摘要：Walt Disney World announced that its new Cars themed area, Piston Peak National Park, will officially start construction this summ
资讯 INTERNATIONAL NEWS
中购联国际商业周刊
Issue253 | 2025.6.2-8
中购联新媒体中心综合整理
PART.01
项目动态 Projects' News
01|华特迪士尼世界全新汽车主题区将正式动工
华特迪士尼世界宣布，其以《汽车总动员》为主题的全新区域“活塞峰国家公园”将于今夏正式动工，成为魔法王国历史上最大规模的扩建项目之一。
据悉，该区域将位于魔法王国的边疆乐园，以美国西部的落基山脉和国家公园的标志性景观为灵感，打造一个虚构却充满真实感的自然奇观。
01|The new car-themed area of Walt Disney World will officially break ground
Walt Disney World announced that its new Cars themed area, Piston Peak National Park, will officially start construction this summer, making it one of the largest expansions in the Magic Kingdom 's history.
It’s reported that the area will be located in the Frontierland of the Magic Kingdom, drawing inspiration from the iconic landscapes of the Rocky Mountains and national parks in the western United States to create a fictional yet highly realistic natural wonder.
02|传Saks集团将与Bergdorf Goodman百货建立合资企业
近日，有消息指出Saks集团在以27亿美元收购Neiman Marcus百货后，将与超豪华百货公司Bergdorf Goodman建立合资企业。消息人士称，该公司已就这家超级奢侈品零售商的“潜在合资机会”进行了初步讨论，至于最终会达成何种协议尚不确定。
02|It’s rumored that the Saks Group will establish a joint venture with Bergdorf Goodman department store
Recently, it was reported that after Saks Group acquired Neiman Marcus department Store for $2.7 billion, it will establish a joint venture with the ultra-luxury department store Bergdorf Goodman group. Sources said that the companies have held preliminary discussions on the "potential joint venture opportunities", but it is still uncertain what kind of agreement will eventually be reached.
03|Burnside Village正式启动第六期扩建工程
近日，位于南澳大利亚的Burnside Village宣布正式启动第六期扩建工程，完工后，零售面积翻倍至3.85万平方米，引入80+新品牌，形成规模效应，强化区域商业吸附力。700万年均客流量预期将激活"客流-消费-投资"正循环，预计带动周边商业估值提升15%-20%。
03|Phase VI expansion of Burnside Village has been officially launched
Recently, Burnside Village located in South Australia announced the official launch of its phase VI expansion. After completion, the retail area will double to 38,500 square meters, introduce over 80 new brands, and enhance the regional commercial attraction.
The expected average annual passenger flow of 7 million is expected to activate the positive cycle of "passenger flow - consumption - investment", and is expected to drive the valuation of surrounding businesses to increase by 15%-20%.
04|上海迪士尼度假区全域范围内共取消24个吸烟点
上海迪士尼度假区已于5月29日起大幅减少吸烟区，取消24个吸烟点，乐园内仅保留11处；同时全面更新度假区内的“禁烟”、“指定吸烟区”标识，并在全园张贴2800余个禁烟标识，提升游客游园体验。
04|A total of 24 smoking areas were canceled in Shanghai Disney Resort
Shanghai Disney Resort significantly reduced smoking areas starting from 29 May. 24 smoking spots were canceled and only 11 will remain within the park. At the same time, the "No Smoking" and "Designated Smoking Areas" signs in the resort area have been comprehensively updated, and over 2,800 no-smoking signs have been posted throughout the park to enhance the visiting experience of tourists.
PART.02
零售品牌 Brands' News
01|鱼你在一起泰国首店即将开业
5月27日，鱼你在一起宣布，其泰国首店正在装修，预计6月21日正式开业。
2017年成立以来，鱼你在一起凭借独特的酸菜鱼菜品和创新的快餐模式，迅速赢得了国内外消费者的喜爱。其海外版图不断扩张，已先后在纽约、旧金山、温哥华、迪拜、吉隆坡等国际大都市开设门店。
01|FISH WITH YOU’s first store in in Thailand is about to open
FISH WITH YOU announced on 27 May that its first store in Thailand is under renovation and is expected to officially open on 21 June.
