项目动态

 

 

01|英国百货巨头John Lewis 宣布永久关闭8家店铺，加快电子商务发展

 

英国百货巨头John Lewis公布了在对其分支机构进行审查后，8家门店将不会重新开业，其中包括位于伯明翰和沃特福德的两家全品类百货商店，后者开业已30年有余。剩余关闭的四家居家商店面积均在4万到6万平，以及两个面积不足4000平方英尺的小型旅行中心。

 

该公司仍认为，John Lewis 疫情前网上的销售额占比高达40%。电子商务今明两年很可能占比总销售额的60%到70%。

 

 

01|British department store giant John Lewis hasannounced the permanent closure of eight stores to speed up the development ofe-commerce

 

 

 

John Lewis, theBritish department store giant, announced that eight stores would not reopenfollowing a review of its branches, including two full-range department storesin Birmingham and Watford, of which the latter has been opened for more than 30years.

 

The remaining four home stores, ranging in size from 40,000 to 60,000square feet, and two small travel centers measuring less than 4,000 squarefeet.

John Lewis resumesthat before the virus struck, 40% of sales were online. This could now becloser to 60 to 70% of total sales this year and next.

 

02|澳大利亚珀斯Karrinyup引进首家UNIQLO（优衣库）

 

7月2日，日本全球服装零售商优衣库在珀斯Karrinyup购物中心开业，并举行了官方的剪彩仪式和传统日本击鼓庆祝活动。此次店铺是2020年在澳大利亚开张的首家门店。一年前的同一时期，优衣库入驻Scentre集团的Westfield Carousel购物中心。

 

新店铺位于新时尚圈，零售面积达942平方米。此次的新店铺是Karrinyup购物中心开发项目的一部分，该开发项目耗资8亿美元，预期工期完成后将使目前的Karrinyup购物中心将扩大近一倍，预计2021年底完工。

 

 

02|Karrinyup in Perth, Australia introduces the firstUNIQLO

 

 

Uniqlo, a GlobalJapanese clothing retailer, opened its doors at the Karrinyup shopping centrein Perth on 2 July with an official ribbon-cutting ceremony and a traditionalJapanese drumming celebration. The store is the first to open in Australia in2020. Uniqlo moved into Scentre's Westfield Carousel shopping centre at thesame time a year ago.

 

The new store islocated in the new fashion circle with 942 square meters retail space. The newstore is part of the $800 million Karrinyup Shopping Center development, whichis expected to nearly double the size of the current Karrinyup shopping center afterconstruction and be completed by the end of 2021.

 

03|梅西百货2-4月销售额下降约45%，但表示未来不会再次全面闭店

 

美国零售巨头梅西百货公司7月8日公布了2020财年第一季度的业绩报告显示，截至5月2日，净销售额为30.17亿美元，较去年同期55.05亿美元下降约45%。其中净亏损为35.8亿美元，去年同期净利润1.36亿美元，调整后净亏损为6.3亿美元。

 

董事长兼首席执行长 Jeff Gennette 表示，虽然旗下门店已陆续开业，但预计疫情带来的影响还将持续，不过未来不会再次全面关闭门店。

 

 

03|Although the sales volume of Macy's departmentStore fell by about 45% from February to April this year, it would not closestores completely again in the future

 

 

U.S. retail giantMacy's reported on 8 July that net sales for the first quarter of its fiscalyear 2020 ended May 2 was $3.017 billion, down about 45% from $5.505 billion ayear earlier, of which, net loss was $3.58bn, compared with net profit of $136min the same period last year and an adjusted net loss of $630m.

 

Chairman and CEOJeff Gennette said he expected the impact of the outbreak to continue despitethe opening of stores, but that there would be no further full store closures.

