MalltoWin Weekly summaryFirst store information station
Supreme first store in Italy in Milan
MIIDII answer Suzhou first store in Suzhou Center
X11Southwest first flagship store in Chunxi Road, Chengdu
Colorist's first master store in Dongguan Hyde·huiyicheng
collectible toy brand 52TOYS opens its first store in Shanghai iapm
Manchester United Dream Theater opens its first store in Beijing
Tims Coffee and QQ Music launch the first music theme store
The first Ralph'coffee in mainland China opens in Taikoo Li, Sanlitun
Jia Nailiang's hot pot restaurant Xianlemen's first store in China entered Wuhan Yintai Creative City
Brand new news
Huawei entered the beauty industry
Suzhou city government signed a contract with Walmart to build another Sam
Gap brand opened several cooperative stores in China
Laiyi: Lab mini The store may launch in the second half of the year
Suning.com: From May 1st to 5th, the passenger flow of offline stores increased by 212% year-on-year , not in a cafe
Business Capital
Adidas sells Reebok, Anta and Li Ning will bid for
Super orangutan to complete hundreds of millions of E rounds of financing
Focus on the field of IP trendy play derivatives,"Yujia Liangpin" received tens of millions of yuan in strategic investment , Supreme has opened stores overseas again. This time, the new store is selected in Milan, Italy, which is also Supreme's third store in Europe. After the opening of the Milan store, Supreme has 13 stores worldwide, including 4 in the United States, 3 in Europe and 6 in Japan. (Source: What Worth Buying)
Suzhou First Store | MIIDII Answers
Stationed Project: Suzhou Center
Opening Date: May 1
MIIDII Answers Suzhou first store is jointly designed by well-known designers and is the brand's latest image store. The store is inspired by the theme of "Collecting the Blue Stones of the Galaxy", with blue and gold color matching to give people a mysterious elegance and romance, injecting a high-level visual perception of neo-retro, creating an imaginative fashion art space. (Source: The first store was known earlier)
's first store in southwest China | X11 flagship store
stationed in project: Chengdu Chunxi Road business district
Opening date: May 1
X11's first flagship store in southwest China is a 3-story building with a total area of over 2,000 square meters Detached. Different from the brand's previous standard store, this store has quite a variety of products, including 12+ categories, 8000+ new trendy toys, collections of figures, blind boxes, Gundam, statues, assembled, BJD and many other products. (Source: I knew the first store earlier)
's first store in the country | THE COLORIST Master Colorist Store
Stationed Project: Dongguan Hyde · Huiyicheng
Opening Date: May 1
As the first master colorist store, except for the space In addition to the scene upgrade, the beauty category has also achieved the largest and most complete,The 1,500-square-meter super-large space accommodates 500+ global popular beauty brands, 20,000+ exquisite beauty items, including 10+ categories such as makeup, skin care, accessories, and beauty black technology. Among them, more than 1,000 products made their debut offline, and more than 30+ brands entered Dongguan for the first time. (Source: Yiou.com)
Shanghai's first store | 52TOYS
Stationed Project: Shanghai International Trade iapm
Opening Date: May 1 The Chinese collectible toy brand is committed to building a Chinese toy brand with international influence, providing users around the world with "good and interesting" products and services. At present, the brand has opened stores in Beijing, Chongqing, Zhuhai, Guangzhou, Shanghai and other cities. It is expected that the brand will continue to expand the number of stores to 80 during 2021-2022. (Source: The first store was known earlier)
Entertainment format
The world's first store | Manchester United Dream Theater
Stationed Project: Building W9, Beijing Square
Opening date: May 1
Manchester United Dream Theater, a cooperation between Manchester United Football Club and its China Co-created by partner Harves Entertainment. The Manchester United Dream Theater in Beijing Square has three floors and is the first of the five planned "Manchester United Dream Theaters".Create four business formats including "Manchester United Journey", "Manchester United Experience", "Manchester United Dream Theater Restaurant" and "Manchester United Dream Theater Store". The remaining projects will be completed next year in Shanghai, Shenyang and Changsha. (Source: Consumer Research Institute)
