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两极反转?安踏耐克也卖不动了 阿迪达斯在华十连增

廖紫琳 2025/10/30 10:32
廖紫琳 2025/10/30 10:32

邦小白快读

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文章揭示了2023年三季度中国主要运动品牌的销售表现,干货内容包括各品牌增长数据和市场动态。

1. 安踏品牌和FILA品牌零售额仅录得低单位数正增长,显示出增长疲软趋势。

2. 安踏集团旗下其他品牌(如可隆和迪桑特)实现强劲增长,同比增长45%至50%。

3. 新收购的德国狼爪品牌业绩未披露,等待进一步信息。

行业对比显示,耐克大中华区营收同比下降10%,阿迪达斯大中华区同比增长10%,李宁零售流水同比中单位数下降,361°品牌整体同比增长约10%,其电商零售额增长高达20%。

文章反映了运动品牌的三季度销售分化,重点涉及品牌表现和市场趋势变化。

1. 安踏集团的多品牌战略成效明显,FILA品牌增长缓慢(低单位数正增长),而子品牌迪桑特等实现45%–50%高增长,暗示品牌渠道建设和产品研发需差异化。

2. 消费趋势方面,大中华区表现参差:阿迪达斯增长10%,耐克下降10%,李宁下滑,361°增长10%,显示出用户偏好转向特定品牌。

3. 品牌营销启示:如安踏收购狼爪品牌未披露数据,需关注新品牌整合;电商零售额快速上升(如361°电商20%增长),提示强化数字渠道建设。

文章提供运动鞋服行业三季度增长数据,结合风险机会分析。

1. 增长市场和机会提示:安踏集团的其他品牌(迪桑特等)同比增长45%–50%,361°电商零售额增长20%,表明高增长品牌可作为合作对象;行业对比中阿迪达斯大中华区增长10%,利好渠道扩展。

2. 风险提示和负面影响:安踏、FILA仅低单位数增长,李宁中单位数下降,耐克大中华区下滑10%,需规避相关品牌风险。

3. 可学习点和最新商业模式:安踏收购狼爪品牌布局新增长点;361°电商成功模型(20%增长)可借鉴数字策略;扶持政策如关注亿邦追踪情报获取商机。

文章突出品牌业绩对生产和电商的启示,聚焦商业机会。

1. 产品生产和设计需求:安踏集团旗下迪桑特等品牌45%–50%高增长,暗示相关产品(如户外装备)市场需求旺盛,需加强设计优化;李宁下滑提示调整生产线布局。

2. 商业机会:361°品牌整体增长10%,电商零售额飙升20%,显示电商渠道潜力,工厂可借此推进数字化合作;耐克、阿迪达斯大中华区表现不一(下降10% vs. 增长10%),需瞄准高增长区域订单。

3. 推进数字化启示:361°电商20%增长示范数字化转型效果;安踏新收购狼爪品牌未披露,等待需求信号扩展生产。

文章展示行业动态和需求痛点,服务商可从中提炼解决方案。

1. 行业发展趋势:运动品牌三季度增长分化(如安踏FILA低单位数 vs. 迪桑特45%–50%),整体市场增速缓慢,耐克全球仅增1%,阿迪达斯大中华区增10%,361°增10%。

2. 客户痛点:FILA和安踏增长疲软暴露品牌竞争力不足;李宁中单位数下降和耐克大中华区下跌10%提示风险需管理;361°电商20%增长却显示数字化需求。

3. 解决方案启示:高增长案例如迪桑特和361°电商可作为服务模型;行业数据追踪(亿邦提供)帮助应对动态。

文章聚焦电商和平台需求,涉及风险管理和招商机会。

1. 商业对平台的需求:361°电商零售额增长20%,证明平台渠道价值;安踏集团迪桑特等45%–50%增长,需平台招商扩展品牌入驻;阿迪达斯大中华区增长10%显示区域需求。

