摘要：东京迪士尼度假区宣布，其将在2035财年前完成大规模改造，力争年销售额突破1万亿日元。更新计划包括2027年重建“明日世界”区域的“飞越太空山”过山车，未来每年还将持续推出新的游乐项目，并计划建造全新游轮与酒店。
资讯 INTERNATIONAL NEWS
中购联国际商业周刊
Issue250 | 2025.5.12-18
中购联新媒体中心综合整理
PART.01
项目动态 Projects' News
01|东京迪士尼度假区将于2035年前全面升级
东京迪士尼度假区宣布，其将在2035财年前完成大规模改造，力争年销售额突破1万亿日元。更新计划包括2027年重建“明日世界”区域的“飞越太空山”过山车，未来每年还将持续推出新的游乐项目，并计划建造全新游轮与酒店。
01|Tokyo Disney Resort will be fully upgraded by 2035
Tokyo Disney Resort announced that it will complete a large-scale renovation by the fiscal year 2035 and strive to achieve an annual sales record of over 1 trillion yen. The update plan includes the reconstruction of the "Space Mountain" roller coaster in the "Tomorrowland" area in 2027. New rides will continue to be launched every year in the future, and it is planned to build brand-new cruise ships and hotels.
02|罗迪欧大道全面升级
罗迪欧大道，坐落在比弗利山庄，号称世界上最昂贵的购物大道，也被誉为世界十大购物天堂之一，目前正在进行全面升级。
同期Wilshire/Rodeo地铁站建设（2026年竣工）也在进行中，完工后预计将提升30%客流量。根据比弗利山市政厅披露的商务规划，未来18个月内该区域将迎来超2亿美元商业资本注入，涵盖LVMH集团旗下3家全球首店、开云集团5家旗舰店焕新。升级后年度零售额有望突破50亿美元，巩固其「每平方英尺销售额最高商业区」地位。
02|Rodeo Drive undergoes transformation
Rodeo Drive, located in Beverly Hills, known as the world's most expensive shopping avenue hailed as one of the world's top ten shopping paradises, is undergoing transformation currently.
The construction of the Wilshire/Rodeo metro station (completed in 2026) is also underway at the same time. Once completed, it is expected to increase passenger flow by 30%. According to the business plan disclosed by Beverly Hills City Hall, over $200 million commercial capital will be invested into the area within the next 18 months, covering the renovation of 3 global flagship stores of LVMH Group and 5 flagship stores of Kering Group. After the upgrade, the annual retail sales are expected to exceed $5 billion, consolidating its position as the "business district with the highest sales per square foot".
03|伦敦比斯特购物村启动30周年庆典
伦敦比斯特购物村正式启动主题为“The Original Then, The Original Now”的30周年庆典活动。
首阶段活动自5月1日至6月16日展开，购物村特别设立“Village News”快闪空间，打造沉浸式90年代美学体验，现场限量发售多款复古周边。第二阶段庆典将于5月1日至7月1日同步进行，届时将推出更多沉浸式互动与特别体验，延续品牌“联结过去与现在”的核心理念。
03|Bicester Village launched its 30th anniversary celebration
Bicester Village has officially launched The 30th anniversary celebration event with the theme of "The Original Then, The Original Now".
The first stage of the event was held from 1 May to 16 June. Bicester Village specially set up the pop-up space called "Village News" to create an immersive aesthetic experience of the 1990s. A variety of retro souvenirs were sold in limited quantities on site. The second phase will be held simultaneously from 1 May to 1 July, during which more immersive interactions and special experiences will be launched, expressing the concept of connecting the past and the present.
