11月7日，领展宣布已收购位于澳洲三大领先零售物业的50%权益，总代价约5.38亿澳元，即31.2亿港元。 据悉，3座物业分别为维多利亚女王大厦(Queen Victoria Building)﹑Strand Arcade及The Glaeries，其卖方则为新加坡政府投资公司Vicinity集团。其中，Queen Victoria Building50%权益为2.77亿澳元，The Galeries50%权益为1.5亿澳元，The Strand Arcade50%权益为1.11亿澳元。 领展的此次收购，是自疫情发生以来悉尼最大的一次零售业收购案，也是领展在澳洲的第二笔投资。
01|Link acquires 50% interest in 3 commercial landmarks in Sydney Link announced that it has acquired 50% interest in 3 leading retail properties in Australia for a total price of about A $538 million, or HK $3.12 billion. Vicinity Group, a Singapore government investment company, is the seller of The Queen Victoria Building, Strand Arcade and The Glaeries. Among them, Queen Victoria Building was sold with 50% interest of A $277 million, The Galeries with 50% interest of A $150 million and The Strand with 50% interest of A $111 million. The acquisition is the largest retail acquisition in Sydney since the outbreak of COVID-19 and Link's second investment in Australia. 02|塞尔福里奇百货正在考虑剥离其电子商务业务 据知情人士透露，塞尔福里奇百货公司(Selfridges & Co.)近日正在与潜在投资者考虑拆分电子商务业务，同时也在考虑出售百货业务。这家世界著名的奢侈品百货旗下房地产资产利润极其丰厚，房地产资产涵盖了伦敦门店和附近横跨伦敦西区大片区域的房地产，上述房产带来的创收远远大于电子商务。 这一想法与萨克斯第五大道百货(Saks Fifth Avenue)不谋而同，后者通过风投公司Insight Partners的7亿美元投资，将其Saks和SaksOff5th线上业务从线下实体店中剥离出来。第五大道百货将线上商城设为独立业务部，线上商城和实体店控制权依然由萨克斯第五大道百货公司持有。竞争对手梅西百货也面临着投资者的压力，据说也将采取类似举措。
02|Selfridges & Co. to split off its e-commerce business Selfridges & Co. held discussions with potential investors about splitting off its e-commerce business while also considering a potential sale of the department store group, according to people familiar with the matter. Selfridges is among the most famous department stores globally, with a considerable part of its value lies in real estate, in particular its London store and nearby property holdings spanning a large section of the capital’s West End. The revenue brought by above real estate is far more than the e-commerce business’s.Such a plan would resemble a move from the owner of Saks Fifth Avenue, which agreed to separate its Saks and Saks Off 5th websites from its physical stores via $700 million of investment from venture capital firm Insight Partners. Saks still controlled the physical stores and e-commerce business. Rival Macy’s is also facing investor pressure to carry out a similar move. 03|韩国经济复苏未能提振乐天营收 据《韩国时报》报道，尽管韩国主要经济指标有所改善，但乐天集团零售部门的利润继续下滑。据乐天集团最近的一份文件显示，乐天购物在其财年第三季度报告的营业利润同比大跌74%至289 亿韩元（2440 万美元）。 有分析师表示，乐天集团本土零售竞争对手，如新世界百货在新冠疫情期间通过结盟和收购来提升数字能力，而乐天集团在韩国的电子商务竞争中已处于落后态势。
03|South Korea's economic recovery has failed to boost Lotte's revenue Profits at Lotte Group's retail division continued to slide despite an improvement in South Korea's major economic recovery, the Korea Times reported. Lotte Shopping reported a 74% y-o-y drop in operating profit to 28.9 billion won ($24.4 million) in Q3 of its fiscal year, according to a recent Lotte Group file. Local retail rivals, such as Shinsegae Department Store, have boosted their digital capabilities through alliances and acquisitions during the COVID-19 epidemic, while Lotte Group has fallen behind in e-commerce competition in South Korea, according to analysts’s statement. 04|Westfield Knox项目改造正在进行中 澳大利亚零售地产巨头Scentre集团与合资伙伴State Super近日正式启动了Westfield Knox的再开发工程，该项目耗资3.55亿美元，预计于2022年初开始分阶段改造，将于2023年完工。 项目改造的第一阶段将新建覆盖1层新生鲜食品市场，以创新的零售合作和新型食品餐饮体验为特色。项目改造的第二阶段将包括增加2000平方米的Knox公共图书馆，同时还涵盖了时尚、美容、家庭用品等零售业态。
