山姆会员店九年来首次提高会员年费；Tod's 集团私有化计划获批

项目动态

Projects' New

01|DFS与腾讯智能零售合作实现全渠道转型

全球领先的豪华旅游零售商DFS集团与腾讯智能零售达成全面战略协议。此次合作的目标是加速DFS的全渠道转型，以更好地服务于客户和品牌合作伙伴。

自2020年以来，DFS中国和腾讯智能零售一直在合作，通过评估如何增强DFS的私有领域来提高流量，从而促进客户转换，提高品牌知名度和销售额，规划DFS的电子商务愿景。

01|DFS and Tencent smart retail partner for omnichannel transformation

DFS Group, the world’s leading luxury travel retailer, and Tencent Smart Retail have entered a comprehensive strategic agreement. The objective of this partnership is to accelerate DFS’ omnichannel transformation to better serve its customers and brand partners.

Since 2020, DFS China and Tencent Smart Retail have been working together to map DFS’ future e-commerce vision by assessing how its private domain can be enhanced to improve traffic, thereby promoting customer conversion and increasing brand awareness and sales.

02|CENTER PLAZA 11月重新改装开幕

自从1994年开幕以来，惠比寿花园广场已经从居民生活据点，跃身为东京时髦质感生活的代名词，这座充满欧风氛围的商业设施，不仅是日剧取景胜地，近年更成为海外游客欣赏冬季圣诞灯饰的人气景点。2022年11月8日惠比寿花园广场内的CENTER PLAZA重新整修开幕，提供更上一层的生活、工作以及娱乐的高品味体验。

02|CENTER PLAZA will to be renovated and open in November

Since its opening in 1994, Yebisu Garden Place has been from residents living space, jump as the modern symbol in Tokyo. The project is full of European atmosphere, is not only a Japanese drama shooting scenes and has become a popular attraction for overseas tourists to enjoy the winter Christmas lights in recent years.

On 8 November 2022, the CENTER PLAZA in Yebisu Garden Place will be renovated and open, which can provide a higher-level experience of living, working and playing area for consumers.

03|Erina Fair 购物中心迎来新组合租户

Erina Fair 购物中心在圣诞季到来之前，将迎来众多的新租户，包括澳大利亚国内和国际知名品牌。品牌们包括H&M、rebel、City Beach、EMF健身中心、JD Sports、Glue Store、Kidstuff、Peter Jackson和Dangerfield。

03|Erina Fair welcomes suite of new retailers

Erina Fair is set to welcome a number of new retailers to the shopping centre, including several national and international brands. The new stores will include H&M, rebel, City Beach, EMF Fitness Centre, JD Sports, Glue Store, Kidstuff, Peter Jackson and Dangerfield.

04|东京迪士尼度假区线换新装

连接东京迪士尼乐园、东京迪士尼海洋的东京迪士尼度假区线，于2022年9月8日新装正式亮相，车厢将彩绘上无敌可爱的达菲熊与狐狸女孩Lina Bell图案。

04|Tokyo Disney Resort line gets a new look

The Tokyo Disney Resort Line, which connects Tokyo Disneyland and Tokyo Disneyland Ocean, debuted on 8 September 2022, with the adorable Daffy Bear and Lina Bell painted on the carriages.

零售品牌

Brands' News

01|DCSHOES重返中国市场

美国极限运动品牌DCSHOES日前以全新面貌回归中国市场，于北京三里屯开设全新门店。DCSHOES于1994年由Ken Block和Damon Way共同创立，凭借品牌浓厚的街头文化底蕴，以“打破常规”为核心理念，一直以来青年文化都是品牌发展历程中不可或缺的一部分。

01|DCSHOES comes back to the Chinese market

The US extreme sports brand DCSHOES has returned to the Chinese market with a new look, opening a brand new store in Sanlitun, Beijing. Founded in 1994 by Ken Block and Damon Way, DCSHOE has high reputation in youth culture with its strong street culture and core concept “breaking the rules”.

02|PRADA中国首家香水专门店落户上海

PRADA（普拉达）品牌中国首家香水专门店落户上海。同时，PARADOXE“我本莫测”全新普拉达女士香水首日全球同步发售，正式开启PRADA普拉达香水美妆与天猫的深度战略性合作，为消费者带来更为优质的购物体验和全新惊喜。

02|PRADA opened its first perfume store in Shanghai, China

PRADA opened its first perfume store in China in Shanghai. Meanwhile, the launching of new perfunme “PARADOXE” marks the first day of its strategic partnership with Tmall. They will create a premium shopping experience and new surprises for consumers.

03|Balenciaga推出官方二手奢侈品业务

法国奢侈品牌Balenciaga（巴黎世家）与转售技术服务商 Reflaunt 合作的二手服务正式上线。

巴黎世家表示，顾客能够将其拥有的品牌服装和配饰送至指定门店，或在官网预约取货，这些商品会被送到Reflaunt进行鉴定，拍照和定价。经鉴定和重新定价后的商品会在Tradesy、Vestiaire Collective、Rebelle 等25家二手奢侈品零售商进行销售。

03|Balenciaga launches official second-hand luxury business

French luxury brand Balenciaga has launched a second-hand service with resale technology service Reflaunt.

