<p>又是一个零售新闻远超时间的星期。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>从消费者支出预测到花花公子能量饮料，这是我们本周的总结。</p>
<h3>你可能错过的内容</h3>
<p><em>Levi's 聘请 Target 前高管</em></p>
<p>Levi Strauss &amp; Co. 宣布，杰弗里·琼斯将于 1 月 21 日加入其董事会。琼斯将担任董事会提名、治理和企业公民委员会以及薪酬和人力资本委员会的成员。</p>
<p>琼斯自 2017 年起担任 H&amp;R Block 的首席执行官，并将于 12 月 31 日退休。琼斯曾是 Target 的首席营销官，负责品牌、数字和客户体验战略，以及投资者关系等工作。</p>
<p>“琼斯先生在消费者洞察、品牌建设和组织转型方面拥有丰富的经验，并且在创造显著的利益相关者价值方面有着良好的记录，” Levi's 董事会主席鲍勃·埃克特在一份声明中表示。“他在各个行业中多次加强品牌和组织，他的领导将对我们将 LS&amp;Co. 发展成为一流的 DTC 首选零售商起到关键作用。”</p>
<p><em>The Athlete’s Foot 进军美国电子商务</em></p>
<p>The Athlete’s Foot 在美国推出了电子商务平台，距其作为全球实体零售商运营已有 50 多年。</p>
<p>这家运动鞋和街头服饰零售商表示，迄今为止，其在美国的业务几乎完全专注于实体零售。</p>
<p>“此次推出首次将这一体验扩展到全国，使品牌能够接触到远超其现有门店覆盖范围的消费者，” 该公司在发给 Retail Dive 的公告中表示。</p>
<p>此举旨在扩大其市场覆盖面，吸引新客户，并使其产品在 “更广泛、更现代的购物旅程” 中可用。</p>
<p>该连锁店目前在全球运营超过 400 家门店。</p>
<h3>零售疗法</h3>
<p><em>花花公子推出能量饮料</em></p>
<p>饮料公司 Fire Brands 与花花公子合作推出了一系列新的能量饮料，采用标志性的花花公子兔头品牌，具体内容见周三的新闻稿。</p>
<p><img src="https://imageproxy.pbkrs.com/https://imgproxy.divecdn.com/Jo8J97lcSovShwemHUlV_8iiTN6wrZAgZuUhbTfACvw/g:ce/rs:fit:1600:0/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9GaXJlX0JyYW5kc19QQl9JTUFHRV9QUkVTU18xLmpwZw==.webp?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/Jo8J97lcSovShwemHUlV_8iiTN6wrZAgZuUhbTfACvw/g:ce/rs:fit:1600:0/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9GaXJlX0JyYW5kc19QQl9JTUFHRV9QUkVTU18xLmpwZw==.webp"/></p>
<p>花花公子能量饮料系列有五种口味。</p>
<p>由 Fire Brands 提供</p>
<p>花花公子能量饮料含有 200 毫克咖啡因，热量为 30 卡路里，并提供五种轻微起泡的口味选择。</p>
<p>“花花公子是时尚和流行文化的标志性象征，” 花花子的产品开发总监洛里·考利在一份声明中表示。“花花公子能量饮料将生动的包装与旨在激励和赋能下一代创作者和品味引领者的性能配方相结合。”</p>
<h3>我们仍在思考的内容</h3>
<p><em>1.5%</em></p>
<p>这是穆迪评级分析师克莱尔·李认为明年消费者支出将增长的幅度。这是一个放缓——相比 2023 年的 2.5% 增长和 2024 年的 3% 增长，这对整体经济并不严重，但将对零售造成特别大的冲击。这些分析师和许多人一样，认为价值导向的商店将继续吸引市场份额，正如它们在假日季节所做的那样。</p>
<p>报告指出，失业率上升和工资增长放缓，以及医疗保健和儿童保育等成本的增加是原因所在。</p>
<p>“随着劳动市场条件的软化和其他晚周期压力的增加，消费者支出增长的势头正在减弱，” 他们表示。</p>
<h3>我们正在关注的内容</h3>
<p><em>本季谁在跑鞋销售中获胜？</em></p>
<p>我们要到明年初才能知道许多零售商在这个假日季节的表现如何，但有一些早期的迹象显示消费者的销售情况。</p>
<p>根据 Guggenheim 的分析师，On 和 Hoka 在黑色星期五和网络星期一期间是 “突出表现者”。根据西门·西格尔主导的周二报告，这两家鞋类零售商在 Guggenheim 跟踪的款式中，销售额显著增加。</p>
<p>具体而言，On 在黑色星期五周期间的销售额提高了 650 个基点，而 Hoka 的销售额增长了 550 个基点。这个受欢迎的购物季节还为耐克的跑步业务带来了亮点，得益于 Vomero 系列的强劲表现，销售额提高了 380 个基点。</p>
<p>“耐克的跑步类别在最近几个季度的增长加速，我们认为这一增长得益于耐克去年底对该类别的重新调整，” 西格尔写道。“关键是，今年的新品发布显示出扩展的迹象，让我们对耐克的跑步类别在未来几个季度继续增长充满信心。”</p>

LEVI

<p>Levi Strauss & Co. 任命 Jeffrey Jones 加入其董事会，凭借其消费者洞察专业知识增强了领导层。The Athlete's Foot 在美国推出了电子商务，扩大了其在实体店之外的覆盖范围。Playboy 与 Fire Brands 合作推出了能量饮料。穆迪预测明年消费者支出增长将放缓至 1.5%。On、Hoka 和 Nike 在黑色星期五期间的跑鞋销售表现强劲，显著改善了售罄情况</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星期。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 consumer spending forecasts to Playboy energy drinks,here’s our closeout for the week.</p>
