雅诗兰黛集团受中国疫情影响下调展望，LVMH任命酒店部门主管、旗下LV品牌推出首家餐厅等5条双语资讯 | iziRetail热点

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iziRetail逸芮搜罗并精选了5篇关于时尚零售、商业地产相关的英文报道，进行翻译、转载，为大家带来一手的海外资讯。同时，我们把英文原文附在文末，英文爱好者们也可浏览阅读。

Estée Lauder Lowers Outlook, Citing Global Impact onTravel Retail Due to Coronavirus

雅诗兰黛公布新一季财报，下调展望，称冠状病毒影响旅游零售业务

来源：Jing Daily

近日，雅诗兰黛集团发公布了集团2020年第二财季财报，尽管销售额获得了双位数的增长，但仍需积极应对接下来的挑战。根据财报，在截至2019年12月31日的三个月内，雅诗兰黛集团净销售同比增长15%至46.2亿美元。

虽然从整体来看业绩喜人，但集团总裁兼首席执行官Fabrizio Freda也指出，受冠状病毒疫情影响，集团的全球旅行零售业务将受波动，甚至对集团全年业绩产生负面影响。目前已有60多家航空公司停止了飞往中国的航班。

尽管面临着极大地挑战，Freda表示集团也在积极应对，并大力支持中国以及整个行业的经济恢复相关工作。

考虑到冠状病毒疫情持续时间的不确定性，公司下调了对2020财年下半年的预期，预计每股收益在1.82-1.9美元之间，此前预期的每股收益为2.11美元。

作为集团的第二大市场，亚太地区在10-12月的发展势头强劲，销售额从10.2亿美元增长到13.19亿美元，大幅增长29％。大中华区的净销售额也出现了两位数的增长，得益于双十一期间的促销活动。

从部门来看，集团旗下Skin Care部门的增长强劲，得益于Estée Lauder和La Mer等头部品牌的优秀表现。此外，作为最早采用AR/VR等新兴技术的公司之一，集团也表示还将继续探索新零售道路。

Estée Lauder Companies (ELC), the American cosmetics conglomerate which houses over 25 brands, including Estée Lauder, La Mer, Clinique, and Le Labo, reported double-digit growth for Q2 FY2020 this morning. But now is not the time to take a breather.

The company announced a 15% growth in net sales from $4.62 billion to $4.01 billion in the quarter ending Dec. 31, according to their earnings release. Upon announcing “exceptional” results, President and CEO, Fabrizio Freda, gave a cautious warning on the impact of travel retail for the full-year results, adding that more than 60 airlines have already stopped flying to China.

“There’s lack of traffic not just in and out of China,”Freda said in the earnings call. “The outbreak is a global concern, so many people who are travelling are restricted. Many companies have also banned business travel to infected countries.” He added that the company has already kicked started plans for the recovery.

“We’re reworking our plans to recover when the timearrives,” he said, adding that the company also aims to support China’s economic recovery. “We will regain momentum not only for us but for the entire industry.”

“At this moment, stabilization is key,” Freda said. As aresult of the ongoing uncertainty related to the coronavirus, the company’sprojected earnings per share for the second half of FY2020 came in between$1.82 and $1.90 compared with the current adjusted earnings per share of $2.11.

As ELC’s second-largest market, Asia-Pacific has seen robust momentum last quarter, delivering a 29% increase from $1,020 million to $1,319 million. Greater China also had an undisclosed double-digit net sales growth, with Singles’ Day and other events to thank. 

Across the company’s five sectors — makeup, fragrance,hair care, and other — skin care has outperformed the others, with growth led by flagship brands Estée Lauder and La Mer. And, as one of the first to jump onemerging technologies like augmented reality and virtual reality, Freda also said the company would continue its path toward further innovation.

LVMH appoints head of the hopitality and restaurants division

LVMH集团设立酒店部门并任命新主管，旗下LV品牌首开餐厅

来源：Retail in Asia，Hypebeast

近日，LVMH集团任命前Luxottica高管Andrea Guerra，为旗下新设立的酒店部门主管。据悉，Andrea Guerra在集团的角色将十分广泛，包括负责监管与酒店、餐厅相关的运营和活动。

Guerra有着十分丰富零售经验且极具领导力，先后于意大利高端餐饮零售品牌Eataly、意大利眼镜巨头Luxottica Group、意大利家具制造商Merloni Elettrodomestici任职。此外，Andrea Guerra还曾是意大利前总理Matteo Renzi在商业、金融及工业方面的私人高级战略顾问。

此次任命也将进一步推动LVMH拓展高端旅游和食品市场，丰富其品牌、产品组合，关注奢侈品的体验。

集团旗下奢侈品牌Louis Vuitton也于近日在日本大阪新开了一间7层楼高的旗舰店，其中包括一间咖啡厅Le Café V和一间餐厅Sugalabo V，位于建筑的顶层。

Le Café V是与日本厨师Yosuke Suga合作的，分有室内部分和室外平台区。通过室外平台可以通向餐厅，餐厅面积不大，设有开放式厨房，仅能容纳小部分食客，且只提供晚餐。内部装修以暗色调为主，设计风格和细节与建筑整体体现的航海风格相呼应。

France’s LVMH Group has reportedly recruited formerLuxottica chief, Andrea Guerra, to head up its hospitality and restaurants division, sources told Reuters.

