一、品牌

优衣库中国直营门店数首次反超日本

据日本经济新闻10日报道，因中国新冠疫情基本平息，优衣库重新大量开设门店，其中国门店数量（直营）首次反超日本。迅销会长兼社长柳井正表示，将在中国开设更多门店，按中国人口计算，预计可开3000家。数据显示，8月底，优衣库中国门店数量达到767家，首次超过日本国内的直营店（764家）。

Beyond Meat宣布与肯德基中国加强合作，将在210家门店限时推出别样汉堡™

美通社10月12日报道称，全球植物性肉类领导品牌Beyond Meat今日宣布，将进一步加深与肯德基中国的合作，在210家肯德基门店限时三周推出别样汉堡™。

三全食品：预计前三季度净利润为5.48亿-5.83亿元，同比增长370%-400%

三全食品发布业绩预告称，预计前三季度净利润为5.48亿-5.83亿元，同比增长370%-400%。报告期内，通过强化经营能力及改善管理效率，公司利润率恢复并保持至正常水平，销售收入的增长，实现了公司业绩可持续的提升。

格力电器董事长董明珠将与澳门合作网上直播带货

珠海格力电器董事长董明珠将于18日，与澳门特区政府经济财政司司长李伟农等一起网上直播带货。活动由珠海格力电器股份有限公司、澳门南光文化创意产业有限公司、中葡产业文化交流促进会及澳门品牌创新协会联合主办。在新闻发布会上，珠海格力电器股份有限公司总裁助理谢东波表示，本次直播以巨额优惠补贴为基础，是一次全新跨产业联动，希望为澳门服务、零售、文创、品牌注入新的活力、开拓新的平台。

“火锅物语”获千万元天使轮融资

火锅食材便利店品牌“火锅物语”于日前完成千万元天使轮融资，本轮投资方为德迅投资。火锅物语创始人兼CEO雷亚军表示，此轮融资将主要用于三个方面：产品形态完善、供应链完善及品牌推广。火锅物语定位一站式火锅烧烤食材超市，专注于火锅烧烤品类，通过家门口的R2C食材供应商打开社区家庭厨房，以连锁加盟的开店方式经营。

苏宁宣布推出首款美妆品牌“艺黛丽”

苏宁拼购发布消息，双十拼购节后，将正式对外推出自有美妆产品“艺黛丽”。艺黛丽为EADAELE的音译，目前曝光的产品为艺黛丽的多肽赋颜紧致系列产品，包括洁面啫喱、盈润水、修护乳液、紧致精华和焕采面霜五款单品。

“Bespoken Spirits”获260万美元种子轮融资

硅谷烈酒公司“Bespoken Spirits”获得了260万美元种子轮融资。此轮融资的投资者包括T.J. Rodgers和棒球运动员Derek Jeter。该公司是一家食品和饮料公司，它已经开发了一种新的数据驱动流程，以加速威士忌的陈化过程。对于新一轮融资的资金，Bespoken Spirits打算用来加快其市场的扩张速度，并要不断提高公司的技术水平。

二、互联网平台

美团五年来首次职级大调整，推扁平化

美团在内网发布全员信，通报最新的职级体系调整：从2021年初起，美团将实行新的“扁平职级，宽带薪酬”体系，原有的“M+P”双职级线、“1-2至3-3”等专业序列被取消，取而代之的是以“L+数字”命名的单职级线。同时，美团宣布将原有的职级晋升窗口，由一年春/秋两次，改为春季一次。

字节跳动商业化调整，抖音、搜索、电商、教育都有变动

字节跳动多项与商业化相关的业务调整正在发生：抖音有了新的产品负责人，叫 Seven；搜索广告在今日头条和抖音上线；电商加大自营，在内部构建闭环；教育业务探索高中 AI 课、小班课等新业务。这一系列调整正对应着字节跳动目前最重要的三大收入渠道：广告、直播电商与教育等新业务。

B站准备赴港二次上市，最多筹集资金15亿美元

B站正在加紧准备在香港二次上市，筹集资金在10亿-15亿美元之间。B站将成为继阿里、京东、网易等赴港二次上市的美股中概股企业。

阿里巴巴市值超8000亿美元

周四美股收盘，热门中概股涨跌不一，京东涨0.04%，百度涨0.32%，拼多多跌1.86%；阿里巴巴涨1.36%，阿里巴巴首次站上300美元关口，收盘市值超8000亿美元；迅雷跌7.87%，迅雷前CEO陈磊涉嫌挪用公司资金被立案调查。