Catering business
The first store in China | Tims Coffee and QQ Music landed the first music theme store
Stationed Project: Shanghai Mercedes-Benz Cultural Center
Opening Date: May 8
Coffee Brand The first domestic music-themed coffee shop created by Tim Hortons and Tencent QQ Music has officially opened at the Mercedes-Benz Arena recently. Different from other regular stores of Tims Coffee, the theme coffee shop has been specially designed in terms of store design and cup sleeves. At the same time, a limited product consisting of 3 popular Tims coffee products and a QQ Music luxury green diamond gift package was jointly launched on the Tims coffee applet, as well as co-branded content such as official song lists and themed player skins. Since the completion of the Tencent e-sports theme store last year, Tims Coffee has been accelerating the layout of the store scene. (Source: Beijing Business Daily)
First Store in Mainland China | Ralph'coffee
Stationed Project: Taikoo Li, Sanlitun
Opening Date: 2021
Ralph Lauren's Home has recently debuted in Taikoo Li, Sanlitun, where a full range of branded products, as well as mainland first Home Ralph'coffee, as an extension of Ralph Lauren's lifestyle, Ralph'coffee's decoration style is mainly white and green, full of retro flavor, providing consumers with boutique coffee and seasonal specialty drinks, and you can also buy T-shirts in the store , hats, handbags, mugs and other peripheral products, and can unlock the "black technology" of taking photos with Polo bears and a series of immersive experiences,Feel the young fashion culture. (Source: Beijing News)
's first store in the country | Xianlemen hot pot
stationed in project: Wuhan Yintai Creative City
Opening date: May 5
The overall style of Xianlemen fish head hot pot is positioned in the ancient style and the national trend, the dishes design, The decoration of the store highlights the elements of the national trend that young people like most, which is very compatible with the youthful vitality of Jiangcheng Wuhan and the younger customer base of Intime, which is also the main reason why its first store in China is located in Wuhan Intime. (Source: Economic Daily)
2 Brand new trends
Brand operation
Huawei enters the beauty industry
Hong Kong cosmetics retailer Zhuoyue Holdings announced that its wholly-owned subsidiary Zhuoyue Technology Services Co., Ltd. entered into a non-binding agreement with Hong Kong Huawei International Co., Ltd. on the same day Powerful Memorandum of Understanding. According to the announcement, the content of the cooperation between the two parties is: to apply new retail technology service innovation to support Bonjour's business transformation and sustainable development, and to start the cooperation between Bonjour and Huawei in co-brand marketing. Huawei will build smart retail stores for Bonjour and provide technical support through solutions such as big data analysis, electronic payment, and WiFi 6. This announcement means that Huawei officially cross-border beauty. (Source: Cosmetics Watch)
Suzhou Municipal Government signed a contract with Wal-Mart to build another Sam
On May 1, Suzhou Municipal Government and Wal-Mart (China) Investment Co., Ltd. signed a strategic cooperation framework agreement. According to the cooperation agreement, Walmart China will further expand its investment in Suzhou and establish a new Sam (Suzhou) Department Store Retail Co., Ltd. in Suzhou Industrial Park, responsible for the unified management, billing and settlement of the three existing Sam's Club stores in Suzhou. In the next three years, it plans to build a new Sam's Club store and Suzhou logistics distribution center, introduce advanced supply chain management technology, and promote the layout of e-commerce business.Accelerate the business model layout of omni-channel new retail online and offline complementary integration. At the same time, it will increase the procurement of local products and promote more "Made in Suzhou" products to enter the Wal-Mart supply chain system. As of now, Sam has 32 stores in China. (Source: Read Creation)
Gap brand opens several cooperative stores in Hualian.
