《中购联国际商业周刊》丨 中国首家Coach Cafe落户上海；泡泡玛特印尼首店登录雅加达；Bershka将进军印度市场……

资讯 INTERNATIONAL NEWS

中购联国际商业周刊

Issue216 | 2024.7.22-28

中购联新媒体中心综合整理

PART.01

项目动态 Projects' News

01|全新迪士尼 "命运号" 邮轮将于明年底启航

迪士尼邮轮公司全新以英雄和反派为主题的邮轮"迪士尼命运号"将于2025年12月开始航行。这艘特里顿级别的邮轮受到迪士尼最著名的故事和人物的启发,为游客提供全新令人兴奋的体验,让他们在海上感受迪士尼的魔力。

01|Disney Destiny to set sail at the end of 2025

Disney Cruise Line's new hero and villain themed cruise ship, Disney Destiny, will begin sailing in December 2025. Inspired by Disney's most famous stories and characters, the class ship offers guests a new and exciting experience to experience the magic of Disney at sea.

02|沙特阿拉伯致力推动娱乐业发展

作为“2030 年远景规划”战略的一部分，沙特阿拉伯计划到本世纪末在休闲娱乐业投资 640 亿美元，这将创造 10 万多个就业岗位。沙特娱乐企业成立于2017年，目前正与孩之宝等国际公司合作，致力于在2030年前在全国建立21个娱乐目的地。

02|Saudi Arabia is committed to promoting the entertainment industry

As part of Vision 2030 strategy, Saudi Arabia plans to invest $64 billion in leisure and entertainment by the end of the century, which will create more than 100,000 jobs. Founded in 2017, Saudi Entertainment Ventures is working with international companies such as Hasbro Inc. to build 21 entertainment destinations across the country by 2030.

03|波兰新主题公园Hossoland 将于2025年向公众开放

占地40万平方米的主题公园—Hossoland 位于波兰基耶皮诺，将于2025年开业。

Hossoland 将分为四个主题区，包括美人鱼城、巴尔坦布里亚王国、维京人之地和矿山龙谷。整个公园将提供50多个游乐设施，包括GhostRider—耗资数百万欧元的钢制过山车，最高速度可达117公里/小时，最大高度为53.5米，轨道长度为893米。

03|New theme park in Poland, Hossoland, will open to the public in 2025

Hossoland, a 400,000 square meter theme park in Chiepino of Poland, is set to open in 2025.

Hossoland will be divided into four themed areas, including the Mermaid City, the Kingdom of Baltambria, the Land of the Vikings and the Valley of the Mines. More than 50 rides will be offered throughout the park, including GhostRider - a multi-million euro steel roller coaster that can reach a top speed of 117 km/h, a maximum height of 53.5 meters and a track length of 893 meters.

04|东京迪士尼度假区为游客带来清凉一夏

即日起至9月18日，东京迪士尼度假区限时推出一系列清凉“喷雾”活动，包括大白主题喷雾花车、特別版本「淋湿MAX」“飞溅山”体验，为游客带来“酷爽”夏日体验。即将于10月31日结束运营的“巴斯光年星际历险”也将带来别样体验。

04|Tokyo Disney Resort offers visitors cool summer activities

Tokyo Disney Resort is offering a series of cool events until 18 September, including Baymax's Mission: Cool Down and Splash Mountain, which bring visitors the cool summer experience. Buzz Lightyear's Astro Blasters, which ends its operation on 31 October, will also offer a different experience to visitors.

PART.02

零售品牌 Brands' News

01|中国首家Coach Cafe落户上海

日前，COACH开出中国首家品牌咖啡店The COACH Coffee Shop，选址于上海新世界大丸百货，与外滩为邻，紧靠最繁华的南京路步行街。

01|The first COACH Coffee Shop in China opened in Shanghai

Recently, COACH opened the first COACH Coffee Shop, located in Shanghai New World Daimaru department store. The store location is adjacent to the Bund and close to the most bustling Nanjing Road Walkway.