 

04|澳大利亚老牌百货David Jones改造工作完成

 

澳大利亚老牌百货David Jones悉尼旗舰店耗资2亿美元改造工作正式完成,工期长达2年之久。这所百货所有者Mainbrace公司最近移交了该场所，预计可以在市场上维持100年。

 

 

04|The leading Australian department store David Jonescompleted the renovation

 

 

The flagship storeof Australian department store David Jones in Sydney has been renovated at acost of $200 million, which took more than two years to complete. Its ownerMainbrace recently handed over the site ready to trade for another hundredyears.

 

05|J.C. Penney即将关闭纽约两家百货店

 

7月7日，美国百货公司J.C. Penney发布声明称，即将关闭Manhattan Mall门店和Kings Plaza门店。其中Manhattan Mall门店因疫情原因一直未开业，将不再营业。而已重新开业的Kings Plaza门店将于9月27日永久关闭，清仓销售可能将于下周开始。

 

 

05|J.C. Penney closes two stores in New York

 

 

On 7 July, USdepartment store J.C. Penney stated that it was closing its Manhattan Mall andKings Plaza stores.The Manhattan Mall store has remained closed following theCovid-19 pandemic and will not reopen, while the Kings Plaza location, whichhas reopened, will be permanently shuttered on September 27, with a liquidationsale likely starting next week.

 

06|美国百货集团Target推出新的家居品牌-Casaluna

 

日前，Target推出了一个自有品牌Casaluna，这是一个床上用品和浴室相关产品的家居品牌。

 

该系列产品的核心是床上用品、床单、毯子、枕头，但也包括一些沐浴用品，如毛巾、浴帘、浴毯和香水(蜡烛、油扩散器、房间喷雾器)。该系列于6月份悄然推出，整体体现了一种平和、平静的品牌感觉。

 

 

06|US department store group Target has launched itsnew home brand-Casaluna

 

 

Target hasintroduced own brand, Casaluna, a line of bedding and bath-related productsunder home store brands.

 

The line is centeredon its bedding, sheets, blankets, pillows, but also includes some bath itemslike towels, shower curtains, bath rugs and fragrances (candles, oil diffuser,room sprays). The line launched quietly in June, perhaps just as it embodies apeaceful, calming brand feel.

品牌信息

 

 

01|River Island进军美妆领域

 

英国快时尚River Island宣布与美妆产品制造商KMI Brands签署为期七年的协议，将合作推出美妆产品、香水和洗漱用品，这意味着RiverIsland正式进军美妆市场。有分析表示，这是River Island为度过疫情危机采取的关键举措之一。

 

 

01|River Island enters beauty industry

 

 

Britain's fastfashion River Island has announced a seven year agreement with KMI Brands, abeauty makeup product manufacturer, to launch beauty products, perfume andtoiletries together.

 

This means that River Island has officially entered thebeauty market. According to some analysts, this is one of the key measurestaken by River Island to tide over the epidemic crisis.

 

02|Prada首次在中国发售24小时限定系列

 

据时尚商业快讯，Prada首次于中国官网推出Prada Timecapsule限定系列，已于2020年7月2日晚9点开始发售，限时24小时，限量50件，每件单品都将拥有独立序列号。该项目启动于2019年11月，此前仅在欧洲、日本、韩国有售，7月首次登陆中国、美国和加拿大。

 

 

02|Prada launches 24-hour limited series in China for thefirst time

 

 

According to fashionnetwork news, Prada launched Prada Timecapsule limited series on China'sofficial website for the first time. It has been put on sale at 9:00 p.m. onJuly 2, 2020 within 24 hours and with only 50 pieces.

 

Each piece will have itsown serial number. The project started in November 2019 and was sold only inEurope, Japan and South Korea. It first landed in China, the United States andCanada in July.

 

03|Kith在日本开设首家旗舰店

 

多功能生活方式品牌Kith于7月4日在日本开设了首家旗舰店。该店位于东京涩谷新开发的宫城公园内。除了为顾客提供Kith服装外，这家日本首店还为男性、女性和儿童提供精心设计的鞋类。

 

 

03|Kith opens first flagship store in Japan

 

 

Kith, amultifunctional lifestyle brand, opened its first flagship store in Japan on4th July. The store is located in Shibuya, Tokyo inside the newly developedMiyashita Park, and offers Kith apparel and a curated selection of footwear formen, women, and kids.