2. 平台最新做法和运营管理:电商数据快速上升(361°),需强化运营支持高增长卖家;对比李宁下滑,平台应规避风险品牌管理。

3. 风向规避和招商启示:FILA、安踏低单位数增长提示潜在停滞品牌需监控;耐克大中华区下降10%警示区域风险;新收购狼爪品牌未披露,平台可预留合作空间。

文章呈现产业动向和问题,为商业模式和政策研究提供基础。

1. 产业新动向:安踏集团多品牌战略成效差异(FILA低单位数增长 vs. 迪桑特45%–50%增长);耐克大中华区营收下降10%对比阿迪达斯增长10%,显示市场格局变动;安踏收购狼爪品牌未披露,暗示新整合动向。

2. 新问题:FILA增长缓慢引发原因分析;361°电商20%增长揭示商业模式转型优势;李宁中单位数下降暴露竞争挑战。

3. 商业模式启示:安踏子品牌高增长模型可研究;电商数据(361°)支持数字化战略;行业数据如亿邦追踪提供动态基准。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

The article reveals the Q3 2023 sales performance of major Chinese sportswear brands, presenting key growth data and market dynamics.

1. Anta brand and FILA brand recorded only low single-digit growth in retail sales, indicating a weak growth trend.

2. Other brands under the Anta Group (such as Kolon and Descente) achieved strong growth, with a year-on-year increase of 45% to 50%.

3. The performance of the newly acquired German brand Jack Wolfskin was not disclosed, pending further information.

Industry comparisons show that Nike's Greater China revenue decreased by 10% year-on-year, while Adidas's Greater China revenue increased by 10% year-on-year. Li Ning's retail sales declined by mid-single digits, while 361° saw an overall growth of approximately 10%, with its e-commerce retail sales surging by 20%.

The article reflects the divergence in Q3 sales performance among sportswear brands, focusing on brand performance and shifting market trends.

1. Anta Group's multi-brand strategy has shown clear results: FILA's growth is sluggish (low single-digit), while sub-brands like Descente achieved high growth of 45%–50%, suggesting the need for differentiated channel development and product R&D.

2. Consumer trends in Greater China are mixed: Adidas grew by 10%, Nike declined by 10%, Li Ning saw a downturn, and 361° grew by 10%, indicating shifting user preferences toward specific brands.

3. Marketing implications: Anta's acquisition of Jack Wolfskin lacks disclosed data, requiring attention to new brand integration; the rapid rise in e-commerce retail sales (e.g., 361°'s 20% growth) highlights the need to strengthen digital channel strategies.

The article provides Q3 growth data for the sportswear industry, along with risk and opportunity analysis.

1. Growth markets and opportunities: Anta Group's other brands (e.g., Descente) grew 45%–50% year-on-year, and 361°'s e-commerce sales surged by 20%, indicating high-growth brands as potential partners; Adidas's 10% growth in Greater China suggests opportunities for channel expansion.

2. Risk warnings and negative impacts: Anta and FILA only achieved low single-digit growth, Li Ning declined by mid-single digits, and Nike's Greater China sales fell by 10%, necessitating caution with these brands.

3. Key takeaways and business models: Anta's acquisition of Jack Wolfskin aims to capture new growth; 361°'s e-commerce success (20% growth) offers lessons in digital strategy; leveraging platforms like Yibang for market intelligence can uncover opportunities.

The article highlights the implications of brand performance for production and e-commerce, focusing on commercial opportunities.

1. Product and design demand: High growth of Anta Group brands like Descente (45%–50%) signals strong market demand for products such as outdoor gear, requiring enhanced design optimization; Li Ning's decline suggests adjusting production lines.

2. Business opportunities: 361°'s overall 10% growth and 20% e-commerce surge indicate e-commerce potential, enabling factories to pursue digital collaborations; mixed performance in Greater China (Nike down 10% vs. Adidas up 10%) calls for targeting high-growth regions.

3. Digital transformation insights: 361°'s 20% e-commerce growth demonstrates the impact of digitization; Anta's newly acquired Jack Wolfskin lacks data, awaiting demand signals to scale production.

The article outlines industry dynamics and pain points, enabling service providers to derive solutions.

1. Industry trends: Sportswear brands showed divergent Q3 growth (e.g., Anta/FILA low single-digit vs. Descente 45%–50%), with overall slow market expansion; Nike grew only 1% globally, while Adidas's Greater China rose 10% and 361° grew 10%.

