国际周刊丨H&M关闭Monki群众门店；阿里巴巴投资韩国电商平台……

资讯 INTERNATIONAL NEWS

中购联国际营业周刊

Issue229 | 2024.12.2-8

中购联新媒体中心详细整理

PART.01技俩动态 Projects' News

01|脉驰文化与RWS国际集团建筑合股公司

上海脉驰文化发展有限公司与RWS国际集团近日持重晓示收形状作，共同建筑合股公司，全面拓展亚太区主题实景文娱业务,包括戏院演艺、体育赛事、游轮等体验的开荒。

连年，脉驰文化已赢得孩之宝、好意思泰、沃贝、绘儿乐、芝麻街、阿德曼等国际IP集团实景文娱授权，并官宣运转了一系列分量级文旅技俩。其中，亚洲首个和群众最大的小猪佩奇户外主题乐土将于3年后在上海建成。

01|RWS Global opens offices with Max-Matching Entertainments

Shanghai Max-Matching Entertainments and RWS Global have officially announced the cooperation to establish a joint venture company to fully expand the themed live entertainment business in the Asia Pacific region, including the development of theater performances, sports events, cruise ships and other experiences.

In recent years, Max-Matching has been authorized by Hasbro, Mattel, Wobbe, Crayola, Sesame Street, Aardman and other international IP groups for live entertainment, and officially launched a series of heavyweight cultural travel projects. Among them, Asia's first and the world's largest Peppa Pig outdoor theme park will be completed in Shanghai in three years.

02|巴西耗资13亿好意思元新乐土2026年亮相

Grupo Vidanta和VidantaWorld将于2026年在墨西哥新巴亚尔塔耗资13亿好意思元打造VidantaWorld BON豪华主题乐土。该乐土将设有23个景点，包括“Tecuani Beast”过山车和太阳马戏剧团等游乐要津。

02|Brazil's new $1.3 billion park to open in 2026

Grupo Vidanta and VidantaWorld will build the $1.3 billion VidantaWorld BON luxury theme park in Nuevo Vallarta, Mexico, in 2026. The park will feature 23 attractions, including the Tecuani Beast roller coaster, Cirque du Soleil and other facilities.

03|沙特阿拉伯批准Al Ahsa旅游技俩

沙特新闻社报谈，沙特阿拉伯还是批准了价值跨越35亿里亚尔（合9.32亿好意思元）的Al Ahsa旅游技俩。

Al Ahsa技俩将为该地区加多跨越1800个货仓房间，同期诳骗其当然和文化财富蛊卦国内和国际旅客。该技俩与沙特阿拉伯的2030愿景相一致，旨在到2030年每年蛊卦1.5亿旅客，并将旅游部门对沙特阿拉伯国内出产总值的孝背叛6%加多到10%。

03|Saudi Arabia approves Al Ahsa tourism project

Saudi Arabia has approved the Al Ahsa tourism project, worth more than 3.5 billion riyals ($932 million), the Saudi Press Agency reported.

The Al Ahsa project will add more than 1,800 hotel rooms to the region while leveraging its natural and cultural assets to attract domestic and international tourists. The project is in line with Saudi Arabia's Vision 2030, which aims to attract 150 million tourists per year by 2030 and increase the contribution of the tourism sector to Saudi Arabia's gross domestic product from 6% to 10%.

PART.02零卖品牌 Brands' News

01|茶百谈马来西亚首店开业

11月29日，新茶饮品牌茶百谈马来西亚首店在吉隆坡开业，门店位于吉隆坡南部最大的市场 Pavilion Bukit Jalil。这是该品牌出海的要点布局之一。为了深耕马来西亚市场，茶百谈已在当地组建运营团队。

01|ChaPanda's first store in Malaysia opened

The first store of the new tea brand ChaPanda in Malaysia opened in Kuala Lumpur on 29 November, located in Pavilion Bukit Jalil, the largest shopping mall in the south of Kuala Lumpur. This is one of the key layouts of its overseas market. In order to deeply cultivate the Malaysian market, ChaPanda has set up a local operation team.

02|极氪群众第500家门店落地新加坡

极氪群众第500家门店于近日在新加坡持重开业。刻下，极氪在中国营业门店达447家，国际门店53家。自2021年9月首家门店落地杭州，三年时代，极氪加快群众市场布局，已插足瑞典、澳大利亚、阿联酋、新加坡、墨西哥、埃及等40多个国际主流市场，瞻望本年底群众门店将达520家。

02|The 500th Zeeker store in the world landed in Singapore

The 500th Zeeker store in the world has officially opened in Singapore. At present, Zeeker operates 447 stores in China and 53 overseas stores. Since the first store landed in Hangzhou in September 2021, Zeeker has accelerated the global market layout in three years, and has entered more than 40 international markets such as Sweden, Australia, the United Arab Emirates, Singapore, Mexico, Egypt, and is expected to reach 520 global stores by the end of this year.