02|TOM FORD开设中国首家旗舰店

近日，美国奢侈品牌TOM FORD在北京开出中国首家旗舰店，位于北京国贸商城，共两层零售空间，占地面积433平方米。

这一次也是TOM FORD首次在中国推出女装全品类产品，为了吸引高净值客户群体。

02|TOM FORD opens its first flagship store in China

American luxury brand TOM FORD recently opened its first flagship store in Beijing of China, located in China World Mall with two-storey retail space covering 433 square meters.

This is also the first time TOM FORD has launched a full line of women's wear products in China, in order to attract high net worth customers.

03|百丽集团接手Allbirds中国市场经营权

近日，可持续生活方式品牌Allbirds中国市场独家经营权正式由百丽集团接手，授权期限为10年，包括Allbirds零售、线上和批发渠道的分销业务，已正式生效。

有消息指出，Allbirds中国6家直营门店计划转手至百丽或关闭，电商店铺正在陆续交接中。该品牌除保留美国市场DTC模式，已相继在加拿大、韩国、澳大利亚和日本四个市场，从DTC转为分销模式‍‍‍‍‍‍。

03|Belle Group to take over Allbirds China market rights

Recently, the exclusive rights of sustainable lifestyle brand Allbirds in the Chinese market have been officially taken over by Belle Group, the authorization period is 10 years, including Allbirds retailing business, online and wholesale channel distribution business.

It is pointed out that Allbirds China's 6 direct stores plan to change hands to Belle or close, and the online store is being handed over one after another. In addition to maintaining the DTC model in the US market, Bell has successively switched from DTC to distribution mode in four markets: Canada, South Korea, Australia and Japan‍‍‍‍.

04|泡泡玛特印尼首店登录雅加达

7月19日，泡泡玛特印尼首店正式在雅加达开业，这是自2020年9月泡泡玛特第一家海外门店在韩国首尔落地以来，在海外开出的第100家门店，这也象征着泡泡玛特海外业务的重要里程碑时刻。

04|Pop Mart Indonesia's first store in Jakarta

The first Indonesian store of Pop Mart officially opened in Jakarta on 19 July, which is the 100th store in overseas market since the first overseas store landed in Seoul of South Korea in September 2020. The 100th store also symbolizes the important milestone of Pop Mart's overseas business.

05|Inditex集团旗下品牌Bershka将进军印度市场

在姊妹品牌Zara和Massimo Dutti在印度市场大获成功后，Inditex集团旗下品牌Bershka宣布将进军印度市场。该品牌的第一家门店计划于11月在孟买的Phoenix Palladium购物中心开业。据悉，随着年轻消费者的不断增长，印度已逐渐成为快时尚品牌押注的重点市场。

05|Inditex Group's Bershka to enter the Indian market

Following the success of sister brands Zara and Massimo Dutti in the Indian market, Bershka, owned by Inditex Group, has announced its entry into the Indian market.

Its first store is scheduled to open in Mumbai's Phoenix Palladium shopping mall in November. With the growing number of young consumers, India has gradually become a key market for fast fashion brands to bet on.

PART.03

行业资讯 Industrial News

01|Longchamp董事长呼吁英国恢复免税购物政策

法国皮具品牌Longchamp董事长兼首席执行官Jean Cassegrain表示，由于英国脱欧取消了免税购物，伦敦在疫情后的旅游业反弹远逊于欧洲。

他强调，对许多人来说，旅行的首要原因是购物，如果游客在巴黎能得到比伦敦更好的优惠，那么他们就会选择去巴黎。值得注意的是，多个英国知名品牌，包括Burberry、Mulberry、Paul Smith都曾强烈呼吁英国恢复免税购物政策，并扩大对欧盟游客的免税优惠。

01|Longchamp chairman calls for the UK to bring back tax-free shopping

Jean Cassegrain, chairman and CEO of French leather goods brand Longchamp, stated London's post-pandemic tourism rebound was far weaker than in Europe because of Brexit's abolition of duty-free shopping.

