国际周刊丨TOP TOY泰国首家门店开业；好特卖或将进军日本市场；Discovery Expedition重返中国市场……

楼市 2024-10-27 11:00 北京

资讯 INTERNATIONAL NEWS

中购联国际商业周刊

Issue224 | 2024.10.21-27

中购联新媒体中心综合整理

PART.01

项目动态 Projects' News

01|巴黎迪士尼乐园华特迪士尼影城改造工程进行中

据报道，巴黎迪士尼乐园华特迪士尼影城正在进行大规模的重建，面积几乎扩大了一倍。

作为品牌重塑的一部分，乐园正在对其入口区域进行彻底改造。华特迪士尼幻想工程现已在大门附近的“Disney Studio 1”建筑上安装了新的外观和大帐篷，该建筑将于 2025 年作为“World Premiere”重新开放。

01|The renovation of Walt Disney Studios at Disneyland Paris is underway

The Walt Disney Studios at Disneyland Paris is reportedly undergoing a massive redevelopment that has nearly doubled in size.

As part of the rebranding, Disneyland Paris is overhauling its entrance area. Walt Disney Imagineers has now installed a new look and marquee on the "Disney Studio 1", which is set to reopen as part of "World Premiere" in 2025.

02|耗资7亿欧元修复的巴黎圣母院重新开放后或将收费

据悉，法国文化部长达蒂在采访中表示，她提议在巴黎圣母院重新开放后开始收取门票费。

达蒂表示，将为所有参观巴黎圣母院的游客制定一个象征性的价格。建议届时每位游客支付5欧元的门票费，这笔钱将用于资助法国文化遗产的翻修。

02|Cathédrale Notre Dame de Paris, restored at a cost of €700 million, could be set to charge when reopens

It’s reported that French Culture Minister Dati said in an interview that she proposed to start charging entrance fees after the reopening of Cathédrale Notre Dame de Paris.

Dati said a symbolic price would be set for all visitors. It is recommended that each visitor pay an entrance fee of €5, which will be used to fund the renovation of the French cultural heritage.

03|Miral透露亚斯水世界扩建工程已完成55%

阿布扎比领先的沉浸式目的地开发商Miral报告称，亚斯水世界扩建工程已完成 55%以上。亚斯水世界于2013年开业，以阿联酋的潜水采珠历史为主题。

该项目扩建后将占地16,900平方米，于2025年首次亮相，将打造18个新的惊险游乐设施和景点，以及3.3公里的滑道部分。

03|Miral revealed the Yas Waterworld expansion reached 55% complete

Miral, ABU Dhabi's leading developer of immersive destinations, reports that the Yas Waterworld expansion is more than 55% complete. Yas Waterworld opened in 2013 and is themed around the UAE's history of pearl diving.

The expanded project, which will cover 16,900 square metres and reopened in 2025, will feature 18 new thrill rides and attractions, as well as a 3.3km slide section.

04|“Paint the Night”游行将重返迪士尼乐园度假区

日前，迪士尼乐园度假区宣布“Paint the Night”游行即将回归。

Paint the Night于2014年9月在香港迪士尼乐园首次亮相，随后取代了小镇大街电光巡游。游行随后移至迪士尼加州冒险乐园，并于2018年11月结束。

香港迪士尼乐园的原版预计明年将在公园成立20周年庆典上回归。

04|"Paint the Night" parade returns to Disneyland Resort

Disneyland Resort has announced the return of the Paint the Night Parade.

Paint the Night debuted at Hong Kong Disneyland in September 2014 and then replaced the Main Street Electrical Parade. The parade then moved to Disney California Adventure, where it ended in November 2018.

The original version parade is expected to return at Hong Kong Disneyland next year at its 20th anniversary celebration.

PART.02

零售品牌 Brands' News

01|TOP TOY泰国首家门店开业

10月19日，名创优品旗下潮玩品牌TOP TOY在泰国的首家门店开业。该门店位于曼谷The Mall Lifestore One Bangkapi。同时，在曼谷的另一家购物中心MEGA BANGNA，TOP TOY “Good Night”主题快闪店开业。

01|TOP TOY opened its first store in Thailand

Miniso's TOP TOY opened its first store in Thailand on 19 October. The store is located in The Mall Lifestore One Bangkapi, Bangkok. Meanwhile, at another shopping mall in Bangkok, MEGA BANGNA, a TOP TOY "Good Night" themed pop-up store also opened at the same time.