03|MARK&LONA中国首店登陆北京

据悉，日本高尔夫衣饰品牌MARK&LONA中国首店落地北京国贸商城，现已围挡，瞻望将于2025年春季开业。

MARK&LONA建筑于2008年的洛杉矶，斗胆的以骷髅记号为LOGO，经典的版型勾通材质的变化，潮水特有的格调也备受明星，球员的疼爱。

03|MARK&LONA China's first store landed in Beijing

It’s reported that the Japanese golf clothing brand MARK&LONA China's first store landed in Beijing China World Mall. The store is under decoration and expected to open in the spring of 2025.

MARK&LONA was founded in 2008 in Los Angeles, with the bold skull LOGO, the classic version combined with material changes, the unique style is also favored by stars and players.

04|中国首家Uniqlo Coffee登陆香港

日前，优衣库在香港开设中国首家品牌咖啡店Uniqlo Coffee，同期初次带来Uniqlo Kids Library儿童典籍区域。还有客制化T恤的UTme！管事及提供阅兵和修补管事的RE.UNIQLO STUDIO。

04|China's first Uniqlo Coffee launches in Hong Kong

Recently, Uniqlo opened China's Uniqlo Coffee in Hong Kong, and brought the Uniqlo Kids Library at the same time, along with the UTme! services and RE.UNIQLO STUDIO, which provides renovation and repair services.

05|H&M将关闭Monki群众总计门店

瑞典前锋巨头H&M集团近日晓示，将关闭旗下女装品牌Monki群众总计门店，况兼将其业务整合到集团旗下的Weekday品牌。这一举措是H&M集团政策鼎新的纷乱部分，旨在优化资源树立并擢升品牌的合座竞争力。

05|H&M closing all Monki stores worldwide

Swedish fashion giant H&M Group recently announced that it will close all of its women's clothing brand Monki stores around the world and integrate its business into the group's Weekday brand. This move is an important part of the H&M Group's strategic adjustment, which aims to optimize the allocation of resources and enhance the overall competitiveness.

PART.03行业资讯 Industrial News

01|特海国际第三季度收入同比增长14.6%

近日，海底捞国际业务特海国际发布了2024年第三季度的财务功绩。数据领略，该季度公司收入达到1.986亿好意思元，同比增长14.6%，期内溢利为3770万好意思元，而上年同期则为亏本140万好意思元。

01|SUPER HI International’s Q3 revenue rose 14.6% from a year earlier

Recently, Haidilao's overseas business SUPER HI International released its financial results for Q3 of 2024: revenue was $198.6 million, up 14.6% from a year earlier, and profit for the period was $37.7 million, compared with a loss of $1.4 million a year earlier.

02|巴黎老佛爷百货10月销售额同比增15%

巴黎老佛爷百货近日公布了10月销售数据，销售额同比增长了15%。增长的主要成分包括奥运会后旅客的总结，以及商店从头布局。此外，老佛爷百货还推广了其好意思容居品线，引入了新护肤和香水品牌，并新增了Charlotte Tilbury等热点品牌。

值得细心的是，尽管客流量已规复至2019年水平，但中国破钞者在老佛爷百货的比例大幅下落，从40%降至20%。与此同期，来自好意思国和中东的破钞者比例有所上涨，好意思国破钞者刻下占据了销售额的11%。

02|Sales at Galeries Lafayette in Paris rose 15% in October from a year earlier

Paris department store Galeries Lafayette recently reported a 15% increase in sales for October compared with the same month last year. The main factors include the return of tourists after the Olympics and the relayout inside. Galeries Lafayette has also expanded its beauty line, introducing new skincare and fragrance brands and adding popular brands such as Charlotte Tilbury.

It is worth noting that while traffic has returned to 2019 levels, the proportion of Chinese consumers at Galeries Lafayette has dropped significantly, from 40% to 20%. At the same time, the proportion of consumers from the US and the Middle East has increased, with American consumers now accounting for 11% of sales.