During the May Day holiday, Gap, the world's leading retail apparel brand, opened three cooperative stores in Hualian in one day, located in Langfang City, Hebei Province, Hengshui City and Xining City, Qinghai Province. This is the first time the brand has opened stores in these three places. The total number of cooperative stores of the brand in China exceeded 20 for the first time. (Source: Zhixiao)
Laiyifen: Lab mini store may launch
in the second half of the year. In the first quarter of 2021, the number of Laiyifen franchise contracts reached nearly 300, and it reached 89 in February during the Spring Festival. The new generation of Laiyifen stores are divided into three forms: LYFEN Go, LYFEN Mall and LYFEN Lab.
LYFEN Go is positioned as a community store, aiming at the whole population, that is, buy-and-go, focusing on the people-friendly route; LYFEN Mall store is mainly for young trendy people and parent-child families, and undertakes leisure and rest functions; LYFEN Lab store is positioned as a high-end store, mainly for business elites, It is a more fashionable and international trendy snack space for young trendy people, which can be used for socializing, speaking, office and leisure. It is expected to launch LYFEN Lab mini first in the second half of this year or the first half of 2022. (Source: Linkshop)
Suning.com: From May 1st to 5th, the passenger flow of offline stores increased by 212% year-on-year
Suning.com recently released the "May Day Consumption Big Data". Data shows that from May 1 to May 5, the customer flow of Suning.com’s offline stores increased by 212% year-on-year, and Suning’s Carrefour’s in-store customer flow and transaction volume both reached new highs; Suning.com’s online Chinese special order volume increased by 55% year-on-year. ; Trade-in orders increased by 150% year-on-year. In addition, 228 new Suning retail cloud stores were opened, of which 20 stores in the new track home furnishing store opened at the same time.The top 5 counties and towns in the retail cloud stores are Xingwen County in Yibin, Dongcheng Street in Changzhou City, Sanyuan County in Xianyang, Guangling Town in Taizhou, and Luwu Town in Qinzhou City. (Source: investment community)
3 New business news
Nearly 50% of listed supermarket companies saw a double-digit revenue drop last year
In 2020, among the hypermarket brands, 15 listed supermarket companies achieved total sales of 318.051 billion yuan, a year-on-year decrease of 2.99% ; Realized a total profit of 6.165 billion yuan, a year-on-year increase of 23.25%. However, in terms of revenue, only 7 of the 15 listed supermarket companies achieved a year-on-year increase, 8 companies experienced a year-on-year decline in revenue, and 7 companies experienced double-digit declines. In terms of net profit, 8 companies The company showed a year-on-year growth, and the other 7 companies experienced a year-on-year decline in net profit. Judging from the excellent performance in the first quarter and the first half of the year, the downward trend of major supermarket companies in the second half of last year was very obvious. (Source: Linkshop) The largest business of
coffee is not in 100,000 cafes.
A report "White Paper on China's Freshly Ground Coffee Industry" released by Deloitte and Mumian Capital shows that by the end of 2020, the number of coffee shops in China has 108,000. According to a rough count, there are at least close to 50,000 stores that sell coffee products that are not coffee shops. In the past two years, tea, baking, hotels, gas stations and other formats have all entered the coffee business. Among them, the largest volume is the tea shop coffee. (Source: Titanium Media)
4 Business Capital
Adidas sells Reebok, Anta and Li Ning will bid for Reebok. Li Ning will submit offers, and South Korea's Fila and the US's Wolverine are also seen by the market as possible bidders. also,Financial investors such as TPG and Apollo may also join the fray. (Source: Yiou.com)
Super Orangutan Completes Hundreds of Millions of Yuan in Series E Financing The
healthy lifestyle brand Super Orangutan has completed hundreds of millions of yuan in Series E financing, with a total valuation of nearly 1 billion US dollars. Funds under CICC Capital lead the investment, and CICC acts as the exclusive financial advisor. This round of financing is mainly used for talent introduction and curriculum development. Up to now, Super Orangutan has opened and prepared nearly 200 stores in first-tier and new first-tier cities such as Beijing, Shanghai, Guangzhou, Shenzhen, Nanjing, Wuhan, Chengdu, and Hangzhou. (Source: Oriental Fortune Network)
Focuses on the field of IP trendy play derivatives, "Yujia Liangpin" has received tens of millions of yuan in strategic investment , this round of financing will be mainly used for multi-category whole industry chain layout. "Yujia Liangpin" was established in 2019. The company focuses on animation film and television IP authorization for statue design, original CG art concept design and artist joint design. At the same time, the company is also engaged in the development and sales of related derivatives. (Source: investment community)
empowers for the value of commercial real estate. The original content of this platform is professionally produced by Owl Research Institute (MalltoWin Lab) . Please indicate the author and source when reprinting.