 

04|JW安德森在韩国首尔开设新店

 

英国服装品牌JWAnderson在伦敦最受欢迎的Soho购物区开了第一家店，仅仅几个月后，它就在首尔的Cheongdam前哨的凯丹广场（Galleria）开了第二家零售店。创始人J.W.Anderson也是LVMH全资拥有的stories西班牙奢侈品牌LOEWE的创意总监。

 

 

04|JW Anderson opens a new store in Seoul, Korea

 

 

Only a few monthsafter opening its very first store in London‘s popular Soho shopping district,JW Anderson has expanded with a second retail space in Seoul, at The Galleriain Cheongdam outpost. J.W. Anderson is also the Creative Director of storiesSpanish luxury brand of LOEWE, fully owned by LVMH.

 

05|lululemon亚洲最大旗舰店开业

 

加拿大运动服饰品牌lululemon位于东京六本木新城的旗舰店已于6月30日开业，该店是lululemon亚太地区第100家门店，也是该品牌在日本开设的首家旗舰店以及亚洲最大门店。

 

该旗舰店男士产品占比达到40%，远多于其他门店25%至30%的占比，同时还设有“SweatlifeHub”运动房，该品牌会在此进行讲座和训练活动。

 

 

05|Lululemon Asia's largest flagship store opens

 

 

The flagship storeof Canadian sportswear brand lululemon, located in Tokyo's liubenki new town,opened on June 30. It is lululemon's 100th store in Asia Pacific region and thefirst flagship store opened in Japan. It is the largest store in Asia.

 

It wasoriginally scheduled to open in April, but it was delayed due to the epidemic.The flagship store has 40% men's products, far more than 25% to 30% of otherstores. It also has a "Sweetlife Hub" sports room where the brandwill hold lectures and training activities.

 

06|MUJIcom 京东北京总部店正式开业

 

2020年6月，日本品牌无印良品在京东北京总部开设新店，MUJIcom为员工提供了一种休闲、便捷的生活方式。

 

该店不仅提供日用品和食品等精选产品，还提供午餐盒、简单的饭菜和舒适的环境，以满足上班族的各项需求。为了更加环保，这家商店在所有产品上都张贴有IC标签。MUJI BOOKS也被整合进商店，提供近4000册的书籍。

 

 

06|MUJIcom opens at JD headquarters

 

 

In June 2020,Japanese brand MUJI opened a new form, MUJIcom, at JD headquarters in Beijing,providing employees a casual and convenient lifestyle.

 

This MUJIcom store notonly provides selected products such as daily necessities and food, but alsooffers lunch boxes, simple meals and a comfortable environment to meet theneeds of office workers. The store has implemented IC tags on all products inan effort to be more environmental-friendly. MUJI BOOKS is also integrated intothe store, and provides nearly 4,000 volumes of books.

 

07|迪奥在巴黎圣奥诺尔街开设新旗舰店

 

迪奥最近在巴黎圣奥诺尔街开了一家新店。这家店近期刚刚落成，面积900多平方米，主要出售男装和女装系列、皮具、鞋子和配件，以及珠宝系列迪奥·乔伊勒里（Dior Joaillerie）和家居用品系列迪奥·梅森（Dior Maison）。

 

 

07|Dior opens a new flagship store in Paris at Rue StHonore

 

 

DIOR has recentlyopened a new store in Paris at Rue St Honore which was just recentlyinaugurated, measures more than 900 square metres. The new store featuresmenswear and womenswear collections, leather goods, shoes, and accessories aswell as jewellery line Dior Joaillerie and homeware line Dior Maison.

