摘要：澳大利亚和新西兰Westfield购物中心的运营商Scentre Group在其最新的经营报告中称，因消费者持续的参与度和零售商优异表现，其投资组合表现出了强劲的租赁势头和创纪录的销售额。
资讯 INTERNATIONAL NEWS
中购联国际商业周刊
Issue249 | 2025.5.5-11
中购联新媒体中心综合整理
PART.01
项目动态 Projects' News
01|Scentre Group发布最新经营报告
澳大利亚和新西兰Westfield购物中心的运营商Scentre Group在其最新的经营报告中称，因消费者持续的参与度和零售商优异表现，其投资组合表现出了强劲的租赁势头和创纪录的销售额。
Scentre Group的（截至2025年5月4日）运营数据展现了零售地产的韧性：集团旗下42个Westfield目的地的客流量达到1.79亿人次，同比增长2.3%。第三季度，商业伙伴的零售额总额为67亿美元，同比增长2.8%，滚动年销售额更达291亿澳元的历史峰值。这印证了线下消费场景的持续价值。
01|Scentre Group released the latest operation report
Scentre Group, the operator of Westfield shopping centres in Australia and New Zealand, has reported strong trading and leasing activity in its latest operating update, underpinned by continued consumer engagement and retailer performance across its portfolio.
For the 18 weeks to 4 May 2025, the Group recorded 179 million customer visits to its 42 Westfield destinations – an increase of 2.3% compared to the same period last year. Retail sales by business partners totalled $6.7 billion for the March quarter, up 2.8% y-o-y. On a rolling 12-month basis to 31 March 2025, partner sales reached a record $29.1 billion. All confirms the continuous value of physical consumption scenarios.
02|迪士尼探险号正式亮相德国港口
迪士尼邮轮公司的“探险号” （Adventure）邮轮在德国威斯马港正式亮相。作为德国最大的邮轮，该船长342米，可容纳多达9200名乘客，船上设有七大主题区域，其中包括被称为“海上最长”的过山车。该邮轮将于12月15日在新加坡首航，标志着迪士尼进一步拓展亚洲邮轮市场的战略布局。
02|The Disney Adventure made its official debut at a German port
The Adventure cruise ship of Disney Cruises made its official debut at Wismar port in Germany. As the largest cruise ship in Germany, it’s 342 meters long and can accommodate up to 9,200 passengers. There are seven themed areas on board, including the roller coaster known as the "longest at sea". The cruise ship will make its maiden voyage in Singapore on 15 December, marking Disney's strategic layout to further expand the Asian cruise market.
03|耗资2亿美元的Rouse Hill Town Centre扩建项目破土动工
备受期待的Rouse Hill Town Centre（RHTC）扩建项目已开始动工，这是GPT集团在经济高速增长区域的长期战略的重大里程碑，工程计划持续18个月，预计将于2026年底完工。
RHTC的扩建将使中心的占地面积增加到8万平方米以上。该项目建成后预计将创造300多个建筑工作岗位和400多个新的零售岗位。
03|$200 million Rouse Hill Town Centre expansion breaks ground T
The GPT Group has commenced construction on the highly-anticipated expansion of Rouse Hill Town Centre (RHTC), marking a significant milestone in its long-term strategy to grow and evolve its retail assets in high-growth corridors. Development works at RHTC are scheduled to span 18 months, with completion expected by late 2026.
The RHTC expansion will increase the centre’s footprint to more than 80,000m2. The project is expected to create more than 300 construction jobs and over 400 new retail positions upon completion.
04|迪士尼第七个主题公园将在阿布扎比建造
5月7日，迪士尼首席执行官罗伯特·A．艾格在阿布扎比宣布，全球第七个迪士尼主题公园将落户阿布扎比。
据华特迪士尼公司官网消息，华特迪士尼公司和阿布扎比沉浸式旅游目的地开发商Miral宣布达成协议，在阿布扎比创建一个地标性的迪士尼主题公园度假区。这座滨水度假区将位于世界级的娱乐和休闲目的地亚斯岛，连接来自中东以及其他地区的游客。新度假区将由Miral开发和建造。
04|Disney's seventh theme park to be built in ABU Dhabi
Robert A. Iger, the CEO of Disney Robert A. Iger announced that Disney’s seventh theme park will be located in ABU Dhabi.