Since its establishment in 2017, FISH WITH YOU has quickly won the favor of consumers at home and abroad with its unique pickled cabbage fish dishes and innovative fast food model. Its overseas territory has been continuously expanding and it has successively opened stores in international metropolises such as New York, San Francisco, Vancouver, Dubai and Kuala Lumpur.
02|陈香贵首家海外门店落地德国
5月26日，兰州牛肉面连锁品牌陈香贵柏林首店开业，并于日前正式启动全球合伙人计划。据悉，门店单日最高排队时间3小时，队伍长龙贯穿街区。陈香贵成立于2020年，目前已在全国开出近300家门店。
02|MR. NOODLE CHEN's first overseas store landed in Germany
The first store of Lanzhou beef noodle chain brand MR. NOODLE CHEN in Berlin opened, and the global partner program was officially launched recently. It’s reported that the maximum daily queuing time at the store is 3 hours, and the queue stretches through the entire street. MR. NOODLE CHEN was founded in 2020 and has now opened nearly 300 stores across the Chinese market.
03|柠季东南亚已签约15家门店
近日，现制柠檬茶品牌柠季公布出海战略。据介绍，其在东南亚已签约15家门店，覆盖马来西亚、新加坡、柬埔寨、澳大利亚。
目前，马来西亚及柬埔寨已分别开业1家门店，同步在马来西亚吉隆坡商场Pavilion及吉隆坡国际机场的3家门店也正在筹建中，预计7月份正式开业。
03|Ningji has signed up 15 stores in Southeast Asia market
Recently, the freshly made lemon tea brand Ningji announced its overseas expansion strategy. It’s reported that it has signed up 15 stores in Southeast Asia, covering Malaysia, Singapore, Cambodia and Australia market.
At present, one store has opened each in Malaysia and Cambodia. Meanwhile, three stores are under construction at Pavilion Mall in Kuala Lumpur, Malaysia and Kuala Lumpur International Airport, and are expected to officially open in July.
04|韩国明星炸鸡bbq village首店落地成都
6月1日，韩国明星炸鸡bbq village国内首店在成都开业。
据了解，韩国家喻户晓的炸鸡品牌bbq village创立于1995年，在韩国拥有30年品牌历史，是火爆全球57个国家的韩国最火炸鸡品牌，目前已在全世界拥有超5000+门店。
04|The first store of the Korean popular fried chicken bbq village landed in Chengdu
The first Chinese store of the Korean star fried chicken bbq village landed in Chengdu on 1 June.
The well-known fried chicken brand bbq village was founded in 1995 and has a 30-year brand history in South Korea. It’s the most popular fried chicken brand in South Korea and is popular in 57 countries around the world. Currently, it has more than 5,000 stores worldwide.
05|欧莱雅集团计划加快印度市场扩张
欧莱雅集团正加快在印度市场的扩张步伐。该集团首席执行官Nicolas Hieronimus表示，公司计划在未来几年内将其在印度的业务规模扩大一倍以上。目前，欧莱雅集团在印度生产的产品已占当地销售的95%，未来将进一步扩建工厂，并扩大对周边市场的出口规模。
05|L 'Oreal Group plans to accelerate its expansion in the Indian market
L 'Oreal Group is accelerating its expansion pace in the Indian market. Nicolas Hieronimus, the CEO of the group, said that the company plans to more than double the scale of its business in India in the coming years. At present, L 'Oreal Group's products produced in India account for 95% of its local sales. In the future, it will further expand its factories and increase its export scale to surrounding markets.