 

08|上下去年中国销售额大涨60% 将开设三家新店

 

爱马仕旗下中国奢侈品牌上下计划今年在中国市场新开三家精品店，并推出上下茶庙的新概念，其中原定于7月1日开幕的北京半岛酒店门店因疫情推迟到8月1日开业，位于杭州大厦的门店则将于9月开业，品牌还将在成都开设新门店。

 

上下董事长Patrick Thomas表示，品牌2019年在中国的销售额同比增长了60%，但未透露具体业绩数据。

 

08|Sales of Shangxia in China soared 60% last year andthree new stores will be opened

 

Hermes's Chineseluxury brand SHANGXIA plans to open three new boutiques in the Chinese marketthis year and launch the new concept of SHANGXIA tea temple.

 

Among them, thepeninsula hotel in Beijing, which was originally scheduled to open on July 1,was delayed to open on August 1 due to the epidemic, while the store inHangzhou building will open in September. The brand will also open new storesin Chengdu. However, Patrick Thomas, chairman of the board, did not disclosethe sales growth of 60% in China.

 

09|Dior在成都开设AIR DIOR系列限时店

 

Dior男装AIRDIOR独家限定系列限时精品店日前在成都远洋太古里正式开幕，发售Dior男装艺术总监Kim Jones与Jordan品牌联合打造的独家限定系列。

 

据时尚商业快讯，该系列球鞋单品被称为年度鞋王，此前已在转售网站StockX上炒至3.8万美元，而该系列服饰产品的到店购买资格也快速约满。

 

 

09|Dior opens Air Dior series limited time store inChengdu

 

 

Dior men's Air Diorboutique with exclusive limited series limited time has officially opened inSino-Ocean Taikoo Li Chengdu recently, offering the exclusive series jointlycreated by the artistic director of Dior men's wear, Kim Jones, and JordanBrand.

 

According to fashion network news, the series of shoes, known as theking of shoes of the year, has previously been on the resale website StockX for$38000, and the store purchase qualification of the series of clothing productshas quickly expired.

 

10|全球首家 Nike Rise概念店落户中国广州

 

6月9日，全球首家 Nike Rise 零售概念店——耐克广州品牌体验店（以下简称 Nike Rise）正式开业，这家零售概念店的背后，充分体现了这个美国运动巨头正加速从“Consumer Direct Offense”战略升级到“ConsumerDirect Acceleration” 。

 

Nike Rise 是 Nike 在常规品牌专卖店之外推出的第四类零售概念店，其他三类包括：在上海和纽约等关键城市推出的大型概念旗舰店“House of Innovation”，在美国加州和亚洲推出的小型社区概念店 “NikeLive”，以及折扣概念店 Nike Factory。

 

 

10|The world's first Nike Rise concept store islocated in Guangzhou, China

 

 

Today, the world'sfirst Nike Rise retail concept store, Nike Guangzhou brand experience store(hereinafter referred to as Nike rise) officially opened. Behind this retailconcept store, it fully reflects that the American sports giant is acceleratingthe upgrading from "Consumer Direct Offer" strategy to "ConsumerDirect Acceleration".

 

Nike Rise is thefourth retail concept store launched by Nike in addition to regular brandstores. The other three categories include: the large concept flagship store"House of Innovation" launched in key cities such as Shanghai and NewYork, the small community concept store "Nike Live" launched inCalifornia and Asia, and the discount concept store Nike factory.

 

11|New Balance将接管法国、德国以及荷兰等欧洲市场业务

 

波士顿运动服饰巨头New Balance将与合作了10年的欧洲合作伙伴Royer集团分道扬镳，收回法国、德国、荷兰、比利时和卢森堡等欧洲地区的业务经营管理权。

 

此前该品牌还陆续收回了西班牙、意大利和波兰等地区的经营权，未来集团将逐步与约3000家多品牌零售商合作，从分销商与零售商之间的关系过渡到与消费者建立直接关系。

 

 

11|New Balance will take over European markets such asFrance, Germany and the Netherlands

 

 

Boston sportswear giantNew Balance has split with its 10-year European partner, the Royer Group,taking back control of its operations in Europe, including France, Germany, theNetherlands, Belgium and Luxembourg.

