【第37期|8月3-9日】
项目动态
01|意大利众多购物村实现强劲复苏
意大利折扣零售商McArthurglen集团南欧及加拿大区域总经理Joan Jove近日透露，Serravalle、Noventa di Piave、Castel Romano、Barberino 和 La Reggia等折扣购物村已经向消费者重新开放，前四个星期内就已取得超出预期的业绩，所有购物中心均实现有机、持续的增长，表现最佳的是位于坎帕尼亚大区的La Reggia购物村，访客主要是本地消费者。
01|Italy's shopping villages has made a strong recovery
Southern Europe and Canada area general manager Joan Jove of Italy discountretailer McArthurglen group recently revealed that Serravalle, Noventa diPiave, tauber Romano, Barberino and La Reggia discount shopping village hasreopened to consumers.
In the first four weeks they’ve reachedexpected results with organic, sustainable growth. Among them the bestperformance is campania's La Reggia shopping village with visitors are mainlylocal consumers.
02|John Lewis为应对疫情的动荡，打算多元化发展
英国领先的连锁百货公司John Lewis Partnership表示，为应对疫情造成的动荡市场，公司决定将业务多元化，计划向金融服务、园艺、住房和租赁领域扩张。
随后公司考虑重新利用其店铺地产，可能会与第三方合作生产经济适用房，也在考虑出租产品或构建二手产品销售平台。
这些计划的规模表明，众多企业必须迅速适应市场变化形势。对John Lewis来说，在线零售商的比例预计将从疫情爆发前的40%上升到60%。
02|John Lewis is looking at many ways to deal with the turmoil of the epidemic
UK's leading chain department store John Lewis Partnership said it haddecided to diversify into financial services, gardening, housing and leasing inresponse to the market turmoil caused by the epidemic.
The company then considers reusing its store property, possibly workingwith third parties to produce affordable housing or leasing products or settingup a market to sell second-hand products.
The scale of these programmes suggests that many companies will have toadapt quickly to the changing market. For John Lewis, the proportion of onlineretailers is expected to rise from 40% before the epidemic outbreak to 60%.
03|Hammerson正考虑出售VIA Outlets奥特莱斯的股份
英国购物巨头Hammerson于8月3日证实，其正在考虑出售其在VIA Outlets的50%权益给合资伙伴APG，同时也在考虑通过配股的方式进行股权融资，或将通过配股筹集6亿英镑。
随着旗下购物中心旗舰店在欧洲各地的重新开业，客流量和销售额得到改善，英国第三季度的租金(不包括月付款和延期付款)已上涨到30%以上。虽然30%并不是个大数字，但相比6月底时的16%要好很多。
03|Hammerson mulls sale of VIA Outlets stake
British shopping giant Hammerson confirmed on 3 August that it isconsidering the sale of its 50% interest in VIA Outlets to joint venturepartner APG, and is also considering equity financing through a rights issue， which mayraise 600 million pounds.
Rents excluding monthly and deferred payments rose to more than 30% in thethird quarter, as shopping centre flagship stores reopened across Europe,consumer traffic and sales improved. While 30% isn't a big number, it's a lotbetter than the 16% they had at the end of June.
04|俄罗斯首个奢侈品奥莱店购物中心于莫斯科开业
此家奢侈品奥莱店购物中心位于久负盛名的里加新区，距莫斯科环路仅5公里，距市中心25公里，占地面积25,000平方米。
入驻的奢侈品牌包括包括普拉达、布鲁奈洛·库奇内利、密探、蔻驰、Max Mara、Brioni、杜嘉班纳、ETRO及Jimmy Choo，其中最引人注目的就是全品类店路易威登。
04|Russia's first luxury outlet mall opens in Moscow
Located in the prestigious area of the New Riga district, the 25.000 sqmland is just 5 kilometers from the Moscow Ring Road and 25 kilometers from thecity center.
The Outlet Moscow features prestigious luxury brands including Prada,Brunello Cucinelli, Agent Provocateur, Coach, Max Mara, Brioni,Dolce&Gabbana, ETRO or Jimmy Choo.