PART.03
行业资讯 Industrial News
01|霸王茶姬一季度海外市场总GMV增长85%
5月30日，霸王茶姬发布2025年一季报，这也是其上市后的首份财报。财报显示，截至一季度末，霸王茶姬全球门店数达到6681家，季度总GMV达82.3亿元，同比增长38%。本季度实现总净收入33.9亿元，同比增长35.4%。
在本次财报中，霸王茶姬首次披露了海外市场总GMV达到1.78亿元，同比增长85.3%。截至一季度末，霸王茶姬共有169家海外门店，其中157家分布在马来西亚，10家分布在新加坡，2家位于泰国。
01|The total overseas GMV of CHAGEE increased by 85% in Q1
CHAGEE released its Q1 report for 2025 on 30 May, which was also its first financial report after going public. The financial report shows that as of the end of Q1, the number of global stores of CHAGEE reached 6,681, and the total GMV of the quarter reached 8.23 billion yuan, an increase of 38% y-o-y. The total net income achieved was 3.39 billion yuan, representing a y-o-y growth of 35.4%.
In this financial report, CHAGEE disclosed for the first time that the total GMV in overseas markets reached 178 million yuan, representing a y-o-y growth of 85.3%. As of the end of the first quarter, CHAGEE had a total of 169 overseas stores, among which 157 were located in Malaysia, 10 in Singapore and 2 in Thailand.
02|尤尼克斯年销售额近70亿元
日本运动品牌YONEX（尤尼克斯）在截至3月31日的2025财年业绩显示，净销售额同比增长18.8%至1383亿日元（约合69亿元），创历史新高。
尽管原材料成本上升对盈利构成压力，但销售增长带动毛利扩张，成功抵消成本端冲击，使得营业利润同比增长22.1%至142亿日元（约合7.08亿元），同样创下新纪录。毛利率为44.9%，净利润同比增长19.6%至106亿日元（约合5.3亿元）。期内，所有市场均实现两位数增长。
02|The annual sales of YONEX reached nearly 7 billion yuan
Japanese sportswear brand YONEX's financial results for the fiscal year 2025 ending 31 March show that its net sales increased by 18.8% y-o-y to 138.3 billion yen (approximately 6.9 billion yuan), setting a new record high.
Despite the rising cost of raw materials putting pressure on profits, the growth in sales drove the expansion of gross profit, successfully offsetting the impact on the cost side. As a result, operating profit increased by 22.1% y-o-y to 14.2 billion yen (approximately 708 million yuan), also setting a new record. The gross profit margin was 44.9%, and the net profit increased by 19.6% y-o-y to 10.6 billion yen (approximately 530 million yuan). During the period, all markets achieved double-digit growth.
03|Gap公司第一季度业绩亮眼
美国服饰零售巨头Gap公司公布2025财年第一季度财报，显示其销售和利润双双增长，延续了过去数个季度的良好势头。公司净销售额同比增长2%达35亿美元，净利润达到1.93亿美元，同比增长显著，超出市场预期。
展望2025财年，公司预计净销售额将实现1%至2%的增长，营业利润有望增长8%至10%。
03|The performance of Gap Company in Q1 was outstanding
American clothing retail giant Gap Inc. released its Q1 financial report for fiscal year 2025, showing that both its sales and profits increased, continuing the good momentum of the past few quarters. The company's net sales increased by 2% y-o-y to $3.5 billion, and its net profit reached $193 million. The y-o-y growth was significant and exceeded market expectations.
Looking ahead to the fiscal year 2025, the company expects its net sales to increase by 1% to 2%, and its operating profit is expected to grow by 8% to 10%.