04|Hammerson获得Brent Cross购物中心控股权
5月13日，英国知名零售业房地产巨头Hammerson宣布，将以约2亿英镑现金对价收购伦敦最大的购物中心之一Brent Cross购物中心的大部分股权，交易完成后Hammerson在Brent Cross购物中心的股权将超过90%。
此次收购是Hammerson调整投资组合、聚焦核心资产的最新举措。Brent Cross购物中心由Hammerson开发，于1976年开业，是英国首个室内购物中心，地处伦敦北部、英国最大集客来源区之一。近年来，由于零售行业环境发生巨变，Hammerson不断调整其投资组合，出售部分资产并加大核心业务投资。
04|Hammerson to take 'full' control of Brent Cross
British well-known retail and real estate giant Hammerson announced on 13 May that it would acquire a majority stake in Brent Cross Shopping Centre, one of the largest shopping centres in London, for approximately £200 million in cash. After the transaction is completed, Hammerson's stake in Brent Cross will exceed 90%.
This acquisition is the latest move by Hammerson to adjust its investment portfolio and focus on core assets. Brent Cross was developed by Hammerson and opened in 1976. It’s the first indoor shopping centre in the UK and is located in north London, one of the largest customer source areas in the UK. In recent years, due to the dramatic changes in the retail industry environment, Hammerson has continuously adjusted its investment portfolio, selling some assets and increasing investment in core businesses.
PART.02
零售品牌 Brands' News
01|滔搏与户外品牌Norrøna达成中国市场独家运营合作
挪威国宝级户外品牌Norrøna近日正式宣布进军中国市场，选择滔搏作为独家运营伙伴。
Norrøna以尖端科技和奢华定位闻名，其顶级冲锋衣海外定价高于始祖鸟同类产品。滔搏方面表示，看准中国高端户外市场增长潜力，将强化专业户外赛道布局。
01|Topsports reached an exclusive operation cooperation with the outdoor brand Norrøna in the Chinese market
Norwegian national treasure outdoor brand Norrøna officially announced its entry into the Chinese market recently and chose Topsports as its exclusive operating partner.
Norrøna is renowned for its cutting-edge technology and luxurious positioning. The overseas pricing of its top-of-the-line down jackets is higher than that of similar products from Archaeopteryx. Topsports stated that it has recognized the growth potential of China's high-end outdoor market and will strengthen its layout in the professional outdoor sector.
02|鲍师傅海外首家门店亮相新加坡
5月11日，中国知名中式糕点品牌“鲍师傅”进驻新加坡，其首家海外直营店在新加坡Paya Lebar Square开业，这标志着中国传统糕点文化迈向国际化新征程。
据悉，鲍师傅接下来将重点开拓美国、澳大利亚和法国市场。
02|Bao’s Pastry’s first overseas store made its debut in Singapore
Well-known Chinese brand Bao’s Pastry officially entered Singapore on 11 May. Its first overseas directly-operated store opened in Paya Lebar Square, Singapore, marking a new journey of internationalization for Chinese traditional pastry culture.
It’s learned that Bao’s Pastry will focus on developing the markets of the US, Australia and France in the future.
03|三顾冒菜新西兰首店开业
5月5日，三顾冒菜新西兰首店正式营业。据悉，开店首日日营业额达人民币4万元。
截至目前，三顾冒菜海外门店包括正在筹建的共计22家，遍布德国、日本、瑞典、美国、丹麦、澳大利亚、新西兰等国家，其中德国、新西兰还成立了海外分公司。
03|The first store of SANKU MAOTS’AI in New Zealand opened
The first store of SANKU MAOTS’AI in New Zealand officially opened for business on 5 May. It’s reported that the daily turnover on the first day was about 40,000 RMB.
As of now, SANKU MAOTS’AI has a total of 22 overseas stores, including those under construction, spread across countries such as Germany, Japan, Sweden, the US, Denmark, Australia and New Zealand. Among them, overseas branches have been established in Germany and New Zealand.