05|Lord & Taylor宣布破产
继Neiman Marcus后，美国奢侈品百货Lord & Taylor也宣布正式破产，该百货将清算其38家门店的库存。根据提交的资料显示，Lord & Taylor负债约为5亿美元，资产约为1亿美元，于2019年被Hudson's Bay百货集团以7462万美元的价格出售给时装租赁服务公司Le Tote。
05|Lord & Taylor declares bankruptcy
US luxury department store Lord & Taylor follows in the footsteps ofNeiman Marcus and will liquidate its inventory in 38 stores. According to thepapers of bankruptcy, Lord & Taylor, with debts of about $500 million andassets of about $100 million. It was sold by Hudson's Bay Department StoreGroup in 2019 to Le Tote for $74.62 million.
06|澳大利亚房地产开发巨头Stockland 旗下Elara Village NeighbourhoodCentre购物中心破土动工
7月31日，耗资6000万美元的ElaraVillage Neighbourhood Centre购物中心开始破土动工，该项目占地8,622平方米，预计将于2021年底建成。该项目规划含有Coles超市、托儿中心、医疗中心、社区中心、健身房和各种特色零售和餐饮空间。建成后将创造300多个就业机会 。
06|Australian real estate developer Stockland 's Elara Village NeighbourhoodCentre starts construction
Construction begins on 31 July for the $60 million Elara VillageNeighbourhood Centre shopping Centre, an 8,622 sq m site which is expected tobe completed by the end of 2021.
The project is planned to include a Colessupermarket, a childcare center, a medical center, a community center, a gymand a variety of specialty retail and dining spaces. More than 300 jobs will becreated once the project completed.
07|净亏损近50亿美元 迪士尼进军线上电影
营收下滑逾四成、净亏损近50亿美元，迪士尼最新一季度的成绩单是意料之中的惨淡，尤其是影视娱乐和主题公园两大板块业务，几乎是暴跌。
相较之下，直接面向消费者的流媒体业务成了唯一的增长点，也让迪士尼对这一板块青睐有加，连其重点影片《花木兰》也将绕过院线，直接登陆流媒体Disney+。
07|Disney moves into online movies as net loss nearly $5 billion
With revenue down more than 40% and net loss of nearly $5 billion, Disney'sresults for the latest quarter had been expected, among which the entertainmentmovie and theme park businesses plunge the most.
While direct-to-consumer media has become the only growth area that Disneyhas embraced, even as its flagship film Mulan will pass theaters and pop onlinedirectly on Disney+.
品牌信息
01|优衣库将关闭韩国九家门店
公司发言人称，自去年7月以来，越来越多的韩国消费者*制抵**日本产品，以抗议日本对出口至韩国的一些关键工业原料的出口限制，优衣库在韩国的销售额大幅下滑。公司计划在下个月将关闭其在韩国的九家门店。
01|Uniqlo to close nine stores in Korea
Uniqlo's sales in South Korea have fallen sharply since Last July when moreSouth Korean consumers boycotted Japanese products to protest Japan's exportrestrictions on some key industrial raw materials exported to South Korea,according to the company’s spokesman. The company plans to close nine storesin South Korea next month.
02|Adidas Originals 全球首家旗舰店在东京新宿开张
7月31日，德国运动巨头 Adidas（阿迪达斯）旗下品牌Adidas Originals 的全球首家旗舰店在东京新宿开张。这家门店的原址租户为快时尚品牌 Zara，今年1月闭店后便被Adidas 租下，门店高三层，总零售面积为510平方米。
02|Adidas Originals opens its first flagship in Shinjuku, Tokyo
On July 31, the world's first flagship of Adidas Originals, a brand ofGerman sports giant Adidas, opened in Shinjuku, Tokyo. The former tenant of thestore, Zara, a fast fashion brand, was rented by Adidas after it closed inJanuary this year. The store is three storey high with a total retail area of510 square meters.
03|Breitling在迪拜米尔迪夫市中心开设新店
米尔迪夫市中心的Breitling精品店位于迪拜最具吸引力的住宅区之一。展示和出售的是这家瑞士奢侈手表制造商的全部手表系列。
03|Breitling opens new store in Dubai at MIRDIF City Centre
The Breitling Boutique in the luxurious Mirdif City Centre is located inone of Dubai’s most appealing residential areas. On display and on offer is theentire watches collections of the Swiss luxury watch-maker.