According to the official website of The Walt Disney Company, the Walt Disney Company and Miral, a developer of immersive tourism destinations in ABU Dhabi, have announced an agreement to create a landmark Disney-themed park resort in ABU Dhabi. This waterfront resort will be located on Yas Island, a world-class entertainment and leisure destination, connecting tourists from the Middle East and other regions. The new resort area will be developed and constructed by Miral.
PART.02
零售品牌 Brands' News
01|紫燕百味鸡首登北美市场
近日，国内卤菜品牌紫燕百味鸡官宣进入北美市场。不仅将美国首店直接瞄准纽约，法拉盛、曼哈顿店也相继开业。
据悉，该品牌在海外市场的扩展策略主要是通过与当地公司合作来实现。
01|Zi Yan Food made its debut in the North American market
Recently, the domestic braised food brand Zi Yan Food officially announced its entry into the North American market. Not only did it directly target New York for its first step in the US, but also opened stores in Flushing and Manhattan one after another.
It’s learned that its expansion strategy in overseas markets is mainly achieved through cooperation with local companies.
02|鱼你在一起美国纽约、圣迭戈双店盛大开业
近日，酸菜鱼品牌鱼你在一起纽约布鲁克林店、加州圣迭戈店盛大开业。
截至2024年7月，鱼你在一起已在全球360+座城市开设超过2500家门店，覆盖纽约、旧金山、温哥华、迪拜、吉隆坡等海外城市。
02|FISH WITH YOU store in New York and San Diego opened grandly
Recently, the pickled cabbage fish brand "Yu Ni Zai Yiqi" grandly opened its stores in Brooklyn, New York and San Diego, California.
As of July 2024, FISH WITH YOU has opened over 2,500 stores in more than 360 cities around the world, covering overseas cities such as New York, San Francisco, Vancouver, Dubai, and Kuala Lumpur.
03|农耕记加拿大首店落地温哥华
近日，湘菜品牌农耕记加拿大首店落地温哥华，另悉，其美国首店也在筹备中。
农耕记起源于2017年的深圳，凭借湖南特色土菜崛起，目前，农耕记全国门店超过100家。2023年，海外首店落地新加坡，在东南亚等地有10多家海外门店。
03|The first store of Nonggenji in Canada has opened in Vancouver
Recently, the first store of Nonggenji Hunan Native Cuisine in Canada has opened in Vancouver. It’s also learned that its first store in the US is under preparation.
Nongnengji originated in Shenzhen in 2017 and rose to prominence with its unique Hunan local dishes. Currently, Nongnengji has over 100 stores across China. In 2023, the first overseas store was established in Singapore, and there are over ten overseas stores in Southeast Asia and other regions.
04|霸王茶姬首家北美门店试运营
4月26日，霸王茶姬首家北美门店正式对外试运营，选址位于美国洛杉矶人气商场Westfield Century City，紧邻比佛利山庄和西洛杉矶等重要区域。试运营首日，门口排起长队。
霸王茶姬在2019年就开始布局全球化，目前已在马来西亚、新加坡、印尼等东南亚市场开设上百家门店。北美首店开业是霸王茶姬全球化征程的重要一步。
04|The first North American store of CHAGEE is in trial operation
The first North American store of CHAGEE officially began trial operation on 26 April. It’s located in the popular Westfield Century City shopping mall in Los Angeles, USA, adjacent to important areas such as Beverly Hills and West Los Angeles. On the first day of its trial operation, a long queue formed outside.
CHAGEE began to lay out its global strategy in 2019 and has now opened over a hundred stores in Southeast Asian markets such as Malaysia, Singapore and Indonesia. The opening of the first store in North America is an important step in the globalization journey.
05|茶话弄温哥华新店即将开业
近日，茶话弄官宣其温哥华新店即将开业。截至2024年，茶话弄海外共开店4家，主要分布在高客单价、新中式茶饮市场占位空缺的北美市场。
05|The new store of Cha Hua Nong in Vancouver is about to open
Recently, Cha Hua Nong officially announced that its new store in Vancouver is about to open. As of 2024, Cha Hua Nong has opened a total of 4 overseas stores, mainly located in the North American market where the high average transaction value and lacks the new Chinese-style tea beverages.
06|茶百道官宣入驻新加坡
4月25日消息，茶百道宣布将在新加坡开设首家门店，首店地址位于新加坡乌节路SPACE，这标志着其国际化战略迈出重要步伐。
未来，茶百道将继续关注全球市场动态，积极拓展海外业务，致力于将中国茶饮文化推广至世界各地。
06|ChaPanda officially announced its entry into Singapore
ChaPanda announced on 25 April that it will open its first store in Singapore, which will be located at SPACE on Orchard Road, Singapore, marking an important step forward in its internationalization strategy.