04|MAAP全球首家概念店正式开业
澳大利亚骑行服品牌MAAP全球首家概念店MAAP Test (LAB) 在静安嘉里中心正式开业。
区别于传统的零售空间，MAAP Test (LAB) 更像是一个骑行文化的实验基地。店内采用开放式的布局，陈列着精心挑选的骑行服饰与装备，同时还设有舒适的休息区、 咖啡吧。
04|MAAP's first global concept store officially opened
The first global concept store of the Australian cycling apparel brand MAAP, MAAP Test (LAB), officially opened at Jing An Kerry Centre.
Different from traditional retail spaces, MAAP Test (LAB) is more like an experimental base, where adopts open layout and displays selected cycling clothing and equipment. It also features a comfortable rest area and a coffee bar.
05|滔搏成为跑步品牌SOAR中国区独家运营商
近日消息，英国高端跑步品牌SOAR正式宣布滔搏体育成为其在中国市场的独家运营合作伙伴，全面负责品牌在中国市场的发展与运营。
据悉，SOAR创立于2015年，融合高性能、科技感与时尚美学，深受精英跑者与运动爱好者青睐。未来，滔搏将凭借强大的零售网络、数字化能力和对消费者的深度洞察，助力SOAR实现本土化发展，推动中国跑步消费向更高阶、更专业化升级。
05|Topsports being the exclusive operator of the running brand SOAR in China
Recently, the British high-end running brand SOAR officially announced that Topsports has become its exclusive operating partner in the Chinese market, fully responsible for its development and operation in China.
SOAR was founded in 2015, integrating high performance, a sense of technology and fashionable aesthetics, and is highly favored by elite runners and sports enthusiasts. In the future, Topsports will leverage its strong retail network, digital capabilities and in-depth insights into consumers to assist SOAR in achieving localized development and promote the upgrading of China's running consumption to a higher level and more professional level.
06|HOKA ONE ONE全球首家品牌体验中心在上海开业
5月7日，国际高性能鞋服品牌HOKA ONE ONE®在上海揭幕了其全球首家品牌体验中心。
该体验中心超过1200㎡，三层空间，融合运动机能测试、全系列产品矩阵、沉浸式体验空间与多元社群文化等亮点。
06|The first global experience center of HOKA ONE ONE opened in Shanghai
International high-performance footwear and apparel brand HOKA ONE ONE® unveiled its first global brand experience center in Shanghai on on 7 May.
The center covers an area of over 1,200 square meters spanning three floors. It integrates highlights such as sports function tests, full range of product series, immersive experience spaces and diverse community cultures.
07|Sessùn正式进军中国市场
日前，法国时尚品牌Sessùn正式进军中国市场，首店选址于上海芮欧百货。此举不仅是品牌全球化战略的关键一步，更反映了品牌对高端消费市场的精准布局。
Sessùn每家店的空间设计都是独一无二的，致力于弘扬当地的文化遗产。
07|Sessùn officially entered the Chinese market
Recently, the French fashion brand Sessùn officially entered the Chinese market, with its first store located in Réel Shanghai. This move is not only a crucial step in its globalization strategy, but also reflects the brand's precise layout in the high-end consumer market.
The space design of each Sessùn store is unique, dedicated to promoting the local cultural heritage.
08|志邦家居正式进军非洲市场
近日，志邦家居宣布其首家非洲经销商专营店于肯尼亚首都内罗毕正式开业，标志着该品牌正式拓展非洲市场。
据悉，早在2014年志邦家居就涉足海外市场，以澳洲、北美为起点开展全球业务。近年来，志邦家居进一步开拓东南亚市场，相继在新加坡、菲律宾、马尔代夫、马来西亚、印度尼西亚等多个国家开设零售店。
08|ZBOM officially entered the African market
Recently, ZBOM announced that its first African dealer franchise store has officially opened in Nairobi, the capital of Kenya, marking ZBOM's official expansion into the African market.
It’s reported that as early as 2014, ZBOM ventured overseas market, starting its global business from Australia and North America. In recent years, ZBOM has further expanded its market in Southeast Asia, successively opening retail stores in multiple countries including Singapore, the Philippines, the Maldives, Malaysia, and Indonesia.