 

In the future, the group will graduallycooperate with about 3,000 multi-brand retailers, transfering from therelationship between distributors and retailers to the direct relationship withconsumers.

 

12|宝格丽将于2022年在罗马开设新酒店

 

7 月 2 日，宝格丽宣布签署地产改造相关协议，将于 2022 年在罗马开设全新宝格丽酒店。该酒店将选址奥古斯都大帝广场（PiazzaAugusto Imperatore）的中心位置，与罗马地标建筑西班牙台阶（Spanish Steps）和经典的宝格丽康多提大道旗舰店仅几步之遥。

 

全新宝格丽酒店占据一整栋理性主义风格建筑，由建筑师 VittorioBallio Morpurgo 亲自操刀设计。

 

 

12|Bulgari will open a new hotel in Rome in 2022

 

 

On 2 July, Bulgariannounced the signing of a property renovation related agreement and will opena new Bulgari hotel in Rome in 2022. The hotel will be located in the heart ofPiazza Augusto Imperatore, just few steps away from the Roman landmark SpanishSteps and the classic Bulgari Condotti Flagship store.

 

The new Bulgarihotel has an entire rationalist building designed by architect Vittorio BallioMorpurgo.

 

13|Moncler打破微博奢侈品牌直播记录

 

意大利羽绒服品牌Moncer与日本潮流教父藤原浩个人品牌Fragment Design推出的合作系列通过社交平台宣传以及线下快闪店的双重渠道，成功吸引到超过3270万人次观看该系列的线上直播，打破了此前由Chanel以及Gucci创下的2300万和2500万奢侈品牌微博直播观看人次记录。

 

13|Moncler broke Weibo live record of luxury brands

 

Italian down jacket brandMoncer joins hands with Japan fashion godfather hiroshi’s personal brandfragments Design, advertising through double channel, like social platform andoffline flash store, successfully attracted more than 32.7 million peoplewatching the series online live, breaking the previous record by Chanel 23million and Gucci 25 million before.

行业资讯

 

 

01|Primark最近7周销售额逾3亿英镑

 

自5月4日恢复营业以来，廉价快时尚零售商Primark在截至6月20日的七周累计销售额为3.22亿英镑，虽然比去年同期下降12％，但复苏速度依旧超出公司预期。目前Primark 90％以上的销售空间已重新开放，截至6月20日的一周销售额为1.33亿英镑。

 

 

01|Primark has sold more than 300 million pounds inthe last seven weeks

 

 

Primark, a low-costfast fashion retailer, has sold 322 million pounds in the seven weeks to June20 since it resumed business on May 4, down 12% from the same period last year,but the recovery rate is still faster than the company expected.

 

More than 90%of Primark's sales space has now reopened, with sales of 133 million pounds inthe week ending June 20.

 

02|Prada亚洲销售额录得双位数的强劲增长

 

据路透社消息，意大利奢侈品集团Prada首席执行官Patrizio Bertelli近日透露其核心品牌Prada，在包括中国的亚洲市场销售额正以双位数的百分比快速上涨，并预计该积极态势在未来几个月还将持续，但鉴于疫情在美国等地区的发展充满不确定性，该集团仍未对新一财年的业绩数据做出预期。

 

据时尚商业快讯，在截至去年12月31日的财年内，Prada集团销售额同比增长2.7%至32.26亿欧元，零售销售额增长4.1%至26.36亿欧元，其中正价商品销售额增幅录得9%。

 

 

02|Prada recorded strong double-digit sales growth inAsia

 

 

Patrizio, chiefexecutive of Prada, an Italian luxury group, according to Reuters Bertellirecently revealed that the sales of Prada, the core brand in Asia, includingChina, is rising rapidly at a double-digit rate, and the positive trend isexpected to continue in the next few months. However, in view of theuncertainty environment in the United States and other regions, the group hasnot made any prospect on the performance data of the new fiscal year.

