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consumption dynamics
HOKAParent company Deckers Brands announces 2025Fiscal year third quarter results,HOKA sales increased by 23.7%
U.S. footwear group Deckers Brands announced its third-quarter results for the fiscal year 2025 ended December 31, 2025. The report showed that the company’s third-quarter sales increased 17% year-on-year to US$1.83 billion, exceeding previous analysts ‘expectations of US$1.73 billion; diluted earnings per share increased 19% year-on-year to a record $3.00. In terms of brands, net sales of HOKA brands in the third quarter of fiscal year 2025 increased by 23.7% to US$530.9 million, compared with US$429.3 million in the same period last year; Deckers Group’s revenue increased by 17.1% year-on-year, a record high of US$1.827 billion.® ldquo; HOKA has achieved impressive results aligned with our strategy, and HOKA remains focused on expanding through innovative high-performance products. rdquo; said Stefano Caroti, President and CEO of Deckers Brands. Thanks to HOKA’s outstanding performance, Deckers Brands once again raised its full-year net sales forecast for fiscal year 2025. The company expects full-year net sales to increase by approximately 15% to US$4.9 billion, compared with an increase of approximately 12% to US$4.8 billion.
the MujiMUJI plans to introduce low-cost Japanese small stores to China
Recently, MUJI’s parent company, Good Products, plans to release its first quarter of fiscal year 2025 (September to November 2024) results. The company’s sales reached 197.6 billion yen, a year-on-year increase of 21.3%, and operating profit increased by 58.2% to 21.9 billion yen. Behind the performance report are the results of MUJI’s strategic transformation in the China market. The report also mentioned that MUJI same-store sales in China have achieved year-on-year growth for four consecutive months. On this basis, MUJI also plans to introduce the Japanese low-cost small store “MUJI 500” to China for the first time in the summer of 2025. The “MUJI 500” focuses on daily necessities and consumables below 500 yen (about 23 yuan), and is only one-sixth of the area of an ordinary store. This is also the first time MUJI has tried this business overseas.
Jack Ma and Cai Chongxin Holding Fund acquire approximately 12% stake in Golden Goose
Recently, Italian luxury sports shoes, clothing and accessories brand Golden Goose Group S.p.A. announced that Blue Pool Capital, a Hong Kong-based investment firm and family finance office, has made a strategic minority investment of approximately 12%. The fund managed by international private equity firm Permira, the former major shareholder, still retains a majority stake in Golden Goose. The deal was negotiated and reached shortly after Golden Goose decided to postpone an IPO originally scheduled for June 2024. Blue Pool Capital was established in 2004 and isAlibabaThe family financial office of the group’s founder Jack Ma and current chairman of the board of directors Cai Chongxin has billions of dollars in fund management.
YashilanDai’s net sales for the second quarter of fiscal 2025 were US$4.004 billion,Launched a new strategic vision to reshape Beauty Reimagined”
February 4Estee LauderThe Group announced its second quarter financial report for the fiscal year 2025, with net sales of US$4.004 billion. By product category, driven by high-end and salon perfume brands, organic net sales of the perfume category achieved a growth of 2%. In order to meet the challenges and restore sustainable sales growth, Estee Lauder Group has launched its Beauty Reimagined strategic vision, which has five priorities at the execution level, namely accelerating the optimization of consumer coverage; promoting transformative innovation; Increasing consumer-oriented investment initiatives; vigorously improving efficiency and driving sustainable growth; and reshaping work models.
bubble MartIn response to the sale of Nezha’s co-branded products: the production plan has been urgently adjusted
On February 6, in response to the sell-out of the co-branded product “Nezha: The Devil Boy Raises in the Sea”, Bubble Mart responded that as the popularity of the movie increased, the Natural Fettle series of hand-made creations gradually became available in Bubble Mart’s various channels. Sold out. Bubble Mart said that it has urgently adjusted its production plan and actively replenished it. Regarding the reasons for the popularity of this series of hand-made products, Bubble Mart said that “Nezha’s Devil Boy in the Sea” is a very high-quality IP, and the popularity of movies can drive the popularity of derivatives and meet fans ’emotional output needs. At the same time, this joint product development took a year and a half to achieve simultaneous launch with the launch of the movie. The product not only restores the classic famous scenes in the movie, but also makes many creative designs through in-depth communication with the copyright owner about the movie, embedding different shapes and combinations of the characters.
