安踏123亿收购彪马亚马逊关闭72家自营超市 | 邦小白零售周报

亿邦动力02-02

安踏124亿买下彪马努力寻找下一个斐乐？安踏集团以123亿元收购彪马29.06%股权，成为其最大股东安踏集团宣布与Pinault家族的投资公司达成购股协议，收购全球标志性运动品牌彪马(PUMA)所属公司PUMA SE 29.06%的股权，现金对价为15亿欧元(约123.9亿人民币)。该交易预计2026年底前完成，资金全部来源于安踏集团的内部自有现金储备。安踏集团董事局主席丁世忠表示，收购彪马是...

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supermarkets | Bangxiaobai Retail Weekly","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"82020":0.6,"89888":0.6,"AMZN":1.91,"ANPDY":1.97,"09888":0.9,"02020":1.97,"NKE":1.85},"content_text":"安踏124亿买下彪马 努力寻找下一个斐乐？安踏集团以123亿元收购彪马29.06%股权，成为其最大股东安踏集团宣布与Pinault家族的投资公司达成购股协议，收购全球标志性运动品牌彪马(PUMA)所属公司PUMA SE 29.06%的股权，现金对价为15亿欧元(约123.9亿人民币)。该交易预计2026年底前完成，资金全部来源于安踏集团的内部自有现金储备。安踏集团董事局主席丁世忠表示，收购彪马是安踏集团深入推进\"单聚焦、多品牌、全球化\"发展战略的重要里程碑。彪马近年来业绩承压，2025年前三季度销售额同比下降4.3%至59.74亿欧元，净亏损3.09亿欧元。安踏此次收购价格较彪马历史高点折价幅度较大，看中的是其长期协同价值。安踏在FILA斐乐、迪桑特、始祖鸟等品牌的重塑上积累了成功经验，有望带领彪马走出困境，但这将是一个需要时间验证的战略挑战。亚马逊72家自营超市、便利店 全部关闭亚马逊宣布关闭旗下所有72家自营品牌超市和便利店亚马逊宣布将关闭旗下所有72家自营品牌超市和便利店，包括14家\"Amazon Go无人便利店\"和58家\"Amazon Fresh生鲜超市\"。亚马逊在声明中承认\"我们尚未创造出真正差异化的顾客体验，也未找到能够支持大规模扩张的可持续商业模式\"。部分原有店址将改造为全食超市(Whole Foods Market)。此次调整反映出亚马逊更清晰的战略方向：未来将资源集中于物流配送和数据分析等核心优势领域，同时通过旗下全食超市来维持实体零售布局。数据显示，通过当日达服务完成的易腐生鲜销售额增长了40倍。亚马逊计划在2026年将此项服务推广至更多城市，并计划在未来几年新开设100多家全食超市门店。安踏123亿元收购彪马PUMA 称尊重品牌独立治理安踏以123亿元收购彪马29.06%股权，成为其最大股东安踏宣布与Pinault家族的投资公司Groupe Artémis达成购股协议，收购彪马（PUMA）所属公司PUMA SE 29.06%的股权，对价为每股普通股35欧元，合计约15亿欧元，相当于约人民币122.78亿元，成为其最大股东。本次交易预计2026年底前完成。安踏方面表示，集团充分尊重彪马的管理文化，以及彪马作为德国上市公司的独立治理架构。交易完成后，安踏集团拟寻求向监事会委派合适的代表，同时致力于保持彪马深厚的品牌身份与基因。集团目前没有对彪马发起要约收购的计划。海底捞开出首家糖水铺 又一个新副牌？海底捞在上海虹桥南丰城开出全国首家糖水铺2025年1月21日，全国首家海底捞糖水铺在上海虹桥南丰城以\"店中店\"形式正式开业。这家店由原有门店的等位区与奶茶档口改造而成，占地面积约72平方米，拥有独立就餐区域。定价延续亲民策略，单品价格区间为9.9元至20元，整体客单价稳定在20元左右。产品方面，目前共推出13款产品，包括7款鲜作糖水与6款冰淇淋系列糖水，同时提供冷泡茶和甜品。店内还设有DIY自助小料台，提供芋圆、爆珠、红豆、芋泥等十几种配料。在没有专门推广的情况下，该店目前日均订单量稳定在100单以上，且吸引了大量非火锅客群。15亿红包！腾讯百度不装了腾讯、百度等大厂掀起AI助手红包大战腾讯宣布元宝将在马年新春发10亿元现金红包；百度也跟进宣布文心系产品启动5亿元红包活动，单个最高1万元。字节已经官宣把火山引擎和豆包一起组团送上央视春晚；阿里更是在之前就让千问独家冠名了B站跨年晚会。这一轮所有的红包玩法都绑在各家的AI产品上。不是进App点一下就走，而是要用元宝、用豆包、用千问、用文心，去对话、去生成内容、去完成任务，才能把钱领走。大厂在用现金，买你把AI助手装进手机，打开来用，并且最好别卸载。营收六连降 耐克中国的问题出在哪？耐克大中华区营收连续第六个季度负增长在2026财年第二季度财报中，耐克大中华区营收同比下滑17%，已连续第六个季度负增长。耐克大中华区Q2收入同比下滑17%，降至14.2亿美元(约合人民币98.6亿元)；其中，鞋类这一核心品类跌幅达到21%。耐克总裁兼CEO贺雁峰(Elliott Hill)表示，\"在中国，我们(耐克)已经变成了一个打价格战的品牌\"。为扭转这一局面，耐克宣布现任大中华区CEO董炜将于2026年3月31日卸任，由APLA区域副总裁凯西·斯帕克斯(Cathy Sparks)接棒。公司正加速清理市场上的老旧与过剩产品，通过退货、报废等方式为渠道减负，同时削减后续订货规模、精简单品数量。停产 Model S/X 特斯拉不再是一家汽车公司？特斯拉宣布Model S和Model X将在下一季度正式停产马斯克在特斯拉的财报电话会上宣布，Model S和Model X将在下一季度正式停产。特斯拉交出了上市以来第一份年度营收下滑的财报：2025年总营收948亿美元，跌了3%；净利润37.9亿美元，近乎腰斩，暴跌46%；全球汽车交付量连续第二年下滑，少了8.6%。马斯克表示，位于弗里蒙特的Model S/X生产线，正在被改造为Optimus机器人的量产线，长远目标是实现年产百万台的规模。2026年，特斯拉预计资本支出将超过200亿美元，这笔巨资将涌向多个前沿阵地：机器人、自动驾驶、AI与芯片等。2100亿 一个超级IPO要来了屈臣氏集团计划IPO，目标估值300亿美元香港长江和记实业有限公司即将启动旗下子公司屈臣氏集团IPO。屈臣氏已经聘请高盛与瑞银将担任本次IPO的承销商，上市目的地包括香港与伦敦。一旦成型，屈臣氏预计将最快于今年第二季度上市，目标估值300亿美元（约合人民币2088亿元）。根据长江和记公布的财报显示，集团零售业务（屈臣氏为该业务的核心资产）2025年上半年营收达990亿港元，同比增长41%。同期，该业务的息税折旧摊销前利润为130亿港元，同比增长19%。零售部门业绩的复苏主要得益于其在英国、波兰和菲律宾的美妆个护业务的强劲增长。免责声明：本周报全程由AI生成，请注意甄别信息。若存在信息错漏、理解偏差，欢迎随时指正。如您发现问题，请发送邮件至 run@ebrun.com 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安踏123亿收购彪马 亚马逊关闭72家自营超市 | 邦小白零售周报

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安踏123亿收购彪马亚马逊关闭72家自营超市 | 邦小白零售周报