甲方

称Nike或成疫情下的大赢家

Raymond James分析师Matthew McClintock日前在报告中表示，Nike正成为此次疫情中最主要的受益者之一，随着健康意识的提升，消费者对专业且创新的运动服饰产品需求不断上涨，去年已完成全渠道铺设的Nike无疑能比竞争对手更快地触达目标消费者。截至周三收盘，Nike股价上涨0.17%至99.21美元，市值约为1543亿美元。

Burberry在上海开设两家快闪店

据时尚商业快讯，英国奢侈品牌Burberry日前在上海环贸IAPM商场及上海国金中心IFC商场开设了两家全新限时精品店，主要展示了TB专属标识锁扣包、Lola萝纳包、Pocket口袋包等常规及限定包款，现场还放置了对称的动物主题及充满趣味性的产品互动装置，旨在为消费者创造耳目一新的体验。

Dior邀请全新组合THE9宣传BOBBY手袋

LVMH集团旗下奢侈品牌Dior日前邀请新生代人气女团THE9拍摄时尚大片，宣传全新的DIOR BOBBY手袋。该款手袋共有三种尺寸和四款颜色，饰有“CD”标志和精巧搭扣，不同尺寸手袋配有皮革材质或OBLIQUE印花肩带，目前已登陆品牌门店和线上官网发售，小、中、大号的定价分别为2.6万、2.8万和3.2万元人民币。

MUJI与便利店LAWSON达成合作

经营连锁便利店的日本罗森将与MUJI母公司良品计画开展合作，从6月17日开始，将在东京都内的三家罗森直营店销售无印良品的商品。店内设立专用货架，陈列内衣、化妆品及文具等。罗森一家店铺经营的商品数量大约为3500个品类，最多将把大约500个品类换成MUJI的商品。除此之外，双方还将共同开发自有品牌商品。

传字节跳动一季度营收约400亿人民币

据路透援引消息人士透露，抖音母公司字节跳动第一季度营收约为400亿人民币，同比增长超过130%，2020年全年的营收目标则为2000亿人民币。另外，该公司在线下市场的资本估值已高达950亿至1400亿美元。目前，诞生8年的字节跳动正在捕捉中国互联网广告市场的更多份额。知情人士续指，该公司大部分收入主要来自其在今日头条、抖音等中国应用软件的内部广告。

字节跳动：成立抖音电商部门是正常业务调整

据媒体报道，字节跳动正式成立以“电商”明确命名的一级业务部门。今日上午，字节跳动回应称，为了满足用户在抖音上的购物需求，成立了抖音电商部门，是正常的业务调整。

腾讯收购爱奇艺？多位接近百度和腾讯人士称：双方有接触但未落定

6月17日，据《财经》消息，针对近日有消息称腾讯计划收购视频网站爱奇艺，多位接近百度和腾讯的人士称，双方有接触，但这笔收购案还远未到落定的时候，因此没有任何一方出面予以确认或否认。“如果确定收购，是一个非常复杂的过程，需要很长时间来确定各种细节”。

小米有品ASMR广告，听见夏日狂想曲

近日，小米有品发布了一则618夏日限定的ASMR广告，集结了夏日里许许多多美妙的声音和场景，组成了一支《夏日狂想曲》。

携程第14场“携程BOSS直播”落地大连，梁建章“带货”4258万GMV

6月17日晚，第14场“携程BOSS直播”落地大连。携程梁建章直播，1小时内“带货”4258万GMV，前14场直播总GMV达5.6亿。3个月内，“携程BOSS直播”共帮用户节省8亿元，3000万人次收看直播。

618

天猫618下单金额达6982亿

阿里巴巴公布天猫618消费季的累计下单金额为6982亿元，创造新纪录。

618苏宁易购24小时销售规模增长129%

618当天，苏宁易购全渠道销售规模增长129%。手机3C，618当天4秒销售破亿，1小时40分超过去年618全天，iPhone爆卖40万台。苏宁称，相比京东平台同款，“J-10%”产品共为用户节省超4000万元。此外，大快消全天整体订单同比增长223%，到家业务订单增长510%。苏宁易购线上百货全天订单量增长162.17%。线下百货门店销售同比增长128%，其中线上订单占比20%。

