大象新闻记者 池里军 王震 通讯员 曹悦熠 牛宁 傍晚时分，暑热渐渐褪去，人们纷纷走出家门，涌入这些商业中心。大家三五成群地穿梭在各类时尚店铺之间，寻找着心仪的物品。 在杉杉奥特莱斯中牟店的云台广场，90后宝妈赵洁正带着孩子沉浸在"飞天鲲鹏泡泡艺术周"活动中。高达8米的发光飞天鲲鹏装置散发着梦幻的光芒，现场 乐队激情演奏，千支泡泡漫天飞舞，三者交织在一起，营造出如童话般的消费场景。赵洁不禁感叹："现在的商圈体验越来越丰富了，不仅品牌齐全，还能 一边购物一边享受亲子时光，真的很有意思。" "支付宝碰一碰，立省3.88元！"在天泽城夜市购买烤鸡腿饼的李云晓，真切地享受到了消费补贴带来的实惠。为进一步挖掘社会消费潜力，郑州市政府联合 支付宝、抖音、快手等平台持续投入消费补贴，覆盖全市商圈、特色商业街、景区等多个场景，惠及零售、餐饮、成品油、休闲娱乐等众多消费业态。通过 发放"碰一碰红包""快手消费券"等补贴，全力营造"敢消费、能消费、愿消费"的市场氛围。在换新补贴、消费补贴等政策的支持下，中牟新区汽车消费增速 达到5%、家电消费增速为51%、餐饮消费增速15%、商场百货消费增速27%，有效激活了消费市场。 据统计， ...

If you're standing by, this is the conference operator. Welcome to the Lululemon Athletica Inc. First Quarter 2025 Financial Results Conference Call. As a reminder, all participants are in listen-only mode and the conference is being recorded. After the presentation, there will be an opportunity to ask questions. Analysts who wish to join the question queue should press star then one on their telephone keypad. Should you need assistance during the conference call, you may signal an operator by pressing star ...

虽然外卖大战打得风生水起，但是餐饮企业却开始感觉到有些苦不堪言。 7月14日餐饮连锁品牌嘉和一品创始人刘京京在微博发文，控诉因平台补贴乱象而带来的经营困境。 "各平台都是百亿补贴开战，但其实最受伤的是商家。顾客享受到的各种满减、补贴，每10元，平台只 出3元商家要补7元!大头都是商家出的。"她在微博中表示，"餐厅堂食面临三道生死关，因公限酒减少 了客流;被团购、直播薅了一道羊毛;又被外卖平台一天抢走两三亿的客流，还能剩下多少人会去堂食吃 饭?" 7月以来，平台发起0元购，还有很多"满25减21"、满16减16"等无门槛的外卖券。在这样的流量攻势 下，刘京京认为，"上千万的商家，都沦为了外卖的加工厂，变成三巨头混战的子弹。这完全是与堂食 的不公平竞争!当顾客习惯了低于成本价用餐，0元配送费，到餐厅吃饭的人只会越来越少!而当有底 线，有品质的餐厅都倒闭了，顾客还能吃到安全的饭菜吗?" 据媒体报道，当外卖大战进入到7月12日，整个市场总量从年初的日均 1 亿单翻倍至单日规模约2.5亿 单，比上一周多出 3000 万单，主要增量在美团，达到 1.5 亿单，淘宝闪购 8000 万单，京东 1000 多万 单。 而在数千 ...

