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深圳卓悦中心“强制清退”KKV?回应来了!

李瑟 2026-01-07 09:32
李瑟 2026/01/07 09:32

邦小白快读

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深圳卓悦中心与KKV租赁纠纷事件升级为肢体冲突,凸显商业合作风险与教训。干货包括事件核心、原因及可行建议。

1.事件过程:2025年12月14日和2026年1月5日两次关停KKV门店,第二次发生肢体冲突致KKV员工受伤送医,引发广泛热议。

2.争议焦点:双方就租金支付分歧显著,卓悦中心指责KKV未付业绩租金并给予近44万元减免,KKV反驳称减免仅32万元且不足单月租金,双方均未公开具体金额。

3.背景原因:卓悦中心北区客流不足,定位从“潮流”转向餐饮(如引进新京熹等品牌),KKV则投入近千万元运营并坚持潮流定位,销售数据靠前但匹配不佳。

4.相似案例:2021年KKV东莞店因业态调整遭暴力清退,专家潘玉明指出契约模糊导致纠纷,王国平强调估值分歧易引发冲突。

5.教训建议:KKV全球店铺增至700家,KK集团从亏损转向盈利;专家呼吁通过友好协商和合同清晰化避免暴力,维护营商环境。

品牌营销策略在冲突中体现核心价值,聚焦渠道建设、定位执行和用户行为。干货包括品牌操作和市场趋势。

1.品牌渠道建设:KKV于2021年被卓悦中心邀请入驻北区,签订至2027年合同,并开设首家KKV与X11联名店,定位潮流以吸引年轻客流。

2.品牌投入:KK集团投入近千万元用于门店运营、IP联名和快闪活动,提升品牌影响力,结果显示在北区销售前列且数据稳健上升。

3.争议应对:针对租金纠纷,KKV强调减免不足单月租金,并展示品牌韧性,如全球店铺达700家,包括马来西亚20家门店,显示国际扩张实力。

4.用户行为观察:北区客流少但KKV成功维持年轻人群吸引力,反映潮流定位在特定区域的有效性;市场回暖后品牌经营提升,提示消费趋势变化可优化定位。

5.教训启示:冲突源于定位不匹配(潮流转餐饮),品牌需在渠道建设中确保合同明确,避免利益损失,学习KKV从亏损到盈利的商业模式。

租金纠纷事件提供政策解读和增长机会,强调风险管理和可学习点。干货包括消费变化、应对措施及商业模式启示。

1.政策解读:合同模糊引发纠纷,卓悦中心主张行使解除权,KKV反驳程序不公;专家王国平指出需通过“反向回补”机制调节商户与平台关系。

2.消费需求变化:北区客流不足促使定位转向餐饮(餐饮占比35%),KKV销售前列显示潮流需求存在,提示卖家关注区域流量变化以调整产品。

3.风险提示:类似暴力清退曾发生在东莞国贸城,可能导致财产损失和声誉风险;专家潘玉明警告合同外条款复杂易引发冲突,卖家需强化合同执行。

4.机会提示:KKV全球扩张至700家门店,两年净增180家,营收从2020年16.46亿元增至2023年47.69亿元,证明零售品牌增长潜力,卖家可学习其拓店模式。

5.事件应对措施:专家建议采用友好协商而非暴力,卖家应重视租金谈判和扶持政策(如减免),并借鉴KKV在客流不佳区的坚持策略以提升稳健性。

品牌生产需求提供商业机会和电商启示,聚焦产品设计和供应链优化。干货包括需求动向和数字化趋势。

1.产品生产需求:KKV作为潮流零售集合品牌,门店扩张至700家,可能对工厂产生潮玩、玩具等产品设计和制造需求,以支持IP联名和首发活动。

2.商业机会:KKV两年净增180家国内门店,显示门店网络扩张趋势,工厂可寻求合作机会,如为零售集合店提供定制化产品,利用品牌增长(如营收从亏损转向盈利)开拓市场。