04|杰尼亚入驻京东
8月3日，意大利奢侈男装品牌杰尼亚（Zegna）在京东开设了第一家party store，为中国的精英男性消费者带来了F/W2020新品和经典系列。
在京东的杰尼亚专卖店，中国顾客可以选购京东买家挑选的品牌标志性系列，如Ermenegildo Zegna Modern Tailoring西装和PELLETESSUTA™Special 30背包。杰尼亚流行的鞋子和皮带也可以通过商店买到。
04|Zegna launches on JD
On 3rd August, Italian luxury menswear brand Zegna opened a first-partystore on JD, bringing its F/W 2020 new products and classic collections toChina’s elite male consumers.
In the Zegna store on JD, customers are able toshop for the brands’ iconic collections selected by JD buyers, such as theErmenegildo Zegna Modern Tailoring suit and PELLETESSUTA™ Special 30 bag.Zegna’s popular shoes and belts are also available through the store.
05|爱马仕旗下品牌上下推出中国风球鞋及潮流单品
据时尚商业快讯，为更好地吸引年轻一代消费者，爱马仕集团旗下奢侈品牌上下将隽永元素以街头的方式表达，联手打造出全新的上下“潮”系列。
首个系列主题为“大日月”，除名为“顺”的中国风球鞋外，还涵盖T恤、手链等潮流单品，产品已在8月4日于微信小程序以及相关线上渠道开启预售，实体店将在8月18日正式发售，其中“顺”球鞋将以限量版及普通版的形式分别发售66双和500双。
05|Hermes brands Shang Xia launches Chinese style shoes and fashion items
According to the fashion network news, in order to better attract theyounger generation of consumers, Hermes Group's luxury brands Shang Xia expressmeaningful elements in the street way, and jointly create a brand new Shang Xia"fashion" series.
The theme of the first series is "DA RI YUE". In addition to theChinese style sneakers named "Shun", it also covers T-shirts,bracelets and other fashion items. The products have been pre-sale in WeChatapp and relevant online channels on August 4. The physical stores willofficially sell them on August 18. Among them, 66 pairs and 500 pairs of"Shun" shoes will be sold in limited edition and ordinary versionrespectively.
06|Louis Vuitton入驻抖音
据时尚商业快讯，Louis Vuitton成为最新一个入驻短视频平台抖音的奢侈品牌，并于8月6日18:30现场直播LouisVuitton在上海举办的2021春夏男装秀，吸引上万名粉丝关注。
根据抖音在今年1月发布的《2019抖音数据报告》，截至2020年1月5日，抖音日活跃用户数已经超过4亿。
06|Louis Vuitton settles in Tiktok
According to the fashion network news, Louis Vuitton has become the latestluxury brand to enter the short video platform Tiktok. It broadcast the 2021spring and summer men's show in Shanghai on August 6th at 18:30 on the morning,attracting more than ten thousand fans to watch it.
The Tiktok report releasedin January showed that this year the number of active users has exceeded 400million to January 5, 2020.
07|Allbirds与街头潮牌Chinatown Market达成合作
据悉，倡导减轻碳足迹的可持续创新时尚品牌Allbirds于日前与街头潮牌Chinatown Market达成合作伙伴关系，将从多个维度向消费者传达可持续时尚理念。
二者还特别邀请纽约设计师Nicole McLaughlin开展三方公益合作利用Allbirds生产制造过程中的剩余材料为Chinatown Market设计了六件作品，将原本面临被丢弃的物品打造成可持续艺术品。
07|Allbirds and Chinatown Market
As reported, Allbirds, a sustainable and innovative fashion brand thatadvocates reducing carbon footprint, has recently reached a partnership withChinatown Market, a street fashion brand, to convey sustainable fashionconcepts to consumers from multiple lights.
In particular, they invited NicoleMcLaughlin, a New York designer, to carry out a three-party public welfarecooperation. They designed six pieces of works for Chinatown Market using thesurplus materials from Allbirds' manufacturing process, and turned the objectsthat were faced with being discarded into sustainable artworks.