<div class="lb-trans"><p>从消费者支出预测到花花公子能量饮料，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>Levi’s brings Target vet on board</em></p>
<div class="lb-trans"><p><em>Levi's 聘请 Target 前高管</em></p>
</div><p>Levi Strauss &amp; Co. appointed Jeffrey Jones to its board, effective Jan. 21, the company said in a Tuesday announcement. Jones will serve as a member of the board’s nominating, governance and corporate citizenship committee as well as the compensation and human capital committee.</p>
<div class="lb-trans"><p>Levi Strauss &amp; Co. 宣布，杰弗里·琼斯将于 1 月 21 日加入其董事会。琼斯将担任董事会提名、治理和企业公民委员会以及薪酬和人力资本委员会的成员。</p>
</div><p>Jones has been the CEO of H&amp;R Block since 2017 and will retire from the company on Dec. 31. Jones was previously the chief marketing officer at Target, where he oversaw brand, digital and guest experience strategy, along with investor relations, among other efforts.</p>
<div class="lb-trans"><p>琼斯自 2017 年起担任 H&amp;R Block 的首席执行官，并将于 12 月 31 日退休。琼斯曾是 Target 的首席营销官，负责品牌、数字和客户体验战略，以及投资者关系等工作。</p>
</div><p>“Mr. Jones brings extensive experience in consumer insights, brand building and organizational transformation and has a proven record of creating significant stakeholder value,” Levi’s Board Chair Bob Eckert said in a statement. “He has repeatedly strengthened brands and organizations across industries, and his leadership will play a critical role as we evolve LS&amp;Co. into a best-in-class, DTC-first retailer.”</p>
<div class="lb-trans"><p>“琼斯先生在消费者洞察、品牌建设和组织转型方面拥有丰富的经验，并且在创造显著的利益相关者价值方面有着良好的记录，” Levi's 董事会主席鲍勃·埃克特在一份声明中表示。“他在各个行业中多次加强品牌和组织，他的领导将对我们将 LS&amp;Co. 发展成为一流的 DTC 首选零售商起到关键作用。”</p>
</div><p><em>The Athlete’s Foot steps into e-commerce in the US</em></p>
<div class="lb-trans"><p><em>The Athlete’s Foot 进军美国电子商务</em></p>
</div><p>The Athlete’s Foot has launched an e-commerce platform in the U.S., over 50 years after operating as a global brick-and-mortar retailer.</p>
<div class="lb-trans"><p>The Athlete’s Foot 在美国推出了电子商务平台，距其作为全球实体零售商运营已有 50 多年。</p>
</div><p>The sneaker and streetwear retailer said that up until this point, its U.S. presence has been focused almost exclusively on physical retail.</p>
<div class="lb-trans"><p>这家运动鞋和街头服饰零售商表示，迄今为止，其在美国的业务几乎完全专注于实体零售。</p>
</div><p>“This launch extends that experience nationwide for the first time, allowing the brand to reach consumers well beyond its existing store footprint,” the company said in an announcement emailed to Retail Dive.</p>