3.推进数字化启示:KK集团隶属于广东快客电子商务有限公司,其电商背景和门店运营(如线上资源投入)启示工厂需融入数字化供应链,提升生产效率以适应零售趋势。

4.案例学习:KKV在北区销售靠前但客流不足,坚持潮流定位,提示工厂需关注区域消费数据,优化产品线以匹配市场需求,避免类似合同纠纷导致的停工风险。

行业趋势凸显客户痛点和解决方案,聚焦纠纷机制和优化建议。干货包括发展趋势和服务启示。

1.行业发展趋势:购物中心与租户冲突频发(如深圳和东莞案例),专家潘玉明指出2025年调研发现餐饮、娱乐业态易纠纷,合同边界混乱成痛点,需服务商提供规范化解决方案。

2.客户痛点:租金分歧(如业绩租金未支付问题)、定位调整冲突(潮流转餐饮)及暴力清退风险,导致租户侵占物业和平台损失,显示服务商可介入矛盾调解。

3.解决方案:专家建议制定清晰契约机制,避免合同外条款复杂化;提供友好协商服务,替代暴力方式,以优化营商环境,如KKV事件中倡导的协商模式。

4.代表案例:卓悦中心尝试减免租金但执行不足,KKV坚持诉讼;服务商可基于此开发纠纷预防系统,学习王国平的“自发调节”理论以平衡利益。

平台运营管理揭示招商风险和规避策略,强调需求响应和最新做法。干货包括招商启示和运营优化。

1.商业需求问题:租户如KKV反映北区客流少、满铺率低,显示平台需精准招商匹配定位(如潮流转餐饮);大店切小以提升租金,但也引发租户不满和纠纷。

2.平台最新做法:卓悦中心通过公众号发布声明、履行告知义务和多轮协商,但最终强制清退;专家建议平台应提供更透明扶持政策(如明确租金减免),避免暴力手段。

3.平台招商:邀请KKV入驻时承诺潮流定位,但后期调整导致冲突;招商需评估长期流量贡献,如北区区位劣势,通过数据(如KKV销售靠前)优化品牌选择。

4.运营管理风险:肢体冲突事件提示平台需规避法律和声誉风险;王国平主张“估值协调”,平台应建立动态租金机制,确保合同清晰。

5.风向规避:学习东莞案例,平台管理需加强沟通渠道,防止类似极端事件,维护稳定运营环境。

产业动向暴露新问题和政策启示,聚焦模式分析和法规建议。干货包括发展趋势和研究洞见。

1.产业新动向:租户与平台冲突频繁(深圳、东莞案例),显示业态调整(如潮流转餐饮)和租金定价分歧成新趋势;KKV从421家店增至700家,反映零售集合店扩张模式。

2.新问题:契约机制模糊导致纠纷,专家潘玉明指出合同边界混乱;王国平强调经营面积与租金不匹配引估值争议,暴力清退凸显伦理问题。

3.政策法规建议:专家呼吁完善契约法律框架,提倡“友好协商”替代暴力;政府可介入租金减免标准制定,基于案例(如44万元减免争议)优化商业法规。

4.商业模式启示:KK集团营收从2020年16.46亿元增至2023年47.69亿元,净利润由亏损转盈利,显示新零售模式潜力;研究者可分析其拓店策略和定位调整影响。

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Quick Summary

The escalating physical conflict between Shenzhen Joy Center and KKV over lease disputes highlights the risks and lessons in commercial cooperation. Key points include the incident's core, causes, and actionable advice.

1. Incident Timeline: KKV's store was forcibly closed twice—on December 14, 2025, and January 5, 2026—with the second closure involving physical altercations that injured KKV staff, sparking widespread public discussion.

2. Dispute Focus: The two parties disagree sharply on rental payments. Joy Center accuses KKV of failing to pay performance-based rent while offering nearly ¥440,000 in reductions; KKV counters that the reduction was only ¥320,000, insufficient to cover a single month's rent. Neither side has disclosed specific figures.