According to the reports, Guerra’s role at luxuryconglomerate is set to be broad with duties including oversight of the group’soperations and activities linked to hospitality and restaurants.

With a career spanning decades, Guerra has extensiveleadership, business and retail experience. Prior to Eatlay, Guerra was CEO ofLuxotticca for ten years, serving in the top job from 2004 to 2014, afterworking as CEO of Merloni Elettrodomestici for a decade and as Marriott International’s marketing director for more than five years prior to that.

During his career, he also had a stint as a government advisor on industry and business.

The reported appointment comes on the back of LVMH’srecent push into the premium travel and food markets, which has seen big name industry players experiment with “experience” luxury products, to complement their current fashion, accessories and lifestyle offerings.

After news broke recently that Louis Vuitton was planningto open a restaurant in Osaka, the French house has now given a look inside its new Louis Vuitton Maison Osaka Midosuji, complete with restaurant and cafe.

The space — dubbed Le Café V — is a collaboration withJapanese chef Yosuke Suga, and sits on the top floor of the Jun Aoki and PeterMarino-designed store.

As well as Le Café V, Louis Vuitton and Suga will also open a restaurant named Sugalabo V. This space is hidden behind a secret speakeasy door, and can only seat a small group of diners.

This intimate restaurant features an open kitchen, while its architectural details reference nautical themes from across the building’s design.

Frasers Group acquires 12.5% stake in luxury brand Mulberry

英国零售集团Frasers收购Mulberry 12.5%的股权

来源：Cpp-luxury

英国零售集团Frasers日期处宣布收购英国奢侈品牌Mulberry12.5%的股份，此次收购也受到业内广泛关注。Frasers Group plc由英国零售业大亨Mike Ashley控股，持有65%的股权。

Mulberry此前与集团旗下House of Fraser百货一直保持合作关系，并计划通过后者渠道新增高端门店。Mike Ashley也表示期待双方更进一步的合作。

Frasers集团前身为Sports Direct International plc，由Ashley于1982年创立，2019年11月更名。除House of Fraser外，Ashley还拥有时尚零售商Flannels、英国内衣品牌Agent Provocateur等，持有英国百货公司Debenhams、体育零售商JD Sports等股权。

Frasers group which is controlled by Mike Ashley hasacquired a 12.5% stake in British luxury brand Mulberry. The move certainlycame as a surprise. But it makes sense given the more upmarket direction inwhich Ashley is taking the group that used to be known as Sports Direct (and inwhich he has a 65% controlling stake).

Mulberry has had a long-term presence in the group’s Houseof Fraser department stores and with the company planning to open more upmarketFrasers stores (as well as operating the upscale Flannels chain) there seems tobe clear commercial reasoning behind the move.

Like many of the businesses in which Ashley has investedin the past few years, Mulberry has had more than its fair share of challengesand this can be seen in its share price. It reached 1,132.50p in September 2016but began to fall sharply exactly two years ago and now you could buy aMulberry share for 250p.

That puts the entire market capitalisation of the companyat just over £150 million. It doesn’t take much maths skill to realise thatFrasers wouldn’t have had to pay a huge amount for its stake, based on Monday’sclosing share price.

In a short statement, Ashley’s company did say: “FrasersGroup is pleased to announce that it has acquired a 12.5% economic interest inMulberry Group plc. Mulberry is a global luxury brand with a rich Britishheritage.

A key strategic priority for Frasers Group is theelevation of our retail proposition and building stronger relationships withpremium third-party brands. Frasers Group looks forward to working more closelywith Mulberry for the benefit of shareholders of both companies.”

The move to buy a stake in Mulberry represents the FrasersGroup’s biggest step in the luxury direction yet, with the accessoriesspecialist selling handbags at prices ranging up to £3,500. And it shows howdetermined Ashley is to make sure his upmarket vision for his company reallyworks.

He’s struggled with some weak brand relationships in thepast, most notably with some of the world’s largest sports brands that hasaffected the product available at the Sports Direct chain. This is obviouslynot a problem that he wants to have to deal with when Frasers opens.