2. Client pain points: FILA and Anta's weak growth reveals competitiveness issues; Li Ning's mid-single-digit decline and Nike's 10% drop in Greater China highlight risks; 361°'s 20% e-commerce growth underscores digital needs.

3. Solution insights: High-growth cases like Descente and 361°'s e-commerce can serve as service models; industry data tracking (e.g., via Yibang) helps manage dynamic changes.

The article focuses on e-commerce and platform needs, covering risk management and merchant acquisition opportunities.

1. Platform demands: 361°'s 20% e-commerce growth validates platform value; Anta Group brands like Descente (45%–50% growth) require platform expansion for brand onboarding; Adidas's 10% growth in Greater China reflects regional demand.

2. Platform strategies and operations: Rapid e-commerce growth (e.g., 361°) necessitates enhanced support for high-growth sellers; Li Ning's decline calls for risk management with underperforming brands.

3. Risk avoidance and merchant insights: FILA and Anta's low single-digit growth signals potential stagnation, requiring monitoring; Nike's 10% decline in Greater China warns of regional risks; Anta's undisclosed Jack Wolfskin performance leaves room for future partnerships.

The article presents industry movements and issues, providing a foundation for business model and policy research.

1. Industry developments: Anta Group's multi-brand strategy yields mixed results (FILA low single-digit growth vs. Descente 45%–50% growth); Nike's 10% revenue decline in Greater China contrasts with Adidas's 10% growth, indicating market shifts; Anta's undisclosed Jack Wolfskin acquisition hints at integration efforts.

2. Emerging questions: FILA's slow growth warrants cause analysis; 361°'s 20% e-commerce growth reveals advantages of business model transformation; Li Ning's mid-single-digit decline exposes competitive challenges.

3. Business model insights: Anta's sub-brand high-growth model is worth studying; e-commerce data (e.g., 361°) supports digital strategy; industry tracking (e.g., Yibang) offers dynamic benchmarks.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】很长一段时间里,耐克、安踏都被认为是体育运动行业的高增长代表,而阿迪达斯则是在中国市场“失速”的那一个。而在最近的财报中,似乎呈现出了完全相反的态势。

日前,安踏集团发布今年三季度的业绩报告,其中安踏品牌和FILA品牌的零售额(线上+线下)同比录得低单位数正增长,可隆、迪桑特等组成的“所有其他品牌”同比增长45%至50%。今年新收购的德国狼爪品牌,其业绩暂未披露。

放眼行业,耐克的日子也不好过。据其公布的2026财年第一季度财报(对应自然年2025年6月1日至8月31日)显示,全球市场实现营收117.2亿美元,同比增长1%,北美、欧洲、中东和非洲地区市场均实现正增长,扭转了去年以来的颓势。

但大中华区营收仍在新财季下降10%至15.12亿美元。这与耐克前任CEO推行的DTC转变导致企业与经销商关系紧张有关。滔搏作为耐克最大的中国经销商,2025财年(2024年3月-2025年2月)营收270.1亿元,下滑6.6%,净利12.9亿元,跌幅达到41.9%。现任CEO贺雁峰(Elliott Hill)上任后聚焦专业运动,主导修复经销商关系、出清旧款式,2025财年在华库存已经同比下降11%。但营收增速转正仍需时日。

与安踏的“稳”、耐克的“慢复苏”不同,阿迪达斯在中国市场的发展势头可观。今年第三季度,阿迪达斯全球营收达66亿欧元,创下公司有史以来单季营收最高纪录,其中大中华区作为核心增长引擎,实现营收9.47亿欧元,同比增长10%。截至目前,阿迪达斯的大中华区业绩已经实现“十连增”,以及连续四个季度双位数增长。

基于当前的业绩表现,阿迪达斯还上调了2025年全年业绩指引,预计阿迪达斯品牌全年将实现双位数增长,营业利润将增长至20亿欧元,较此前预估数值提升2-3亿欧元。

此外,在国内运动鞋服品牌中,李宁在截至2025年9月30日止第三季度,零售流水同比呈中单位数下降。361°品牌(含成人和儿童业务)及电商零售额分别较去年同期增长约10%和20%。

亿邦持续追踪报道该情报,如想了解更多与本文相关信息,请扫码关注作者微信。

文章来源:亿邦动力

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