Suzhou First Store | MIIDII Answers
Stationed Project: Suzhou Center
Opening Date: May 1
MIIDII Answers Suzhou first store is jointly designed by well-known designers and is the brand's latest image store. The store is inspired by the theme of "Collecting the Blue Stones of the Galaxy", with blue and gold color matching to give people a mysterious elegance and romance, injecting a high-level visual perception of neo-retro, creating an imaginative fashion art space. (Source: The first store was known earlier)
's first store in southwest China | X11 flagship store
stationed in project: Chengdu Chunxi Road business district
Opening date: May 1
X11's first flagship store in southwest China is a 3-story building with a total area of over 2,000 square meters Detached. Different from the brand's previous standard store, this store has quite a variety of products, including 12+ categories, 8000+ new trendy toys, collections of figures, blind boxes, Gundam, statues, assembled, BJD and many other products. (Source: I knew the first store earlier)
's first store in the country | THE COLORIST Master Colorist Store
Stationed Project: Dongguan Hyde · Huiyicheng
Opening Date: May 1
As the first master colorist store, except for the space In addition to the scene upgrade, the beauty category has also achieved the largest and most complete range. The 1,500-square-meter super-large space accommodates 500+ global popular beauty brands, 20,000+ exquisite beauty items, including makeup, skin care, accessories, beauty black technology, etc. 10+ categories. Among them, more than 1,000 products made their debut offline, and more than 30+ brands entered Dongguan for the first time.(Source: Yiou.com)
Shanghai's first store | 52TOYS
Stationed Project: Shanghai International Trade iapm
Opening Date: May 1 The Chinese collectible toy brand is committed to building a Chinese toy brand with international influence, providing users around the world with "good and interesting" products and services. At present, the brand has opened stores in Beijing, Chongqing, Zhuhai, Guangzhou, Shanghai and other cities. It is expected that the brand will continue to expand the number of stores to 80 during 2021-2022. (Source: The first store was known earlier)
Entertainment format
The world's first store | Manchester United Dream Theater
Stationed Project: Building W9, Beijing Square
Opening date: May 1
Manchester United Dream Theater, a cooperation between Manchester United Football Club and its China Co-created by partner Harves Entertainment. The Manchester United Dream Theater in Beijing Square has three floors and is the first of the five planned "Manchester United Dream Theaters". By introducing and applying the world's latest scientific and technological research and development achievements, it will create a "Manchester United Journey", "Manchester Experience" and "Manchester United Dream Theater Restaurant". Four major formats including "Manchester United Dream Theater Store". The remaining projects will be completed next year in Shanghai, Shenyang and Changsha. (Source: Consumer Research Institute)
Catering business
The first store in China | Tims Coffee and QQ Music landed the first music theme store
Stationed Project: Shanghai Mercedes-Benz Cultural Center
Opening Date: May 8
Coffee Brand The first domestic music-themed coffee shop created by Tim Hortons and Tencent QQ Music has officially opened at the Mercedes-Benz Arena recently. Different from other regular stores of Tims Coffee, the theme coffee shop has been specially designed in terms of store design and cup sleeves.At the same time, a limited product consisting of 3 popular Tims coffee products and a QQ Music luxury green diamond gift package was jointly launched on the Tims coffee applet, as well as co-branded content such as official song lists and themed player skins. Since the completion of the Tencent e-sports theme store last year, Tims Coffee has been accelerating the layout of the store scene. (Source: Beijing Business Daily)