04|lululemon第一季度营收增长7%
近日，lululemon在2025财年第一季度业绩显示，净营收同比增长7%至24亿美元，其中美洲业务净营收增长3%，国际业务净营收增长19%。毛利率为58.3%，净利润录得3.15亿美元。
值得注意的是，今年第一季度，中国大陆市场净营收同比大涨21%。展望2025财年，lululemon预计净营收将在111.5亿美元至113亿美元之间，增长约5%至7%。
04|lululemon's revenue increased by 7% in Q1
Recently, lululemon's Q1 financial results for fiscal year 2025 showed that its net revenue increased by 7% y-o-y to $2.4 billion. Among them, the net revenue of the Americas business increased by 3%, and that of the international business increased by 19%. The gross profit margin was 58.3% and the net profit was recorded at $315 million.
It’s worth noting that the net revenue of the mainland of Chinese market rose by 21% y-o-y in Q1 of 2025. Looking ahead to fiscal year 2025, lululemon expects its net revenue to be between $11.15 billion and $11.3 billion, representing an increase of approximately 5% to 7%.
05|Tommy Hilfiger母公司第一财季亏损4480万美元
Tommy Hilfiger母公司PVH集团在截至5月4日的2025财年第一季度业绩显示，营收同比增长1.6%至19.83亿美元，净亏损录得4480万美元。
分品牌看，Tommy Hilfiger营收增长3.4%至10.48亿美元，Calvin Klein营收无增长录得8.86亿美元，其他品牌营收录得4940万美元。分市场看，EMEA市场营收增长5%至9.28亿美元，美洲市场营收增长7%至6.08亿美元，亚太市场营收下降13%至3.52亿美元，许可业务营收录得9580万美元。
05|The parent company of Tommy Hilfiger suffered a loss of $44.8 million in Q1
The results of PVH Group, the parent company of Tommy Hilfiger, for Q1 of fiscal year 2025 ending 4 May showed that revenue increased by 1.6% y-o-y to $1.983 billion, and a net loss of $44.8 million was recorded.
By brand, the revenue of Tommy Hilfiger increased by 3.4% to $1.048 billion, the revenue of Calvin Klein remained unchanged at $886 million, and the revenue of other brands was recorded at $49.4 million. By market segment, the revenue of the EMEA market increased by 5% to $928 million, the revenue of the Americas market rose by 7% to $608 million, the revenue of the Asia-Pacific market decreased by 13% to $352 million, and the revenue of the licensing business was $95.8 million.
PART.04
投融资 Investment and Financing
01|安踏集团完成收购狼爪
据悉，安踏集团宣布已完成对德国专业户外品牌Jack Wolfskin（狼爪）业务的收购。根据公告，公司董事会于2025年5月31日完成了买卖协议交割，基础对价为2.9亿美元，Jack Wolfskin业务现已成为安踏集团的间接全资附属公司。此次收购将进一步强化安踏集团在专业户外运动领域的市场竞争力。
01|Anta Group completed the acquisition of Jack Wolfskin
It’s learned that Anta Group announced that it has completed the acquisition of the business of the German professional outdoor brand Jack Wolfskin. According to the announcement, the company's board of directors completed the closing of the purchase and sale agreement on 31 May 2025, with a base consideration of $290 million.
The Jack Wolfskin business has now become an indirectly wholly-owned subsidiary of Anta Group. This acquisition will further strengthen Anta Group's market competitiveness in the professional outdoor sports field.
02|Lee母公司斥资9亿美元收购Helly Hansen
Wrangler、Lee母公司Kontoor Brands日前以9亿美元完成收购挪威户外机能品牌Helly Hansen，标志着Kontoor Brands进一步扩展产品版图，向户外与工装市场进军。
据悉，Helly Hansen成立于1877年，其专业户外装备在国际市场上拥有极高认可度。
02|Lee's parent company spent $900 million to acquire Helly Hansen
Kontoor Brands, the parent company of Wrangler and Lee, recently completed the acquisition of the Norwegian outdoor functional brand Helly Hansen for $900 million, marking Kontoor Brands's further expansion into the outdoor and workwear markets.
It’s reported that Helly Hansen was founded in 1877, and its professional outdoor equipment enjoys extremely high recognition in the international market.
来源：中购联