京东618累计下单金额达2692亿元，同比增长33.6%

2020年6月1日0时至6月18日24时，京东618全球年中购物节累计下单金额达到2692亿元，对比去年同期的2015亿元，同比增长33.6%。同日，京东集团（09618.HK）正式港交所挂牌上市，上市首日，京东股价报收于234港元，较发行价上涨3.54%，市值超过7200亿港元。

乙方

蓝色光标：股东没有与字节跳动有过关于收购蓝色光标的正式洽谈

蓝色光标发布澄清公告称，股东没有与字节跳动有过关于收购蓝色光标的正式洽谈，也没有就收购事项达成任何意向。

希尔顿裁员风波之下，首席营销官离职

希尔顿国际酒店集团日前宣布要裁员2100人。而就在这一消息宣布的第二日，首席营销官Kellyn Smith Kenny便表示自己也将离开希尔顿。

媒介

外媒：今年TikTok美国市场营收将达到5亿美元

据国外媒体报道，抖音海外版TikTok今年在美国市场的营收有望达到5亿美元。TikTok去年曾表示，TikTok在美国拥有2650万月活跃用户，其中约60%的年龄在16岁到24岁之间。在新任CEO、迪士尼前高管凯文·梅耶尔的领导下，TikTok希望将这种增长转化为数十亿美元的收入。

喜马拉雅与爱奇艺推出“喜爱”联合会员

6月18日，喜马拉雅宣布与爱奇艺达成合作，推出喜马拉雅VIP、爱奇艺VIP联合会员，两个品牌的用户需一份会员价格可成为双平台联合会员，同时享有喜马拉雅VIP会员与爱奇艺黄金VIP会员所有权益。此前，喜马拉雅已先后与优酷、腾讯视频、美团、京东、财新、芒果TV等品牌实现会员权益共享。

趋势

MAGNA全球广告预测：广告总收入（线性媒体和数字媒体）将在2020年减少420亿美元

IPG盟博旗下负责制定并管理媒介情报、投资及创新策略的媒介资源整合中心MAGNA盟诺近日发布2020年6月版全球广告预测报告，分析并预测了包括全球70个市场的广告收入规模及增长。这一报告涵盖了电视、数字、平面、广播和户外媒体，从2020到2024年的广告支出预测。

在全球性衰退的大背景下，预计媒体主的线性广告销售额将下降16%，数字广告收入的增长将放缓（增长1%）。媒体主的广告总收入（线性媒体和数字媒体）将在2020年减少420亿美元（降幅达7.2%），但在2021年会回升6.1%。与其他地区相比，欧洲、中东和非洲地区的处境更加艰难，广告总收入将下滑10%，而南欧的跌幅甚至会达到14%。

业内人士称今年预期直播带货行业规模近万亿元

商务部大数据显示，一季度电商直播超过400万场。中国互联网络信息中心数据显示，截至2020年一季度，中国网络直播用户规模达5.60亿，占网民整体的62.0%。今年2月以来，A股网红直播指数涨幅超过20%，远超上证指数的上涨幅度。有业内人士称，今年预期直播带货行业规模近万亿元。

百度发布618电商搜索大数据报告：疫情时期618搜索热度创5年新高

近日，百度发布《百度618电商搜索大数据报告》，在618购物节前夕对相关搜索内容进行了洞察分析。报告显示，今年“618”的搜索热度出现逆势上涨、创五年新高。此外，今年网民对“618”的搜索热情较往年提前约10天。

海外

NBCU广告销售和业务总裁Mark Marshall：关于今年电视广告的发展趋势

In March, NBCUniversal had “fortunately and unfortunately” just finished a recession-based ad sales deck, to pitch advertisers on strategies that worked during previous downturns, in case the economy did turn south this year, said Mark Marshall, president of advertising sales and client partnerships.

But there could be no forecasting the actual changes to the broadcast industry so far this year.

