一、品牌

优衣库母公司季度利润大跌43%

2020年前三季度，迅销综合收益总额约1.5449万亿日元，同比下降15.2%。综合经营溢利总额为1323亿日元，同比下降46.6%。母公司拥有人应占季度溢利为906亿日元，同比下降42.9%。各事业分部中，海外优衣库累计收益为6735亿日元，同比下降17.9%；经营溢利为518亿日元，同比下降58.5%。日本优衣库累计收益为5988亿日元，同比下降14.6%；经营溢利为791亿日元，同比下降18.1%

全球首家Nike Rise概念店落户广州

全球首家Nike Rise零售概念店于昨日正式开业，该店铺毗邻广州天河体育中心，占地面积约为2053平方米，共设三层空间。Nike广州店结合了数字化和可持续发展理念，店内的橡胶地板和陈列支架由转化环保橡胶Nike Grind制成，同时其也是国内首家引入Nike Fit服务的门店，该服务能帮助消费者分析出最适合自己的鞋码。

中国雅莹任命杜鹃为品牌代言人

据时尚商业快讯，雅莹集团旗下的中国雅莹日前宣布模特杜鹃为“臻美使者”。品牌表示，杜鹃代表了东方美态，不拘于面容姿态，更胜在神韵风骨，与品牌秉承持初心，诠释并定义中国式优雅的精神契合，将共同呈现中华文化自信风貌，彰显东方女性特有的中国式优雅。由杜鹃演绎的2020秋冬系列短片也于7月7日线上发布。

对标亚马逊Prime 沃尔玛将推出会员计划

据路透社消息，美国零售巨头沃尔玛计划于本月推出这项名为“沃尔玛+”的订阅服务，年费为98美元，该计划将包括食品杂货和其他商品的当日送达、零售商加油站的燃油折扣以及提前获得产品优惠等。消息传出后，沃尔玛股价上涨近4%，但该公司拒绝对该报道置评。

Brooks Brothers（布克兄弟）向法院申请破产保护

据彭博社报道，美国最古老的男装品牌公司之一Brooks Brothers（布克兄弟）已向法院申请破产保护。疫情是其破产的直接原因，这家具有202年历史的公司表示：“COVID-19正变得越来越有破坏性，给他们的业务带来了极大损失”。

中国飞鹤回应做空：相关指控毫无事实根据或为失实陈述

中国飞鹤就Blue Orca的做空报告发布澄清公告表示，该报告中的相关指控毫无事实根据或为失实陈述，并从物流公司及收入确认、行业资料、运营费用、飞鹤泰来收入及退税、资本支出、审计范围、原生态、现金状况、纳税记录和偿还贷款这十大方面反驳Blue Orca对公司的做空指控。7月8日，Blue Orca表示，中国飞鹤的高成长类似Wirecard和瑞幸咖啡的财务造假。

二、互联网平台

彭博：字节跳动评估TikTok公司架构变化，考虑海外设总部

北京字节一位发言人于周四表示，公司正在寻求对TikTok抖音海外版的企业结构进行调整，为其设立海外总部。知情人士透露，TikTok还在建立总部的早期阶段。 此前，该公司曾表示五个最大的办事处分别位于洛杉矶，纽约，伦敦，都柏林、孟买。

传微博视频号本周将上线，支出3亿多现金补充内容创作者

从知情人士处获悉，正在进行内测的微博视频号计划本周内全面上线，微博也将再次开启替代，未来一年要投入大量的30亿现金以及一部分亿万美元流量资源补助内容创作者。视频号在微博内部定位为S级项目（最高等级）。在火箭的内测中，部分博主已经获得了视频号身份标识。

突发：美国副总统彭斯表示将继续对TikTok维持“强硬立场”

美国副总统彭斯周二表示，将继续对威胁美国国家安全的中国实体维持“强硬立场”，其中可能包括社交媒体应用程序TikTok。彭斯接受美国福克斯新闻频道(Fox News Channel)访问时发表上述言论。此前一天，美国国务卿蓬佩奥表示，美国“确实在研议”禁止中国社交媒体应用，其中包括TikTok，蓬佩奥暗示TikTok将用户资料分享给中国政府，TikTok否认此一指控。

斗鱼位列日本游戏直播市场前三名

斗鱼进入日本市场10个月，位列日本游戏直播市场前三名。数据显示，日本用户对斗鱼合资产品展现了较高的使用频率，Mildom平台上的人均月平均观看时长和人均月活跃天数均为行业第一，活跃用户比例也处于第二位。