3. Background Causes: Joy Center’s North Zone suffers from low foot traffic, prompting a shift in positioning from "trendy" to food and beverage (e.g., introducing brands like Xin Jing Xi). KKV, meanwhile, invested nearly ¥10 million in operations and adhered to a trendy positioning. While KKV’s sales ranked among the top in the North Zone, the mismatch in positioning led to friction.

4. Similar Cases: In 2021, KKV’s Dongguan store faced violent eviction due to business adjustments. Expert Pan Yuming notes that ambiguous contracts often cause disputes, while Wang Guoping emphasizes that valuation disagreements easily trigger conflicts.

5. Lessons and Recommendations: KKV has expanded globally to 700 stores, and KK Group has turned from losses to profitability. Experts urge resolving disputes through friendly negotiations and clearer contracts to avoid violence and maintain a healthy business environment.

Brand marketing strategies demonstrate core value amid conflicts, focusing on channel development, positioning execution, and user behavior. Key takeaways include brand operations and market trends.

1. Brand Channel Development: KKV was invited by Joy Center in 2021 to open in the North Zone with a contract until 2027, launching its first co-branded store with X11 to attract young consumers through a trendy positioning.

2. Brand Investment: KK Group invested nearly ¥10 million in store operations, IP collaborations, and pop-up events to enhance brand influence. Results show KKV ranking among top sellers in the North Zone with steadily rising sales data.

3. Dispute Response: KKV emphasized that rental reductions were inadequate for covering a single month’s rent, showcasing brand resilience through its global expansion to 700 stores, including 20 in Malaysia.

4. User Behavior Insights: Despite low foot traffic in the North Zone, KKV successfully attracted young demographics, validating the effectiveness of its trendy positioning in specific areas. Post-market recovery, brand operations improved, indicating the need to optimize positioning based on consumption trends.

5. Lessons Learned: The conflict stemmed from a positioning mismatch (trendy to F&B). Brands must ensure clear contracts in channel development to avoid losses, learning from KKV’s shift from losses to profitability.

The rental dispute offers policy insights and growth opportunities, emphasizing risk management and learnings. Key points include consumption shifts, response measures, and business model implications.

1. Policy Interpretation: Ambiguous contracts triggered the dispute. Joy Center claimed the right to terminate the lease, while KKV argued the process was unfair. Expert Wang Guoping suggested a "reverse compensation" mechanism to balance merchant-platform relations.

2. Consumption Shifts: Low foot traffic in the North Zone led to a repositioning toward F&B (35% of tenants), yet KKV’s strong sales indicate persistent demand for trendy products, suggesting sellers monitor regional traffic to adjust offerings.

3. Risk Warning: Similar violent evictions occurred at Dongguan International Trade City, posing property and reputational risks. Expert Pan Yuming warned that complex non-contract terms easily spark conflicts, urging sellers to strengthen contract enforcement.

4. Growth Opportunities: KKV expanded globally to 700 stores, adding 180 net new stores in two years, with revenue rising from ¥1.646 billion in 2020 to ¥4.769 billion in 2023. Sellers can learn from its expansion model.

5. Response Measures: Experts advise friendly negotiations over violence. Sellers should prioritize rental negotiations and support policies (e.g., reductions) and emulate KKV’s resilience in low-traffic areas.

Brand production needs reveal commercial opportunities and e-commerce insights, focusing on product design and supply chain optimization. Key takeaways include demand trends and digitalization.

1. Production Demand: As a trendy retail集合 brand with 700 stores, KKV may generate demand for factories in designing and manufacturing潮玩, toys, and other products to support IP collaborations and launch events.

2. Commercial Opportunities: KKV’s net addition of 180 domestic stores in two years reflects retail network expansion. Factories can explore partnerships, such as supplying customized products for retail集合 stores, leveraging brand growth (e.g., profitability turnaround).