02|好特卖或将2025年春季进军日本市场

中国折扣零售巨头好特卖宣布将于2025年春季正式进军日本市场。据了解，好特卖已经在日本大阪设立了当地法人HotMaxxJapan株式会社。

02|HotMaxx may enter the Japanese market in spring 2025

Chinese discount retail giant HotMaxx has announced that it will officially enter the Japanese market in spring 2025. It’s reported that HotMaxx Japan Co., Ltd. has been established in Osaka, Japan.

03|Bacha Coffee将进军上海和北京市场

近日消息，新加坡高奢咖啡品牌Bacha Coffee（夿萐咖啡）的高层表示未来三年将进一步国际化扩张，计划在中国超一线两座城市北京和上海开出实体店。其中，将在上海开设一家提供座位的咖啡馆和零售店，在北京开设一家零售和外卖店。

03|Bacha Coffee will enter the Shanghai and Beijing markets

The senior management of Bacha Coffee, a luxury coffee brand in Singapore, said it will further expand internationally in the next three years, planning to open physical stores in China's two largest cities, Beijing and Shanghai. Among them, a cafe and retail store with seating will be opened in Shanghai, and a retail and takeaway store will be opened in Beijing.

04|LV母公司将给员工发股票，包括中国员工

近日，LVMH推出内部员工持股计划。该计划将涉及最多发行20万股新股，股份认购价格已经于2024年10月18日确定，认购期从10月24日持续至11月13日。

LVMH表示，这是一个旨在覆盖全球70%员工的国际雇员参股计划，将在欧洲、北美和亚洲的11个市场区域展开。

04|LV's parent company will give shares to its employees, including Chinese employees

LVMH recently launched an internal employee stock ownership plan. The programme will involve the issuance of up to 200,000 new shares, with the subscription price having been fixed on 18 October 2024, the subscription period running from 23 October to 13 November.

LVMH said this is an international employee participation program designed to cover 70% of its global workforce and will be spread across 11 market regions in Europe, North America and Asia.

05|Discovery Expedition重返中国市场

近日，高端户外生活方式品牌Discovery Expedition进入中国市场，开设品牌天猫旗舰店，并计划在年底前在上海、长春、太原、哈尔滨等各大主要城市开设线下门店。

Discovery Expedition曾于2013年进入中国市场，巅峰时期在中国门店数达到170多家，后来业绩不佳，门店数量锐减。此次品牌重回中国市场也是借助F&F集团的力量。

05|Discovery Expedition returns to the Chinese market

High-end outdoor lifestyle brand Discovery Expedition recently has entered the Chinese market with the opening of its Tmall flagship store and plans to open more physical stores in major cities such as Shanghai, Changchun, Taiyuan and Harbin by the end of the year.

Discovery Expedition entered the Chinese market in 2013 and reached more than 170 stores in China at its peak, while the number of stores was reduced due to poor performance. Discovery Expedition's return to the Chinese market is also through the strength of F&F Group.

PART.03

行业资讯 Industrial News

01|韩国美容产品出口额创记录

近日，韩国食品药品安全部报告称，今年前9个月，韩国化妆品出口额创历史新高，达到74亿美元。出口额较2021年的数据（68亿美元）增长了8.8%。出口额较去年同期（62亿美元）增长了19.3%。从目的地国家来看，中国仍是韩国美容产品的最大市场，出口额达20亿美元，其次是美国（14亿美元）和日本（7亿美元）。

01|South Korea has recorded record exports of beauty products

Recently, South Korea's Ministry of Food and Drug Safety reported that in the first nine months of this year, South Korea's cosmetics exports hit a record high of $7.4 billion. Exports increased by 8.8% compared to 2021 figures ($6.8 billion).

Exports increased by 19.3% compared to the same period last year ($6.2 billion). In terms of destination countries, China remains the largest market for Korean beauty products with exports of $2 billion, followed by the US ($1.4 billion) and Japan ($700 million).

02|SHEIN登顶全球服装时尚品牌访问量榜首

据数据分析网站Similarweb数据显示，中国跨境电商SHEIN成为2024年9月全球访问量最大的服装与时尚品牌，第三季度流量份额占比为2.68%。数据显示，NIKE、H&M、ZARA位居SHEIN之后，分列二至四位。

02|SHEIN tops the list of global fashion fashion brand visits

According to data analysis website Similarweb, Chinese cross-border e-commerce SHEIN became the world's most visited clothing and fashion brand in September 2024, with a traffic share of 2.68% in Q3. According to the data, NIKE, H&M, ZARA ranked second to fourth after SHEIN.