百度自动驾驶出租车服务在北京全面开放

百度官方微博10月11日消息，即日起，百度自动驾驶出租车服务在北京全面开放，北京的朋友们可在北京经济技术开发区、海淀区、顺义区的数十个自动驾驶出租车站点，无需预约，直接下单免费试乘自动驾驶出租车服务。

微软为应用商店推出10大原则，剑指苹果促其改变政策

美国当地时间周四，微软为其Windows应用商店发布了十大原则，作为向应用程序开发者许下的承诺，包括不会屏蔽平台上的其他应用商店，也不会阻止应用程序可能用来赚钱的特定商业模式。微软此举旨在向苹果施压，促使其改变政策。

雷军公布小米高管团队：只有15人，常程位列其中

雷军在个人微博上公布了小米集团的高管团队，除了他们的创始人外，公司共有15人高管，其中常程位列其中。雷军表示，虽然小米几乎每个月都有高管加入，但实际上公司的高管团队并不多，除了创始人，小米集团其实仅仅有15位高管。这些核心高管中，有合伙人4位，分别是：王翔、周受资、张峰、卢伟冰，而集团副总裁11位，分别是：尚进、Manu、颜克胜、崔宝秋、何勇、常程、高自光、杨柘、曾学忠、彭志斌、林世伟。

前瑞信高管林世伟履职小米CFO

小米副总裁兼CFO林世伟正式履职。据官方介绍，林世伟此前在瑞信亚太区投资银行与资本市场部任董事总经理及科技、媒体与电信业务主管，今后将负责小米集团财务工作的全面统筹与管理，向CEO雷军和集团总裁王翔双线汇报。

三、服务机构

企业视频处理SaaS平台“牛利智能”获1200万元天使轮融资

牛利智能物联科技（杭州）有限公司近期已完成1200万元天使轮融资。本轮投资方为普华资本和遂真投资。本轮融资资金将用于产品研发和市场推广。牛利智能的主要产品包括硬件方面的智能边缘网关和软件方面的智能视频云，可以将企业掌握的视频及各种物联网数据整合管理，并以此打造AIOT SaaS平台，为中小企业提供智能化管理服务，实现降本增效。

四、案例

奔驰×LV男装艺术总监推出概念车

泰式搞笑广告，看一瓶甜辣酱如何化解夫妻矛盾

最近，泰国甜辣酱品牌Maepranom Brand推出了这样一支广告——一瓶管装甜辣酱完美调和了一场一触即发的夫妻矛盾。

五、趋势洞察

ThinkNow：2020年化妆及美容报告

接受调查的拉美裔美国人中约有62%在过去6个月（截至2020年7月下旬）购买过化妆品或美容产品。在这些受访者中有83%报告说，他们购买的产品在某种程度上或非常重要的是提供多样化的肤色。8/10的受访者还表示，提供多种解决方案的产品至少在某种程度上是重要的。

同样数量的受访者也对使用有机/天然成分（75%）、致力于多样性和包容性的品牌（75%）和具有环保意识（74%）的化妆品给予一定程度的重视。

虽然接受调查的非西班牙裔白人也表示，化妆品提供多种解决方案（78%）和肤色多样性（77%）很重要，但很少有人认为他们购买的品牌致力于多样性和包容性（63%）是重要的。

报告：9月移动游戏流水同比增长超20%

近日，伽马数据《2020年7-9月移动游戏报告》公布了2020年9月移动游戏流水。报告显示，2020年9月同比去年9月，增长了20.59%。但较之2020年8月，环比降低了10.06%。除去暑期移动游戏活跃用户下降等原因，《王者荣耀》《和平精英》等头部游戏产品流水下滑，9月新品受上线档期影响上架时间较短，也造成了9月移动游戏市场实际销售收入的下降。

CNN预测：今年中国GDP占全球份额将上升1.1个百分点

美国CNN最新发文指出，在许多国家仍在努力恢复新冠肺炎造成的经济下滑时，中国的经济已经再次大步向前。根据世界银行的数据计算，到今年年底，中国经济占全球GDP的份额可能会上升约1.1个百分点。CNN预计，到2020年底，中国经济总值将达到14.6万亿美元，大约相当于全球GDP的17.5％。

六、海外

前民主党总统候选人安德鲁·杨：如果CPRA通过，“它将席卷全国”

Former Democratic presidential candidate Andrew Yang has some feisty opinions about data privacy, Section 230 and social media platforms.

“They’re just trying to maximize their ad revenue,” Yang said at a virtual summit hosted by NYC Media Lab on Thursday.

Yang, who hasn’t ruled out a potential bid for NYC major, supports the idea that consumers should receive a share, or dividend, of the economic value generated by the use of their data. In June, Yang launched a program called the Data Dividend Project with the goal of creating a coalition of people to demand payment from the big tech companies that profit from the collection of personal data.

