<p>又是一个零售新闻远超时间的一周。以下是我们对本周一些你可能错过的事情的总结，以及我们仍在思考的内容。</p>
<p>从奶酪日历到 Bark 的收入下降，这是我们本周的总结。</p>
<h3>你可能错过的内容</h3>
<p><em>圣诞精神的呈现</em></p>
<p>Spirit Christmas 是 Spirit Halloween 的新项目，已在东北部和大湖区正式开设了计划在这个假日季节运营的 30 家门店。这些店铺将提供一种名为 “Peppermint Lane” 的新店内体验，展示季节性装饰、礼品、服装和互动展示。</p>
<p>购物者可以在 “Peppermint Village 邮局” 给圣诞老人寄信，在节日拍照点拍自拍，并在一些商店与圣诞老人合影。今年的店铺还提供了更多的装饰品、动画玩具、充气玩具和娱乐产品。</p>
<p>“Spirit Christmas 不仅仅是一家商店，它是一个目的地，让客人重新发现假日季节的魔力，” Spirit Christmas 的首席执行官 Steven Silverstein 在一份声明中表示。“每一个细节，从产品组合到沉浸式设计，再到扩展的服装、礼品、配饰和装饰品的种类，都是为了捕捉那种让这个季节如此特别的无可替代的快乐和怀旧感。”</p>
<p><em>Revlon 将开发 Champion 的首款香水</em></p>
<p>Revlon Consumer Products 宣布与 Authentic Brands Group 的运动品牌 Champion 达成全球香水许可协议，具体内容在周三的新闻稿中发布。Champion 的首个签名香水系列将于 2027 年首次亮相，旨在 “传达 Champion 的传统和现代美学”，并推出面向男性和女性的选项。</p>
<p>“Champion 强大的传统和文化相关性使其成为 Revlon 的强大合作伙伴，” Revlon 首席执行官 Michelle Peluso 在一份声明中表示。“我们很高兴在这个对 Champion 和 Revlon 都至关重要的时刻欢迎 Champion 加入我们的品牌组合。随着我们专注于吸引下一代，我们很高兴将 Champion 的活力带入香水世界，这是 Revlon 复兴的又一步。”</p>
<h3>零售疗法</h3>
<p><em>奶酪日历？当然，为什么不呢。</em></p>
<p>Kraft Natural Cheese 推出了其首个假日日历，具体内容在周三的新闻稿中发布。该公司表示，这个 12 天的日历 “零售价值为 250 美元”，但尚不清楚它的实际售价。</p>
<p><img src="https://imageproxy.pbkrs.com/https://imgproxy.divecdn.com/yHmn43ap2WeTbZRbthl6FtFRMioERdTCMY7005KZDbA/raw:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9TY3JlZW5zaG90XzIwMjUtMTEtMTNfMTY0NTM1LnBuZw==?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://imgproxy.divecdn.com/yHmn43ap2WeTbZRbthl6FtFRMioERdTCMY7005KZDbA/raw:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9TY3JlZW5zaG90XzIwMjUtMTEtMTNfMTY0NTM1LnBuZw=="/></p>
<p>图片由 Kraft Natural Cheese 提供</p>
<p>这款限量版产品将在 12 月的芝加哥 Christkindlmarket 的沉浸式快闪店中展出。</p>
<p>“假日季节是通过独特的庆祝活动、传统和餐点将家人和朋友聚集在一起，我们很高兴今年能与我们的新假日日历一起参与庆祝活动，” Lactalis Heritage Dairy 的市场总监 Ken Padgett 在一份声明中表示。“无论是作为礼物还是在家享用，我们希望它能传播一点节日的欢乐——对于芝加哥的朋友们，我们迫不及待想在 Christkindlmarket 与您一起庆祝。”</p>
<h3>我们在思考的内容</h3>
<p><em>15.2%</em></p>
<p>这是 Bark 在第二季度总收入下降的幅度，降至 1.07 亿美元。不过，这仍然超过了公司指导的 1.02 亿到 1.05 亿美元。收入下降主要是由于订阅减少导致订单减少。</p>
<p>DTC 收入同比下降近 20%，降至 8210 万美元，而批发收入增长 5.6%，达到 2480 万美元。去年推出的 Bark Air 的收入同比增长 138%，达到 360 万美元，占本季度总收入的 26.5%。</p>
<p>该零售商在本季度的净亏损扩大至 1070 万美元，而去年为 530 万美元。</p>
<p>对于第三季度，Bark 预计收入将在 1.01 亿到 1.04 亿美元之间。</p>
<h3>我们在关注的内容</h3>
<p><em>美国人将在假期如何消费？</em></p>
<p>全国零售联合会最近预测，零售销售将在 11 月和 12 月首次达到 1 万亿美元，同比增长 3.7% 至 4.2%。然而，关于 SNAP 资金的临时反复（周三恢复至明年九月）以及通货膨胀、关税和失业等因素可能会对购物者产生影响。</p>
<p>根据 Rocket Mortgage 和 Redfin 的一项新调查，28% 的美国人今年在装饰预算上有所削减，26% 的人在礼物上花费更少。</p>
<p>“这种削减并不是因为缺乏节日气氛。这是时代的标志，许多人选择在经济不确定的情况下谨慎消费，” 报告中提到。</p>

BARK

<p>Spirit Christmas，Spirit Halloween 的新业务，已在假日季节开设了 30 家门店，推出了一种名为 “Peppermint Lane” 的新店内体验。Revlon 宣布与 Champion 达成全球香水许可协议，首个香水系列将于 2027 年推出。Kraft Natural Cheese 推出了首个假日倒计时日历。Bark 的总收入在第二季度下降了 15.2%，但仍超出预期。全国零售联合会预测，尽管经济不确定性，假日零售销售将首次达到 1 万亿美元</p>