3. Digitalization Insights: KK Group, under Guangdong Quick E-Commerce Co., leverages its e-commerce background and store operations (e.g., online resources), urging factories to integrate digital supply chains for efficiency.

4. Case Study: KKV’s strong sales in the low-traffic North Zone underscore the need for factories to align product lines with regional consumption data, avoiding disruptions like contract disputes.

Industry trends highlight client pain points and solutions, focusing on dispute mechanisms and optimization. Key insights include development trends and service implications.

1. Industry Trends: Frequent conflicts between malls and tenants (e.g., Shenzhen, Dongguan) reveal disputes over业态 adjustments (e.g., trendy to F&B) and rental terms. Expert Pan Yuming notes that模糊合同 boundaries are a key pain point, requiring standardized solutions.

2. Client Pain Points: Rental disagreements, positioning conflicts, and violent eviction risks lead to tenant encroachment and platform losses, indicating a need for mediation services.

3. Solutions: Experts recommend clear contract mechanisms to avoid complexity, promoting friendly negotiation over violence to optimize the business environment, as seen in the KKV case.

4. Representative Case: Joy Center’s insufficient rental reduction execution and KKV’s litigation highlight opportunities for service providers to develop dispute prevention systems, drawing on Wang Guoping’s "self-regulation" theory.

Platform operations reveal招商 risks and avoidance strategies, emphasizing demand response and best practices. Key takeaways include招商 insights and operational optimization.

1. Demand Issues: Tenants like KKV report low foot traffic and occupancy in the North Zone, highlighting the need for precise招商 matching positioning (e.g., trendy to F&B). Subdividing large stores for higher rent has sparked tenant dissatisfaction.

2. Platform Practices: Joy Center issued statements via social media, fulfilled notification duties, and held multiple negotiations before forced eviction. Experts advise transparent support policies (e.g., clear rental reductions) to avoid violence.

3.招商 Strategy: Joy Center initially invited KKV with a trendy定位 promise, but later adjustments caused conflict.招商 should assess long-term traffic contribution, using data (e.g., KKV’s top sales) to optimize brand selection.

4. Operational Risks: Physical conflicts underscore legal and reputational risks. Wang Guoping advocates "valuation coordination," suggesting dynamic rental mechanisms and clear contracts.

5. Risk Mitigation: Learning from the Dongguan case, platforms should strengthen communication channels to prevent extreme incidents and maintain stability.

Industry dynamics expose emerging issues and policy implications, focusing on model analysis and regulatory recommendations. Key insights include trends and research perspectives.

1. Industry Trends: Frequent tenant-platform conflicts (e.g., Shenzhen, Dongguan) reflect shifts in业态 (e.g., trendy to F&B) and rental pricing disputes. KKV’s expansion from 421 to 700 stores illustrates the retail集合 store model.

2. Emerging Issues: Ambiguous contract mechanisms cause disputes; expert Pan Yuming highlights混乱合同 boundaries, while Wang Guoping points to valuation conflicts from mismatched space and rent. Violent evictions raise ethical concerns.

3. Policy Recommendations: Experts call for improved legal frameworks, promoting "friendly negotiation" over violence. Governments could standardize rental reduction criteria based on cases like the ¥440,000 dispute.

4. Business Model Insights: KK Group’s revenue grew from ¥1.646 billion in 2020 to ¥4.769 billion in 2023, with a turnaround to profitability, showcasing new retail potential. Researchers can analyze its expansion and positioning strategies.

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.