09|Chanel与Nykaa合作扩大在印度的业务
法国奢侈品牌香奈近日宣布与印度美妆零售平台Nykaa达成合作，进一步巩固其在印度的市场布局。通过此次合作，Chanel的香水和美妆产品将在Nykaa Luxe指定门店、Nykaa的应用程序和网站上架。
根据计划，到2025年底，Chanel将在全国范围内拓展至十余家 Nykaa Luxe 门店，为更多印度消费者提供高端美妆体验。
09|Chanel collaborated with Nykaa to expand the India business
French luxury brand Chanel recently announced a partnership with Indian beauty retail platform Nykaa, further consolidating its market presence in India. Through this collaboration, Chanel's perfumes and beauty products will be available at designated Nykaa Luxe stores, the Nykaa app and website.
According to the plan, Chanel will expand to more than ten Nykaa Luxe stores across the country by the end of 2025, providing more Indian consumers with high-end beauty experiences.
10|Steve Madden成立合资企业重启中国市场
据悉，美国鞋履品牌Steve Madden宣布与香港品牌管理公司Glamear Trading Ltd. 成立合资企业，携手拓展中国市场。这也是Steve Madden第三次尝试在中国建立长期零售业务。
10|Steve Madden established a joint venture to restart the Chinese market
It’s learned that the American footwear brand Steve Madden announced a partnership with the Hong Kong brand management company Glamear Trading Ltd. To establish a joint venture to expand the Chinese market.
This is also Steve Madden's third attempt to establish a long-term retail business in China.
PART.03
行业资讯 Industrial News
01|泡泡玛特一季度美洲业绩狂飙900%
泡泡玛特旗下IP“Labubu”在全球持续爆红，继泰国市场后，今年2月更获美国歌星Rihanna带货，推动其美国销售额狂飙。4月24日“Labubu 3.0”款全球发售，美国售价上调30%至27.99美元，仍引发抢购热潮。
今年一季度，泡泡玛特海外业务同比增长475%-480%，其中美洲市场增速达895%-900%，欧洲市场增长600%-605%，亚太地区增长345%-350%。
01|Pop Mart's performance in the Americas soared by 900% in Q1
It’s reported that the IP "Labubu" under Pop Mart has continued to gain global popularity. After its success in the Thai market, it was even promoted by American singer Rihanna in February 2025, driving its sales in the US to soar. The "Labubu 3.0" model was launched globally on 24 April. The price in the US was raised by 30% to $27.99, but it still triggered a buying frenzy.
Its overseas business increased by 475% to 480% y-o-y in Q1 of 2025. Among them, the growth rate in the American market reached 895% to 900%, the European market increased by 600% to 605%, and the Asia-Pacific region increased by 345% to 350%.
02|耐克、阿迪达斯等76家鞋类品牌联名请愿
5月7日消息，包括耐克、阿迪达斯、斯凯奇及安德玛在内的76家鞋类品牌联名请愿，要求美国政府豁免针对中国商品的“对等关税”，以避免中小企业倒闭潮席卷整个行业。
联名信显示：许多平价鞋款品牌无力承担高达150%至220%的综合关税负担，导致供应链陷入混乱，许多订单已被暂停，美国市场的鞋类库存可能很快就会短缺。
02|Footwear giants Nike, Adidas and others ask Trump for tariff exemption
76 footwear brands, including Nike, Adidas, Skecher and Under Armour, jointly petitioned the US government to exempt Chinese goods from "reciprocal tariffs" on 7 May in order to prevent a wave of small and medium-sized enterprise bankruptcies from sweeping across the entire industry.
The joint letter indicates that many budget shoe brands are unable to bear the combined tariff burden of up to 150% to 220%, causing chaos in the supply chain. Many orders have been suspended, and the inventory of shoes in the US market may soon be in short supply.