<p>It’s been another week with far more retail news than there is time in the day. Below, we break down some things you may have missed during the week and what we’re still thinking about.</p>
<div class="lb-trans"><p>又是一个零售新闻远超时间的一周。以下是我们对本周一些你可能错过的事情的总结，以及我们仍在思考的内容。</p>
</div><p>From a cheese advent calendar to Bark’s revenue decline,here’s our closeout for the week.</p>
<div class="lb-trans"><p>从奶酪日历到 Bark 的收入下降，这是我们本周的总结。</p>
</div><h3>What you may have missed</h3>
<div class="lb-trans"><h3>你可能错过的内容</h3>
</div><p><em>The Spirit of Christmas present</em></p>
<div class="lb-trans"><p><em>圣诞精神的呈现</em></p>
</div><p>Spirit Christmas, a new venture from Spirit Halloween, has officially opened the 30 stores it plans to run this holiday season across the Northeast and Great Lakes regions. The locations will feature a new in-store experience dubbed “Peppermint Lane,” which features seasonal decor, gifts, apparel and interactive displays.</p>
<div class="lb-trans"><p>Spirit Christmas 是 Spirit Halloween 的新项目，已在东北部和大湖区正式开设了计划在这个假日季节运营的 30 家门店。这些店铺将提供一种名为 “Peppermint Lane” 的新店内体验，展示季节性装饰、礼品、服装和互动展示。</p>
</div><p>Shoppers can mail a letter to Santa at the “Peppermint Village Post Office,” take selfies by festive photo ops and, at some stores, snap a photo with St. Nick himself. Locations this year also feature an expanded assortment of ornaments, animatronics, inflatables and entertaining products.</p>
<div class="lb-trans"><p>购物者可以在 “Peppermint Village 邮局” 给圣诞老人寄信，在节日拍照点拍自拍，并在一些商店与圣诞老人合影。今年的店铺还提供了更多的装饰品、动画玩具、充气玩具和娱乐产品。</p>
</div><p>&#34;Spirit Christmas is more than a store, it's a destination where guests can rediscover the magic of the holiday season,&#34; Steven Silverstein, CEO of Spirit Christmas, said in a statement. &#34;Every detail, from the product assortment to the immersive design to the expanded assortment of apparel, gifts, accessories, and decor was created to capture that unmistakable feeling of joy and nostalgia that makes this time of the year so special.&#34;</p>
<div class="lb-trans"><p>“Spirit Christmas 不仅仅是一家商店，它是一个目的地，让客人重新发现假日季节的魔力，” Spirit Christmas 的首席执行官 Steven Silverstein 在一份声明中表示。“每一个细节，从产品组合到沉浸式设计，再到扩展的服装、礼品、配饰和装饰品的种类，都是为了捕捉那种让这个季节如此特别的无可替代的快乐和怀旧感。”</p>
</div><p><em>Revlon to develop Champion’s first fragrance</em></p>
<div class="lb-trans"><p><em>Revlon 将开发 Champion 的首款香水</em></p>
</div><p>Revlon Consumer Products announced a global fragrance licensing agreement with Authentic Brands Group's sportswear brand Champion, per a Wednesday press release. Champion's first-ever signature fragrance collection will debut in 2027 and “channel Champion's heritage and modern aesthetic” with options marketed towards men and women.</p>