In the future, ChaPanda will continue to pay close attention to global market trends, actively expand overseas business, and be committed to promoting Chinese tea culture to all over the world.
07|五粮液首家海外授权体验餐厅在东京开业
4月25日，“2025年五粮液和美全球行”日本站系列活动之“五粮飘香·和美之味”在日本东京举办。
日本米其林“飘香”餐厅正式成为五粮液首家海外授权体验餐厅，标志着中国白酒与全球顶级餐饮的融合迈入新阶段。双方将展开全方位合作，包括推出五粮液定制融合菜单、打造五粮液定制鸡尾酒、开展联合定制品鉴活动等。
07|The first overseas authorized experience restaurant of Wuliangye opened in Tokyo
Fraorance Meets the World Harmony in Symbiosis, the Japan station activity of Wuliangye Global Tour 2025 officially held in Tokyo on 25 April.
The Michelin-starred "Piao Xiang" restaurant has officially become the first overseas authorized experience restaurant of Wuliangye, marking a new stage in the integration of Chinese Baijiu and the world's top cuisine.
Both sides will carry out all-round cooperation, including launching customized integrated menus for Wuliangye, creating customized cocktails for Wuliangye, and conducting joint customized tasting activities, etc.
PART.03
行业资讯 Industrial News
01|开云集团成为第27届上海国际电影节官方合作伙伴
据悉，全球高端精品集团开云宣布正式成为第27届上海国际电影节官方合作伙伴，并携手推出“跃动她影”特别项目，聚焦电影行业中女性力量的呈现与赋能。
双方将依托各自平台与资源优势，通过主题论坛与特别展映单元，共同推动行业对话与文化多元发展。
01|Kering Group has become an official partner of the 27th Shanghai International Film Festival
It’s reported that global premium goods group Kering has officially become the official partner of the 27th Shanghai International Film Festival. They will jointly launch the special project "Women In Motion", which focuses on the presentation and empowerment of female power in the film industry.
Relying on their respective platforms and resource advantages, the two sides will jointly promote industry dialogue and cultural diversity through theme forums and special screening units.
02|香港尖沙咀去年第四季度蝉联全球最昂贵零售地段榜首
近日，第一太平戴维斯发布的《2025年全球奢侈品零售报告》指出，尽管全球经济面临挑战，奢侈品零售核心市场在2024年仍表现坚挺，高端零售物业租金普遍上涨或保持稳定。报告覆盖的21个地区中，有超过75%的地区录得租金上涨或持平。
在零售租金方面，2024年第四季度香港尖沙咀稳坐全球高端零售租金最高地区，每年每平方米主要租金达到17,132欧元；纽约麦迪逊大道和伦敦邦德街分别以15,559欧元/平方米/年、以15,333欧元/平方米/年的租金排名第二和第三；米兰蒙特拿破仑大街和东京银座则分列第四和第五位。
02|Tsim Sha Tsui in Hong Kong topped the list of the world's most expensive retail locations for Q4 of 2024
Recently, Savills released the "2025 Global Luxury Retail Report", which pointed out that despite the challenges faced by the global economy, the core markets of luxury retail will remain strong in 2024, and the rents of high-end retail properties will generally rise or remain stable. Among the 21 regions covered by the report, more than 75% recorded rent increases or unchanged.
In terms of retail rents, Tsim Sha Tsui in Hong Kong remained the region with the highest high-end retail rents globally in Q4 of 2024, with the main annual rent per square meter reaching €17,132. Madison Avenue in New York and Bond Street in London ranked second and third respectively with rents of €15,559 per square meter per year and €15,333 per square meter per year. Via Montenapoleone in Milan and Ginza in Tokyo ranked fourth and fifth respectively.
03|丝塔芙母公司第一季度营收超11亿美元
据悉，丝塔芙母公司Galderma公布了2025年第一季度业绩：营收同比增长8.3%至11.3亿美元，创历史新高。
期内，各产品类别和各地区均呈现强劲业绩势头，注射美容产品营收同比增长9.9%；皮肤科护肤产品营收增长 7.8%；治疗皮肤病学产品营收增长4.9%。尽管美国关税仍存在不确定性，但该公司对2025年剩余时间的前景充满信心。
03|The revenue of Cetaphil's parent company exceeded $1.1 billion in Q1
It’s reported that Galderma, the parent company of Cetaphil has released its Q1 2025 financial results: revenue increased by 8.3% y-o-y to $1.13 billion, reaching a record high.