 

According to fashionnetwork news, in the financial year ending December 31, prada group's salesincreased by 2.7% year-on-year to 3.226 billion euros, and retail salesincreased by 4.1% to 2.636 billion euros, including a 9% increase in sales ofregular commodities.

 

03|日本时尚集团 Stripe 关闭亏损品牌，退出中国市场

 

日本时尚集团 Stripe International 关闭亏损品牌并退出中国市场。由于受到新冠疫情的冲击导致门店歇业、销售额锐减，6月30日，集团旗下 Earth Music& Ecology 等自有品牌悉数退出中国市场。

 

据悉，Stripe 于2011年进入中国市场，曾一度开出100多家品牌门店，但因为开设的都是小型门店，难敌其它品牌的竞争。

 

 

03|Japanese fashion group Stripe closes loss-makingbrands and withdraws from Chinese market

 

 

Japanese fashiongroup Stripe international is closing loss-making brands and withdrawing fromthe Chinese market. On June 30, the group's own brands such as Earth Music& Ecology withdrew from the Chinese market.

 

As reported, stripe's exit fromthe Chinese market was mainly impacted by the new crown epidemic, which led toa sharp drop in sales due to the closure of stores. Stripe entered the Chinesemarket in 2011 and once opened more than 100 brand stores. However, it isdifficult to compete with other brands because of the small stores.

 

04|优衣库中国业绩持续快速复苏中

 

在日本首富柳井正的带领下，优衣库母公司迅销集团近年来不断加速布局中国市场，目前该零售商在中国已有750家门店，规模与日本本土市场相当。

 

优衣库品牌日前透露，自3月以来中国业绩不断加快复苏。此外，日本、韩国等亚洲主要市场的恢复表现也优于欧美地区。而数据显示，优衣库全球2260家商店中只有51家位于美国。

 

 

04|China's performance continues to acceleraterecovery

 

 

Under the leadershipof Tadashi Yanai, Japan's richest man, Fast Retailing, the parent company ofUNIQLO, has been accelerating its distribution in the Chinese market in recentyears.

 

At present, the retailer has 750 stores in China, the scale of which iscomparable to that of Japan's local market. UNIQLO recently revealed thatChina's performance has been accelerating since March, and Japan, South Koreaand other major Asian markets have also performed better than Europe and theUnited States. Notably, only 51 of UNIQLO's 2260 stores are in the UnitedStates, according to the data.

 

05|Michael Kors母公司第四季度亏5.5亿美元

 

据时尚商业快讯，在截至3月28日的第四财季内，Michael Kors母公司美国奢侈品集团Capri销售额大跌11.3%至11.92亿美元，净亏损高达5.51亿美元，去年同期的净利润为1900万美元。

 

同一时期，竞争对手Coach母公司Tapestry集团的销售额也大跌19.4%至10.7亿美元，净亏损达6.77亿美元。

 

 

05|Michael Kors' parent company lost $550 million inthe forth quarter

 

 

Capri, the parentcompany of Michael kors, lost 11.3% in sales to $1192 million in the fourthquarter ending March 28, with a net loss of $551 million, compared with a netprofit of $19 million in the same period last year, according to fashionbusiness express.

 

During the same period, sales of rival coach parent companytapestry group also fell 19.4% to $1.07 billion, with a net loss of $677million.

 

06|英国美容零售商 Lush 将关闭在中国香港的五层楼旗舰店

 

面对高昂的租金、大幅减少的人流量，许多零售品牌纷纷关闭在香港的门店。英国美容零售商 Lush 已经关闭了位于香港中心区的五层高的门店。

 

该门店占地约7000平方英尺，租约将于今年8月底到期。据知情人士透露，Lush 已不打算续租，房东正在寻找新的房客。

 

 

06|British beauty retailer Lush to close its fivestorey flagship store in Hong Kong, China

 

 

In the face of highrents and a sharp reduction in the flow of people, many retail brands haveclosed their stores in Hong Kong. Lush, a British beauty retailer, has closedits five storey store in the heart of Hong Kong.