Nordstrom to enter the second-hand luxury clothing retailmarket

Nordstrom推出新服务，进军二手奢侈市场

来源：Cpp-Luxury

1月31日，美国高端百货Nordstrom在其线下门店及线上平台推出了“See You Tomorrow”服务，销售二手服饰，包括Burberry，Thom Browne，Isabel Marant，Adidas等品牌的单品。

该服务计划试运营6个月，根据实际情况决定是否需要延长。“See You Tomorrow”出售的二手服饰以Nordstrom自有产品为主，比如一些退货商品或略有瑕疵的单品。门店也接受消费者的自有二手货品转售，以礼品卡的方式支付。

这项新服务也是Nordstrom对实体零售的一个新的探索。Nordstrom也表示，店内合作的许多品牌都对二手转售服务很感兴趣。

尽管对于一些奢侈品牌来说进入二手市场存在着一定风险，包括商品进入二手市场后蚕食销售额以及假货的问题，但仍有一些品牌愿意尝试与二手平台合作，比如2019年10月，Burberry与The RealReal达成合作，在其平台出售二手服饰。

据ThredUp和GlobalData的研究显示，2019年时尚产业二手市场达到280亿美元。以The RealReal，Vestiaire Collective等为代表二手时尚平台发展迅速。

Nordstrom并不是唯一一个将目光投向二手时尚领域的实体零售百货：Neiman Marcus收购了Fashionphile少数股份，这是一家成立于1999年的二手奢侈品手袋和配饰零售电商平台；梅西百货与二手寄卖平台ThredUp达成合作，在店内提供了展示货架，售卖平台上的部分衣服、配饰等商品。

Opening January 31, Nordstrom’s “See You Tomorrow” storewill offer shoppers secondhand pieces from brands like Burberry, Thom Browne,Isabel Marant, Off-White and Adidas.

The resale service, which is slated for a six-month runbut could be extended, will also accept pre-owned products from customers tosell in exchange for Nordstrom gift cards.

The shop-in-shop thrusts Nordstrom into competition withThe RealReal, Vestiaire Collective and other players in the fast-growing marketfor secondhand fashion, which grew to $28 billion last year, according to astudy by ThredUp and GlobalData.

The department store chain Neiman Marcus acquiredFashionphile, a luxury consignment website, in April, and Macy’s installedracks of ThredUp’s used clothes and accessories in some stores last summer.

Luxury brands have been slow to engage directly withresale sites and shops, fearing they will cannibalise sales and make it easierfor counterfeit goods to reach consumers.

However, a few have begun to work with the secondhandmarket, including Burberry, which launched a partnership with The RealReal inOctober.

Many of the brands that Nordstrom carries were interestedin testing out the resale concept, said Olivia Kim, vice president of creativeprojects at the Seattle-based chain. “So many Americans are already engagedwith recommerce, whether it’s rental or retail,” Kim said.

The items in the “See You Tomorrow” shop will be sourcedfrom Nordstrom’s own inventory of returned and damaged merchandise.

Nordstrom’s resale experiment is only the latest effort bythe company to breathe new life into the department store model. The “pop-in”series, for instance, showcases brands in a designated space, both in storesand online. Select Nordstrom stores now have permanent shop-in-shops earmarkedfor collaborations with partners like Nike, Burberry and Celine.

Forever 21 Bankruptcy: Retailer enters deal to sell for$81 million

快时尚品牌Forever 21或被收购，交易价格仅为8,100万美元

来源：CNN Buisness

在递交破产申请4个月后，快时尚品牌Forever 21日前达成了一项协议，以8,100万美元的价格出售给由西蒙地产集团、布鲁克菲尔德地产和品牌管理公司AuthenticBrands Group组成的财团。但在2月7日前，仍可以有潜在买家出价竞买。

根据协议，Forever 21将出售其全部资产，包括旗下所有店铺及美妆产品线RileyRose。

Forever 21是在网购迅速发展的时代里艰难前行的零售品牌之一，实体门店的客流较以往有了明显下滑，高昂的租金成本及高额债务使其难以对此作出积极对应。

2019年9月下旬，Forever 21提交了破产申请，并宣布关闭包括美国市场及其他海外市场在内的一些门店，以减轻品牌的租金成本。

据悉，Authentic Brands Group还收购了纽约老牌奢侈百货Barneys，交易价格为2.71亿美元。

Forever 21 has reached a deal to sell off its assets for$81 million, four months after filing for Chapter 11 bankruptcy.

As part of the transaction, the struggling fast-fashionretailer would be sold to a consortium made up of mall operators Simon PropertyGroup, Brookfield Properties and brand management firm Authentic Brands Group,according to a Sunday court filing. The sale would include all of Forever 21'sassets, including its remaining stores and its beauty line RileyRose.

The group has been designated as the "stalking horsebidder" for Forever 21 — meaning the deal remains subject to approval by ajudge. Other potential buyers have until February 7 to place bids for thecompany.

Forever 21 is among the many traditional retailers thathave struggled to keep up amid the rise of online shopping, which has cut foottraffic to malls and brick-and-mortar stores. High debt levels and rent costshave also burdened traditional retailers.

In recent years, even healthy retailers have closed storesand struggling ones have filed for bankruptcy.

Forever 21 filed for bankruptcy in late September andannounced a plan to overhaul its global business by closing hundreds of storesin the United States and abroad to cut down its lease costs. The ability to getout of leases and close stores at lower cost is a key advantage that thebankruptcy process affords retailers.

Authentic Brands Group also recently purchased anotherwell-known retailer, luxury New York department store Barneys, after it filedfor bankruptcy in August. The $271 million deal involved closing the retailer'sdoors, according to the Wall Street Journal, and was approved in October.

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