摘要：近日，美国百货公司梅西百货公布了新一季度的业绩。在包括梅西百货、Bloomingdale’s和Blue Mercury等连锁店在内的零售业务中，可比销售额在关键的假日季度下降了1.1%。但若加上自有品牌和授权业务，以及在线市场，可比销售额则增长0.2%，为自

资讯 INTERNATIONAL NEWS

中购联国际商业周刊

Issue244 | 2025.3.24-30

中购联新媒体中心综合整理

PART.01

项目动态 Projects' News

01|梅西百货改革初见成效

近日，美国百货公司梅西百货公布了新一季度的业绩。在包括梅西百货、Bloomingdale’s和Blue Mercury等连锁店在内的零售业务中，可比销售额在关键的假日季度下降了1.1%。但若加上自有品牌和授权业务，以及在线市场，可比销售额则增长0.2%，为自 2022年第一季度以来的最高水平。

此外，梅西百货进行改革的首批 50 家门店，其可比销售额增长0.8%，这是该指标连续第四个季度保持正增长。这两个亮点表明梅西百货的改革已初见成效，只是推进速度可能不够快。

01|Macy's innovation is paying off

Recently, the US department store Macy's announced the new quarter results. In the retail business, which includes chains such as Macy's, Bloomingdale's and Blue Mercury, comparable sales fell 1.1% in the key holiday quarter. When private label and licensing businesses are included, as well as online marketplaces, comparable sales rose 0.2%, the highest level since the first quarter of 2022.

In addition, Macy's first 50 innovative stores saw comparable sales increase 0.8%, marking the fourth consecutive quarter of positive growth for this metric. These two bright spots suggest that Macy's reforms are starting to work, though they may not be moving fast enough.

02|上海小猪佩奇主题乐园露出设施规划

日前，上海小猪佩奇主题乐园发布最新消息：整个项目占地面积为290亩，包括户外主题乐园、主题酒店和商业街三大板块，乐园主题部分初步规划有海洋园区、冰雪园区等5个主题游乐区域;另外，深受动画观众喜爱的“跳泥坑”情节也将以前所未有的形式和大家见面，让家长和小朋友都能真实感受泥坑跳跃的乐趣。

据此前披露的消息，该乐园项目选址于上海崇明区长兴岛，投资额超24亿元，预计于2027年建成开业。

02|Shanghai Peppa Pig Outdoor Theme Park released the facility plan

Recently, Shanghai Peppa Pig Outdoor Theme Park released the latest news: the whole project covers an area of 290 acres, including outdoor theme park, theme hotel and commercial street. The park preliminary planned 5 theme amusement areas such as ocean Park, snow park; In addition, the plot of "jumping into the mud pit", which is loved by animation audiences, will also be seen in an unprecedented form, so that parents and children can truly feel the fun of jumping into the mud pit.

According to previously news, the park is located in Changxing Island, Chongming District, Shanghai, with the investment of more than 2.4 billion yuan and expected to be completed in 2027.

03|首个全球乐高节激发无限想象

乐高乐园将于5月3日至6月11日举办“乐高节”，覆盖五个国家的七座乐园，鼓励游客通过音乐、创意、舞蹈、游戏和放松方式探索游戏乐趣。此外，乐高乐园将新增49座大型乐高模型。乐高集团认为，游戏对儿童成长至关重要，期待家庭在乐园中创造美好回忆。

03|The first global LEGO Festival starts

Legoland will host the LEGO Festival from 3 May to 11 June, covering seven parks in five countries, encouraging visitors to explore the fun of play through music, creativity, dance, play and relaxation. In addition, Legoland Resorts will have 49 new large Lego models. The LEGO Group believes that play is vital to children's development and looks forward to families creating memories in the park.

PART.02

零售品牌 Brands' News

01|中国利郎今年将开马来西亚首店

据悉，中国利郎即将在马来西亚开设海外门店，预计上半年在当地开设首家门店，将中国优质男装产品引入东南亚市场，拓宽收入来源，迎接更多市场机遇。

01|China LILANZ to open the first store in Malaysia this year

It’s reported that China LILANZ is about to open overseas stores in Malaysia and it is expected to open in H1 of the year, introducing Chinese high-quality men's wearing to the Southeast Asian market, broadening revenue sources, and meeting more market opportunities.

02|Pull-Tab拉环咖啡海外首店落地美国

近日，Pull-Tab拉环咖啡海外首店落地美国纽约曼哈顿，预计4月初营业。

Pull-Tab拉环咖啡创始人陈新哲透露，从选址到开业，历时10个月，选址逻辑聚焦“高净值客群密度”与“文化辐射力”，曼哈顿年均超6000万游客的流量池，为品牌海外启动提供天然势能。2025年上半年，Pull-Tab拉环咖啡将进驻新加坡、韩国两个国家，下半年则将尝试拓展欧洲核心城市，全年计划开出10-20家海外门店。

02|The first Pull-Tab coffee overseas store landed in the US

Recently, the first overseas Pull-Tab coffee store landed in Manhattan, New York, the US and is expected to open in early April.