04|The redevelopment of Westfield Knox is underway Australia retail real estate giant Scentre Group in conjunction with joint venture partner State Super, has commenced its $355 million redevelopment of Westfield Knox with the transformation to occur in stages between 2022 and finished in 2023. The first stage will include the new fresh food market on Level 1, featuring a selection of new and innovative retail partners and catering experiences. The second phase will include the addition of the new 2,000m2 Knox public library, and offering diverse industry from fashion to beauty, youth and homewares. 05|Club Med亮相第四届进博会，将进一步扩大中国市场布局 近日，Club Med亮相第四届进博会，与迪卡侬进一步深化合作签署战略协议，并与法国知名滑雪品牌ROSSIGNOL正式签约建立品牌战略合作。此外，Club Med还完成了Club Med Joyview佛山度假村的正式签约，新增中国国内市场布局。 据介绍，未来3年，全球将会有16家Club Med度假村陆续开业，仅在中国就有8家，而其中6家都是Club Med Joyview产品。如今国内度假游市场处于高速发展期，未来Club Med也将落子多家全新Club Med Joyview度假村，选址包括：南京仙林，浙江千岛湖、北京延庆（二期）、成都黑龙滩、江苏太仓，广东汕尾等地。
05|Club Med appeared in the 4th CIIE and would expand market in China Recently, Club Med participated in the 4th CIIE, further deepened cooperation with Decathlon and signed a strategic agreement, and formally signed strategic cooperation with famous French ski brand ROSSIGNOL. In addition, Club Med also completed the formal signing of Club Med Joyview Foshan Resort and expanded its layout in Chinese market. It is reported that in the next 3 years, there will be 16 Club Med resorts in the world, with 8 in China. 6 of them are Club Med Joyview products. Holiday tourism market in China in on rapid development, Club Med will land several new Club Med Joyview resorts and the locations include: Xianlin in Nanjing, Thousand Islet Lake in zhejiang, Yanqing (phase II) in Beijing, Heilongtan in Chengdu, Taicang in Jiangsu, Shanwei in Guangdong.
01|TimeVallée opens its first boutique in Shenzhen The multi-brand luxury watch boutique, TimeVallée, owned by Richemont, opened its first boutique in Shenzhen, China at the One Avenue Shenzhen mall on 1st November. The 302 square meter boutique is the first TimeVallée boutique in the Greater Bay Area and the 21st boutique worldwide. 02|Puma在美国开设新总部 为吸引更多人才，德国运动服饰品牌Puma日前在美国马萨诸塞州萨默维尔开设新的总部。Puma表示，希望通过新办公室以及远程工作方式的方式，提升公司在人才方面的可持续发展竞争力。 数据显示，美国已成为Puma业绩增长的主要引擎，第三季度该地区的销售额同比大涨31%，占总收入的37%。
02|Puma set new headquarters in the United States In order to attract more talents, the German sportswear brand Puma recently opened a new headquarters in Somerville, Massachusetts. Puma hopes to enhance the company advantages in talents via the new office and remote working mode.Data shows that the United States has become the main engine of Puma's growth rising 31% year-on-year in Q3, 37% of the total revenue. 03|爱马仕HermesFit健身主题快闪店登陆美国布鲁克林 继5月在成都成功举办HermesFit的健身主题快闪店后，爱马仕正计划把该项目推广至全球各主要市场，最新一家选址于美国纽约的布鲁克林，消费者可享受爱马仕围绕核心产品设计的健身体验，包括拳击、攀岩、跆拳道等。
03|HermesFit fitness pop-up store landed in Brooklyn, USA Following the successful holding of Hermesfit pop-up store in Chengdu in May, Hermes is planning to promote the project to major markets around the world. In Brooklyn of New York, the latest one, consumers can enjoy the fitness experience around its core products, like boxing, rock climbing, taekwondo etc. 04|Champion母公司1欧元抛售欧洲内衣业务 美国潮牌Champion母公司HanesBrands日前发布声明称，欧洲子公司Hanes Europe Innerwear将由美国私募基金Regent L.P.子公司接管，交易价格为1欧元，涉及的品牌包括法国内衣品牌Dim、西班牙内衣品牌 Playtex和Shock Absorber等。
04|Champion's parent company sold off its European underwear business for 1 euro HanesBrands of American fashion brand Champion recently said that Hanes Europe Unnerwear, a European subsidiary, will be taken over by a subsidiary of Regent L.P., a US private equity fund, with a transaction price of 1 euro in terms of French underwear brand Dim, Spanish Playtex and Shock Absorber. 05|Tiffany与Supreme合作系列将于近日发售 据悉，LVMH旗下珠宝品牌Tiffany与街头潮流品牌Supreme日前分别在各自的官方Instagram账号发布视频，透露双方联名系列即将发售，有消息人士称具体日期为11月11日。 Tiffany x Supreme所有单品均为925银制，系列产品包括珍珠吊坠项链、心形吊坠项链、星星手链和心形耳钉等，在Tiffany经典产品中融入了街头元素。