He stressed that for many people, the top reason in travel is shopping, and if tourists can get a better deal in Paris than in London, then they will choose to go to Paris. It is worth noting that a number of well-known British brands, including Burberry, Mulberry, Paul Smith, have strongly called for the UK to restore duty-free shopping policy and expand duty-free concessions for EU tourists.

02|出游意大利的中国消费者购买力大幅提升

根据日前海外购物退税服务公司环球蓝联的一项调查，中国购物者的旅行倾向仍然很高，81%的人表示他们计划在未来几个月访问欧洲。此外，重返意大利的中国乘客数量已经超过了疫情前的水平，今年6月份前往意大利的中国乘客水平恢复到了2019年水平的111%。

报告显示，目前的中国购物者普遍较为年轻，68%的消费者年龄在44岁以下，这一年龄群体较2019 年增长了7个百分点。其中，千禧一代（30-44岁）的购买力最强，平均花销为3590 欧元。

02|The purchasing power of Chinese consumers visiting Italy has increased significantly

Chinese shoppers' propensity to travel remains high, with 81% saying they plan to visit Europe in the coming months, according to a recent survey by overseas shopping tax refund service Global Blue. In addition, the number of Chinese passengers returning to Italy has exceeded pre-epidemic levels, with Chinese passengers to Italy in June 2024 returning to 111% of 2019 levels.

The report shows that Chinese shoppers are generally younger, with 68% of consumers under the age of 44, an increase of 7 percentage points from 2019. Millennials (aged 30-44) have the strongest purchasing power, spending an average of €3,590.

03|联合利华上半年收入达311亿欧元

据悉，联合利华日前公布2024上半年业绩显示，收入增长2.3%至311亿欧元，净利润增长3.5%至40亿欧元。

分部门看，联合利华美妆与健康部门上半年收入增长7.1%至65亿欧元；个人护理部门收入增长5.6%至70亿欧元；家居护理部门收入增长3.3%至63亿欧元；营养业务部门收入增长3.2%至67亿欧元；冰淇淋业务收入增长0.6%至46亿欧元。联合利华表示，未来将继续重塑集团的产品组合。

03|Unilever reported H1 revenues of €31.1 billion

It is reported that Unilever recently announced the H1 of 2024 results, showing revenue increased 2.3% to €31.1 billion, net profit increased 3.5% to €4 billion. By segment, the beauty and health division saw H1 revenue rise 7.1% to €6.5 billion.

Personal care segment division increased 5.6% to €7 billion. Home care division revenue increased 3.3% to €6.3 billion. Nutrition division revenue increased 3.2% to €6.7 billion. Ice cream revenue rose 0.6% to €4.6 billion. Unilever said it would continue to reshape the group's product portfolio in the future.

04|开云集团24年上半年营收91亿欧元

近日，开云集团公布半年度财报，财报显示，截至2024年6月30日，集团上半年收入为90.18亿欧元，同比下降11%，其核心品牌Gucci收入为41亿欧元，同比下降20%。

开云集团董事长兼首席执行官François-Henri Pinault表示，在充满挑战的市场环境中，开云集团的营收和盈利能力面临更多压力，正在努力创造恢复增长的条件。

04|Kering Group's revenue in H1 of 2013 was €9.1 billion

Recently, Kering Group released its semi-annual financial report, which showed that as of 30 June 2024, its H1 revenue was €9.018 billion, down 11% y-o-y, and its core brand Gucci's revenue was €4.1 billion, down 20% y-o-y.

François-Henri Pinault, Chairman and CEO of Kering Group, said that Kering Group's revenues and profitability are under more pressure in challenging market environment and it is working to create the conditions for a return to growth.