Baoxiniao acquires all intellectual property rights outside Europe of international outdoor clothing brand Woolrich and will launch its efforts in the China market
Recently, Bao Xiniao acquired Woolrich’s intellectual property rights in all regions outside Europe. As part of this strategic partnership, Baoxiniao will sign a five-year brand procurement and consulting agreement with Woolrich International to ensure consistency in global brand positioning. Lorenzo Flamini, Woolrich’s chief financial officer, said the development of the Asian market, especially in China, is crucial to Woolrich. He mentioned: Bao Xiniao is our important partner in the Asian market. We are already gearing up to inject more decisive impetus into the development of the China market and then expand the international market in an all-round way in 360 degrees. But it’s too early to talk about this expansion vision, but we expect to open our first store in at least one first-tier (China) city by 2025. rdquo;Lorenzo Flamini further pointed out that Europe is still the company’s core market, and we are directly involved in Europe’s three development channels: wholesale, direct sales and e-commerce. In the future, Woolrich will also focus on expanding the North American market. The company’s current priorities include: the Black Label series led by Todd Snyder, the Woolrich main line series, and the Outdoor Label series in cooperation with Japanese outdoor group Goldwin.
Yum China2024 results will hit a new high, and dividends will increase by 50%
Yum China announced its latest financial report, with record results in 2024, total revenue increasing by 5% year-on-year, and core operating profit increasing by 12% year-on-year. The company achieved same-store transaction volume growth for the eighth consecutive quarter. The company announced a significant 50% increase in cash dividends this quarter and continued to repurchase shares, giving shareholders a total of US$4.5 billion between 2024 and 2026.
L’Oréal’s 2024 full-year sales increased by 5.1% year-on-year
On February 7, L’Oréal Group released its fourth quarter and full-year financial results for 2024. Group sales in the fourth quarter were 11.08 billion euros, a year-on-year increase of 2.5%, slightly lower than the expected 11.1 billion euros. Annual sales were 43.48 billion euros, a year-on-year increase of 5.1%. Net profit excluding non-recurring items was 6.786 billion euros, and earnings per share was 12.66 euros, an increase of 4.8%. (About L’Oréal, more review: Where will L’Oréal China go after the coaching change?)
The sales volume of tea in multiple stores during the Spring Festival in 2025 will increase by more than 300%
As the first intangible cultural heritage version of the Spring Festival after the successful application for the World Heritage, the 2025 Year of the Snake Spring Festival holiday will increase the economy again.new impetus。According to relevant statistics, during this year’s Spring Festival holiday, sales of Xicha stores across the country increased significantly. Many stores ‘sales increased by more than 300% month-on-month, and some stores even increased by more than 900%. Affected by the tide of returning home and travel craze, Jiayuguan, Xinzhou, Shaoguan,Lianyungang, Bengbu and other cities with the highest sales growth. Xicha Shanxi Qiaojiayuan Store, Tangshan Fengnan Hetou Old Street Store, Nanjing Qixia Temple Store, Jinzhong Pingyao Ancient City Store and other scenic spots saw the highest sales growth. Xicha Jiangmen Jiangbianli Founding Store became the largest sales during the Spring Festival holiday and single store. The store with the highest single-day sales. In addition to going home to celebrate the New Year, the reverse New Year has also driven a tea consumption boom in first-tier and new first-tier cities. Guangzhou, Beijing, Shanghai and Shenzhen once again account for the top sales of tea cities, and new first-tier cities such as Foshan, Chongqing, Chengdu, Tianjin, Suzhou and Dongguan also rank among the top 10 cities in sales.
child KingLayout beauty and skin care track
Recently, Xiaoziwang acquired a 60% stake in adult beauty company Shanghai Xingyan Biotechnology Co., Ltd.(hereinafter referred to as Xingyan Biotech) for 162 million yuan in cash, realizing control of it. Founded in 2022, Xingyan Biotech mainly includes skin care brands OANA and Bochuang. According to Xingyan Biotech’s official introduction, the company is positioned as an integrated solution service provider that provides customized raw material development, formula transformation to brand packaging and planning. In addition to operating its own brands, Xingyan Biotech also provides technical applications for its other beauty brands. Tianyan APP shows that Xingyan Biotech currently has five invention patents that are in the substantive review stage.