08|巴宝莉在深圳开设托马斯咖啡馆新概念店
巴宝莉最近在深圳开设了一个新概念的托马斯咖啡厅，这是巴宝莉社区的专用空间，以其创始人托马斯·巴宝莉的名字命名。
该咖啡厅的菜单设计意在赞美英国和中国的茶文化，根据交易货币发展而不断变换内容，开启了新的菜单设计方式。巴宝莉的创意总监Riccardo Tisci为该餐厅设计了深圳店独有的餐具和瓷器。此外，咖啡厅的设计充满活力，可以被改造成一个社区活动空间，包括演讲、研讨会、展览和现场表演。
08|Burberry opens new concept store of Thomas’s Cafe in Shenzhen
Burberry has recently opened a new concept of the Thomas’s Cafe inShenzhen, a dedicated space for the Burberry community, named after its founderThomas Burberry.
The menu celebrates English and Chinese tea culture, andevolves as customers’ social currency advances, unlocking new menu items.Burberry’s Creative Director Riccardo Tisci designed the cutlery and china,which is exclusive to the Shenzhen store. The café is designed to be dynamic,and can be converted into a community space for activities including talks,workshops, exhibitions and live performances.
行业资讯
01|三越伊势丹预计2020财年将亏损600亿日元
三越伊势丹控股7月29日发布盈利预警，预计截至明年3月底的2020财年最终亏损将扩大至600亿日元，逼近2009年亏损635亿日元的最高纪录。
三越伊势丹控股表示，亏损主要受店铺因疫情关闭影响，为了能够更好地应对挑战，集团已决定把年度分红减少至9日元，为10年来首次减少。
01|Mitsukoshi Isetan may lose YPY60bn in the 2020 fiscal year
Mitsukoshi Isetan issued a profit warning on 29 July that its final lossfor the fiscal year 2020 to the end of March may widen to JPY60bn, close to itsworst record loss of JPY63.5bn in 2009.
Mitsukoshi Isetan stated its losseswere mainly due to the closure of stores as the epidemic and that it had decidedto cut its annual bonus to JPY9 for the first time in a decade to better meetthe challenge.
02|宝洁第四季度扭亏为盈，SK-II罕见录得双位数下滑
在截至到6月30日的3个月内，宝洁集团销售额同比增长4%至176.98亿美元，净利润录得27.86亿美元，上年同期净亏损为52.37亿美元。2020财年该集团的销售额增 5%至709.5亿美元，净利润猛涨230%至131.03亿美元。
在疫情最严重的第四财季内，宝洁化妆品部门销售额与上年同期持平录得31.76亿美元，其中Olay和Pantene等美容产品有机销售增长3%，SK-II护肤品系列的有机销售额则出现双位数下降。
02|P&G gains profit in the fourth quarter, with SK-II rare double-digitdecline in sales
P&G recently posted a net profit of $2.786 billion in the three monthsto 30 June, up 4% from a year earlier to $17.698 billion, compared with a netloss of $5.237 billion a year earlier. The company’s sale rose5% to $70.95bn in fiscal 2020 while net profit jumped 230% to $13.103bn.
In the worst-hit quarter, P&G's cosmetics division posted flatyear-over-year sales of $3.176bn, with organic sales of beauty products such asOlay and Pantene rose 3% and organic sales such as SK-II skincare productsfalling by double digits.
03|Dufry预计今年收入或大跌70%
瑞士机场零售商Dufry于8月3日发布盈利预警，受全球旅游和零售市场仍然充满不确定性，预计今年的营业额将录得40%至70%的跌幅，具体情况取决于不同地区的旅游限制放宽速度。
这家总部位于巴塞尔的公司目前在65个国家或地区设有业务，预计今年下半年重新开业后，每月现金流约为1000万瑞士法郎。
03|Dufry expects revenue to drop 70% this year
Swiss airport retailer Dufry issued a profit warning on August 3,predicting the 40% to 70% drop in turnover this year, which depends on howquickly travel restrictions are lifted in different areas when global traveland retail markets remain uncertain.
The Basel-based company, which hasbusiness in 65 countries, expects to generate cash flow of about SFr.10m amonth when it reopens business in the second half of this year.
