高端鞋履品牌遭抛售！门店一度大排长队，如今被消费者疯狂吐槽

中国商报2025-02-23

近日，美国时尚集团Tapestry宣布与美国鞋类集团Caleres达成协议，Tapestry以1.05亿美元的价格出售旗下高端鞋履品牌Stuart Weitzman。按照计划，这笔交易将于2025年夏季尘埃落定。△Stuart Weitzman官网。此次出售标志着Tapestry将进一步专注于其核心品牌Coach和Kate Spade，简化业务结构并提升市场专注力。回溯Stuart ...

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There were once long queues in stores, but now consumers are madly complaining about them","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TPR":0.9},"content_text":"近日，美国时尚集团Tapestry宣布与美国鞋类集团Caleres达成协议，Tapestry以1.05亿美元的价格出售旗下高端鞋履品牌Stuart Weitzman。按照计划，这笔交易将于2025年夏季尘埃落定。△Stuart Weitzman官网。此次出售标志着Tapestry将进一步专注于其核心品牌Coach和Kate Spade，简化业务结构并提升市场专注力。回溯Stuart Weitzman在Tapestry旗下的发展历程，2015年，Tapestry以5.74亿美元的高价从私募基金Sycamore Partners手中将其收购。彼时，这笔交易曾备受瞩目，行业内纷纷期待二者携手创造辉煌。起初，Stuart Weitzman确实展现出强劲的发展势头，凭借精湛的工艺和经典的设计而畅销市场。尤其是王牌产品5050过膝长靴，一经推出便迅速风靡，一度出现断货的情况。收购初期，该品牌年营收更是接近3亿美元。记者曾多次走访北京高端商场，发现Stuart Weitzman门店前经常大排长队。然而，好景不长，Stuart Weitzman的发展近两年陷入泥沼。尽管在高端鞋履市场始终占据一定份额，但其业绩增长却陷入停滞。财报数据显示，2024财年Stuart Weitzman收入下跌14%至2.415亿美元，并录得2120万美元的营运亏损，成为Tapestry旗下唯一亏损品牌。与此同时，其门店数量也在不断缩水，北美地区如今仅剩下34家门店；海外市场则主要集中在中国，门店数量为60家。这与鞋履市场整体的发展情况分不开。根据贝恩咨询公司的报告，在2023年个人高端消费品市场中，鞋履是其中增长和规模均较小的品类，仅有2%—3%的同比增长，规模为280亿欧元。在整个鞋履品类下，运动鞋分类以2%—3%的增长率带动了整个鞋履市场的增长，而适用于正式场合和特殊场景的鞋类在2023年基本没有增长。在此背景下，业绩下滑的困境也出现在多个主要依靠单品类的鞋履品牌身上，例如，TOD'S在2024年6月宣布退市，Jimmy Choo则已连续多个季度营收下滑。业内人士分析，随着消费者需求日益多元化且变化迅速，新兴品牌的崛起以及电商等新渠道的冲击在不断压缩传统品牌的市场空间。在这样的大环境下，各大集团纷纷选择“瘦身”，试图通过精简业务来轻装上阵，寻找新的发展机遇。Tapestry可以通过剥离业绩不佳的品牌，将更多的资源和精力投入核心品牌的发展上，强化品牌竞争力，实现资源的优化配置。对于收购方Caleres而言，此次收购是其拓展鞋履市场业务的重要契机。一些消费者表示，Stuart Weitzman这两年在产品设计上不是很成功。和当年频出爆款相比，近两年很多款式都有其他品牌的影子。△小红书截图。Caleres表示，未来将进一步拓展其在鞋履市场的业务，并为Stuart Weitzman注入新的发展动力。公开资料显示，Caleres旗下拥有Famous Footwear、Sam Edelman、Allen Edmonds、Naturalizer、Vionic等品牌，涵盖了多个风格和定位的鞋类产品。Stuart Weitzman在新东家Caleres的带领下，能否实现业绩逆转，重焕生机？中国商报记者将持续关注报道。作者丨记者 陈晴","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2513730820","isCrawlerRequest":true}