Chen Xinzhe, the founder of Pull-Tab coffee, revealed that it took 10 months from site selection to the store opening, and the store location focusing on high net worth customer and culture attraction, and the flow pool of more than 60 million tourists in Manhattan every year provided natural potential energy for the brand to start business. In H1 of 2025, Pull-Tab coffee will be stationed in Singapore and South Korea, and it will try to expand the core cities in Europe in H2 of 2025, and it plans to open 10-20 overseas stores throughout the year.

03|贡茶将在英国开设225家门店

近日，珍珠奶茶连锁店贡茶已与新的特许经营财团Jinziex签署协议，在未来几年内在英国开设至少225家门店。贡茶表示，该特许经营协议是其在2032年前实现全球10000家门店目标的重要一步，英国将引领其在欧洲的扩张，该公司还在法国、比利时、荷兰和葡萄牙经营着一些授权门店。

03|Gong Cha to open 225 stores in the UK

Boba tea chain brand Gong Cha has signed an agreement with new franchise consortium Jinziex to open at least 225 stores in the UK over the next few years.

Gong Cha said the franchise agreement was an important step towards its goal of 10,000 stores worldwide by 2032, with the UK leading its expansion in Europe, where it also operates a number of licensed stores in France, Belgium, the Netherlands and Portugal.

04|屈臣氏计划今年开设500家门店

屈臣氏日前表示，今年预计在中国内地市场开设500家门店，将持续发力即时零售并探索社区店模式，同时加速布局三线及以下低线城市。

04|Watsons plans to open 500 stores this year

Watsons recently said that it’s expected to open 500 stores in the mainland of China market, and will continue to develop instant retail and explore the community store, while accelerating the layout in the third-tier and lower-tier cities.

05|米兰冰淇淋品牌开中国首店

来自意大利米兰的知名冰淇淋品牌Gelateria Marghera，日前于成都IFS国际金融中心开出中国首家品牌旗舰店。

据了解，Gelateria Marghera诞生于1979年，作为手工老牌冰淇淋，凭借其独特造型和丰富口味，吸引了来自全球各地的旅客，曾获“意大利最佳冰淇淋店”的称号。

05|Milan ice cream brand opens its first store in China

Gelateria Marghera, a famous ice cream brand from Milan, Italy, recently opened its first flagship store in China at Chengdu International Finance Square.

It’s reported that Gelateria Marghera was established in 1979, as a handmade old ice cream, with its unique shape and rich taste, attracting tourists from all over the world, has been awarded the title of "Italy's best ice cream store".

06|Zara再次推出直播购物活动

继2024年9月成功播出第一期直播后，Zara已于2025年3月27日推出其直播购物节目Zara Streaming的第二期，并将再次邀请超模Cindy Crawford和她的女儿Kaia Gerber担任主持人，引导观众观看精心策划的时装秀。

据悉，Zara直播于2023年底首次在中国推出，现已扩展到西方战略市场，包括美国、英国和几个欧洲国家。

06|Zara launched live streaming again

Following the successful broadcast of the first live streaming in September 2024, Zara launched the second phase of Zara Streaming on 27 March. Supermodel Cindy Crawford and her daughter Kaia Gerber once again served as hosts to guide viewers through the carefully curated fashion show.

First launched in China at the end of 2023, Zara Streaming has expanded to Western markets, including the US, the UK and several European countries.

PART.03

行业资讯 Industrial News

01|二手服装市场2029年或达3670亿美元

近日，在线转售平台ThredUp与GlobalData数据公司合作，发布其第13份转售报告。报告显示，全球二手服装市场预计到2029年将达到3670亿美元，复合年增长率（CAGR）为10%。此外，2024年二手服装市场增长14%，创下2021年以来最强劲的年度增长速度，增速是整体零售服装市场的5倍。其中美国二手服装市场在2024年增速高达14%。

调查显示，59%的消费者表示如果关税和贸易政策使新服装售价更昂贵，他们会选择二手服装，而千禧一代消费者中倾向选择二手服饰的比例高达69%。

01|The second-hand clothing market could reach $367 billion by 2029

Online resale platform ThredUp has partnered with GlobalData to release its 13th resale report. According to the report, the global second-hand apparel market is expected to reach $367 billion by 2029, with a compound annual growth rate (CAGR) of 10%. In addition, the second-hand apparel market grew 14% in 2024, marking the strongest annual growth rate since 2021 and growing five times faster than the overall retail apparel market. Among them, the second-hand clothing market in the US grew by as much as 14% in 2024.

According to the survey, 59% of consumers said they would choose used clothing if tariffs and trade policies made new clothing more expensive, compared to 69% of millennial consumers.

02|奢侈品牌掀涨价潮

花旗银行最新调研显示，多家奢侈品牌已在2025年2月底上调产品定价。其中，Prada和Balenciaga价格上涨约4%，瑞士制表品牌欧米茄涨幅达6%。 此次调价预计将带来温和的年度营收增长，Prada因2月底的涨价预计提升约2%的营收，Balenciaga和欧米茄则分别增长约1%。尽管目前约50%的受访品牌尚未进行实质性调价，但未来几周内预计会有更多品牌跟进。

02|Luxury brands are raising prices

Citibank's latest research shows that a number of luxury brands have raised their product pricing by the end of February 2025. Among them, Prada and Balenciaga prices rose by about 4%, and Swiss watch brand Omega rose by 6%.