04|第二季度全球商业地产投资暴跌57%
世邦魏理士的一份新报告显示，因新冠肺炎危机而实施的*锁封**措施和边境控制措施的影响，2020年第二季度商业地产投资大幅下滑。全球投资总额为1090亿美元，同比下降57%，为2010年以来的最低季度总额。
美洲地区受到的冲击最大，较上年同期下降了70%，主要原因是大型投资组合交易减少和实体层面交易的缺乏。由于不确定性和限制因素影响了投资者情绪，欧洲、中东和亚太地区的总成交量分别下降了38%和46%。
04|Global Commercial Property Investment Plummets 57% in Q2
According to a new report by CBRE, much weaker commercial real estateinvestment volumes in the second quarter of 2020 reflect the impact of lockdownmeasures and border controls enacted to combat the COVID-19 crisis. Globalinvestment volume fell by 57% year-over-year to $109 billion, the lowestquarterly total since 2010.
The Americas region was hit the hardest, with a 70% year-over-year declinemainly due to fewer large portfolio transactions and the absence ofentity-level deals. EMEA and APAC had 38% and 46% declines in total volume,respectively, as uncertainty and restrictions hampered investor sentiment.
05|Next业绩正在复苏 全价产品销售额仅跌8%
英国服饰零售商Next于7月29日透露，最近其销售业绩加速复苏，于本季度的最后六周，全价产品销售额仅下降8%，虽然第二季度全价销售额跌幅仍高达28%，但已远远好于预期。
Next还根据全年全价产品销售额的表现设计了三种设想，并制定了相应的方案，同时对全年前景持乐观态度，预计全年税前利润约为1.95亿英镑，净债务将减少约4.6亿英镑。
05|Next's performance is recovering, full price product sales are down only 8%
Next, a British clothing retailer, said on July 29 that its salesperformance accelerated to recover recently. In the last six weeks of thequarter, full price product sales fell only by 8%. Although the decline in fullprice sales in the second quarter was still as high as 28%, it was much betterthan expected. Next has also designed three scenarios based on the salesperformance of full price products for the whole year and formulatedcorresponding plans.
Meanwhile, the brand is optimistic about the outlook forthe whole year. It is expected that the annual pre tax profit will be about 195million pounds, and the net debt will be reduced by about 460 million pounds.
06|Under Amour 中国线下门店截至5月的销售额已超过去年全年
美国运动服饰品牌Under Armour第二季度在中国市场的运营实现了快速恢复，到5月线下门店总体销售额已超过去年。
据时尚商业快讯，该品牌正全面发力电商平台，在618期间6月1日开售仅9分钟，成交额超过去年一整天，6月18日单天销售额流水同比近三位数增长，6月1日至6月18日整体销售同比去年增长超50%。
06|Sales of under amour's offline stores in China as of May exceeded that oflast year
Under armour, an American sportswear brand, recovered rapidly in the secondquarter of the year. By may, the total sales of its offline stores had exceededthat of last year. According to fashion business express, the brand is makingfull use of the e-commerce platform.
During the period of 618, the sales volumewas only 9 minutes on June 1, and the turnover exceeded the whole day of lastyear. On June 18, the single day sales volume increased by nearly three digits,and the overall sales from June 1 to June 18 increased by more than 50%compared with last year.
07|NPD公布2020上半年美国球鞋市场数据，最畅销的10款鞋中NIKE集团独占9席
市场研究公司 NPD Group 分析师 Matt Powell 在近期的一份报告中分析了2020年上半年美国运动鞋/服市场的销售情况，并列出了上半年最受欢迎的10款运动鞋，其中 NIKE集团独占9席（包括 Nike 和 Jordan 品牌）。
今年1月和2月的运动鞋销售额呈个位数增长趋势，开局良好。随着疫情的爆发，3月运动鞋销售额下跌40%，4月销售额下跌约50%，尽管6月的销售业绩有所回升，但总的来说，与2019年同期相比，今年上半年男性、女性和儿童市场的运动鞋整体销量均有下降。
07|NPD released the U.S. footwear market data in the first half of 2020, withNike group occupying 9 seats among the top 10 best-selling shoes
The most popular sports shoes of Nike Group in the first half of 2020 wereanalyzed by Matwell Group (including one of the most popular sports shoes ofNike Group in the first half of 2020).