Balenciaga states customers will be able to take its branded clothing and accessories to selected stores or make an appointment to pick them up on its website, where they will be sent to Reflaunt for identification, photography and re-pricing. Authenticated and repriced items are sold at 25 used luxury retailers, including Tradesy, Vestiaire Collective, and Rebelle.

04|山姆会员店九年来首次提高会员年费

沃尔玛旗下的山姆会员店近日表示，将在今年秋季提高年费，从45美元增加到50美元，更高级别“Plus”会员的费用将从100美元增加到110美元。这标志着入门级会员年费九年来首次上涨。自1999年推出以来，山姆会员店一直没有提高“Plus”会员的价格。

首席会员兼营销官表示，山姆这一举措是因为近年来的投资支出，包括从提升货架上商品的质量到增加新的便捷购物方式。

04|Sam's Club raising annual membership fee for the first time in 9 years

Walmart's Sam's Club stated it will raise its annual membership fee this fall from $45 to $50, and its higher-level "Plus" membership will cost $110, up from $100. This marks the first time in 9 years that the annual entry level membership fee has gone up. Sam's Club hasn't raised prices for "Plus" members since its launch in 1999.

The CMO stated the move follows investment spending in recent years, from improving the quality of goods on the shelves to adding new and convenient ways to shop.

05|A-COLD-WALL*在上海开设国内第二家精品店

A-COLD-WALL* 上海首家精品店于日前在前滩太古里揭幕，这是品牌在国内开设的第二家线下实体店。该门店整体风格延续A-COLD-WALL* 极简主义，品牌标志伏特蓝色与白色组成上海店铺的主色调。

05|A-cold-wall * opens its second boutique in Shanghai, China

A-cold-wall * Shanghai's first boutique was unveiled in Taikoo Li Qiantan, and then its second physical store also opened in Shanghai. The overall style of the store continues the A-cold-wall * minimalism. Volt's blue and white are the main colors of the Shanghai store.

06|Lululemon 将推出全新健身平台 Lululemon Studio

瑜伽服品牌 Lululemon 宣布将于10月5日推出全新平台Lululemon Studio——致力于为其会员提供健身内容及产品。Lululemon Studio将通过应用程序、面对面体验和该品牌的Studio Mirror产品实现。除了推出新平台，Lululemon还将推出会员计划，以供访客解锁购物福利、社区体验和Lululemon Studio免费课程。

06|Lululemon to launch new fitness platform - Lululemon Studio

Yoga apparel brand Lululemon has announced that it will launch Lululemon Studio on 5 October, which is a platform dedicated to providing fitness ideas and products.

Lululemon Studio will be made possible through Apps, in-person experiences and the brand's Studio Mirror product. In addition to launching the new platform, Lululemon will also launch a membership program for visitors with shopping benefits, community experiences, and Lululemon Studio free classes.

07|开云集团将连续第四年携旗下全体品牌亮相进博会

开云集团正式宣布，今年将连续第四年携旗下全体品牌亮相中国国际进口博览会，为中国合作伙伴和消费者带来兼具卓越创造力、精湛技艺与创新精神的时尚精品力作。

07|Kering Group will present all its brands at the CIIE for the fourth consecutive year

Open cloud group formally announced that this year will make its debut with the brand for the fourth consecutive year China International Import Expo, providing outstanding creativity, superb skills and innovative and fashion boutique for Chinese partners and customers.

行业资讯

Industrial New

01|英国将恢复针对海外游客的免税购物政策

近日，英国财政部长Kwasi Kwarteng宣布，英国将恢复针对海外游客的免税购物政策，以提振陷入低迷的零售业。

他表示，英国每年迎来数以百万计的游客。2019年，国际游客销售额为英国经济创造了284亿英镑，而购物是这一支出中最大的一个元素。我希望我们的商业街、机场、港口和购物中心能够因此获益。所以，我们决定对海外游客实行免增值税购物政策。

01|Britain is to bring back duty-free shopping for overseas visitors

The UK is to bring back duty-free shopping for overseas visitors to boost the flagging retail industry, Treasury Secretary Kwasi Kwarteng has announced.

He said the UK receives millions of visitors every year. International visitor sales generated £28.4 billion for the UK economy in 2019, with shopping being the single biggest element of this spending. He want their high streets, airports, ports and shopping centres to benefit. Therefore, they decided to implement the VAT free shopping policy for overseas tourists.

02|分析预计adidas第三财季中国收入将大跌25%

加拿大皇家银行分析师在最新报告中表示，尽管adidas在欧美市场需求强劲的推动下，第三财季营收将录得8%的增幅，营业利润率为10.8%，但在中国市场的处境仍不乐观，预计adidas中国业务将大跌25%。

02|Adidas is expected to report a 25% drop in revenue in China in Q3

Analysts at Royal Bank of Canada said in their latest report showed that while Adidas is expected to post 8% revenue growth and an operating margin of 10.8% in Q3 on the back of strong demand in Europe and the US, it is still struggling in China, where it is expected to see a 25% drop.