03|Miu Miu重回Lyst最热门品牌排行榜榜首

据时尚搜索引擎Lyst发布的2024年第三季度品牌热度榜单显示，Miu Miu重新成为Lyst最热门品牌排行榜的榜首，该网站上的搜索量环比增长30%，每月活跃用户达到1500万，Loewe位列第二。进入前十名的还有：Prada、Saint Laurent、Alaïa、Bottega Veneta、Jacquemus、Gucci、The Row和Valentino。

03|Miu Miu returned to the top of Lyst's hottest brands list

According to fashion search engine Lyst's hottest brands list for Q3 of 2024, Miu Miu returned to the top of Lyst's hottest brands list, with searches on the site increasing 30% month-on-month to reach 15 million monthly active users, with Loewe in second place. Rounding out the top 10 are: Prada, Saint Laurent, Alaïa, Bottega Veneta, Jacquemus, Gucci, The Row and Valentino.

04|百事公司上季收入1647亿

近日，旗下拥有百事可乐、七喜、桂格、乐事等品牌的百事公司发布三季报，截至2024年9月7日的12周，百事公司录得净营收233.19亿美元（约合人民币1647.51亿元），有机收入增幅为1.3%；净利润为29.45亿美元（约合人民币208.07亿元）。同时，该公司将全年有机收入增幅调整为低个位数。

04|PepsiCo earned $164.7 billion in revenue last quarter

Recently, PepsiCo, which owns Pepsi, 7up, Quaker, Lay's and other brands, released three quarterly results, ending the 12 weeks ended 7 September 2024, PepsiCo recorded net revenue of $23.319 billion (about 164.751 billion yuan), organic revenue growth of 1.3%; Net profit was $2.945 billion (20.807 billion yuan). At the same time, the company adjusted full-year organic revenue growth to low single digits.

05|迅销集团发布年度财报：创历来最高业绩水平

近日，日本快时尚巨头优衣库的母公司迅销集团公布了集团截至2024年8月31日的2024财年全年综合业绩，财年营收及经营利润双双录得大幅增长。

其中，综合营收总额为31038亿日元（约合1472亿人民币），同比增长12.2%。综合经营利润总额为5009亿日元（同比增长31.4%）。税前利润为5572亿日元（同比增长27.2%），归母利润为3719亿日元（同比增长25.6%）。

05|Fast Retailing released annual results: the highest level of performance ever

Fast Retailing, the parent company of Japanese fast fashion giant Uniqlo, announced the group's full-year comprehensive results for the fiscal year 2024 ending 31 August 2024, with substantial growth in revenue and operating profit for the fiscal year.

Among them, the total consolidated revenue was 3,103.8 billion yen (about 147.2 billion yuan), an increase of 12.2%. Consolidated operating profit reached ¥500.9 billion (+ 31.4% y-o-y). Pre-tax profit was 557.2 billion yen (+ 27.2% y-o-y) and parent profit was 371.9 billion yen (+ 25.6% y-o-y).

PART.04

投融资

Investment and Financing

01|星巴克收购在英最大特许经营商

近日，星巴克收购了其英国最大特许经营商23.5 Degrees，收购金额尚未披露。星巴克称，此次收购使其在英国的直营门店增加到近500家。

2013年2月，23.5 Degrees开设了第一家英国星巴克授权门店，目前已发展到113家门店，其中三分之二为得来速门店。

01|Starbucks acquires its biggest franchise in the UK

Starbucks has acquired its largest franchise in the UK, 23.5 Degrees, for an undisclosed amount. Starbucks said the acquisition increased its directly owned stores in the UK to nearly 500.

In February 2013, 23.5 Degrees opened its first UK Starbucks licensed store and has since grown to 113 stores, two-thirds of which are drive-thru stores.

02|中国水羊集团收购RéVive

日前，高端护肤品牌RéVive已被中国化妆品集团水羊集团收购，此次收购确认了管理团队的继续运营，品牌将保持独立。

水羊股份表示，公司将利用其全球供应链和研发资源，为RéVive在美国的业务提供支持。其次，将利用RéVive在美国的独立网站，并结合水羊股份在电商运营方面的专业能力，大力推动品牌在美国的在线销售业务。

02|China's S’YOUNG Group acquires RéVive

High-end skincare brand RéVive has been acquired by Chinese cosmetics group S’YOUNG Group, an acquisition that confirms the continued operation of the original management team and that the brand will remain independent.

