近26%伊藤洋华堂门店将关闭；亚洲首个哈利波特主题乐园将开业；维多利亚花园购物中心公布9亿元重建计划……
 「第153期 | 2023年3月13-19日」资讯总览 Commercial News Overview 项目动态 Projects' New 1.环球主题乐园及度假村更名 Universal Parks & Resorts renamed 2.维多利亚花园购物中心公布9亿元重建计划 Victoria Gardens $900 million redevelopment plans revealed 3.小猪佩奇主题公园拟明年亮相德克萨斯州 Peppa Pig Theme Park to debut in Texas in 2024 ……
零售品牌 Brands' News 1.喜茶海外市场事业合伙人已开放申请 HEY TEA opened application for overseas market business partner 2.意大利百年香氛落地深圳 The centennial fragrance of Italy launched in Shenzhen 3.POLA集团内关停三个化妆品品牌 POLA Group shuts down 3 cosmetics brands ……
行业资讯 Industrial New 1.奢侈品牌预计中国门店今年销售额将翻倍 Luxury brands expect sales at their Chinese stores to double this year 2.中国内地消费者在海外的购物已恢复近三分之一 Overseas shopping by the mainland of China consumers has recovered by nearly a third ……
投融资 Investment and Financing 1.贝恩资本等公司有意收购赛百味 Bain Capital and others are interested in buying Subway 2.绝味食品计划赴港上市 Juwei Food plans to go public in Hong Kong 环球主题乐园及度假村正式将其品牌更名为 “环球目的地与体验”，以更准确地描述其运营方向和长期多元化的目标。这一更名也强调了公司意欲拓展其产品，以提供新的体验和景点。01|Universal Parks & Resorts renamedUniversal Parks & Resorts has officially changed its brand name to Universal Destinations & Experiences to more accurately describe the direction of its operations and its goal of long-term diversification. The name change also shows the company's desire to expand its products to offer new experiences and attractions.维多利亚花园购物中心的共同所有者Vicinity Centres和Salta Properties公布了近期重建计划。近19年来，维多利亚花园一直是墨尔本内东区首屈一指的零售和生活方式目的地。此次的重建愿景是通过宽阔活跃的街面、新鲜食品市场、市民广场和露天巷道等设施，将维多利亚花园与不断发展的Richmond地区结合起来。02|Victoria Gardens $900 million redevelopment plans revealedVicinity Centres and Salta Properties, the co-owners of Victoria Gardens Shopping Centre, have unveiled redevelopment plans for it. Victoria Gardens has served as inner east Melbourne’s premier retail and lifestyle destination for almost 19 years.The vision is to unite Victoria Gardens with Richmond’s evolving urban environment via wide, active street frontages, a new fresh food market hall, civic plazas, and a network of open-air laneways that will truly connect the centre to its surrounds.默林娱乐（Merlin Entertainments）计划于2024年在德克萨斯州北里奇兰山推出“小猪佩奇”主题公园。该主题公园将以 “小猪佩奇”动画系列为主题，设有多个互动景点、骑乘设备、表演、以及“佩奇”嬉戏区。03|Peppa Pig Theme Park to debut in Texas in 2024Merlin Entertainments plans to launch Peppa Pig Theme Park in North Richland Hills, Texas, in 2024. The theme park will be themed around the Peppa Pig animated series and will feature interactive attractions, rides, shows, and a Peppa play area.据悉，日本柒和伊控股公司于3月9日宣布将关闭近26%的伊藤洋华堂门店，并会退出服装业务，预计未来将进一步集中于投资食品和便利店业务。伊藤洋华堂门店截至2026年2月的门店数量将由125家削减至93家。04|Seven&I Holdings announced the closure of nearly 26% of Ito Yokado storesIt is reported that Japanese Seven&I Holdings announced on 9 March that it will close nearly 26% of Ito Yokado stores and exit the clothing business. It is expected to further focus on investment in food and convenience store in the future. The number of Ito Yokado stores will be cut from 125 to 93 by February 2026.日前，亚洲首家《哈利波特》主题乐园官方宣布，已确定将于2023年6月16日正式开业，预购票将于3月22日开售。该主题乐园位于日本东京，早在2021年便开始动工建设，这是继伦敦之后世界第二座华纳影业旗下大型乐园，也是亚洲地区唯一能完整体验到《哈利波特》精彩世界的乐园。05|Asia's first Harry Potter Theme Park is set to openAsia's first Harry Potter Theme Park has been confirmed to open on 16 June 2023, with pre-order tickets going on sale on 22 March, according to official report.The park, located in Tokyo of Japan, began construction in 2021. It is the second Warner-owned park in the world, after London, and the only one in Asia that offers a complete experience of Harry Potter.