In January and February this year, the sales of sports shoes showed asingle digit growth trend, and the start was good. With the outbreak of theepidemic, the sales of sports shoes fell by 40% in March and about 50% inApril. Although the sales performance in June rebounded, the overall sales ofsports shoes in men, women and children's markets decreased compared with thesame period in 2019.
08|花王集团上半年利润大跌11.5%
在截至6月30日的半年内，日本花王销售额同比下滑7.5%至6672亿日元，净利润大跌11.5%至515亿日元，其中国际市场销售占整体业务的41.1%。化妆品业务销售额下滑20.7%至1099亿日元，营业利润减少19.5%至48亿日元，衣物洗涤和家居清洁用品则增长5.8%至1717亿日元。
08|Kao Corp's profit fell 11.5% in the first half of the year
In the half year to June 30, Kao's sales fell 7.5% to 667.2 billion yen,and net profit fell 11.5% to 51.5 billion yen, of which international salesaccounted for 41.1% of the total business.
Sales of cosmetics businessdecreased by 20.7% to 109.9 billion yen and operating profit decreased by 19.5%to 4.8 billion yen, while laundry and household cleaning products increased by5.8% to 171.7 billion yen.
09|Christian Louboutin 在全球多地新开门店
法国著名奢华鞋履品牌Christian Louboutin（克里斯提·鲁布托）计划在亚洲、欧洲、美洲逆势开设或规划新门店。
今年7月，Christian Louboutin在中国澳门四季名店开设首家精品店，该门店将展示2020年秋冬的男女装鞋履及配饰系列；同样在7月，Christian Louboutin 将位于巴黎圣奥诺雷街68号的精品店搬迁至同一条街的400号，这个占地260平方米的三层楼门店大面积使用了品牌的标志性红色，旨在向1991年开业的位于维侯多达拱廊街第一家精品店致敬。
据悉，该门店即将开业；此外，3月曾有媒体报道，Christian Louboutin 计划在今年年底关闭位于洛杉矶北罗伯逊大的一家男式鞋店和一家女式鞋店，并搬迁至罗迪欧大道，新门店位于南圣莫妮卡大道和 Rodeo Drive 的拐角处的 Saint Laurent精品店附近。
09|Christian Louboutin opens new stores in many places around the world
Christian Louboutin, a famous French luxury shoe brand, plans to open orplan new stores in Asia, Europe and America.
In July this year, Christian Louboutin opened its first boutique in fourseasons stores in Macao, China, which will display the men's and women's shoesand accessories series in autumn and winter 2020; also in July this year,Christian Louboutin will be located in rue, Paris Rue Saint-Honoré 68 boutiquehas been relocated to 400 on the same street. The 260 square meter three-storystore has been heavily decorated with the brand's iconic red, in honor of thefirst boutique in Galerie Véro Dodat, which opened in 1991.
As, the store willIopen. In addition, in March this year, it was reported that Christian Louboutinplanned to close a men's shoe store and a women's shoe store on North RobertsonBoulevard in Los Angeles by the end of this year, and move to Rodea Drive,where the new store is located in South Around the corner of South Santa MonicaBoulevard and Rodeo Drive, near the Saint Laurent boutique.
10|爱马仕老板成今年奢侈品行业大赢家
据彭博社消息，疫情的发生对于全球最富有的25个家族来说并没有产生太大影响，2020年他们总资产净值稳定在1.4万亿美元。
拥有沃尔玛的沃尔顿家族排名第一，过去一年的财富平均每小时增长300万美元，爱马仕家族则以639亿美元的财富位列第六，拥有Chanel的韦特海默家族紧随其后，财富总值为544亿美元，去年全年Chanel的销售额首次突破120亿美元。旗下拥有多个商场物业的新鸿基地产郭氏家族也成功入围，财富总值为304亿美元，位列第23名。
10|The boss of Hermes has become a big winner in the luxury industry this year
The outbreak did not have much impact on the world's 25 richest families,whose total net worth stabilized at $1.4 trillion in 2020, according toBloomberg. The Walton family, which owns Wal Mart, ranked first.