<div class="lb-trans"><p>Revlon Consumer Products 宣布与 Authentic Brands Group 的运动品牌 Champion 达成全球香水许可协议，具体内容在周三的新闻稿中发布。Champion 的首个签名香水系列将于 2027 年首次亮相，旨在 “传达 Champion 的传统和现代美学”，并推出面向男性和女性的选项。</p>
</div><p>&#34;Champion's strong heritage and cultural relevance make it a powerful partner for Revlon,” Revlon CEO Michelle Peluso said in a statement. “We are excited to welcome Champion into our portfolio of brands at this crucial time for both Champion and Revlon. As we focus on appealing to the next generation, we're thrilled to bring Champion's energy into the world of fragrance, another step forward in Revlon's resurgence.&#34;</p>
<div class="lb-trans"><p>“Champion 强大的传统和文化相关性使其成为 Revlon 的强大合作伙伴，” Revlon 首席执行官 Michelle Peluso 在一份声明中表示。“我们很高兴在这个对 Champion 和 Revlon 都至关重要的时刻欢迎 Champion 加入我们的品牌组合。随着我们专注于吸引下一代，我们很高兴将 Champion 的活力带入香水世界，这是 Revlon 复兴的又一步。”</p>
</div><h3>Retail therapy</h3>
<div class="lb-trans"><h3>零售疗法</h3>
</div><p><em>Cheese advent calendar? Sure, why not.</em></p>
<div class="lb-trans"><p><em>奶酪日历？当然，为什么不呢。</em></p>
</div><p>Kraft Natural Cheese debuted its first holiday advent calendar, per a Wednesday press release. The company says the 12-day calendar has “a retail value of $250,” though it is unclear how much it costs.</p>
<div class="lb-trans"><p>Kraft Natural Cheese 推出了其首个假日日历，具体内容在周三的新闻稿中发布。该公司表示，这个 12 天的日历 “零售价值为 250 美元”，但尚不清楚它的实际售价。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://imgproxy.divecdn.com/yHmn43ap2WeTbZRbthl6FtFRMioERdTCMY7005KZDbA/raw:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9TY3JlZW5zaG90XzIwMjUtMTEtMTNfMTY0NTM1LnBuZw==" alt="" original-src="https://imgproxy.divecdn.com/yHmn43ap2WeTbZRbthl6FtFRMioERdTCMY7005KZDbA/raw:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9TY3JlZW5zaG90XzIwMjUtMTEtMTNfMTY0NTM1LnBuZw=="/></p>
<p>Image courtesy of Kraft Natural Cheese</p>
<div class="lb-trans"><p>图片由 Kraft Natural Cheese 提供</p>
</div><p>The limited-edition product will be featured at an immersive pop-up at Chicago’s Christkindlmarket in December.</p>
<div class="lb-trans"><p>这款限量版产品将在 12 月的芝加哥 Christkindlmarket 的沉浸式快闪店中展出。</p>
</div><p>“The holiday season is about bringing family and friends together through unique celebrations, traditions and meals, and we’re thrilled to join in on the festivities this year with our new Holiday Advent Calendar,” Ken Padgett,marketing director at Lactalis Heritage Dairy, said in a statement. “Whether it’s gifted or enjoyed at home, our hope is that it spreads a bit of holiday cheer — and for those in Chicago, we can’t wait to celebrate with you at Christkindlmarket.”</p>
<div class="lb-trans"><p>“假日季节是通过独特的庆祝活动、传统和餐点将家人和朋友聚集在一起，我们很高兴今年能与我们的新假日日历一起参与庆祝活动，” Lactalis Heritage Dairy 的市场总监 Ken Padgett 在一份声明中表示。“无论是作为礼物还是在家享用，我们希望它能传播一点节日的欢乐——对于芝加哥的朋友们，我们迫不及待想在 Christkindlmarket 与您一起庆祝。”</p>