05|The Tiffany supreme partnership series will go on sale in the near future It is said that LVMH's jewelry brand Tiffany and street brand Supreme recently released videos on their official Instagram accounts, revealing that the joint series of the two sides will be on sale. Some sources said the specific date is 11 November. It is reported that all items of Tiffany x Supreme are made of 925 silver including pearl pendant necklace, heart pendant necklace, Star Bracelet, heart-shaped earrings integrating street elements into Tiffany's classic products. 06|Dior用3D技术“打印”了一家快闪店 最近，LVMH集团旗下法国奢侈品牌 Dior（迪奥）与意大利3D打印公司WASP 合作，在迪拜朱美拉（Jumeirah）海滩开设了最新的快闪概念店，这是一家用天然材料3D打印出来的可持续门店。 06|Dior used 3D technology to "print" a pop-up store Recently, Dior, a French luxury brand under LVMH Group, cooperated with WASP, an Italian 3D printing company, and opened the latest pop-up concept store on Jumeirah Beach in Dubai, a sustainable store printed in 3D with natural materials. 07|FENDI x SKIMS系列正式发售 据时尚商业快讯，LVMH旗下奢侈品牌FENDI与美国真人秀明星Kim Kardashian个人紧身衣品牌SKIMS的合作系列于11月10日正式在小程序“FENDI限时线上精品店”发售。
07|FENDI x SKIMS launched
According to the FashionNetwork news, the cooperation series between LVMH's luxury brand FENDI and American reality TV star Kim Kardashian's personal tights brand SKIMS was sold today in the app "Fendi limited time online boutique". 08|Gucci或与Xbox发布首个联名系列 近日有知情人士社交媒体平台发布贴文称Xbox将与意大利奢侈品牌Gucci推出联名系列，以庆祝Xbox诞生20周年。
08|Gucci may launch its first co branded series with XBOX Recently, people familiar with the matter said on social media platforms that Xbox will launch a joint series with Gucci, an Italian luxury brand, to celebrate the 20th anniversary of the birth of Xbox. 09|加拿大鹅千元口罩引争议 《财经天下》日前发现，奢侈羽绒品牌加拿大鹅天猫旗舰店上架三款口罩产品，最高售价达1000元，有消费者质疑过高的定价是不是“智商税”。值得关注的是，中国已成为加拿大鹅最主要的增长动力，第二财季销售额增幅高达86%。
09|Canada Goose thousand yuan mask suffered criticism Economic Weekly recently found that the luxury down brand Canada Goose Tmall flagship store sold three mask products with a maximum price of 1000 yuan. Some consumers questioned the excessive pricing as an "IQ tax". It is noteworthy that China has become its main growth driver, with sales increasing by 86% in Q2. 10|Zara推出全新香水系列 西班牙快时尚品牌Zara日前与长期合作伙伴Jo Malone共同推出全新香水系列Vibrant Cities Collection，灵感来自伦敦、东京、威尼斯、首尔、迪拜、纽约、上海和马德里八个城市，从11月11日起登陆Zara门店和官网发售。
10|Zara launches new fragrance series Spain's fast fashion brand Zara has launched a new fragrance series Vibrant Cities Collection with its long-term partner Jo Malone recently inspired by eight city from London, Tokyo, Venice, Seoul, Dubai, New York, Shanghai and Madrid, and sold from luxehome Zara stores and public website since 11 November. 11|SSP集团于曼谷素万那普机场开设餐饮店 SSP集团与Minor Foods已签署价值2亿英镑（2.677亿美元）的合同，为期六年，在曼谷素万那普机场的国内和国际航站楼开设第34家餐饮。
11|SSP Group opened store at Bangkok’s Suvarnabhumi Airport SSP Group has secured a six-year contract with Minor Foods, worth GBP£200 million (US$267.7 million), to open 34 food & beverage locations throughout the domestic and international terminals at Suvarnabhumi Airport, Bangkok. 行业资讯Industrial New 01|YSL和Balenciaga成开云集团新的增长动力 第三季度的Saint Laurent 销售额同比增长27.8%至6.592亿欧元，与2019年同期相比，可比销售额增长32%。此外，Balenciaga的销售规模也达到了旗下另一大品牌BV的水平，年销售额超过10亿欧元。
01|YSL and Balenciaga are new growth drivers for Kering Group Saint Laurent's third-quarter sales rose 27.8% y-o-y to €659.2 million, showing a 32% increase in comparable sales compared to the same period in 2019. Balenciaga is also on the same scale as its other big brand, BV, with annual sales reaching more than €1 billion. 02|加拿大鹅第二财季销售额大涨逾40% 奢侈羽绒服品牌Canada Goose（加拿大鹅）在截至9月26日的第二财季业绩显示，销售额同比增长40.3%至2.329亿加元，主要得益于DTC（直面消费者）渠道和批发渠道的强劲增长，但净利润从去年同期的1040万加元下降至900万加元。 值得注意的是，Canada Goose电商渠道也录得33.8%的强劲增长。鉴于市场的强劲需求，Canada Goose还上调了2022财年全年预期，预计全年销售额在11.25亿至11.75亿加元之间。