日前，喜茶国内开设事业合伙门店城市已覆盖数十个，多个城市事业合伙门店开业至今单店日均销量达2000杯。除此之外，目前喜茶已开放了海外市场的事业合伙人申请，包括日本、新加坡、泰国、越南、马来西亚、美国、加拿大、阿联酋、澳大利亚、印度尼西亚、菲律宾、英国等。01|HEY TEA opened application for overseas market business partner HEY TEA opened business partnered stores in dozens cities in domestic and the daily sale all reached 2,000 cups.HEY TEA has opened business partner applications in overseas markets, including Japan, Singapore, Thailand, Vietnam, Malaysia, the US, Canada, the United Arab Emirates, Australia, Indonesia, the Philippines, the United Kingdom, etc.3月11日，来自意大利的Santa Maria Novella全国首店落地深圳万象城，现已开业。门店除了全线香水产品外，亦提供家居香氛产品等。02|The centennial fragrance of Italy launched in ShenzhenOn 11 March, the first store of Santa Maria Novella from Italy landed in Shenzhen THE MIXC and has been opened. In addition to the full series of perfume products, the store also offers home fragrance products.日前，日妆集团POLA宣布将关停高端品牌Amplitude和ITRIM。加上水芝澳H2O公司也将完成清算，2023年POLA集团将砍掉3个品牌。03|POLA Group shuts down 3 cosmetics brandsPOLA announced it was shutting down its high-end brands Amplitude and ITRIM. In addition to the liquidation of Suizhio H2O, POLA Group will cut 3 brands in 2023.3月18日，日本潮流品牌HUMAN MADE 首次登陆中国大陆，同时北京、上海、深圳和西安四座城市开设品牌快闪店。其中，北京与西安门店独家销售带有定制「熊猫」图样的单品，上海与深圳门店则是贩售「龙」产品。04|HUMAN MADE debuted on mainland of ChinaJapanese fashion brand HUMAN MADE debuted on the mainland of China on 18 March with pop-up stores in Beijing, Shanghai, Shenzhen and Xi'an. The Beijing and Xi'an stores exclusively sell items with customized “panda” designs, while the Shanghai and Shenzhen stores sell “dragon” products.据业内知情人士透露，Burberry首席执行官Jonathan Akeroyd日前已抵达中国，现在北京。此前，Gucci首席执行官Marco Bizzarri也到达中国，并在北京、上海、深圳、成都、武汉等多个城市完成对中国业务的考察。值得注意的是，Burberry成都太古里新店正式启幕，店内除了品牌经典的格纹和伦敦地铁元素，还增加了竹子和熊猫等代表成都特色的元素。05|Burberry CEO visits ChinaBurberry CEO Jonathan Akeroyd has arrived in China and is now in Beijing, according to an industry source. Earlier, Gucci CEO Marco Bizzarri also arrived in China and completed business tour in Beijing, Shanghai, Shenzhen, Chengdu, Wuhan and other cities. It's worth noting that Burberry's new Taikoo Li store in Chengdu has officially opened, with the addition of the Burberry's classic plaid and London Underground elements, also added Chengdu-style elements: bamboo and panda.06|Brunello Cucinelli未来五年将发力中国市场意大利奢侈品集团Brunello Cucinelli在2022财年业绩显示，销售额同比大涨29.1%至约9.2亿欧元，较疫情前的2019年也大涨51.3%。中国所在的亚洲市场也录得28.1%的增长至2.2亿欧元。目前，中国市场占比约为12%，Brunello Cucinelli希望在新一个五年计划中将这一比例进一步扩大。06|Brunello Cucinelli will focus on Chinese market in the next 5 yearsBrunello Cucinelli, the Italian luxury goods group, reported a 29.1% y-o-y jump in sales to €920 million in its 2022 financial year, and a 51.3% jump from 2019 before the epidemic. Asia, where China is located, also recorded a 28.1% increase to €220 million. Currently, China accounts for about 12% of the market, and Brunello Cucinelli hopes to increase that even further in a new five-year plan.据伯恩斯坦分析师透露，中国奢侈品消费的强劲反弹给予了奢侈品牌很大的信心，大部分品牌预计其在中国市场的门店销售额有望翻一倍或三倍，该积极态势将延续至明年，未来两年会保持双位数的增长。01|Luxury brands expect sales at their Chinese stores to double this yearThe strong rebound in luxury spending in China has given luxury brands a lot of confidence, with most expecting to double or triple their store sales in China into next year and double-digit growth for the next two years, according to Bernstein analysts.