03|宝格丽押注印度成新增长引擎

LVMH旗下的奢华珠宝品牌宝格丽正将主见投向印度这一舛错增长市场，以对消中国需求下落的影响。首席践诺官Jean-Christophe Babin指出，未来几年印度将踏进群众挥霍市场的前哨。

刻下，宝格丽在印度开设13家佳构店和零卖点，并野心进一步扩大在该国的业务。这一政策鼎新恰巧中国挥霍市场放缓濒临挑战，为保捏在中国市场的竞争力，宝格丽野心加强其电子商务武艺，要点蛊卦非一线城市的高端客户，而非加多实体门店的数目。

03|Bvlgari is betting on India as a new growing market

Luxury jewellery brand Bulgari, owned by LVMH, is looking to India, a key growth market, to offset falling demand in China. CEO Jean-Christophe Babin pointed out that India will be at the forefront of the global luxury market in the coming years.

Currently, Bvlgari operates 13 boutiques and retail outlets in India and plans to further expand its presence in India. The strategic shift comes amid challenges in China's slowing luxury market, where Bulgari plans to strengthen its e-commerce capabilities and focus on attracting high-end customers in non-tier 1 cities rather than increasing the number of physical stores.

04|lululemon第三季度中国市场营收大涨39%

通顺生计方式品牌lululemon在死一火10月27日的第三季度内，营收同比增长9.1%至24亿好意思元，超出市场预期，净利润大涨41%至3.52亿好意思元。其中，国际市场营收增长33%，中国市场营收同比增长39%。lululemon首席财务官Meghan Frank暗示，第三季度功绩超出咱们的预期，在行将到来的第四季度，咱们将专注于进一步加深与来宾的勾通，同期蛊卦更多的新来宾。

04|lululemon's revenue in China jumped 39% in Q3

Sports lifestyle brand lululemon beat market expectations with a 9.1% y-o-y increase in revenue to $2.4 billion in Q3 ended 27 October, while net income jumped 41% to $352 million. Among them, international market revenue increased by 33%, and China market revenue increased by 39%.

Meghan Frank, CFO of lululemon, stated that the Q3 results exceeded our expectations, and we will focus on further deepening our connection with our guests, while attracting more new guests in the upcoming Q4,.

05|维密创三年以来最好季度销售增长

近日音信，内衣品牌Victoria's Secret维密在死一火11月2日的第三季度功绩领略，营收同比增长7%至13.5亿好意思元，创下了2021年以来最好的季度销售增长，净亏本收窄至5620万好意思元，高于华尔街预测预期。

05|Victoria's Secret posted its best quarterly sales growth in three years

Recently, the lingerie brand Victoria's Secret showed that revenue rose 7% to $1.35 billion in Q3 ended 2 November, hit the best quarterly sales growth since 2021, net loss narrowed to $56.2 million, higher than Wall Street forecasts.

PART.04投融资 Investment and Financing

01|Saks Fifth Avenue母公司说明收购尼曼百货

据路透社报谈，好意思国挥霍百货公司Saks Fifth Avenue母公司HBC集团将以26.5亿好意思元收购挥霍百货公司Neiman Marcus，并将建筑名为Saks Global的详细实体，由Saks Fifth Avenue现任CEO Marc Metrick负责运营。HBC集团将通过从推动筹集的资金以及债务融资来复古这次往返。

01|Saks Fifth Avenue parent company confirms acquisition of Neiman Department Store

According to Reuters, HBC Group, the parent company of the US luxury department store Saks Fifth Avenue, is buying luxury department store Neiman Marcus for $2.65 billion and will create an integrated entity called Saks Global, which would be run by Marc Metrick, CEO of Saks Fifth Avenue. HBC Group will support the transaction through capital raised from shareholders as well as debt financing.

02|阿里巴巴投资韩国电商平台

韩国前锋电商平台ABLY近日暗示，母公司ABLY集团已获阿里巴巴1000亿韩元，约合东谈主民币5.1亿元投资。声明称，通过这次投资，阿里巴巴将赢得ABLY集团5%股份。

02|Alibaba invests in South Korean e-commerce platform

South Korean fashion e-commerce platform ABLY recently said that its parent company, ABLY Group, has received 100 billion won (about 510 million yuan) investment from Alibaba. Through this investment, Alibaba will acquire a 5% stake in ABLY Group.

03|贝恩本钱等或竞购SEVEN-ELEVEN旗下控股公司

近日，好意思国闻明基金贝恩本钱、KKR、堡垒投资集团以及日本住友商事株式会社共同参与了对SEVEN-ELEVEN旗下中间控股公司约克控股股票的竞购。

03|Bain Capital and others may bid for SEVEN-ELEVEN's holding company

Recently, well-known US funds Bain Capital, KKR, Fortress Investment Group and Japan's Sumitomo Corp jointly participated in the bid for shares of York Holdings, an intermediate holding company owned by SEVEN-ELEVEN.