A few months later, Californians for Consumer Privacy, which is the nonprofit that helped shepherd the CCPA into law, appointed Yang as the chair of its advisory board. The group is now advocating for the passage of Proposition 24, the California Privacy Rights Act or CPRA, which is on the Nov. 3 ballot.

“It actually elevates the treatment of data and privacy rights in California up to a level that is right now happening in the European Union,” Yang said. “I believe it will pass.”

Read on for more of Yang’s hot takes.

亚马逊准备在今年黄金交易日创下近100亿美元的销售记录

2020: The ongoing pandemic is accelerating the growth of ecommerce.

Amazon: Hold my beer.

EMarketer forecast that worldwide sales on Amazon Prime Day, which kicks off on Oct. 13, will surge 43% year over year to hit $9.91 billion. Last year’s Prime Day sales totaled $6.93 billion.

Nearly $10 billion worth of sales in a single day is a lot of money, but not altogether surprising when you consider that “Amazon has done extraordinarily well in taking advantage of a lot of different tailwinds all at once,” said Andrew Lipsman, a principal analyst at eMarketer.

Consumer demand is holding up despite the economic environment, online shopping is rising, including among people new to ecommerce, and Prime Day itself is taking place closer to the holiday season.

A / B测试：在IDFA后的世界中，旧的东西将再次成为新事物

When was the last time you heard A/B testing and IDFA in the same sentence? The former is traditional ad campaign testing methodology going back decades. The latter is Apple’s mobile app tracking mechanism that will be deprecated in early 2021 with changes to iOS 14.

Mobile app tracking will eventually require consumer opt-in consent, and our industry will lose one of its primary targeting mechanisms. In no way can we expect the SKAdNetwork to be useful beyond billing and fraud detection on iOS.

The good news is that there is actually a way forward to mitigate the impact of this major disruption. I believe that today’s souped-up version of A/B testing will play a critical role in how our industry pivots toward a less deterministic targeting model and away from the IDFA and the cookie.

A return to basics will elevate the often-obscured importance of data science. To navigate the inevitable drop-off in the scale of deterministic consumer data signals that IDFA deprecation will cause, we would be well-advised to adopt a flexible and creative approach to statistical modeling to maintain effective audience targeting. There will be asymmetrical data sets within different populations and segments that will require more sophisticated extrapolation of consumer signals on a smaller scale.

Vizio起诉MediaMath涉嫌欠账900,000美元

Television manufacturer Vizio, which operates the smart TV advertising data unit Inscape, is suing ad tech company MediaMath over what it alleges is at least $900,000 in unpaid bills.

In the suit, filed by Vizio Services LLC on Oct. 1 in the U.S. District Court for the Southern District of New York, Vizio claims MediaMath Inc. breached the contractual agreement made between the two companies. 

Vizio is also seeking to perform an audit of MediaMath’s gross revenue to determine the total amount now due, a sum it hopes to be determined at trial, “but in no event less than” $900,000.

In a statement, a MediaMath spokeswoman said: “Our framework for digital advertising built on modernized connections between brands and publishers relies on strategic partners who share in our vision of delivering accountable, addressable and aligned media.”

Clorox（高乐氏）如何发展其DTC战略？

For nearly two years, Clorox has been building out its direct-to-consumer practice with Jackson Jeyanayagam, vp and general manager of DTC for the brand, at the helm. The consumer packaged goods company has taken a hybrid approach — using acquisitions (like Nutranext), creating a new brand (Objective) as well as creating a DTC strategy for existing Clorox brands (like Brita and Burt’s Bees) — to make the company more DTC savvy. 

Clorox isn’t alone in building out an aggressive and evolving DTC strategy. Major marketers like Procter & Gamble and Anheuser-Busch have been working to make their brands more DTC or start new DTC brands with start-up studios or venture arms. And this year, with many consumers still shopping online rather than in-store due to the coronavirus crisis, major CPG companies like Pepsi and Ocean Spray have leaned more heavily into or accelerated their direct-to-consumer strategies. 

Even so, Clorox’s push into DTC is more about understanding the company’s customers rather than replacing its retail strategy. “While I believe DTC is very important, it’ll never come close to the performance at retail stores or on Amazon,” said Jeyanayagam. “But I don’t think that’s our goal — our expectation isn’t that DTC would be half of Clorox sales.” 

The point of the DTC for Clorox, said Jeyanayagam, is to get closer to the company’s customers, create a better customer experience overall and to understand the “path to purchase and consideration set” to better inform its overall omnichannel marketing strategies. The DTC team at Clorox now has roughly 50 employees working on digital product experience, creative, growth, data science and analytics, engineering, research and development, operations, finance and innovation.