<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>从拖拉机供应扩展其业务到 Fanatics Studio 的推出，这是我们本周的总结。</p>
<h3>你可能错过的内容</h3>
<p><em>Hilma Running 结束运营</em></p>
<p>根据创始人兼首席执行官 Brooke Torres 的电子邮件，Hilma Running 在成立七年后将关闭。该高管在周日的电子邮件中表示，该品牌 “走到了尽头”，并且已经售罄了网站上的所有库存，尽管 REI 和 Sierra 仍有有限库存可用。</p>
<p>“我们最终遇到了一个与我们产品的整体需求无关的库存问题，无法恢复，” Torres 写道。“我们探索了每一个可能的前进道路，但由于风险投资环境的收紧（最近一年仅有 2.2% 的资本流向女性创办的企业），我们别无选择，只能关闭。”</p>
<p>Hilma Running 曾在 Retail Dive 的 2023 年 DTC 品牌观察名单上。该品牌以关注女性和多维度尺码而闻名。</p>
<p>在品牌的最后告别中，Torres 感谢了 Hilma Running 周围的社区。“我对你们给予我们使命的每一份信任和支持深表感激，” Torres 说。</p>
<p><em>Bic 关闭 Inkbox</em></p>
<p>在收购 Inkbox 近四年后，Bic 决定停止该品牌的运营。</p>
<p>Bic 在当时以 6500 万美元收购了这一半永久性纹身品牌，并表示此次收购将增强其 “人类表达产品组合，其中包括临时纹身标记 BodyMark by BIC。”</p>
<p>现在，Bic 将在第一季度关闭 Inkbox，以及 Rocketbook 和 Tattly。</p>
<p>“我想感谢 Rocketbook、Inkbox 和 Tattly 的所有团队成员的辛勤工作和奉献。然而，我有责任确保我们所有的活动都能促进集团的增长和盈利能力，” 首席执行官 Rob Versloot 在一份声明中表示。“不幸的是，Rocketbook 和我们的 Skin Creative 业务未能达到最初的预期，自收购以来净销售额和盈利能力大幅下降。这个决定反映了我转变方向并为 BIC 的未来建立坚实基础的决心。”</p>
<h3>零售疗法</h3>
<p><em>Liquid Death 与 E.l.f. Cosmetics 合作推出润唇膏</em></p>
<p>E.l.f. Cosmetics 与罐装水品牌 Liquid Death 合作推出了 “Lip Embalms”，这是他们的新限量版唇部产品。该润唇膏有多种 Liquid Death 灵感的口味，如 Severed Lime，并以该饮料品牌罐子的迷你复制品包装，按照周一的新闻稿。</p>
<p>这些润唇膏可在 E.l.f.的网站和 TikTok Shop 上购买。</p>
<p><img src="https://imageproxy.pbkrs.com/https://imgproxy.divecdn.com/xSZZ_0jH8MwGMPALqdwxQbVYuwa4hudK4QTW7vCUzqA/raw:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9MRC1FTEYtUFIuanBn?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/xSZZ_0jH8MwGMPALqdwxQbVYuwa4hudK4QTW7vCUzqA/raw:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9MRC1FTEYtUFIuanBn"/></p>
<p>图片由 E.l.f. Cosmetics 提供</p>
<p>这两家公司之前在 2024 年合作推出了一款化妆品系列，包装在迷你棺材中。</p>
<p>“这次合作并不新鲜，而是我们两个品牌交汇处人们一直渴望的大胆、奇特和疯狂的延续，” E.l.f. Beauty 首席营销官 Kory Marchisotto 在一份声明中表示。</p>
<h3>我们在思考的内容</h3>
<p><em>100</em></p>
<p>这就是拖拉机供应计划在今年开设的门店数量。这家乡村零售商一直处于扩张模式，本月早些时候庆祝其 2400 家门店在南卡罗来纳州艾肯的盛大开业。</p>
<p>拖拉机供应面临新的竞争，因为亚马逊正在加快向 4000 个乡村社区的配送，而考虑到其多样性和环境政策的争议，目前尚不清楚它在更郊区地区的表现如何。根据富国银行分析师的说法，该公司有望继续获得市场份额。但该零售商尚未能够维持其同店销售增长，销售额也证明对天气和通货膨胀的波动非常敏感，他们表示。</p>
<h3>我们在关注的内容</h3>
<p><em>Fanatics 不仅仅是卫衣</em></p>
<p>运动装备公司 Fanatics 与 OBB Media 合作推出了 Fanatics Studio，这是一个旨在成为 “全球体育娱乐首屈一指的工作室” 的新项目，按照周二的新闻稿。它将制作故事片、纪录片、非剧本和剧本原创节目、现场活动、数字系列等。</p>
<p>即将推出的项目包括制作 2026 年 ESPY 奖，并与 WWE 和 MLB 等进行合作。</p>

