rose 7.48% to $18.1 atthe end of 16 September, with a market value of about $5 billion.

11|Inditex公布财报

Zara的所有者Inditex集团宣布，其销售额在2020年上半年（2月1日至7月31日）继续恢复，达到94亿美元：下半年下降了37%，这得益于第二季度（从5月1日至7月31日）的改善，销售额从第一季度的-44%下降至-31%。

该集团多达87%的门店在5月份关闭，此后生意逐渐恢复正常。Inditex目前已成功地在全球开设了98%的门店，尽管在特定市场容量有限，营业时间也受到限制。此外，网上销售大幅增长。在线销售的强劲增长推动了总销售额的增长，本财年前6个月同比增长74%。

11|Inditex announcesfinancial results

InditexGroup, owner of Zara, announced that its sales continued to recover during thefirst half of 2020 (between 1 February and 31 July) to reach US$9.4 billion:the decline for the half was -37%, helped by an improved second quarter (from 1May to 31 July) when the fall in sales slowed to -31%, from a decline of -44%in the first quarter.

As many as87% of the group’s stores were closed during the month of May, with businessgradually returning to normal since. Inditex has currently managed to open 98%of its stores around the world, albeit with limits on capacity and restrictedopening hours in specific markets. Online sales grew sharply. Total sales wereboosted by very strong online growth, which reached 74% year on year in thefirst six months of the fiscal year.

投融资

01|英国零售巨头The Hut GroupIPO发行价为5英镑，将于下周上市

The Hut Group集团于9月11号表示，在备受期待的首次公开募股(IPO)中，其股票将定价为每股5英镑，市值达到54亿英镑，即将出售的3.74亿股股票约占该公司总股份的35%。

此次IPO这是自2013年以来上市的规模最大的英国公司。此次发行的股票总计约18.7亿英镑，包括新股和现有股票。此次发行将筹集9.2亿英镑。

01|The Hut Group IPOshares priced at £5, will list next week

The HutGroup’s muchanticipated IPO will see its shares priced at £5 each giving it a marketcapitalisation of £5.4 billion, the company has said on 11 September. It addedthat the 374 million shares being sold make up around 35% of the company’s total share count.The IPO isthe largest listing of a UK company since 2013.

The sharesbeing sold add up to around £1.87 billion and include both new and existingshares with the new issue set to raise £920 million.

02|LV母公司旗下私募基金强势入股优衣库劲敌

据悉，被视为优衣库最大对手的环保时尚品牌Everlane近日迎来了重磅新投资者，LVMH旗下私募基金L Catterton牵头领导完成对Everlane约8500万美元新融资，不过具体交易条款尚未披露。

02|The private equityfoundation of LV's parent company invested in uniqlo's arch-rival strongly

Everlane, the environmentally friendly fashionbrand seen as uniqlo's biggest rival, has attracted a new investor, with LVMH'sPrivate equity fund L Catterton leading a new financing round of about $85million, though terms of the deal have not been disclosed.

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