麦肯锡&ampBOF：2021全球时尚业态报告（英文版）（125页）.pdf

1、3 The State of Fashion 2021 The State of Fashion 2021 7 CONTENTS Executive Summary 89 Industry Outlook 1013 GLOBAL ECONOMY 1633 01: Living with the Virus 17 Jumia: Balancing Speed with Discipline in a Crisis 20 02: Diminished Demand 23 Covid-19 and the New Era of Luxury 29 CONSUMER SHIFTS 3457 03: D

2、igital Sprint 35 Kering: Fast-Tracking a Digital Upgrade 38 Alibaba: Innovating for Chinas Advanced Ecosystem 41 04: Seeking Justice 45 Louis Vuitton: Hardwiring Accountability in a State of Flux 48 05: Travel Interrupted 52 Selfridges Group: Managing the Pivot to Local Shopping 55 FASHION SYSTEM 58

3、99 06: Less is More 59 A More Circular Fashion Industry Will Require a Collective Effort 63 07: Opportunistic Investment 67 08: Deeper Partnerships 70 Shahi Exports: Reforming the Fashion Supply Chain 74 Risk, Resilience and Rebalancing in the Apparel Value Chain 77 09: Retail ROI 81 H companies in

4、the remaining 4 quintiles are classified as non-resilient companies 22 The State of Fashion 2021 Less than a year after ringing the ceremonial bell at the New York Stock Exchange to celebrate the IPO of the first African start-up listed there, Juliet Anammah and her colleagues were devising an emerg

5、ency action plan to liaise with health ministries in the eleven countries where Jumia operates. The recently promoted executive was used to representing the e-commerce heavyweight at the highest levels of negotiations with governments and global business leaders, but nothing could have prepared her

6、for the agility and diplomatic resolve that she and leaders like her needed during the pandemic. In more ways than one, 2020 has been a rollercoaster year for “the Amazon of Africa.” But as an e-commerce platform EXECUTIVE INTERVIEW Jumia: Balancing Speed with Discipline in a Crisis Juliet Anammah C