The price increase is expected to lead to modest annual revenue growth, with Prada expected to boost revenue by about 2% due to price increases at the end of February, while Balenciaga and Omega are expected to increase revenue by about 1% each. While around 50% of the brands surveyed have yet to make a substantial price change, more are expected to follow suit in the coming weeks.

03|申洲国际去年营收大涨近15%

运动服饰代工厂申洲国际在截至2024年12月31日止的12个月内，营收同比增长14.8%至286.63亿元，净利润同比增长36.9%至62.406亿元，营收和利润均创集团历史新高。

同时，该集团于柬埔寨金边市的新成衣工厂土建工程已接近完工，并于3月份开始招聘员工，新制衣工厂预计总用工规模约6000人。

03|Shenzhou's revenues jumped nearly 15% last year

For the 12 months ended 31 December 2024, sportswear foundry Shenzhou International saw a 14.8% y-o-y increase in revenue to 28.663 billion yuan and a 36.9% y-o-y increase in net profit to 6.2406 billion yuan, with both revenue and profit reaching a record high for the group.

At the same time, the group's new garment factory in Phnom Penh, Cambodia, is nearing completion of civil works, and began hiring employees in March, the new garment factory is expected to employ about 6,000 people.

04|Fila Holdings 2024财年营收增长6.5%

总部位于首尔的Fila Holdings日前披露2024财年业绩报告显示，营收同比增长6.5%至4.27万亿韩元（约合207.48亿元），营业利润同比增长18.9%至3608亿韩元（约合17.83亿元）。Fila Holdings表示，其强劲的财务表现主要得益于高尔夫品牌Acushnet营收同比增长 7.8%至3.35万亿韩元（约合165.49亿元）。

04|Fila Holdings' revenue grew 6.5% in fiscal year 2024

Seoul-based Fila Holdings recently disclosed its fiscal year 2024 results report, showing that revenue increased 6.5% y-o-y to 4.27 trillion won (about 20.748 billion yuan), and operating profit increased 18.9% y-o-y to 360.8 billion won (about 1.783 billion yuan). Fila Holdings said its strong financial performance was mainly driven by a 7.8% y-o-y increase in revenue of golf brand Acushnet to 3.35 trillion won (about 16.549 billion yuan).

05|达芙妮国际去年营收大涨23%

达芙妮国际在截至2024年12月31日止的年度业绩报告显示，集团营收同比增长23%至3.22亿元，股东应占盈利同比增长71%至1.07亿元。未来，达芙妮国际将继续专注于电商渠道，把握活跃的线上零售市场，并计划在一线城市开设一至两家「达芙妮.实验室」店舖，这些城市正涌现越来越多面向年轻消费者的购物中心。

05|Daphne International's revenue jumped 23% last year

In its annual results report for the year ended 31 December 2024, Daphne International reported a 23% y-o-y increase in revenue to $322 million and a 71% y-o-y increase in earnings attributable to shareholders to $107 million. In the future, Daphne International will continue to focus on e-commerce channels to capture the dynamic online retail market, and plans to open one or two "Daphne LABS" stores in the first tier cities, where more and more shopping malls are emerging for young consumers.

PART.04

投融资 Investment and Financing

01|霸王茶姬将赴纳斯达克上市

近日，霸王茶姬首次向美国证券交易委员会公开提交了招股书，拟将赴纳斯达克上市，股票代码为“CHA”。此次承销商包括花旗，摩根士丹利，德意志银行，中金公司CICC，老虎证券，富途控股，以及Valuable Capital。

01|CHAGEE to list on NASDAQ

Recently, CHAGEE submitted a prospectus to the US Securities and Exchange Commission for the first time, and plans to be listed on NASDAQ under the ticker symbol CHA. The underwriters include Citi, Morgan Stanley, Deutsche Bank, CICC, Tiger Brokers, Futu Holdings and Valuable Capital.

02|百丽获得Champion大中华区全品类经营业务

百丽时尚集团宣布与Champion母公司Authentic Brands Group达成战略合作，成立合资公司，共同推进Champion在大中华区的业务升级。 根据合作协议，在2021年获得Champion鞋履及配饰品类授权的基础上，百丽时尚现正式取得Champion品牌在大中华区的服装品类授权，实现全品类经营权。

02|Belle won the full category business of Champion in Greater China

Belle Fashion Group announced a strategic partnership with Authentic Brands Group, Champion's parent company, to establish a joint venture to jointly promote Champion's business upgrade in Greater China.

According to the cooperation agreement, on the basis of obtaining the license of Champion shoes and accessories in 2021, Belle Fashion now officially obtains the license of Champion brand in the apparel category in Greater China, realizing the right to operate the whole category.

来源：中购联