标普零售指数 ETF - SPDR

零售业 ETF - VanEck Vectors

拖拉机供应

<p>Hilma Running 在经历了七年的运营后，由于库存问题和艰难的风险投资环境而宣布关闭。创始人 Brooke Torres 对社区表示了感谢。与此同时，Bic 在收购后由于销售和盈利能力显著下降，决定停止 Inkbox、Rocketbook 和 Tattly 的生产。在零售新闻方面，E.l.f. Cosmetics 和 Liquid Death 推出了限量版润唇膏。Tractor Supply 计划在今年开设 100 家新店，而 Fanatics 则推出了 Fanatics Studio，以制作体育娱乐内容</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 Tractor Supply expanding its footprint to the launch of Fanatics Studio,here’s our closeout for the week.</p>
<div class="lb-trans"><p>从拖拉机供应扩展其业务到 Fanatics Studio 的推出，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>Hilma Running winds down</em></p>
<div class="lb-trans"><p><em>Hilma Running 结束运营</em></p>
</div><p>Seven years after its founding, Hilma Running is shutting down, according to an email from founder and CEO Brooke Torres. The executive said in an email Sunday that the brand had “reached the end of the road” and sold through all of the inventory on its site, though limited inventory was still available at REI and Sierra.</p>
<div class="lb-trans"><p>根据创始人兼首席执行官 Brooke Torres 的电子邮件，Hilma Running 在成立七年后将关闭。该高管在周日的电子邮件中表示，该品牌 “走到了尽头”，并且已经售罄了网站上的所有库存，尽管 REI 和 Sierra 仍有有限库存可用。</p>
</div><p>“We ultimately hit an inventory issue unrelated to the overall demand for our product that we could not recover from,” Torres wrote. “We explored every possible path forward, but, compounded with a tightening venture capital environment (just 2.2% of capital in a recent year went to women-founded businesses) we were left with no choice but to shut things down.”</p>
<div class="lb-trans"><p>“我们最终遇到了一个与我们产品的整体需求无关的库存问题，无法恢复，” Torres 写道。“我们探索了每一个可能的前进道路，但由于风险投资环境的收紧（最近一年仅有 2.2% 的资本流向女性创办的企业），我们别无选择，只能关闭。”</p>
</div><p>Hilma Running was on Retail Dive’s list of DTC brands to watch in 2023. The brand was known for its focus on women and multidimensional sizing.</p>
<div class="lb-trans"><p>Hilma Running 曾在 Retail Dive 的 2023 年 DTC 品牌观察名单上。该品牌以关注女性和多维度尺码而闻名。</p>
</div><p>In a final sign-off for the brand, Torres thanked the community around Hilma Running. “I am deeply grateful for every ounce of trust and support with which you fueled our mission,” Torres said.</p>
<div class="lb-trans"><p>在品牌的最后告别中，Torres 感谢了 Hilma Running 周围的社区。“我对你们给予我们使命的每一份信任和支持深表感激，” Torres 说。</p>
</div><p><em>Bic shuts down Inkbox</em></p>
<div class="lb-trans"><p><em>Bic 关闭 Inkbox</em></p>
</div><p>Nearly four years after acquiring Inkbox, Bic is discontinuing the brand.</p>
<div class="lb-trans"><p>在收购 Inkbox 近四年后，Bic 决定停止该品牌的运营。</p>
</div><p>Bic, which bought the semi-permanent tattoo brand for $65 million, at the time said the acquisition would bolster its “human expression portfolio, which includes temporary tattoo markers BodyMark by BIC.”</p>
<div class="lb-trans"><p>Bic 在当时以 6500 万美元收购了这一半永久性纹身品牌，并表示此次收购将增强其 “人类表达产品组合，其中包括临时纹身标记 BodyMark by BIC。”</p>
</div><p>Now, Bic is shutting down Inkbox, along with Rocketbook and Tattly, by the first quarter.</p>
<div class="lb-trans"><p>现在，Bic 将在第一季度关闭 Inkbox，以及 Rocketbook 和 Tattly。</p>
</div><p>“I want to thank all our team members at Rocketbook, Inkbox and Tattly for their hard work and dedication. It is however my responsibility to ensure that all our activities contribute to Group’s growth and profitability,” CEO Rob Versloot said in a statement. “Unfortunately, Rocketbook and our Skin Creative businesses did not deliver on their initial expectations, posting significant declines in net sales and profitability since their acquisitions. This decision reflects my determination to shift gears and build a strong foundation for the future of BIC.”</p>
<div class="lb-trans"><p>“我想感谢 Rocketbook、Inkbox 和 Tattly 的所有团队成员的辛勤工作和奉献。然而，我有责任确保我们所有的活动都能促进集团的增长和盈利能力，” 首席执行官 Rob Versloot 在一份声明中表示。“不幸的是，Rocketbook 和我们的 Skin Creative 业务未能达到最初的预期，自收购以来净销售额和盈利能力大幅下降。这个决定反映了我转变方向并为 BIC 的未来建立坚实基础的决心。”</p>
</div><h3>Retail therapy</h3>