Television is undergoing a sea change right now, as relatively slow-moving trends, like the audience shift to OTT or to data-driven advertising, accelerate during the coronavirus crisis.

Upfront ad reservations aren’t going away, and Mark says brands are still on track with planning for the critical Q4 holiday shopping period. But expect a deluge of demand to move to scatter and spot markets, and to addressable TV inventory in general, he says.

重新开放后，一些州已经看到零售人流量接近正常的50％

If there’s one question on every brick-and-mortar retailer’s mind right now, it’s when all those desperately needed shoppers will be coming back—and the news out of states that have reopened is good.

Online software platform Zenreach, using its matrix of Wi-Fi access points in stores, has been monitoring foot traffic in all 50 states, from the precipitous falloffs to the return of customers that’s well underway now. In some states, very well: Georgia posted the highest gains of any reopened state, with 52.3% of normal foot traffic as of June 2.

Overall, irrespective of location, the biggest drops in customer traffic at retail stores happened in the middle of March, around the time lockdowns began in earnest and the government hastily commenced placing orders for medical equipment. Foot traffic fell to an anemic 25.2% of what it had been at the same time in 2019.

2020年电视广告收入预计将下降，流媒体份额将上升

In the latest example of the coronavirus crisis accelerating traditional TV advertising’s contraction, TV networks will need to count on streaming to help buoy their advertising businesses this year as the amount of ad dollars going to traditional TV is projected to fall while streaming’s share is on the rise.

Advertisers will spend $61 billion on total TV advertising in the U.S. in 2020, according to estimates from GroupM. That figure—which includes national TV, local TV and what GroupM dubbed “digital extensions” like Hulu and Roku — represents a 7% drop compared to last year. Magna painted a similarly glum picture in its forecast released this week. The IPG unit projected that advertisers will spend 13% less money on U.S. national TV this year compared to last year when including cyclical events like the election.

The $61 billion figure “might surprise people because you hear people talk about the $70 billion TV market,” said Brian Wieser, global president of business intelligence at GroupM. For years, people have described TV advertising as a $70 billion market after it crossed that threshold in 2011. But the description has become dated.

“走向成熟”：TikTok为什么在欧洲投资1500万美元用于短期教育内容

In the past year, TikTok’s growth has intensified thanks to short, quirky dance videos created and adored by its huge Gen Z users base—it set a record for the most downloads any app has ever had in a single quarter in first quarter of 2020 with 315 million installs, according to analytics firm Sensor Tower.

Now, the social media app is betting that videos of people demonstrating and teaching new skills will add to that growth and play a bigger part in its future.  

The business is pumping £13 million ($15 million) into the official launch of #LearnOnTikTok, a content strand that will curate educational videos on the platform across Europe. The hashtag was originally formed by the app’s users earlier this year when they used it to group together videos teaching new skills such as lessons in cooking and science facts and history. TikTok’s investment will work as a grant of sorts for people to create even more educational content for the app.

Some of that money will go toward celebrities like the presenter and mathematician Rachel Riley and actor Sean Sagar, who will share math and acting tips respectively in regular videos. The rest of funds will go to organizations like the University of Cambridge and historical sites across England as well as other professional experts in a variety of fields.

131年后，百事旗下百年老牌“杰迈玛阿姨”要改名

PepsiCo said it will drop the image of Aunt Jemima and rebrand the line of pancake mix and syrup that has borne the name since 1889.

The parent of Quaker Oats Company, which has owned the brand since 1926, did not specify what the new name will be or what the updated packaging will look like.

“We are starting by removing the image and changing the name,” said Kristin Kroepfl, vice president and chief marketing officer of Quaker Foods North America, in a statement. “We will continue the conversation by gathering diverse perspectives from both our organization and the Black community to further evolve the brand and make it one everyone can be proud to have in their pantry.”

PepsiCo said consumers will start to see the packaging changes without the Aunt Jemima image in the fourth quarter this year and that the name change will be announced at a later date.

The decision comes at a time of reckoning for many brands in the aftermath of the killing of George Floyd in police custody in Minneapolis on May 25 and the ensuing protests against police brutality and racial injustice.