报告行业投资评级 未提及 报告的核心观点 - 2季度实际GDP好于预期，名义GDP因通缩下降，下半年增长放缓且通缩持续，适度财政刺激难以解决问题 [2][9] 根据相关目录分别进行总结 2季度GDP情况 - 实际GDP因生产发货前置和财政支持表现良好，2季度为5.2%（1季度5.4%） [2] - 名义GDP因通缩降至3.9%，较上季度下降0.7个百分点 [2][9] 下半年经济趋势 - 预计实际GDP同比降至4.5%以下，原因包括出口减弱、财政刺激效果消退和通缩循环 [3][9] - 6月经济活动显示转运减少、零售销售疲软和房地产拖累加深 [3][9] 通缩情况 - 通缩将持续，产能整合运动实施可能缓慢，因产能过剩问题更广泛且财政刺激空间有限 [4] 财政刺激 - 预计年内有0.5 - 1万亿元的财政刺激，时间可能在9月或10月 [4] 各行业数据表现 |指标|6月-25|5月-25|4月-25|2季度25|1季度25| |----|----|----|----|----|----| |工业生产（IP）|6.8|5.8|6.1|6.2|6.5| |采矿业|6.1|5.7|5.7|5.8|6.0| |制造业|7.4|6.2|6.6|6.7|7.2| |公用事业|1.8|2.2|2.1|2.0|1.9| |固定资产投资（FAI）同比%累计|2.8|3.7|4.0|2.8|4.2| |固定资产投资（FAI）同比%|0.5|2.9|3.6|2.1|4.2| |制造业投资|5.1|7.8|8.2|6.7|9.1| |基础设施投资|5.3|9.3|9.6|7.6|11.5| |房地产投资|-12.9|-12.0|-11.3|-12.1|-9.9| |零售销售名义值|4.8|6.4|5.1|5.4|4.6| |汽车|4.6|1.1|0.7|2.3|-0.8| |住房相关消费|26.5|39.1|30.4|31.5|15.3| |移动电话|13.9|33.0|19.9|21.5|27.0| |其他|2.0|2.3|2.4|2.2|3.3| |房地产销售|-7.2|-4.4|-2.4|-5.2|-2.0| |房地产新开工|-13.1|-18.3|-17.7|-16.1|-23.9| [6]

In the latest trading session, Ross Stores (ROST) closed at $127.59, marking a -2.73% move from the previous day. This change lagged the S&P 500's 0.4% loss on the day. Elsewhere, the Dow saw a downswing of 0.98%, while the tech-heavy Nasdaq appreciated by 0.18%. Coming into today, shares of the discount retailer had gained 0.02% in the past month. In that same time, the Retail-Wholesale sector gained 4.14%, while the S&P 500 gained 4.97%. The investment community will be closely monitoring the performance ...

In a recent market update, Goldman Sachs raised its year-end forecast for the S&P 500 (SPX) to 6,900 by year-end, up from a previous ceiling of 6,500, and flagged three stocks investors should have on their radar, including two index stalwarts and one off-the-beaten-path growth opportunity. And Goldman is not alone. Several major investment banks are recalibrating their 2025 S&P 500 (SPX) forecasts at mid-year, reflecting renewed optimism around economic resilience, stabilizing inflation, and the increasing ...

DOWNERS GROVE, Ill., July 15, 2025 /PRNewswire/ -- Dover Fueling Solutions ("DFS"), a part of Dover (NYSE: DOV) and a leading global provider of advanced customer-focused technologies, services and solutions in the fuel and convenience retail industries, today announced a global partnership agreement with Bottomline to bring the BX platform, a cutting-edge supply chain optimization solution, to fuel retailers worldwide.DFS and Bottomline's partnership in Europe has helped customers save money since 2023. Th ...

PHOENIX, July 15, 2025 (GLOBE NEWSWIRE) -- Leslie’s, Inc. (NASDAQ: LESL), the largest and most trusted direct-to-customer brand in the U.S. pool and spa care industry serving residential customers and pool professionals nationwide, today announced appointment of Amy College as the company’s new Chief Merchandising and Supply Chain Officer effective July 20, 2025. In addition to merchandising, inventory, supply chain, logistics and manufacturing, Ms. College will be responsible for the company’s digital mark ...

Key Takeaways LEVI is gaining market share in denim and expanding into lifestyle categories like outerwear and dresses. ANF leverages agility and trend-responsiveness but faces challenges with uneven brand performance. LEVI stock rose 21.7% in six months, while ANF fell 28.1%, reflecting investor preference for LEVI's strategy.The global apparel industry is fiercely competitive and constantly evolving with trends, technology and shifting consumer demographics. Within this high-stakes sector, Levi Strauss ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Cheesecake Factory (CAKE) . This company, which is in the Zacks Retail - Restaurants industry, shows potential for another earnings beat.This restaurant chain has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two qua ...