In the pastyear, its wealth increased by an average of $3 million per hour. The Hermesfamily ranked sixth with a wealth of $63.9 billion, followed by the Wittheimerfamily with Chanel, with a total wealth of $54.4 billion. Last year, Chanel'ssales exceeded $12 billion for the first time. Sun Hung Kai Real Estate's Guofamily, which owns a number of shopping center properties, was also shortlistedwith a total wealth of US $30.4 billion, ranking 23rd.
11|Vans母公司第一财季营收大跌48%
在截至6月30日的第一财季内，Vans母公司VF集团营收同比大跌48%至11亿美元，毛利率下降340个基点至52.9%，营业亏损高达2.47亿美元，调整后营业亏损为2.3亿美元。
VF集团表示业绩的下滑主要受疫情期间门店关闭及消费需求持续低迷影响，目前正在加速数字业务，尤其是在中国市场，预计第二季度的跌幅将不超过25%，全年的现金流仍将达6亿美元。
11|Revenue of Vans parent company fell 48% in the first quarter
In the first quarter ending June 30, the revenue of VF Group, the parentcompany of Vans, fell 48% to $1.1 billion year-on-year, and its gross profitmargin decreased by 340 basis points to 52.9%, with an operating loss of $247million and an adjusted operating loss of $230 million.
VF Group said thedecline in performance was mainly affected by the closure of stores during theepidemic and the continued downturn in consumer demand. It is currentlyaccelerating its digital business, especially in the Chinese market. It isexpected that the decline in the second quarter will not exceed 25%, and theannual cash flow will still reach 600 million US dollars.
12|优衣库日本7月销售额增长近5%
快时尚品牌优衣库日前公布7月本土市场日本的初步业绩，销售额同比增长4.7%，同店销售额增长4.4%。
优衣库表示，本月日本经历长时间降雨和低温使得消费者对居家服装需求强劲，推动了同店销售额的增长。受益于口罩产品的发售，优衣库日本6月涵盖电商的整体销售额也录得26.2%的强劲增长。
12|UNIQLO Japan sales up nearly 5% in July
UNIQLO, a fast fashion brand, recently announced its preliminary results inJapan in July, with sales up 4.7% year-on-year and 4.4% in the same store.UNIQLO said strong consumer demand for home clothes helped boost same storesales despite prolonged rainfall and low temperatures in Japan this month.Thanks to the sales of masks, UNIQLO Japan also recorded a strong growth of26.2% in June covering e-commerce.
13|Mango销售业绩已基本恢复
西班牙快时尚品牌Mango日前透露，在电商渠道50%的强劲增长推动下，品牌在一些主要市场的销售表现正在迅速恢复，接近去年同期录得的创纪录销售水平。
整体来看，Mango在第三大市场德国的收入下跌10%，比利时则减少4%，荷兰和瑞士的销售额跌幅在10%至14%之间。不过首席执行官Toni Ruiz强调，品牌在所有市场的表现均优于预期，电商业务占总收入30%的目标或将提前实现。
13|Mango's sales performance has basically recovered
Spanish fast fashion brand Mango recently revealed that driven by 50%strong growth in e-commerce channels, the brand's sales performance in somemajor markets is rapidly recovering, approaching the record sales levelrecorded in the same period last year.
Overall, Mango's revenue fell 10% inGermany, 4% in Belgium and 10% to 14% in the Netherlands and Switzerland.However, Chief Executive Toni Ruiz stressed that the brand's performance in allmarkets was better than expected, and the target of 30% of total revenue ofe-commerce business may be achieved ahead of schedule.
14|电商零售缓解了疫情对 Capri 集团上季度销售的冲击
旗下拥有Versace（范思哲）、Jimmy Choo（周仰杰）和 Michael Kors（迈克·高仕）等知名品牌的美国奢侈品集团 CapriHoldings Ltd.（以下简称 “Capri”) 8月5日公布了（截止到6月27日的）2020/2021财年第一季度的关键财务数据，在线上销售增长的推动下，亏损幅度小于预期。Capri该季度销售额同比下跌 66.5% 至4.51亿美元，但高于分析师预期的 4.25亿美元。
14、The growth of e-commerce eased the impact of the epidemic on Capri Group'ssales in the last quarter, and Versace performed the best
Capri Holdings Ltd., which owns Versace, Jimmy Choo and Michael kors,released key financial data for the first quarter of fiscal year 2020 / 2021 onAugust 5. Driven by online sales growth, the loss was smaller than expected. Capri'ssales in the quarter fell by 66.5% to $451 million year-on-year, but higherthan analysts' expectations of $425 million.