距离上一次关停不到20天,深圳卓悦中心(以下简称“卓悦中心”)与KKV矛盾再次「升级」。

1月5日,KKV深圳卓悦中心店再度被关停。在社交平台小红书上,有用户「晒出」门店店员与商场工作人员发生肢体冲突帖子,引发热议。

联商网向KKV方面求证,KKV方面称:“本次事件有KKV一线员工受伤,目前已送医观察,公司将积极为其健康恢复提供支持。”

卓悦中心则是通过微信公众号发布声明表示:解除合同正当,协商程序完整,行为举措合法。

卓悦中心称,自双方合作以来,KKV店铺始终未能支付双方《租赁合同》中约定的业绩租金。不过卓悦中心并未在声明中发布具体租金数额。

根据南方都市报消息,卓悦中心表示通过主动提供租金减免等多种方式,累计给予KKV品牌近44万元的实质性运营支持。

针对上述金额,KKV告诉联商网:“KKV共收到卓悦中心主动减免租金累计32万元并分数月执行,该金额尚不足单月月租,并且为特殊时期响应政府要求对全体租客的减免,而非仅对KKV的特殊政策。”

不过对于具体租金金额,KKV也同样没有直接披露,只是指出减免租金不足单月月租。

1.20天,两次关停

KKV深圳卓悦中心店上一次被关停是在2025年12月14日。

当晚,KKV深圳卓悦中心店在门口贴出一则告示称,因购物中心单方面试图强制解约,该门店暂停服务。

KKV在告示中明确指出:购物中心于疫情招商困难之际邀请KKV(前身为X11)入驻并于2021年12月开业;然而,现在却以业态调整为由,单方面强行要求KKV提前解约,并采用停水断电等粗暴手段,致使门店无法继续正常经营。

不过第一次只是短暂关停,KKV深圳卓悦中心门店于12月19日恢复营业。

现在,则是门店第二次关停,并且因为发生肢体冲突,导致人员受伤就医。

1月5日晚,卓悦中心官方公众号针对此事发布声明称,卓悦中心已正式解除与KKV品牌方的租赁合同。卓悦中心表示,自双方合作以来,KKV店铺始终未能支付双方《租赁合同》中约定的业绩租金,已达到公司行使解除权的条件,并称本次解除行为系严格依据合同条款执行,程序合法,依据充分。

卓悦中心称,在正式解除合同前,公司已履行充分告知义务。过去三个月,公司与KKV品牌方进行多轮沟通,并多次向对方发送正式函件,就合同解除及撤场事宜进行协商,明确提示其违约事实及合同风险,并给予了远超合同约定的准备时间。截至最后期限,KKV方面始终未履行合同义务、拒绝交还商铺,该行为已构成根本违约。

在多次催告无果、KKV品牌方持续侵占该司物业、构成根本违约的情况下,公司依据合同相关约定以及相关法律规定,于2026年1月5日收回KKV商铺使用权。该措施符合法律规定及合同约定。

KKV则回应联商网称:“KKV与卓悦中心的合作原本始于在2021年特殊时期,卓悦中心在招商阶段主动对KK集团旗下品牌发出邀请,双方当时签订了期限至2027年的合作协议。”

此外,KKV还告诉联商网,为匹配卓悦中心北区的潮流定位,KK集团不仅将首家KKV与X11联名店落地于此,还投入近千万元资金用于门店运营及品牌首发、IP联名、快闪活动等资源,持续为北区吸引大量年轻客流。

“虽然过去几年卓悦北区不管是人流量和满铺率始终不理想,空铺率高,客流较少,但在同区域同等业态下,我们销售数据始终排行前列,且随着市场回暖,KKV的门店经营数据也是呈稳健上升的状态。”

2.「暴力清退」的背后

事实上,这不是KKV第一次遭遇暴力清退。

2021年,KKV东莞国贸城店被曝遭商场方面强行关店清场,彼时也是因为国贸城在进行业态调整时想与KKV解约,但由于合同未到期,而商场单方解约要求并未被品牌方接纳。经过长时间协商,双方没有谈拢,最后,商场上演了全武行,直接将KKV断电并关铺。

联商网高级顾问团成员潘玉明一针见血地指出:“市场经济本质是契约机制,商场体现为建立租赁关系合同,合同内容范围边界越清晰,纠纷就越少。而双方矛盾的背后,则是‘有人觉得亏了’,甚至双方都觉得亏了,而亏了的本质还是契约模糊。”