</div><h3>What we’re thinking about</h3>
<div class="lb-trans"><h3>我们在思考的内容</h3>
</div><p><em>15.2%</em></p>
<div class="lb-trans"><p><em>15.2%</em></p>
</div><p>That’s how much Bark’s total revenue declined during the second quarter, reaching $107 million. Still, that beat the company’s guidance of $102 million to $105 million. The revenue decline was primarily due to fewer subscriptions resulting in fewer orders.</p>
<div class="lb-trans"><p>这是 Bark 在第二季度总收入下降的幅度，降至 1.07 亿美元。不过，这仍然超过了公司指导的 1.02 亿到 1.05 亿美元。收入下降主要是由于订阅减少导致订单减少。</p>
</div><p>DTC revenue fell nearly 20% year over year to $82.1 million, while wholesale revenue grew 5.6% to $24.8 million. Bark Air, which launched last year, grew 138% from the year-ago period to $3.6 million, representing 26.5% of total revenue for the quarter.</p>
<div class="lb-trans"><p>DTC 收入同比下降近 20%，降至 8210 万美元，而批发收入增长 5.6%，达到 2480 万美元。去年推出的 Bark Air 的收入同比增长 138%，达到 360 万美元，占本季度总收入的 26.5%。</p>
</div><p>The retailer’s net loss widened during the quarter to $10.7 million from $5.3 million last year.</p>
<div class="lb-trans"><p>该零售商在本季度的净亏损扩大至 1070 万美元，而去年为 530 万美元。</p>
</div><p>For the third quarter, Bark is projecting revenues between $101 million and $104 million.</p>
<div class="lb-trans"><p>对于第三季度，Bark 预计收入将在 1.01 亿到 1.04 亿美元之间。</p>
</div><h3>What we’re watching</h3>
<div class="lb-trans"><h3>我们在关注的内容</h3>
</div><p><em>How will Americans spend over the holidays?</em></p>
<div class="lb-trans"><p><em>美国人将在假期如何消费？</em></p>
</div><p>The National Retail Federation recently forecast that retail sales will reach $1 trillion for the first time during November and December, up between 3.7% and 4.2% year over year. However, a temporary back-and-forth over SNAP funding, which was restored on Wednesday through next September, along with inflation, tariffs and unemployment, may take a toll on shoppers.</p>
<div class="lb-trans"><p>全国零售联合会最近预测，零售销售将在 11 月和 12 月首次达到 1 万亿美元，同比增长 3.7% 至 4.2%。然而，关于 SNAP 资金的临时反复（周三恢复至明年九月）以及通货膨胀、关税和失业等因素可能会对购物者产生影响。</p>
</div><p>Twenty-eight percent of Americans are pulling back on their decorating budgets this year, and 26% are spending less on gifts, according to a new survey from Rocket Mortgage and Redfin.</p>
<div class="lb-trans"><p>根据 Rocket Mortgage 和 Redfin 的一项新调查，28% 的美国人今年在装饰预算上有所削减，26% 的人在礼物上花费更少。</p>
</div><p>“The pullback isn’t due to a lack of holiday spirit. It’s a sign of the times, with many people choosing to spend cautiously amid economic uncertainty,” per the report.</p>
<div class="lb-trans"><p>“这种削减并不是因为缺乏节日气氛。这是时代的标志，许多人选择在经济不确定的情况下谨慎消费，” 报告中提到。</p>
</div>

每周总结：Spirit Christmas 开业，Revlon 推出首款 Champion 香水