无印良品将开设首家MUJIHOUSE、耐克阿迪4月天猫销量大跌、Gap集团出售Intermix……( 七 ) 希望|潘通|力量|象征

3、雅诗兰黛集团第三季度收入不及预期，市值一夜蒸发80亿美元

据悉，在截至3月31日的三个月内，雅诗兰黛集团销售额同比大涨16%至38.53亿美元，按固定汇率计算增长13%，但低于分析师预期的39.4亿美元，净利润恢复至4.56亿美元，上年同期净亏损为600万美元。

报告期内，LA MER所在的高端护肤品业务销售额大涨31%至22.59亿美元。雅诗兰黛集团的彩妆部门收入则下滑11%至10.18亿美元。截至5月4日收盘雅诗兰黛集团股价大跌近8%，市值蒸发84亿美元至1048亿美元。

3、Estee Lauder Group lost $8 billion in market value overnight after Q3 earnings fell short of expectation

In the three months to 31 March, Estee Lauder Group sales rose 16% from a year earlier to $3.853 billion, up 13% at constant exchange rates, but below analysts' expectations of $3.94 billion. Net profit recovered to $456 million from a net loss of $6 million in the same period last year.

Sales in La Mer's high-end skincare business rose 31% to $2.259 billion during the reporting period. Revenue at Estee Lauder's cosmetics division fell 11% to $1.018 billion. Shares of Estee Lauder fell nearly 8% by the close of trading on 4 May, wiping $8.4 billion off its market evaluation to $104.8 billion.

4、韩国3月份零售额增长18.5%

韩国国内实体商店的季节性促销活动，让韩国3月份零售额同比增长18.5%，同时随着疫情的缓解，国内消费者也开始了“报复性购物”。

根据韩国贸易部、工业部和能源部汇编的数据显示，26家主要线下和线上零售商上月的总销售额达到117亿美元，高于去年同期的100亿美元。百货公司的销售额增长了77.6%，其中进口奢侈品同比增长了89%。

4、South Korea’s retail sales up 18.5% in March

Retail sales in South Korea jumped 18.5% in March from a year earlier on the back of seasonal promotions by physical stores, with local consumers also turning to “revenge shopping” amid the prolonged virus pandemic.

The combined sales of 26 major offline and online retailers reached $11.7 billion last month, up from $10 billion a year earlier, according to the data compiled by the Ministry of Trade, Industry and Energy. Department stores saw their sales rise a whopping 77.6%, with those of imported luxury goods rising 89% y-o-y.

5、中国大陆消费者出境游将于2023年为海外旅游业带去近2000亿美元的市场

奥纬咨询预计，中国内地出境游将于2023年恢复至疫情前水平，届时内地消费者将为海外旅游业带去近2000亿美元的市场。41%的内地受访者表示，如果疫情得到完全控制，中国香港地区将会是他们旅游的首选目的地。而另有35%受访者首选了日本。

中国国内的短途旅行将首先回暖，至欧洲和美国等地区的长途旅行目的地则预计在2023年年中才能完全恢复。内地游客是全球旅游零售业复苏的关键力量。奥纬咨询研究显示，2019年中国内地出境旅游支出为2450亿美元，2020年仅为320亿美元，同比大跌87%。

5、Outbound tourism from the mainland of China is expected to bring nearly $200 billion market to the overseas tourism industry by 2023

Oliver Wyman expects outbound travel from the mainland of China to return to pre-epidemic levels by 2023, when the mainland of China consumers will bring nearly $200 billion market to overseas tourism. 41% of respondents from the mainland of China said Hong Kong would be their first choice if the epidemic under fully control.

Japan was the first choice for another 35%. Domestic short-term travel is expected to recover first, while long-term travel to areas such as Europe and US are not expected to fully recover until mid-2023. The mainland of China tourists are the key to global travel&retail industry recovery. According to research by Oliver Wyman, outbound tourism spending from mainland of China was $245 billion in 2019, which only showed $32 billion in 2020, dropping 87% y-o-y.

6、奢侈品家居系列或是下一阶段新潮流

“2020年度中国奢侈品消费白皮书”显示，20.4%的奢侈品消费者表示，自己未来最想购买的奢侈品就是家居产品。