潘玉明告诉联商网,2025年评审调研发现餐饮、娱乐、休闲业态容易出现纠纷,部分商场合同边界混乱,分合同内、外条款,特别是合同外条款太复杂,就容易引发各种纠纷。

联商高级顾问团成员王国平也认为,矛盾点在于“经营面积与支付租金不匹配,商户与购物中心对租金定价、流量贡献进行二次议价,双方对于估值存在分歧且无法协调,就会采用一些极端方式维护‘自身利益’。”

再看回来深圳卓悦中心与KKV事件,尽管双方都未晒出具体合同内容,但是「利益」或者说自身发展需求,依然是「矛盾」的起点。

先看KKV回应联商网采访时所说的:北区不管是人流量和满铺率在过往几年始终不理想,空铺率高,客流较少。

关于客流问题,界面新闻也曾在相关报道中指出,北区作为卓悦中心最后开发的营业区域,因其远离此前开放的东、西核心区域,加上汽车香水化妆品等主力店早已该核心区域聚集,所以北区区位劣势明显,人流一直较少。

这意味着卓悦中心北区必须要做出定位调整,拉动客流和业绩上升。

2022年卓悦中心北区开业之时,Slogan为“新势力,潮北去”,这也能看出来彼时北区是以「潮流」作为主打。

根据项目官方公众号资料显示,彼时X11规划面积为2层3000㎡、可容纳1万多款当下流行潮牌玩具潮玩博物馆X11,也是X11深圳首店。除了X11外,北区还引进了卡游、playstation、JRBAN SHELTER、DOUBLE CHECK、MFOW等潮流品牌以及一众餐饮品牌。

然而3年之后,当项目发现「潮流」不能带来理想客流后,卓悦中心显然将更多的资源倾向了餐饮。

根据大众点评显示,卓悦中心目前367个品牌中,127个为餐饮美食,约占总数的35%。而从新引进品牌来看,2025年卓悦中心引进新京熹、泰铺、四季椰林、野人先生等餐饮品牌,强化餐饮标签。

但是这不意味着KKV这类的大店不受商场欢迎了。

有商场负责人告诉联商网:“大店、旗舰店其实很受商场欢迎,只是部分商场面临指标上涨压力,需要把大店切小,提升租金、完成考核。”

而从KKV来看,品牌也在「向好」发展。

就在KKV深圳卓悦中心门店关闭后,1月6日,KKV官方宣布全球门店总数来到了700家,这也是KKV在马来西亚的第20家门店。

公开资料显示,KKV创立于2019年,为广东快客电子商务有限公司(KK集团)旗下的潮流零售集合品牌。凭借着「潮玩」走红和自身「新商业模式」,KKV快速拓店。数据显示,2020年至2022年,KKV新增门店数分别为168家、149家、65家。截至2023年前10个月,KKV门店数量为421家。

目前除了海外门店外,KKV在国内门店数量约为600家,这意味着两年的时间KKV门店数量净增加近180家。

而从营收水平来看,2020年至2022年,KK集团营收分别为16.46亿元、35.24亿元、35.51亿元;同期净利润分别为亏损20.17亿元、亏损56.81亿元、6186.4万元。2023年前十个月,公司营收47.69亿元,净利润2.09亿元。

KK集团也从亏损走向盈利。

写在最后

一个值得思考的问题是,此前因为美好目标「携手」的商场与租户,当因为赛道转换面临「分道扬镳」时,该如何体面分手?

对此,王国平认为,市场行为要自发调节,“当商户成长速度慢,无法匹配购物中心时,商户要反向回补购物中心收益;当商户成长速度超过购物中心,购物中心需要给予较高条件吸引商户入驻”。

只有「友好协商」而非「暴力清退」,才能共同营造出美好的营商环境。

注:文/李瑟,文章来源:新零售(公众号ID:ixinlingshou),本文为作者独立观点,不代表亿邦动力立场。

文章来源:新零售

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