 

The store covers about 7000square feet and the lease will expire at the end of August. According to peoplefamiliar with the matter, lush is no longer planning to renew the lease and thelandlord is looking for new tenants.

 

07|Fast Retailing发布第三季度财报

 

Uniqko所有者Fast Retailing公布第三季度财报，由于Covid-19，净利润下降了43%。优衣库日本公司报告称，在2020财年前9个月，收入和利润均大幅下降，收入下降至55亿美元（同比下降14.6%），营业利润收缩至7.37亿美元（同比下降18.1%）

 

 

07|Fast Retailing reports its third quarter financialresults

 

 

Uniqko owner FastRetailing reported its third quarter financial results with a 43% fell in netprofit due to Covid-19. UNIQLO Japan reported large declines in both revenueand profit in the first nine months of fiscal 2020, with revenue declining toUS$5.5 billion (−14.6%year-on-year) and operating profit contracting to US$737 million (−18.1% year-on-year).

 

08|亚太奢侈品市场今年预计将减少21亿美元收入

 

根据GlobalData预测，今年亚太地区奢侈品市场受到新冠疫情的影响，奢侈品销售额将下降3.4%，跌到603亿美元，比去年减少了21亿美元的收入。

 

GlobalData零售业分析师Suresh Sunkara说：“Covid-19扰乱了奢侈品牌的日程安排以及供应链推迟时装秀。不过自今年第二季度开始以来，包括中国、日本和韩国在内的几个国家已经解除了大部分的封锁措施，这将给奢侈品零售商带来一些安慰，因为他们现在可以开店恢复营业。”

 

 

08|The Asia-Pacific luxury market expected to lose$2.1 billion in revenue this year

 

 

According toGlobalData, sales of luxury goods in the Asia-Pacific region, which has beenaffected by coVID-19, will fall 3.4% this year to $60.3 billion, down $2.1billion from last year.

 

GlobalData retailanalyst Suresh Sunkara said: "Covid-19 has disrupted luxury brands'schedules and supply chains delaying fashion shows. But since the start of thesecond quarter, several countries, including China, Japan and South Korea, havelifted most of their lockdowns, which will bring some comfort to luxuryretailers as they can now open stores and resume business."

 

09|日本奢侈品百货商店人流量逐渐回升

 

随着日本紧急状态解除后，日本消费者开始重新购物。6月份，日本百货商店销售额同比下降20%至30%，但降幅小于5月份。

 

受日本百货公司影响最小的是高岛屋(Takashimaya)，销售额下降16.4%，崇光百货(Sogo)和西武百货(Seibu)下降16.5%。

 

 

09|The traffic of luxury department stores in Japan isgradually picking up

 

 

As Japan's state ofemergency was lifted, consumers began shopping again. Japanese department storesales slumped by between 20 and 30% year on year in June, but that was a lesserdowning rate in May.

 

Least impacted of the Japanese department store groupswere Takashimaya, where sales declined by 16.4%, and Sogo and Seibu, down16.5%.

 

10|印尼央行表示，国内零售销售可能出现12年来最大降幅

 

印尼央行7月8日公布的一项调查显示，印尼5月份零售额较上年同期大幅下降20.6%，为2008年10月以来的最大降幅，且较前一个月的收缩速度加快。4月份零售额同比下降16.9%。同时根据印尼银行的调查预计，6月份销售额下降幅度将放缓至14.4%。

 

10|Indonesia May retail sales contract the most in 12years, central bank says

 

Indonesia's retailsales tumbled 20.6% in May on the year for their biggest fall since October2008, and accelerating from the previous month's contraction, a central banksurvey showed on 8 July.Retail sales fell 16.9% on an annual basis in April.The Bank Indonesia survey also predicted the drop in sales to slow to 14.4% inJune.