快手与QQ音乐达成战略合作，将联手推出唱作人大赛

快手平台宣布，已与QQ音乐已达成战略合作，双方将整合平台资源，共同进行音乐生态共建。即日起，双方将联手打造音乐扶持项目“12号唱片”年度唱作人大赛。而在此次大赛之前，双方还先后推出了双栖音乐人扶持计划等一系列音乐人扶持举措，双平台联合榜单也于7月8日正式上线双平台。唱作人大赛同期，快手还会面向音乐行业推出亿元激励计划，参与签约授权的音乐作品将按计划规则计算分成。

哔哩哔哩考虑在香港二次上市

据路透报道，两位知情人士透露，视频网站哔哩哔哩正考虑加入其他在美上市中国公司行列，在香港二次上市，最多出售10%股份。对此，哔哩哔哩回复称：不予置评。

抖音内测3分钟拍摄时长权限

近日获悉，抖音在其最新的内测版本中，将原有的60秒拍摄时长权限延长至3分钟，可以完整展现用户想要展示的画面。后期，将会在公开的版本中，开放给所有用户。

三、服务机构

巨量引擎发布抖音广告创意指数CEI

巨量引擎正式发布抖音广告创意指数CEI（Creativity Evaluation Index）与《2019-2020年度抖音广告创意观察报告》。创意指数CEI分为两个模型：适合全域广告，但更加适合品牌广告的为“创意精彩指数”，适合效果广告的为“创意效果指数”。每个维度的分数越高则代表该视频在此方面的创意能力越强。

微盟接入小程序分享朋友圈能力

微盟对于已接入智慧零售解决方案及微商城的商户，将在微信正式开放小程序分享至朋友圈后接入。微盟集团高级副总裁、CTO黄骏伟表示，此次微盟率先接入小程序分享朋友圈能力，意味着微盟服务的商家，将增加朋友圈展示自身的品牌能力，拓展品牌赛道的宽度和广度。

SAP全球总裁：疫情让企业意识到数字化不是可选，而是必选

SAP全球总裁柯睿安（Christian Klein）在2020世界人工智能大会云端峰会上开幕式上表示，“最近每个人都开始意识到数字化不再是一个选项，而是必选的。那些已经在使用创新技术驱动商业模式创新而自动化公司，不仅在危机前更具韧性，疫情期间也更具韧性。他们能够利用最新技术实时将洞察转化为行动，因此他们能够更快实现数据驱动的创新和流程自动化，实现新的业务模式，更快应对变化的世界。”

四、案例

喜茶吃瓜公司 2.0 邀你“抢新瓜”

喜茶 8 日在 B 站发布一段魔性“喝瓜 MV”为多肉玫珑瓜、玫珑芒芒甘露这两款新品预热，并以新品主打的玫珑瓜为主角，开启搞怪的“自卖自夸”模式。同期还有限量 10 万张可以半价“喝瓜”的瓜瓜卡于下午两点、四点开抢，期待吃瓜群众来瓜分。

乐乐茶 × RIO推出联名果茶，享受桃子味的微醺时刻

乐乐茶携手RIO微醺，喊出“一个人的美好生活”宣言。画面清新治愈，情绪自然丰盈，相信每一个独处而不孤独的少女，都能在其中看到自己。

五、趋势观察

BCG：2020年奢侈品市场概览

奢侈品市场在2018年达到约9200亿欧元，预计在2025年之前将以每年4.6%的速度增长。个人奢侈品市场到2025年达到4050亿欧元，在香水、化妆品和配饰的推动下，从2018年开始以每年3%的速度增长。

到2025年，千禧一代将为奢侈品市场约50%的份额。到2025年，中国占全球奢侈品市场约40%的份额。1850万True-Luxury消费者创造了全球约30%的份额，未来几年将继续两极分化。

李彦宏：未来最主要的操作系统软件是基于AI深度学习框架

百度CEO李彦宏表示，未来最主要的操作系统软件将不是基于PC，也不是基于手机的操作系统，而是基于人工智能深度学习框架的操作系统，深度学习框架，对上承接各类智能应用，对下主宰AI芯片设计。此外他还称，在公共卫生的监测、新药的研发和疾病的诊断方面，人工智能是大有可为的，它可以提高检测的灵敏性和准确性，缩短新药研发的周期，降低新药的研发成本，提高医疗诊断的准确性和效率。

六、海外营销

Facebook、谷歌和亚马逊如何解决CCPA合规问题

While Facebook, Google and Amazon have all been adamant that they don’t sell people’s data, the California Consumer Privacy Act (CCPA), which went into force on July 1, has a very broad definition of what’s considered a data sale.