First Store in Mainland China | Ralph'coffee
Stationed Project: Taikoo Li, Sanlitun
Opening Date: 2021
Ralph Lauren's Home has recently debuted in Taikoo Li, Sanlitun, where a full range of branded products, as well as mainland first Home Ralph'coffee, as an extension of Ralph Lauren's lifestyle, Ralph'coffee's decoration style is mainly white and green, full of retro flavor, providing consumers with boutique coffee and seasonal specialty drinks, and you can also buy T-shirts in the store , hats, handbags, mugs and other peripheral products, and can unlock the "black technology" of taking photos with Polo bears and a series of immersive experiences to feel the young trendy culture. (Source: Beijing News)
's first store in the country | Xianlemen hot pot
stationed in project: Wuhan Yintai Creative City
Opening date: May 5
The overall style of Xianlemen fish head hot pot is positioned in the ancient style and the national trend, the dishes design, The decoration of the store highlights the elements of the national trend that young people like most, which is very compatible with the youthful vitality of Jiangcheng Wuhan and the younger customer base of Intime, which is also the main reason why its first store in China is located in Wuhan Intime. (Source: Economic Daily)
2 Brand new trends
Brand operation
Huawei enters the beauty industry
Hong Kong cosmetics retailer Zhuoyue Holdings announced that its wholly-owned subsidiary Zhuoyue Technology Services Co., Ltd. entered into a non-binding agreement with Hong Kong Huawei International Co., Ltd. on the same day Powerful Memorandum of Understanding.According to the announcement, the content of the cooperation between the two parties is: to apply new retail technology service innovation to support Bonjour's business transformation and sustainable development, and to start the cooperation between Bonjour and Huawei in co-brand marketing. Huawei will build smart retail stores for Bonjour and provide technical support through solutions such as big data analysis, electronic payment, and WiFi 6. This announcement means that Huawei officially cross-border beauty. (Source: Cosmetics Watch)
Suzhou Municipal Government signed a contract with Wal-Mart to build another Sam
On May 1, Suzhou Municipal Government and Wal-Mart (China) Investment Co., Ltd. signed a strategic cooperation framework agreement. According to the cooperation agreement, Walmart China will further expand its investment in Suzhou and establish a new Sam (Suzhou) Department Store Retail Co., Ltd. in Suzhou Industrial Park, responsible for the unified management, billing and settlement of the three existing Sam's Club stores in Suzhou. In the next three years, it plans to build a new Sam's Club store and Suzhou logistics distribution center, introduce advanced supply chain management technology, promote the layout of e-commerce formats, and accelerate the business model layout of omni-channel new retail online and offline complementary integration. At the same time, it will increase the procurement of local products and promote more "Made in Suzhou" products to enter the Wal-Mart supply chain system. As of now, Sam has 32 stores in China. (Source: Read Creation)
Gap brand opens several cooperative stores in Hualian.
During the May Day holiday, Gap, the world's leading retail apparel brand, opened three cooperative stores in Hualian in one day, located in Langfang City, Hebei Province, Hengshui City and Xining City, Qinghai Province. This is the first time the brand has opened stores in these three places. The total number of cooperative stores of the brand in China exceeded 20 for the first time. (Source: Zhixiao)
Laiyifen: Lab mini store may launch
in the second half of the year. In the first quarter of 2021, the number of Laiyifen franchise contracts reached nearly 300, and it reached 89 in February during the Spring Festival.The new generation of Laiyifen stores are divided into three forms: LYFEN Go, LYFEN Mall and LYFEN Lab.