<div class="lb-trans"><h3>零售疗法</h3>
</div><p><em>Liquid Death, E.l.f. Cosmetics team up for lip balm</em></p>
<div class="lb-trans"><p><em>Liquid Death 与 E.l.f. Cosmetics 合作推出润唇膏</em></p>
</div><p>E.l.f. Cosmetics and canned water brand Liquid Death have partnered for the release of “Lip Embalms,” their new limited-edition lip product. The balm is available in several Liquid Death-inspired flavors, such as from Severed Lime, and are packaged in mini replicas of the beverage brand’s cans, per a Monday press release.</p>
<div class="lb-trans"><p>E.l.f. Cosmetics 与罐装水品牌 Liquid Death 合作推出了 “Lip Embalms”，这是他们的新限量版唇部产品。该润唇膏有多种 Liquid Death 灵感的口味，如 Severed Lime，并以该饮料品牌罐子的迷你复制品包装，按照周一的新闻稿。</p>
</div><p>The balms are available on E.l.f.’s website and through TikTok Shop.</p>
<div class="lb-trans"><p>这些润唇膏可在 E.l.f.的网站和 TikTok Shop 上购买。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://imgproxy.divecdn.com/xSZZ_0jH8MwGMPALqdwxQbVYuwa4hudK4QTW7vCUzqA/raw:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9MRC1FTEYtUFIuanBn" alt="" original-src="https://imgproxy.divecdn.com/xSZZ_0jH8MwGMPALqdwxQbVYuwa4hudK4QTW7vCUzqA/raw:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9MRC1FTEYtUFIuanBn"/></p>
<p>Image courtesy of E.l.f. Cosmetics</p>
<div class="lb-trans"><p>图片由 E.l.f. Cosmetics 提供</p>
</div><p>The companies previously collaborated on a makeup collection in 2024 that was packaged in a mini coffin.</p>
<div class="lb-trans"><p>这两家公司之前在 2024 年合作推出了一款化妆品系列，包装在迷你棺材中。</p>
</div><p>“This collaboration isn’t new, it is a continuation of what the people have been clamoring for at the intersection of our two brands- bold, bizarre and bonkers,” E.l.f. Beauty Chief Marketing Officer Kory Marchisotto said in a statement.</p>
<div class="lb-trans"><p>“这次合作并不新鲜，而是我们两个品牌交汇处人们一直渴望的大胆、奇特和疯狂的延续，” E.l.f. Beauty 首席营销官 Kory Marchisotto 在一份声明中表示。</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>100</em></p>
<div class="lb-trans"><p><em>100</em></p>
</div><p>That’s how many stores Tractor Supply plans to open this year. The rural retailer has been in expansion mode, and earlier this month celebrated the grand opening of its 2,400th location, in Aiken, South Carolina.</p>
<div class="lb-trans"><p>这就是拖拉机供应计划在今年开设的门店数量。这家乡村零售商一直处于扩张模式，本月早些时候庆祝其 2400 家门店在南卡罗来纳州艾肯的盛大开业。</p>
</div><p>Tractor Supply is facing new competition as Amazon works on speeding delivery to 4,000 rural communities, and it’s not clear how well it will do in more suburban areas given the controversy around its diversity and environmental policies. The company is poised to continue its share gains, according to Wells Fargo analysts. But the retailer hasn’t been able to sustain its comp growth and sales have proven to be vulnerable to fluctuations in weather and inflation, they said.</p>
<div class="lb-trans"><p>拖拉机供应面临新的竞争，因为亚马逊正在加快向 4000 个乡村社区的配送，而考虑到其多样性和环境政策的争议，目前尚不清楚它在更郊区地区的表现如何。根据富国银行分析师的说法，该公司有望继续获得市场份额。但该零售商尚未能够维持其同店销售增长，销售额也证明对天气和通货膨胀的波动非常敏感，他们表示。</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>Fanatics gets into more than just hoodies</em></p>
<div class="lb-trans"><p><em>Fanatics 不仅仅是卫衣</em></p>
</div><p>Sports gear company Fanatics, in collaboration with OBB Media, launched Fanatics Studio, a venture that aims to be the “premier global studio for sports entertainment,” according to a Tuesday press release. It will produce feature films, documentaries, unscripted and scripted original programming, live events, digital series and more.</p>
<div class="lb-trans"><p>运动装备公司 Fanatics 与 OBB Media 合作推出了 Fanatics Studio，这是一个旨在成为 “全球体育娱乐首屈一指的工作室” 的新项目，按照周二的新闻稿。它将制作故事片、纪录片、非剧本和剧本原创节目、现场活动、数字系列等。</p>
</div><p>Upcoming projects include producing the 2026 ESPY Awards, and partnering with WWE and MLB, among other collaborations</p>
<div class="lb-trans"><p>即将推出的项目包括制作 2026 年 ESPY 奖，并与 WWE 和 MLB 等进行合作。</p>
</div>

每周收盘：Hilma 正在运营，Inkbox 已关闭