05|Moncler集团上半年净利大涨逾24%

意大利奢侈品集团Moncler在截至6月30日的六个月内，同比增长8%至12.3亿欧元，净利润大涨24.3%至1.807亿欧元。其中，核心品牌Moncler上半年营收增长11%至10.4亿欧元，突破10亿欧元大关；Moncler在亚洲（包括亚太地区、日本和韩国）的营收增长12%至5.13亿欧元，占总销售额的49.3%；EMEA地区营收增长12%至3.806亿欧元；美洲地区营收增长7%至1.477亿欧元。

05|Moncler Group's H1 net profit jumped more than 24%

Italian luxury goods group Moncler reported an 8% y-o-y increase in revenue to €1.23 billion in the six months to 30 June, while net profit jumped 24.3% to €180.7 million.

Among them, the core brand Moncler's revenue in H1 of the year increased by 11% to €1.04 billion, breaking the €1 billion mark. Moncler's revenue in Asia (including Asia Pacific, Japan and Korea) increased 12% to €513 million, accounting for 49.3% of total sales. EMEA revenue increased 12% to €380.6 million. Americas revenue rose 7% to €147.7 million.

PART.04

投融资 Investment and Financing

01|沙特阿拉伯公共投资基金将增持Selfridges股份至50%

据悉，沙特阿拉伯公共投资基金（PIF）计划将其在英国奢侈百货公司Selfridges的股份增持至50%。目前，PIF拥有Selfridges 10%的股份，并打算以100万英镑从Signa集团手中收购剩余的40%股份，包括位于伦敦牛津街和曼彻斯特的零售地段。

若交易完成，PIF将与泰国Central Group共同持有Selfridges。

01|PIF will increase its stake in Selfridges to 50%

Saudi Arabia's Public Investment Fund (PIF) plans to increase its stake in British luxury department store Selfridges to 50%. PIF currently owns 10% of Selfridges and intends to buy the remaining 40% from Signa Group for £1 million, including retail sites in London's Oxford Street and Manchester.

If the transaction is completed, PIF will co-own Selfridges with Thailand's Central Group.

02|欧舒丹私有化获通过

欧舒丹日前宣布，已有91.97%的股东接受了股票要约，收购要约已获得足够支持，公司将从香港证券交易所退市。据悉，此次要约收购将于8月6日结束，届时将向剩余股东发出强制收购通知。

欧舒丹大股东Reinold Geiger对股东的大力支持表示赞赏，并表示公司未来将继续推行品牌特定和地域特定的发展战略，以增强欧舒丹在全球护肤品和化妆品市场的竞争力。

02|L 'Occitane privatization approved

L 'Occitane has announced that 91.97% of shareholders have accepted the share offer and that the offer has received sufficient support for the company to be delisted from the Hong Kong Stock Exchange. The tender offer will close on 6 August, at which time a compulsory offer notice will be sent to the remaining shareholders.

Reinold Geiger, majority shareholder of L 'Occitane, appreciated the strong support of shareholders and said that the company will continue to pursue specific strategies in the future to strengthen L 'Occitane's competitiveness in the global skin care and cosmetics market.

03|传L Catterton有意收购美泰集团

据路透社援引消息人士透露，LVMH集团旗下私募股权公司L Catterton已向芭比娃娃的制造商、玩具制造商美泰集团提出了收购要约，此举可能会吸引其他潜在买家的加入。

据悉，美泰集团一直在寻求媒体合作伙伴关系以抵消对其玩具需求的疲软，尽管去年上映的电影《芭比》取得了商业成功和赞誉，但其股价在过去12个月内下跌了23%。

03|L Catterton is said to be interested in acquiring Mattel Group

According to sources quoted by Reuters, the private equity arm of LVMH Group, L Catterton, has made a takeover offer for the maker of Barbie dolls Mattel Group. And this move could attract other potential buyers.

Mattel, which has been seeking media partnerships to offset weak demand for its toys, has seen its shares fall 23% in the past 12 months despite the commercial success and acclaim of the movie Barbie released last year.

关键词：bershka,玛特,coach