In short, a sale under CCPA is about more than just the transfer of a California resident’s data in exchange for money – a data sale can also include the non-monetary value that companies derive from sharing data with third parties.

However, disclosing personal information to a service provider doesn’t count as a sale under certain circumstances. For example, if the data is necessary to perform a vital business purpose, the user was given the proper notice and choice and if the data in question is only used for the specific, stated purpose and isn’t retained or disclosed beyond that.

Which is why Facebook and Google contend that they should be classified as service providers under the law. (Amazon is taking an even more hands-off approach, at least when it comes to its ad-related tools.)

Google搜索收入可能会进一步下降

Google will take a 7% revenue hit thanks to declining search investments, according to estimates from Needham. The firm lowered its previous forecast, which predicted a 5% revenue hit, after speaking with sources and reviewing similar predictions from eMarketer in June. Google’s revenue will grow 2% to 3% overall for the year, with declines driven by travel, auto, media, entertainment and retail brands, which will remain weak “until COVID-19 is controlled enough that the economy strengthens and consumer demand returns,” Needham analysts said. Consumers are spending less during the crisis, thus lowering advertiser ROI from search, CNBC reports. Plus, Google is losing search share to Amazon as more consumers shop online during the pandemic. These factors amount to a “structural attack against Google’s search product,” the analysts said.

为了减少对cookie的依赖，《电讯报》推出了与广告商直接共享数据的方法

In 2018, almost two years after ad-tech firm The Trade Desk began trading on the Nasdaq, the demand-side platform was valued at close to $5 billion, but respected industry commentators said it was overvalued. Fast-forward almost two years, and The Trade Desk’s valuation hovered above $20 billion at the close of trading Tuesday.

Ahead of his July 29 appearance at NexTech 2020, The Trade Desk CEO Jeff Green spoke with Adweek about managing Wall Street’s expectations, leadership in a time of crisis and the next phase of the firm’s Unified ID solution.

The following has been edited and condensed for clarity:

What approach have you taken to leadership, particularly during these unprecedented times?

Green: I have a maybe slightly contrary view on the role of leadership. For a long time, people were trying to figure out how to create a work-life balance, but people are looking for a lot more from companies today. We see this as it relates to social justice as work becomes a bigger part of our lives. And so, it’s more about how do we integrate work with life, and anything, so that’s been our style and my approach.

It’s meant that there’s a greater emotional burden to leading The Trade Desk than it is at most other companies. And because we care about our people and their well-being to an exceptional degree, it’s been the toughest leadership challenge that I’ve ever faced. It’s largely because people in general just need a level of certainty that this environment can’t get them.

Facebook广告抵制事件，正在重新点燃平台与广告商之间关系的失调

The relationship between Facebook and its largest advertisers is really one big dysfunctional loop — Facebook’s continual detachment drives advertiser frustration. Advertiser frustration, in turn, drives and hardens Facebook’s detachment. The latest standoff is fueling the cycle once again.

More than 900 advertisers aren’t buying ads on Facebook until at least the end of July over the social network’s handling of hate speech. Facebook, however, seems content to let the boycott play out rather than make any sweeping changes to its policies around hateful content.

In fact, the social network’s CEO Mark Zuckerberg has already told his employees that he expects the advertisers-cum-boycotters to be back soon, per The Information. He has a point given that very few of the hundreds of advertisers to back the month-long hiatus, have committed to a permanent departure. The North Face will boycott the social network for the month when it will reassess its stance, while Coca-Cola has paused campaigns on all social networks for at least 30 days.

尼尔森为代理商数据平台建立媒体规划工具

Media buying has gone far beyond age and gender – with agencies betting on their first-party data platforms as the new secret sauce to guide planning and activation.

But the tools to plan campaigns using advanced segments across mediums like TV, digital and radio often involve slow, manual matching and lots of grunt work.

To solve for these issues, Nielsen built Audience Planner, which helps buyers take an advanced segment – like “in-market auto” – and find out what networks and programs work for that audience. They can also get a snapshot of the reach curve for that audience and see the “top 20” most interesting things about that audience, like how it skews in terms of age, income level and gender.

“Onboarding first-party segments has always been something we have been able to do,  but it’s very manual and laborious,” said Jay Nielsen, SVP of product and global media planning. Nielsen added in automation and built a UI around the planning, making it much more turnkey for buyers.