02|Canada Goose's sales jumped more than 40% in Q2 Luxury down wear brand Canada Goose reported sales rose 40.3% y-o-y to C $232.9 million in its fiscal second quarter ended 26 September. The strong sale was helped by strong growth in its DTC (consumer-facing) and wholesale channels, but net profit fell to C $9 million from C $10.4 million a year earlier. Notably, the Canada Goose e-commerce channel also recorded strong growth of 33.8%. As for the strong demand from market, Canada Goose also raised its full-year forecast for fiscal 2022, forecasting full-year sales of between C $1.125 billion and C $1.175 billion. 03|Champion第三季度营收大涨33% 美国服饰零售商Hanes Brands在截至10月2日的三个月内，销售额同比上涨5.3%至17.8亿美元，净利润录得1.52亿美元，高于去年同期的1.03亿美元。值得注意的是，Champion业绩成为财报亮点，营收同比大涨33%，较2019年同期也大涨20%。 Hanes Brands首席执行官Steve Bratspies表示，Champion业绩的增长在短期内仍将持续，增长势头不会放缓。Hanes Brands预计，今年的净销售额将较上年同期增长约11%，录得67.6亿美元至68.3亿美元之间。
03|Champion's revenue jumped 33% in Q3 US clothing retailer Hanes Brands reported net income of $152 million in the three months to 2 October, up from $103 million in the same period last year. Sales rose 5.3% from a year earlier to $1.78 billion. Notably, Champion was a bright spot in the financial report, with revenue up 33% y-o-y and 20% from the same period in 2019. Steve Bratspies, CEO of Hanes Brands, said Champion's growth would continue in the short term and there would be no slowdown. Hanes Brands expects net sales this year to rise 11% from last 2020 and to reach between $6.76 billion to $6.83 billion. 04|Inditex集团携手旗下四大品牌参加进博会 为全球最大的时尚零售集团之一，Inditex集团今年携旗下Zara、Massimo Dutti、Oysho和Zara Home四大品牌再赴上海，参加于11月5日在国家会展中心举办的第四届中国国际进口博览会。同时，Inditex集团借进博会的契机展示了集团坚实的文化以及集团的全球策略方针，表示致力于打造高品质、负责任的时尚。
04|Inditex group led its four brands to participate in the CIIE Inditex, one of the world's largest fashion retail groups, brought its Zara, Massimo Dutti, Oysho and Zara Home brands to Shanghai this year for the 4th CIIE, which was held at the National Convention and Exhibition Center on 5 November. At the same time, Inditex took the chance to represent its solid culture and global strategy to create high-quality and responsible fashion. 05|意大利乌菲齐美术馆重要藏品将来到中国 2021年11月6日，意大利乌菲齐美术馆（The Uffizi Galleries）与上海天协文化发展有限公司联合宣布，双方将开展一项长期合作：自2022年起的未来五年内，在上海东一美术馆共举办十场来自乌菲齐美术馆馆藏的重大艺术展览。
05|Important collections from Italy's Uffizi Galleries is coming to China
The Uffizi Galleries and Shanghai Tianxie Cultural Development Co., Ltd. jointly announced that they will carry out a long-term cooperation together: from 2022 onwards, 10 major art exhibitions from The Uffizi Galleries collection will be held in Bund One Art Museum of Shanghai in the next 5 years. 06|第四届进博会累计意向成交707.2亿美元 第四届中国国际进口博览会已于11月10日闭幕。本次进博会，中国与127个参展国家与地区的贸易合作进一步深化，1000多家中外企业达成超过200项合作意向，“一带一路”沿线国家收获了大量订单。按一年计，累计意向成交额达到707.2亿美元。
06|The fourth CIIE accumulated intention to deal of $0.72 billion The 4th CIIE concluded on 10 November. At the CIIE, trade cooperation between China and 127 participating countries and regions had been further deepened. More than 1,000 Chinese and foreign enterprises had reached over 200 cooperation intentions, and countries along the Belt and Road had received a large number of orders. On a one-year basis, the cumulative amount of proposed deals reached $70.72 billion. 07|马莎百货上半年利润较2019年同期大涨20.6% 英国马莎百货日前公布截至10月2日的半年业绩数据，整体表现较疫情前同期均有明显上涨，销售额增长5%至51.05亿英镑，税前利润从1.588亿英镑增至1.873亿英镑，净利润与两年前相比大涨30.6%至1.599亿英镑。期内服装与家居部门整体销售额下降1%，但全价销售额增长录得17.3%的强劲增长，营业利润也从1.096亿英镑增至1.562亿英镑。
07|M&S’s revenue jumped 20.6% in H1 from the same period in 2019 M&s announced its results for the six months ended 2 October, showing a significant improvement over the pre-epidemic period. Sales rose 5% to £5.105 billion, pre-tax profit rose from £158.8 million to £187.3 million, and net profit jumped 30.6% from two years ago to £159.9 million. The clothing and home division saw overall sales fall 1% during the period, but full-price sales growth was strong at 17.3%, while operating profit rose from £109.6 million to £156.2 million.