03|国内消费者抛售劳力士和铂金包套现

据路透社消息，面对充满不确定性的全球大环境，中国消费者开始抛售劳力士手表和爱马仕铂金包等具有保值性奢侈品，以筹集资金。由于二手奢侈品数量的激增，转售价格也有所下滑。据上海某二手奢侈品平台数据，今年卖家人数同比大涨40%，预计今年将售出500万件奢侈品。

03|Domestic consumers are cashing out of Rolex and Birkin bags

Faced with an uncertain global environment, Chinese consumers are selling high-value luxury goods such as Rolex watches and Hermes Birkin bags to raise cash, Reuters reported.

Resale prices have also fallen because of a surge in second-hand luxury goods. According to a Shanghai-based second-hand luxury goods platform, the number of sellers has surged 40% y-o-y in 2022, and it expects to sell 5 million luxury items this year.

04|Supreme母公司下调本财年预期

旗下拥有The North Face、Vans和Supreme等品牌的VF集团宣布将下调本财年的预期，并公布了未来5年的战略。据悉，该集团预计 2023财年的销售额将增长5%至6%，而此前在7月底发布第一季度业绩时给出的指导是至少增长7%。同时，VF集团还公布最新的5年增长计划，预计到2027年，集团目标是实现年营收增长率在中高个位数区间。

04|Supreme's parent company cut its fiscal year forecast

The VF Group, which owns The North Face, Vans and Supreme brands, announced it was cutting its outlook for the current fiscal year and unveiled its strategy for the next 5 years.

The group is reported to expect sales growth of between 5% and 6% in the 2023 financial year, compared with guidance of at least 7% given when it released its Q1 results at the end of July. At the same time, VF Group also announced the latest five-year growth plan, which expects the group to achieve annual revenue growth in the mid to high single digit range by 2027.

05|Snap称增强现实技术是吸引在线奢侈品买家的关键

据Snap全球奢侈品业务负责人透露，每天都有2.5亿用户在平台上体验增强现实技术，不仅是试衣服，还有珠宝和化妆品。Snap首席执行官近期表示，Snap最终可能会考虑使用所谓的元宇宙来销售产品，并向使用该技术的商家收取启动费用和小额交易费。

05|Snap says AR is key to attracting online luxury buyers

According to the head of Snap's global luxury business, 250 million users experience AR on the platform every day, not just trying on clothes but also jewelry and makeup. Snap may eventually consider using Metaverse to sell its products and charge merchants start-up fees and small transaction fees for using the technology, its CEO said recently.

投融资

Investment and Financing

01|Tod's集团私有化计划获批

意大利市场监管机构Consob日前已批准了意大利奢侈品集团 Tod’s创始家族和最大股东Della Valle家族提出的以40欧元每股的要约价对Tod’s的收购计划。收购完成后，在米兰上市的Tod’s集团将私有化退市，Della Valle家族将持有集团90%的股份，LVMH集团将继续持有余下的10%股份。

01|Tod's Group privatization plan approved

Consob, Italy's market regulator, has approved a proposed takeover of Tod's by the Della Valle family, the founding family and largest shareholder of the Italian luxury goods group Tod's, at €40 a share. Tod's, which is listed in Milan, will be privatized and delisted. The Della Valle family will own 90% of the group, while LVMH will continue to own the remaining 10%.

02|GIC收购豪华度假村

9月22日，新加坡政府投资公司（GIC）和地中海豪华海滩度假村集团Sani/Ikos Group（SIG）宣布签订新的战略合作协议。根据该合作协议内容，GIC将成为SIG集团的主要股东，该交易对SIG的估值为23亿欧元（约160亿人民币），交易经监管部门批准后，预计将于2022年第四季度完成，但目前双方未透露每股交易价格。此举预示着全球旅游业回暖迹象逐渐显露。

02|GIC acquires luxury resort

Government of Singapore Investment Corp (GIC) and Mediterranean luxury beach resort Group Sani/Ikos Group (SIG) announced the signing of a new strategic cooperation agreement on 22 September. GIC will become a major shareholder in SIG Group under the deal, which values SIG at €2.3 billion (16 billion yuan) and is expected to close in Q4 of 2022, subject to regulatory approval.

The price per share was not disclosed. The move signals signs of a rebound in global tourism.

03|资生堂收购微生物护肤品牌Gallinee

日本美妆巨头资生堂日前宣布收购微生物护肤品牌Gallinee，以巩固集团在欧洲护肤品市场的地位，具体交易金额暂未披露。Gallinée总部位于伦敦，由法国药剂师Marie Drago于2016年创立，主打含有益生元、益生菌和乳酸的护肤产品，主要在法国和英国销售。

03|Shiseido acquires microbiological skincare brand Gallinee

Japanese beauty giant Shiseido has announced the acquisition of microbiological skincare brand Gallinee for an undisclosed sum to strengthen its position in the European skincare market. London-based Gallinee, founded in 2016 by French pharmacist Marie Drago, specialises in skincare products containing prebiotics and lactic acid and is sold mainly in France and the UK.

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