During the period, all product categories and regions showed a strong performance momentum. The revenue of injectable beauty products increased by 9.9% y-o-y. Revenue from dermatological skin care products increased by 7.8%. Revenue from products for treating dermatology increased by 4.9%. Despite the uncertainty of US tariffs, the company is confident about the outlook for the remainder of 2025.
04|Coach第三财季销售额大涨13%
Coach母公司Tapestry集团在截至3月29日的2025财年第三季度业绩显示，销售额同比增长7%至15.84亿美元，超出市场预期，净利润同比大涨45%至2.033亿美元，得益于其核心品牌Coach的强劲表现。期内，Coach销售额同比大涨13%至12.94亿美元，主要归功于全价手袋销售的持续增长；Kate Spade销售额下降13%至2.45亿美元；Stuart Weitzman销售额下降18%至4620万美元。得益于Coach的增长势头及关税影响有限，Tapestry集团第三次上调全年业绩预期。
04|Coach's sales soared by 13% in Q3
Tapestry Group, the parent company of Coach, reported for Q3 of fiscal year 2025 ending 29 March that its sales increased by 7% y-o-y to $1.584 billion, exceeding market expectations. Its net profit rose by 45% y-o-y to $203.3 million, thanks to the strong performance of its core brand Coach.
During the period, Coach's sales soared by 13% y-o-y to $1.294 billion, mainly attributed to the continuous growth in full-price handbag sales. The sales of Kate Spade dropped by 13% to $245 million. Sales of Stuart Weitzman dropped by 18% to $46.2 million. Thanks to Coach's growth momentum and the limited impact of tariffs, Tapestry Group has raised its full-year performance forecast for the third time.
05|Columbia第一季度销售额达7.78亿美元
美国户外服饰集团Columbia Sportswear在2025财年第一季度业绩显示，净销售额同比增长1%至7.78亿美元，按固定汇率计算增长3%，毛利率为50.9%，净利润录得4225万美元，营收与利润均超出市场预期。其中，国际市场销售额占总营收40%，几乎所有海外市场均实现增长。拉美和亚太地区表现尤为强劲，销售实现双位数增长。
05|Columbia's sales reached $778 million inQ1
American Sportswear outdoor apparel group Columbia showed that net sales increased by 1% y-o-y to $778 million in Q1 of fiscal year 2025, increased by 3% (calculated at constant exchange rates). The gross profit margin was 50.9%, and the net profit was recorded at $42.25 million.
Both revenue and profit exceeded market expectations. Among them, international market sales accounted for 40% of the total revenue, and almost all overseas markets achieved growth. Latin America and the Asia-Pacific region performed particularly strongly, with sales achieving double-digit growth.
PART.04
投融资 Investment and Financing
01|运动品牌斯凯奇被3G资本收购
日前，美国运动品牌斯凯奇已同意被全球投资公司3G资本收购。根据双方达成的协议，3G资本将以每股63美元的现金收购斯凯奇，交易总价值约为94亿美元。
交易完成后，斯凯奇将成为一家私人公司，总部仍设在加利福尼亚州的曼哈顿海滩。该交易预计将在2025年第三季度完成。
01|Sports brand Skechers was acquired by 3G Capital
Recently, the American sports brand Skechers has agreed to be acquired by the global investment company 3G Capital. According to the agreement reached by both sides, 3G Capital will acquire Skecher at a cash price of $63 per share, with a total transaction value of approximately $9.4 billion.
After the transaction is completed, Skechers will become a private company with its headquarters still located in Manhattan Beach, California. The transaction is expected to be completed in Q3 of 2025.
02|老铺黄金又筹资27亿港元
铺黄金又筹资27亿港元，以加速门店拓展并应对黄金采购成本增长，配售股份分别占已发行H股及已发行股份总数的约3.19%及约2.56%%。
02|Laopu Gold raised another HK $2.7 billion
Laopu Gold has raised an additional HK $2.7 billion to accelerate store expansion and address the rising cost of gold procurement. The placement of shares accounts for approximately 3.19% of the issued H shares and approximately 2.56% of the total number of issued shares, respectively.
来源：中购联