投融资
Investment and Financing
01|Jollibee收购中国台湾奶茶连锁店Milkshop的多数股权
Jollibee Foods Corporation（JFC）以1280万美元收购中国台湾奶茶咖啡运营商Milkshop International 51%的股份。 这是菲律宾最大的餐厅运营商，此举加速其全球扩张的结果。它在中国台湾、中国香港、新加坡、加拿大和澳大利亚拥有超过250家奶茶店。
01|Jollibee acquires majority stake in Taiwanese bubble tea chain Milkshop
Jollibee Foods Corporation (JFC) has acquired 51 percent stake in Taiwanese bubble tea café operator Milkshop International by US$12.8 million.The acquisition of JFC, the Philippines’ largest restaurant operator, accelerates its global expansion. It has more than 250 bubble tea cafés across Taiwan, Hong Kong, Singapore, Canada and Australia. 02|耐克将斥资13亿元在深圳投资创新中心 耐克全球副总裁、耐克大中华区总经理董炜在进博会期间接受采访时表示，中国是耐克全球最重要的市场之一，集团最快会于今年底在深圳正式启用数字科技公司。 该公司总额达13亿元人民币, 重点打造涉及人工智能、数据仓储、数字平台等领域的创新技术和数据能力，赋能耐克在中国与消费者建立更深入的连接。
02|Nike will invest 1.3 billion yuan in Innovation Center in Shenzhen Dong Wei, Nike's global vice president and general manager of Nike Greater China, said in an interview during CIIE that China is one of Nike's most important markets in the world and the Group will open a digital company in Shenzhen at the end of this year. The company, with a total amount of RMB 1.3 billion, will focus on AI, data warehousing, digital platforms to establish a deeper connection with consumers in China. 03|中国美妆集团USHOPAL将投资英国高端护肤品牌ARgENTUM 中国高端美妆集团USHOPAL在第四届"进博会"上宣布与英国高端护肤品牌欧臻廷ARgENTUM、日本男士护肤品牌本客BULK HOMME分别达成战略合作投资协议，具体交易金额未被披露。USHOPAL在一份媒体声明中表示，此举将进一步扩大USHOPAL的品牌矩阵规模，并实现覆盖亚洲区域运营的战略目标。
03|Chinese beauty group USHOPAL will invest in ARgENTUM, a British high-end skin care brand At the 4th CIIE, China's high-end beauty group USHOPAL reached strategic cooperation with UK high-end skin care brand ARgENTUM and Japanese men's skin care brand BULK HOMME respectively without disclosing the exact transaction amount achieving the strategic goal of covering Asian regional operations. 04|Gucci首席执行官Marco Bizzarri入股意大利投资公司Orienta 意大利奢侈品牌Gucci（古驰）的总裁兼首席执行官Marco Biazzarri收购了Orienta Capital Partners的部分股权，并加入其顾问委员会。Orienta Capital Partners是一家意大利投资公司，专门投资于“具有强劲增长潜力”的中小企业。 04|Marco Bizzarri, CEO of Gucci, takes a stake in Orienta, an Italian investment company Marco Biazzarri, President and CEO of Gucci, an Italian luxury brand, acquired part of the equity of Orienta Capital Partners and joined its advisory committee. Orienta is an Italian investment company specializing in small and medium-sized enterprises with "strong growth potential".