投融资
01|Con Makris出售旗下两处著名零售资产
由南澳大利亚亿万富Con Makris在20世纪80年代创立的Makris集团将出售旗下两项著名的零售资产—Rundle Mall’sblue-chip City Cross Shopping Centre购物中心和位于Grenfell Street前的办公综合体，两者的总面积为10512平方米,估价大约为2亿美元。集团表示，这些房产将单独出售或连体出售。
01|Con Makris sells two of its famous retail assets
The Makris Group, founded by south Australian billionaire Con Makris in the1980s, will sell two of its well-known retail assets, the Rundle Mall'sBlue-chip City Cross Shopping Centre and the office complex fronting GrenfellStreet, with a total area of 10,512 square meters and estimate value about $200million.
The group said the properties will be offered for sale individually or in-one-line.
02|7-11母公司斥资210亿美元收购全美第二大连锁商店
据悉7-11便利店母公司Seven & i Holdings 将斥资210亿美元收购美国最大的石油公司Marathon旗下的便利店业务Speedway。该笔收购是Seven& i Holdings迄今最大的一笔收购。
公司发布声明称，将以全现金的方式完成该笔交易，并期望在明年第一季度完成收购。
Speedway为全美第二大连锁便利商店，在36个州共有约 3900 家门店，其主要业务形态是便利店和加油站比邻经营。此次收购也表现出 7-11 便利店对北美市场的野心，借由此笔收购，其在北美的零售点将达到 14000 家。
02|The parent company of 7-11 spent $21 billion to buy the second-largestchain stores in US
Seven & I Holdings, the parent company of 7-eleven, is said to bebuying convenience store Speedway of Marathon for $21bn, which is the largestUS oil company. Once completed, this transaction will be Seven& I Holdings'biggest to date.
The company said in a statement that it would close the deal by all-cashand expects to close the acquisition in the first quarter of next year.
Speedway is America's second-biggest chain of convenience stores, with3,900 stores in 36 states. Its main business is to run convenience stores andpetrol stations next door to each other. The acquisition also shows 7-Eleven'sambitions in North America, where it will have 14,000 retail stores.
03|LVMH集团旗下免税店巨头 DFS成为深圳免税集团旗下电商公司第二大股东
据悉，经过近两年的沟通和谈判，由全球头号奢侈品集团 LVMH（路威酩轩）控股的著名免税购物集团 DFS 正式成为深圳免税集团旗下电商公司的新股东。
本次股权合作中，深圳免税集团的股比不变，仍以占股40%的比例位居国免易购的第一大股东，DFS集团则以占股22%的比例位居第二大股东。
深圳免税集团表示，DFS集团的入股将有利于集团进一步补充完善供应链体系、丰富商品品类、降低采购成本、提高运营能力，从而实现转型升级，这也是推进国企综合改革道路上的一种探索和尝试。
03|LVMH Group's giant duty-free shop DFS becomes the second largestshareholder of Shenzhen Duty Free Group's e-commerce company
It is reported that world-known duty-free shopping group DFS controlled bythe world’s top luxury group LVMH has officially has finally joined an e-commercecompany under the Shenzhen Duty Free Group.
In this equity cooperation, Shenzhen Duty Free Group's shareholding ratioremains unchanged and still ranks as the largest shareholder of the e-commercecompany with a share of 40%. DFS Group ranks second with 22% shares.
Shenzhen Duty Free Group stated that DFS Group’s s joiningwill help the group further complement and improve its supply chain system,enrich product categories, reduce procurement costs, improve operationalcapabilities. And this is also an exploration and attempt on the road topromote the comprehensive reform of state-owned enterprises.
\近期热文
●购物中心「创意市集」最新盘点！
●这些黑科技场景，让购物中心瞬间变身K11
●购物中心「后备箱市集」最新盘点！
●立柱≠累赘！购物中心包柱的花样玩法
●上海34家商场上半年品牌调改启示录
| 合作 | 投稿 | 宣传 |
请加微信 13581840631
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