据环球蓝联发布的2月份免税购物简报显示，欧洲大陆和亚太地区的免税购物复苏势头强劲。对比疫情前，全球门店可比销售额在1月的恢复率高达102%，2月恢复率为90%。该报告续指，自1月以来，中国内地购物者在海外的购买力一直在稳步改善，在欧洲大陆地区消费的恢复率为22%，在亚太地区消费的恢复率为27%。02|Overseas shopping by the mainland of China consumers has recovered by nearly a thirdContinental Europe and the Asia-Pacific region have seen a strong recovery in duty-free shopping, according to the February duty-free shopping brief released by Global Blue. Comparable sales at global stores recovered 102% in January and 90% in February, compared with pre-pandemic levels. The purchasing power of the mainland of China consumers in abroad has been steadily improving since January, with a recovery rate of 22% in continental Europe and 27% in the Asia-Pacific region, the report added.03|新秀丽去年收入大涨逾42%
在截至去年12月底的12个月内，新秀丽销售额同比大涨42.5%至28.79亿美元，净利润从上一年的2350万美元猛涨1345%至3.38亿美元。报告期内，新秀丽在全球所有地区均录得强劲增长，北美洲、欧洲和拉丁美洲分别大涨44.6%、103.6%和72.5%，中国所在的亚洲市场也同比大涨43.9%。
03|Samsonite's revenues jumped more than 42% last year
In the 12 months to the end of December 2022, Samsonite’s sales jumped 42.5% y-o-y to $2.879 billion, while net profit jumped 1,345% to $338 million from $23.5 million a year earlier. Samsonite posted strong growth in all regions of the world during the reporting period, with North America up 44.6%, Europe 103.6% and Latin America 72.5%. Asian markets, including China, also rose 43.9% y-o-y.
04|伦敦零售商担心消费者将流失到巴黎和米兰
英国奢侈品百货Harrods日前与Harvey Nichols等数百家零售商联手敦促英国财政部长Jeremy Hunt恢复对海外游客的免税购物政策，以刺激消费复苏，以免消费者流失到巴黎和米兰等购物胜地。据蓝联数据，2022 年美国游客到英国的支出虽然回到了2019年水平的101%，但是在法国和意大利的支出恢复率分别高达256%和226%。
04|London retailers worried about losing customers to Paris and Milan
Harrods has joined hundreds of retailers including Harvey Nichols in urging UK finance minister Jeremy Hunt to reinstate tax-free shopping for overseas visitors to spur a recovery in spending and prevent customers losing to Paris and Milan. According to Global Blue’s data, spending by US tourists to the UK in 2022 returned to 101% of 2019 levels, but the recovery rate in France and Italy was as high as 256% and 226% respectively.
05|奢侈品手表投资五年平均回报跑赢标普500
据波士顿咨询集团和二级市场交易商WatchBox报告显示，自2018年年中以来，劳力士、百达翡丽和爱彼手表价格平均每年上涨20%，涨幅超过标准普尔500指数8%的平均年回报率。
05|Luxury watch investments beat the S&P 500 over five years
Rolex, Patek Philippe and Audemars Piguet's watch prices have risen an average of 20% a year since mid-2018, outpacing the S&P 500's 8% average annual return, according to a report by Boston Consulting Group and second-hand market trader WatchBox.
投融资 Investment and Financing 据英国媒体3月4日消息，高盛集团旗下资产管理部门正竞购三明治连锁品牌赛百味Subway。赛百味已以约100亿美元的价格挂牌出售，竞购者还有贝恩资本、TPG和TDR资本。01|Bain Capital and others are interested in buying SubwayGoldman Sachs Group Inc's asset management is in the running for sandwich chain Subway, British media reported on 4 March. Subway has been put up for sale for about $10 billion, along with other interested buyer like Bain Capital, TPG and TDR Capital.绝味食品于3月6日发布公告称，为加快公司的国际化战略，增强境外融资能力，进一步提高资本实力和综合竞争力，拟在境外发行股份（H股）并在港交所上市。02|Juwei Food plans to go public in Hong KongJuwei Food announced on 6 March that in order to accelerate the company's internationalization strategy, enhance overseas financing ability, further improve capital strength and comprehensive competitiveness, it plans to issue overseas shares (H shares) and list on the Hong Kong Stock Exchange. END
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发表于 2023-3-19 11:00:00