投融资

 

 

01|法国家居用品零售商 Conforama 将被竞争对手But收购

 

6月中旬，法国家居用品零售商 Conforama 表示由于公司面临重大财务困难，已启动就业保障计划，永久关闭42家门店，裁减1900个职位，同时，Conforama 还希望寻求新的投资者，以渡过危机。

 

6月30日，法国家具巨头 But 表示有意向收购竞争对手Conforama，双方就收购问题已达成进一步共识。But 已将收购计划及报价上交给当地竞争管理机构，正在等待审核。

 

 

01|Conforama, a French household goods retailer, willbe bought by its competitor But

 

 

In mid June,Conforama, a French household goods retailer, said that due to the company's financialdifficulties, it had launched a job-security program, permanently closed 42stores and cut 1900 jobs.

 

Meanwhile, Conforama also hoped to seek new investorsto tide over the crisis. On June 30, But, a French furniture giant, said it wasinterested in acquiring Conforama, a rival. The two sides have reached furtherconsensus on the acquisition. But has submitted the acquisition plan and offerto the local competition authority and is waiting for review.

 

02|LVMH集团旗下基金控股的澳大利亚泳装生产商 Seafolly挂牌出售

 

澳大利亚泳装生产商Seafolly Pty Ltd（以下简称Seafolly）在6月29日宣布，由于新冠病毒疫情对销售造成严重冲击，已经进入破产管理。

 

7月3日，Scott Langdon 和 Rahul Goyal 表示已经有超过50位来自澳大利亚和国际市场的买家对Seafolly 表现出了兴趣，首轮竞标将在7月12日正式开始。预计将会在8月初向品牌的债权人提交正式的收购报价。

 

 

02|Seafoly, an Australian swimsuit manufacturercontrolled by LVMH group's funds, is on sale

 

 

Australian swimsuitmanufacturer Seafoly Pty Ltd (Seafoly) announced on June 29 that it had enteredbankruptcy because of the severe impact of the epidemic on sales.

 

7. ScottLangdon and Rahul Goyal said that more than 50 buyers from Australia andinternational markets have shown interest in Seafoly, and the first round ofbidding will officially begin on July 12. A formal offer is expected to besubmitted to creditors of the brand in early August.

 

03|Primewest 斥资9150万美元收购Pemulwuy Marketplace和West Ryde Marketplace

 

基金管理公司Primewest 斥资9150万美元收购悉尼两家购物中心：Pemulwuy Marketplace和West Ryde Marketplace，虽然交易是在疫情期间完成的，但场外交易价格和此前的市场估值一样。

 

 

03|Primewest acquired Pemulwuy Marketplace and WestRyde Marketplace for $91.5 million

 

 

The fund managerPrimewest spent $91.5m to acquire two shopping centres in Sydney, Pemulwuy andWest Ryde Marketplace. The same off-market prices was the same as previousmarket valuations though the transactions were completed during the epidemic.

 

04|伊藤忠商事计划全面收购全家便利店

 

7月8日，有外媒报道称，日本大型综合贸易商伊藤忠商事计划通过要约收购全面控股全家便利店（FamilyMart），预计收购金额在5000亿至6000亿日元（约326亿元至392亿元人民币）。收购成功后，全家便利店将成为伊藤忠的全资子公司，其持股比例将c

 

据悉，在伊藤忠将日本全家纳为全资子公司后，将可大幅介入公司运营，并可借用伊藤忠在海外的资源和平台，进行各项业务的运营改革，未来的商业模式也不仅局限在零售范畴。

 

 

04|Itochu plans to acquire familymart fully

 

 

On 8 July, foreignmedia reported that Itochu, the large Japanese conglomerate, was planning totake full control of FamilyMart through a tender offer expected to be worth JPY500bn-600bn. The acquisition will make FamilyMart a wholly owned subsidiary ofItochu, raising its stake to 100% from the current 50.01%.

 

It is reported thatafter Itochu accepting Japan FamilyMart as a wholly-owned subsidiary, it willbe able to substantially participate in the company's operation, and can use Itochu'sresources and platforms overseas to carry out operational reform of variousbusinesses. The future business model is not limited to retail.

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