03|Tapestry集团净收入同比增长 45.8%
日前，COACH母公司Tapestry集团公布集团2025财年第三季度财报。截至2025年3月29日，实现净收入2.033亿美元，同比增长45.8%，销售额同比增长7%，达到15.8亿美元。
这得益于旗下品牌COACH表现强劲，其销售额增长13%，达到12.9亿美元，成为增长的主要驱动力。此外，Tapestry预计2025财年全年销售额将增长4%，达到约69.5亿美元，高于此前预测的3%增长。
03|The net revenue of Tapestry Group increased by 45.8% y-o-y
Recently, Tapestry Group, the parent company of COACH, released its financial report for Q3 of fiscal year 2025. As of 29 March 2025, the net income was $203.3 million, an increase of 45.8% y-o-y. The sales revenue increased by 7% y-o-y, reaching $1.58 billion.
This is attributed to the strong performance of its brand COACH, whose sales increased by 13% to $1.29 billion, becoming the main driver of growth. In addition, Tapestry expects its full-year sales for fiscal year 2025 to increase by 4% to approximately $6.95 billion, higher than the previously predicted 3% growth.
04|资生堂第一季度中国市场恢复增长
资生堂集团近日发布2025财年第一季度财报，尽管中国市场在2024年同期面临高基数影响，且今年电商活动节奏调整，但资生堂在中国市场依然实现双位数销售增长，以固定汇率计增长11.9%，折射出复苏势头强劲。
本季度，中国消费者对高品质护肤产品的需求持续升温，集团旗下核心高端品牌肌肤之钥和SHISEIDO表现尤为亮眼，成为推动增长的关键引擎。
04|Shiseido's Chinese market resumed growth in Q1
Shiseido Group recently released its Q1 financial report for fiscal year 2025. Despite the high base impact on the Chinese market in the same period of 2024 and the adjustment of e-commerce activity rhythms this year, Shiseido still achieved double-digit sales growth in the Chinese market, increasing by 11.9% at constant exchange rates, reflecting a strong recovery momentum.
This quarter, the demand for high-quality skin care products among Chinese consumers has continued to rise. The core high-end brands under the group, CPB and SHISEIDO, have performed particularly well, becoming the key engines driving growth.
05|On昂跑第一季度销售额大涨43%
瑞士高性能运动品牌On昂跑在2025年第一季度业绩显示，销售额同比大涨43%至7.266亿瑞士法郎，净利润录得5670万瑞士法郎，但公司整体表现仍超出市场预期。
分地区看，EMEA市场销售额增长33.6%至1.69亿瑞士法郎，美洲市场销售额增长32.7%至4.37亿瑞士法郎，亚太市场销售额大涨130.1%至1.206亿瑞士法郎。期内，该品牌服装业务表现尤为亮眼，销售额达3810万瑞士法郎，同比大涨93.1%，创下公司单季销售纪录。
05|On's sales soared by 43% in Q1
Swiss high-performance sports brand On's performance in Q1 of 2025 showed that its sales rose by 43% y-o-y to 726.6 million Swiss francs, and its net profit was recorded at 56.7 million Swiss francs. However, the company's overall performance still exceeded market expectations.
By region, sales in the EMEA market increased by 33.6% to 169 million Swiss francs, sales in the Americas market rose by 32.7% to 437 million Swiss francs, and sales in the Asia-Pacific market soared by 130.1% to 120.6 million Swiss francs. During the period, the brand's clothing business performed particularly well, with sales reaching 38.1 million Swiss francs, a y-o-y increase of 93.1%, setting a new record for the company's single-quarter sales.