LYFEN Go is positioned as a community store, aiming at the whole population, that is, buy-and-go, focusing on the people-friendly route; LYFEN Mall store is mainly for young trendy people and parent-child families, and undertakes leisure and rest functions; LYFEN Lab store is positioned as a high-end store, mainly for business elites, It is a more fashionable and international trendy snack space for young trendy people, which can be used for socializing, speaking, office and leisure. It is expected to launch LYFEN Lab mini first in the second half of this year or the first half of 2022. (Source: Linkshop)
Suning.com: From May 1st to 5th, the passenger flow of offline stores increased by 212% year-on-year
Suning.com recently released the "May Day Consumption Big Data". Data shows that from May 1 to May 5, the customer flow of Suning.com’s offline stores increased by 212% year-on-year, and Suning’s Carrefour’s in-store customer flow and transaction volume both reached new highs; Suning.com’s online Chinese special order volume increased by 55% year-on-year. ; Trade-in orders increased by 150% year-on-year. In addition, 228 Suning Retail Cloud Stores were added, of which 20 stores of the new track home furnishing store opened at the same time. The top 5 counties and towns in the retail cloud store sales are Yibin Xingwen County, Changzhou Dongcheng Street, Xianyang Sanyuan County, Taizhou Guangling Town, Luwu Town, Qinzhou City. (Source: investment community)
3 New business news
Nearly 50% of listed supermarket companies saw a double-digit revenue drop last year
In 2020, among the hypermarket brands, 15 listed supermarket companies achieved total sales of 318.051 billion yuan, a year-on-year decrease of 2.99% ; Realized a total profit of 6.165 billion yuan, a year-on-year increase of 23.25%. However, in terms of revenue, only 7 of the 15 listed supermarket companies achieved a year-on-year increase, 8 companies experienced a year-on-year decline in revenue, and 7 companies experienced double-digit declines. In terms of net profit, 8 companies The company showed a year-on-year growth, and the other 7 companies experienced a year-on-year decline in net profit.Judging from the excellent performance in the first quarter and the first half of the year, the downward trend of major supermarket companies in the second half of last year was very obvious. (Source: Linkshop) The largest business of
coffee is not in 100,000 cafes.
A report "White Paper on China's Freshly Ground Coffee Industry" released by Deloitte and Mumian Capital shows that by the end of 2020, the number of coffee shops in China has 108,000. According to a rough count, there are at least close to 50,000 stores that sell coffee products that are not coffee shops. In the past two years, tea, baking, hotels, gas stations and other formats have all entered the coffee business. Among them, the largest volume is the tea shop coffee. (Source: Titanium Media)
4 Business Capital
Adidas sells Reebok, Anta and Li Ning will bid for Reebok. Li Ning will submit offers, and South Korea's Fila and the US's Wolverine are also seen by the market as possible bidders. In addition, financial investors such as TPG and Apollo may also join the battle. (Source: Yiou.com)
Super Orangutan Completes Hundreds of Millions of Yuan in Series E Financing The
healthy lifestyle brand Super Orangutan has completed hundreds of millions of yuan in Series E financing, with a total valuation of nearly 1 billion US dollars. Funds under CICC Capital lead the investment, and CICC acts as the exclusive financial advisor. This round of financing is mainly used for talent introduction and curriculum development. Up to now, Super Orangutan has opened and prepared nearly 200 stores in first-tier and new first-tier cities such as Beijing, Shanghai, Guangzhou, Shenzhen, Nanjing, Wuhan, Chengdu, and Hangzhou. (Source: Oriental Fortune Network)
Focuses on the field of IP trendy play derivatives, "Yujia Liangpin" has received tens of millions of yuan in strategic investment , this round of financing will be mainly used for multi-category whole industry chain layout."Yujia Liangpin" was established in 2019. The company focuses on animation film and television IP authorization for statue design, original CG art concept design and artist joint design. At the same time, the company is also engaged in the development and sales of related derivatives. (Source: investment community)
empowers for the value of commercial real estate. The original content of this platform is professionally produced by Owl Research Institute (MalltoWin Lab) . Please indicate the author and source when reprinting.