<div class="lb-trans"><p>“此次推出首次将这一体验扩展到全国，使品牌能够接触到远超其现有门店覆盖范围的消费者，” 该公司在发给 Retail Dive 的公告中表示。</p>
</div><p>The move is intended to grow its footprint, reach new customers and make its product offerings available in a “broader, more modern shopping journey.”</p>
<div class="lb-trans"><p>此举旨在扩大其市场覆盖面，吸引新客户，并使其产品在 “更广泛、更现代的购物旅程” 中可用。</p>
</div><p>The chain currently operates over 400 stores worldwide.</p>
<div class="lb-trans"><p>该连锁店目前在全球运营超过 400 家门店。</p>
</div><h3>Retail therapy</h3>
<div class="lb-trans"><h3>零售疗法</h3>
</div><p><em>Playboy debuts energy drinks</em></p>
<div class="lb-trans"><p><em>花花公子推出能量饮料</em></p>
</div><p>Beverage company Fire Brands partnered with Playboy on a new line of energy drinks that feature the iconic Playboy rabbit head branding, per a Wednesday press release.</p>
<div class="lb-trans"><p>饮料公司 Fire Brands 与花花公子合作推出了一系列新的能量饮料，采用标志性的花花公子兔头品牌，具体内容见周三的新闻稿。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://imgproxy.divecdn.com/Jo8J97lcSovShwemHUlV_8iiTN6wrZAgZuUhbTfACvw/g:ce/rs:fit:1600:0/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9GaXJlX0JyYW5kc19QQl9JTUFHRV9QUkVTU18xLmpwZw==.webp" alt="" original-src="https://imgproxy.divecdn.com/Jo8J97lcSovShwemHUlV_8iiTN6wrZAgZuUhbTfACvw/g:ce/rs:fit:1600:0/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9GaXJlX0JyYW5kc19QQl9JTUFHRV9QUkVTU18xLmpwZw==.webp"/></p>
<p>The Playboy energy drink lineup comes in five flavors.</p>
<div class="lb-trans"><p>花花公子能量饮料系列有五种口味。</p>
</div><p>Courtesy of Fire Brands</p>
<div class="lb-trans"><p>由 Fire Brands 提供</p>
</div><p>The Playboy Energy Drink includes 200mg of caffeine with 30 calories and comes in five lightly sparkling flavor options.</p>
<div class="lb-trans"><p>花花公子能量饮料含有 200 毫克咖啡因，热量为 30 卡路里，并提供五种轻微起泡的口味选择。</p>
</div><p>&#34;Playboy is an iconic symbol of fashion and pop culture,&#34; Lori Cowley, director of product development at Playboy, said in a statement. &#34;Playboy Energy pairs vibrant packaging with a performance blend made to inspire and energize the next generation of creators and tastemakers.&#34;</p>
<div class="lb-trans"><p>“花花公子是时尚和流行文化的标志性象征，” 花花子的产品开发总监洛里·考利在一份声明中表示。“花花公子能量饮料将生动的包装与旨在激励和赋能下一代创作者和品味引领者的性能配方相结合。”</p>
</div><h3>What we’re still thinking about</h3>
<div class="lb-trans"><h3>我们仍在思考的内容</h3>
</div><p><em>1.5%</em></p>
<div class="lb-trans"><p><em>1.5%</em></p>
</div><p>That’s about how much Moody’s Ratings analysts, led by Claire Li, think consumer spending will grow next year. This is a slowdown — from 2.5% growth in 2023 and 3% in 2024 — that isn’t dire for the overall economy but will hit retail especially hard. The analysts, like many others, believe that value-oriented stores will continue to attract market share as a result, as they have during the holiday season.</p>