McDonaldThe coffee business system has been upgraded, and the original freshly brewed coffee will be fully upgraded to freshly brewed coffee.
McDonald’s coffee business system has been upgraded. Starting from February 5, about 7000 McDonald’s restaurants across the country have fully upgraded their original freshly brewed coffee to freshly brewed coffee, and launched a week-long free drink free event. According to reports, the upgraded fresh extract coffee is preferred with 100% Arabica coffee beans and is certified by the Rainforest Alliance. The addition of fresh coffee will undoubtedly enrich the product experience of wheat coffee and provide consumers with more diversified choices. It is worth noting that while McDonald’s improves product quality, it also maintains the people-friendly nature of prices. McDonald’s said consumers can get a better coffee experience at the same price as freshly brewed coffee, and can still enjoy free refills at the restaurant.
Trend new products
Fermented color online Valentine’s Day limited “Oyster Heart” series of cosmetics
Recently, JOOCYEE Fermentation launched the Valentine’s Day limited “Oyster Heart” series of cosmetics. The new collection adopts a limited package with white satin embellished pearls. It includes 2 water essence mirror lipsticks, 2 new color honey powder blush/highlights, and a new color matching twelve-color eye shadow plate. It is understood that this series also contains pearl jelly multi-purpose cream and limited peripheral giftsshellsHand-held bag, as well as a customized card and other materials.
Creative marketing
Winona announced that Asia-Pacific sunscreen spokesperson Wei Daxun
Today, Winona announced the first Asia-Pacific sunscreen spokesperson Wei Daxun to promote Winona Clear Sunscreen Products. This product adopts air-sensitive protective net technology, which can resist 99% ultraviolet rays, long-term repair and sensitivity, and will not dull acne after 8 hours of makeup application.
Investment and Financing News
Guo Renjie, former CEO of Chasing China, started a business, and “Enjoy Technology” announced that it has completed nearly 200 million yuan angel round of financing
“Enjoy Technology” recently completed the Angel Round of Financing. IDG Capital led the round of financing, followed by Monolith, Jingwei Venture Capital, Zhenge Fund, Sequoia Seed Fund, and Oasis Capital. The total financing amount is close to 200 million yuan. The post-investment valuation is approximately 600 million yuan. “Enjoy Technology” was founded by Guo Renjie, former CEO of Chasing China. It was established in 2024 and is positioned in the AI+ consumer hardware market. Guo Renjie was born in 1997. At the age of 15, he was admitted to the Junior Class of Xi’an Jiaotong University (Energy and Power Engineering) and the Jinhe Economic Research Center. He graduated from the London School of Economics with a master’s degree in financial economics and joined the search in early 2021. In the past three years, Guo Renjie has led Chasing China to achieve a breakthrough in annual scale from 0 to 6 billion yuan, with rapid growth for three consecutive years and successfully completed the high-end transformation of the brand. In November 2023, Chima will become the number one brand in clean appliances in China.
AI pet health platform “Qi Algorithm” received 10 million yuan strategic investment
Chongqing Qiji Technology Co., Ltd.(hereinafter referred to as Qiji), a pet model health company, has recently received a strategic investment of 10 million yuan, which is exclusively invested by Z Fund. The funds will be mainly used for product research and development and commercialization. Implementation. Yuanhe Capital serves as the exclusive financial consultant and is responsible for subsequent financing. Founded in July 2022, Qialgorithm is a large model technology company focusing on pet health. Using the multimodal capabilities of the large model, the company is buildingonline and offline, a pet health brand that integrates software and hardware. Chen Li, the founder of Qialgorithm, holds a master’s degree from King’s University, a researcher at Qlalgorithm Lab, and a serial entrepreneur; technical partner Liu Yudong is a Ph. D. at the University of Pennsylvania, with a research direction in AI medicine; another technical partner Deng Zihao holds a master’s degree from the University of Pennsylvania, focusing on researching new generation edge computing technologies.