06|Benetton贝纳通去年营收录得近9.2亿欧元
意大利时尚零售商贝纳通近日在2024财年业绩显示，营收同比下降16.5%至9.169亿欧元，净亏损则从2023年的2.35亿欧元收窄至1亿欧元，集团正在进行的重组计划初见成效。
贝纳通于去年启动了一项全面的重组计划，重点包括削减运营成本、优化分销与零售网络结构，并加大对电子商务渠道的投入。同时，该集团也在积极提高外部供应商商品的比例，以提升产品多样性与成本效益。
06|Benetton's revenue last year was nearly 920 million euros
Italian fashion retailer Benetton recently reported its fiscal year 2024 results, showing that its revenue dropped by 16.5% y-o-y to €916.9 million, while its net loss narrowed from €235 million in 2023 to €100 million. The ongoing restructuring plan of the group has begun to bear weight.
Benetton launched a comprehensive restructuring plan last year, with a focus on cutting operating costs, optimizing distribution structure and retail network, and increasing investment in e-commerce channels. Meanwhile, the group is also actively increasing the proportion of goods from external suppliers to enhance product diversity and cost-effectiveness.
PART.04
投融资 Investment and Financing
01|沪上阿姨在香港上市
5月8日，沪上阿姨在香港上市，全球共发售约241万股，发行比例2.3%，最终发售价113.2港元，共计融资2.7亿港元。
招股书显示，沪上阿姨IPO募集资金用于提升数字化能力、研发新产品、升级设备、加强供应链能力、扩大门店网络、投资营销活动以及补充营运资金等方面。
01|Auntea Jenny is listed in Hong Kong
Auntea Jenny was listed in Hong Kong on 8 May. It offered approximately 2.41 million shares globally, with an offering ratio of 2.3%. The final offering price was HK $113.2, raising a total of HK $270 million.
The prospectus shows that the funds raised from the IPO will be used to enhance digital capabilities, develop new products, upgrade equipment, strengthen supply chain capabilities, expand the store network, invest in marketing activities and supplement working capital, etc.
02|真维斯宣告破产
澳洲知名品牌Jeanswest真维斯宣布破产，并计划出售其品牌IP资产，包括注册商标、服装设计、图案、域名、社交媒体资产以及供应商关系。
同时，Jeanswest计划在关闭其澳大利亚的90家门店之前，于5月20日之前通过线下门店完成价值2000万美元的品牌库存销售。
02|Jeanswest declared bankruptcy
Australian well-known brand Jeanswest has declared bankruptcy and plans to sell its brand IP assets, including registered trademarks, clothing designs, patterns, domain names, social media assets, and supplier relationships.
Meanwhile, Jeanswest plans to complete the sale of $20 million worth of brand inventory through its physical stores by 20 May before closing its 90 stores in Australia.
03|传欧莱雅有意收购Medik8
据市场消息人士透露，欧莱雅集团已成为收购英国护肤品牌Medik8的领先竞标方。若交易达成，将进一步壮大其在全球医学护肤品市场的领导地位。
据悉，Medik8于2009年创立，目前拥有超300名员工，产品销往全球超过7000家专业皮肤诊所，深受皮肤科医生与美容专业人士青睐。若交易成功，Medik8将被纳入欧莱雅强势的皮肤科学美容部门。该部门目前囊括了包括理肤泉、薇姿、修丽可等在内的多个专业护肤品牌。
03|L 'Oreal is rumored to acquire Medik8
According to market sources, L 'Oreal Group has become the leading bidder for the acquisition of the British skincare brand Medik8. If the deal is concluded, it will further strengthen L 'Oreal leading position in the global medical skincare market.
It’s reported that Medik8 was founded in 2009 and currently has over 300 employees. Its products are sold to more than 7,000 professional skin clinics worldwide and are highly favored by dermatologists and beauty professionals. If the transaction is successful, Medik8 will be incorporated into L 'Oreal's strong dermatological beauty division. This department currently encompasses multiple professional skincare brands including La Roche-Posay, Vichy, CeraVe, SkinCeuticals, etc.
来源：中购联