<div class="lb-trans"><p>这是穆迪评级分析师克莱尔·李认为明年消费者支出将增长的幅度。这是一个放缓——相比 2023 年的 2.5% 增长和 2024 年的 3% 增长，这对整体经济并不严重，但将对零售造成特别大的冲击。这些分析师和许多人一样，认为价值导向的商店将继续吸引市场份额，正如它们在假日季节所做的那样。</p>
</div><p>Rising unemployment and ebbing wage gains — along with increases in costs like healthcare and childcare — are to blame, per the report.</p>
<div class="lb-trans"><p>报告指出，失业率上升和工资增长放缓，以及医疗保健和儿童保育等成本的增加是原因所在。</p>
</div><p>“Momentum is fading for consumer spending growth as softening labor conditions and other late-cycle pressures increase,” they said.</p>
<div class="lb-trans"><p>“随着劳动市场条件的软化和其他晚周期压力的增加，消费者支出增长的势头正在减弱，” 他们表示。</p>
</div><h3>What we’re watching</h3>
<div class="lb-trans"><h3>我们正在关注的内容</h3>
</div><p><em>Who’s winning running shoe sales this season?</em></p>
<div class="lb-trans"><p><em>本季谁在跑鞋销售中获胜？</em></p>
</div><p>We won’t know how well many retailers did this holiday season until early next year, but there are some early reads on what’s been selling with consumers.</p>
<div class="lb-trans"><p>我们要到明年初才能知道许多零售商在这个假日季节的表现如何，但有一些早期的迹象显示消费者的销售情况。</p>
</div><p>According to analysts at Guggenheim, On and Hoka were “standouts” during the Black Friday and Cyber Monday period. The two footwear retailers saw notable increases in sell-out percentages across the styles Guggenheim tracks, according to a Tuesday note led by Simeon Siegel.</p>
<div class="lb-trans"><p>根据 Guggenheim 的分析师，On 和 Hoka 在黑色星期五和网络星期一期间是 “突出表现者”。根据西门·西格尔主导的周二报告，这两家鞋类零售商在 Guggenheim 跟踪的款式中，销售额显著增加。</p>
</div><p>Specifically, On’s sell-outs improved by 650 basis points during the Black Friday week period, while Hoka’s grew by 550 basis points. The popular shopping period also revealed a bright spot for Nike’s running business, which improved 380 basis points thanks to strength in the Vomero franchises.</p>
<div class="lb-trans"><p>具体而言，On 在黑色星期五周期间的销售额提高了 650 个基点，而 Hoka 的销售额增长了 550 个基点。这个受欢迎的购物季节还为耐克的跑步业务带来了亮点，得益于 Vomero 系列的强劲表现，销售额提高了 380 个基点。</p>
</div><p>“Nike’s Run category growth has accelerated in recent quarters, and we believe growth has benefited from Nike’s realignment of the category late last year,” Siegel wrote. “Critically, this year’s launches are showing signs of scaling, giving us confidence that Nike’s Run category can continue to grow in coming quarters.”</p>
<div class="lb-trans"><p>“耐克的跑步类别在最近几个季度的增长加速，我们认为这一增长得益于耐克去年底对该类别的重新调整，” 西格尔写道。“关键是，今年的新品发布显示出扩展的迹象，让我们对耐克的跑步类别在未来几个季度继续增长充满信心。”</p>
</div>

每周总结：Levi's 将 Target 的资深人士加入董事会，还有更多黑色星期五的 “亮点”