S’YOUNG stated it will leverage its global supply chain and research and development resources to support RéVive's operations in the US. RéVive's independent website in the US, combined with S’YOUNG expertise in e-commerce operations, will be utilized to vigorously promote the RéVive's online business in the US.

END

近期热文 RECOMMEND

http://mp.weixin.qq.com/s?__biz=MjM5NjAzOTM5Mg==&mid=2653751301&idx=1&sn=a1f8f151a0197b6985d11e3b6fad8412

中购联

中购联创立于2002年 , 是极富全球影响的中国购物中心产业服务平台。拥有权威的会展、研究、培训、智库等多个领导力产品；且兼具前瞻的中购联公众号、门户网、铱星云商公众号视频号等矩阵化媒体系统。

青溪银泰城进度已达95%；杭州恒隆广场预计明年开业；海底捞进军烤串赛道；双11全网销售总额同比增长26.6%……

闭店频发，10+商场遇转型“阵痛”

济南跑出非标商业“黑马”，济高·世茂芯环中心惊艳入市！

这才是「年轻力」！

当购物中心玩起「听劝式营销」，年轻人为什么跟着「发疯」？

背靠文体场馆的商业项目赢麻了

国际周刊丨SANTIC CLUB中国首店开业；全球奢侈品免税消费激增；LV母公司收购男装品牌Our Legacy……

周刊丨济高·世茂芯环中心11月11日开业；古茗与蜜雪冰城宣布进军咖啡市场；百胜中国第三季度净新增438家门店……

看透友好型商业的AB面，这才是「真友好」

协同推进国际交流，中购联协调组织马来西亚考察团考察深圳标杆商业

吸金又吸睛的首展，还能玩出哪些新花样？

长沙金茂览秀城八年破局新启，与热爱同行

《重生之购物中心跟爆款短剧学营销》

非标商业≠网红，而是持续进化的商业哲学

国际周刊丨茉莉奶白悉尼首店开业；贝玲妃回归中国市场；Frasers Group放弃收购Mulberry……

周刊丨华润46.11亿夺宝山南大TOD地块；爱琴海集团贵州再落一子；无锡圆融购物中心将开业……

15+轻资产项目摘牌，轻资产赛道正在「祛魅」？

「南京米其林食遇美食节」惊艳亮相宜悦里！

2024中购联「文旅商业招商运营与新营销」实战研修班

去掉“班味”，玩转松弛感，POD公园商业如何打造「快乐生活方式」？

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野趣瓷韵越玩越野，宝龙商业如何创造商业新景象？

国际周刊丨TOP TOY泰国首家门店开业；好特卖或将进军日本市场；Discovery Expedition重返中国市场……

周刊丨2024大悦城品牌推介会盛大召开；宝龙商业第四届“宝龙印记”隆重举行；北京中海大吉巷正式“开新”……

精酿啤酒的超级单品逻辑，或可揭晓购物中心「新消费产业」创领密码

购物中心要是这么改，早就赚麻了

他们都在集体「奔县」，下沉市场出租率逆天了？

格力中央空调助力购物中心跑出“低碳节能建设”加速度

求索“新”与“潮”，下一站，悦向未来！

国际周刊丨美团宣布Keeta进入利雅得；优衣库母公司收入创历史新高；维密大秀重磅回归……

拾光如初，载梦前行！北京通州领展广场十周年庆火爆通州！

周刊丨北京龙玥城、中集美兰湖金地广场开业在即；霸王茶姬开香港首店；上海恒隆广场三期扩建预计2026年完工……

「全国首店」最新盘点：茶饮、户外继续领跑

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亦庄商圈新地标，一文读懂龙玥城「区域焕新」密码

茶咖品牌热衷「送周边」，图什么？

它才是购物中心汇聚客流的「隐藏大佬」

国际周刊丨LVMH宣布出售Off-White；华为官方体验店在阿联酋阿布扎比Yas Mall开业；小米明年将进军全球家电市场……

烟火、社交、自在，一元股份“上海奉贤经发大有界”打造高质社区商业

周刊丨厦门大悦城开业；SKINS中国首店落地北京；茶百道香港首店开业……

超市的进化启示录，购物中心如何与之共赢共舞？

丰台大悦春风里拾阶而上，「地铁+商业」综合体再造经典

这种招商打法，能缓解购物中心空铺压力吗？

这才是「在地文化」的现代化表达

业绩开门红！厦门大悦城为鹭岛商业注入鲜活动能

商业正在「液态化」

它们抢先找到了「寺庙商业」的理想形态！

这些「城中村改造项目」何以站稳潮头？

当服饰企业跨界做起了购物中心……

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