
A | Shah Rukh Khan recently expressed his praise and appreciation for Karan Johar's Homebound. This film was recently picked to be India's official entry for the Oscars, in the Best International Feature Film category. Getting praise from Shah Rukh is a huge boost for the film as it tries to make a mark globally. Homebound, which was directed by Neeraj Ghaywan, has earned good reviews for its deep, emotional story. The movie stars actors like Ishaan Khatter, Janhvi Kapoor, and Vishal Jethwa. Its selection for the Oscars proves that people are connecting with its important message. Shah Rukh Khan used his social media page to share his honest thoughts after seeing the film. He gave it high praise, calling it “gentle, honest, and soulful.” Shah Rukh also cheered on everyone who made the movie. He wrote, "Lots of love and big hugs to the phenomenal team for creating something so human and engaging. You have won hearts worldwide by making something truly special!” For any movie trying to win an Oscar, getting strong support from a huge star like Shah Rukh is an amazing help and it applies to Homebound too. Karan Johar, the producer of Homebound, quickly responded to Shah Rukh's message. His reply showed both his thankfulness for the support and the personal connection they share. Sharing Shah Rukh's message, Karan Johar’s reply was short and from the heart. He wrote, “Bhai, love you and thank you so much for supporting our film, means the world.” He finished by saying, “So glad you watched it and giving you all the love right back @iamsrk.” As the movie continues its Oscar journey, many fans mentioned that Shah Rukh Khan's support shall prove valuable, helping the film get noticed by more people in India and across the world. On the work front, Karan Johar’s next production, Tu Meri Main Tera Main Tera Tu Meri is gearing up for a Christmas release. The film stars Kartik Aaryan and Ananya Panday in the lead roles and promises to be an entertaining rom-com. On the other hand, Shah Rukh Khan will be seen next in King, which also stars his daughter Suhana Khan, Abhishek Bachchan and Raghav Jugal among others. The film's first look was released on Shah Rukh's birthday last month much to the fans' delight. Also Read: Shah Rukh Khan and Karan Johar Lit Up 70th Hyundai Filmfare Awards 2025 With Gujarat Tourism。

B | 近日,东方甄选公布了公司2026财年(2025年6月1日至2026年5月31日)业绩,这也是董宇辉出走之后的东方甄选的首个完整财年。 财报显示,东方甄选总营收为57.01亿元,同比增长29.8%。若不包含与辉同行直播间的影响,则总营收同比增加36.3%。

C | 净利润则由2025财年的619.1万元增加至2026财年的5.44亿元,增长了约86.87倍。

D |
此前,2025年12月,新东方19年老将孙进出任执行总裁,开启了从“MCN化”到“零售公司化”的深度组织重塑。2026年4月,四位核心主播明明、天权、中灿、林林集体离职,标志着“超级主播IP”时代的彻底终结。

E | 2026财年下半年,东方甄选营收和净利润同比分别增长53.7%和196.8%,增速显著提升。全年GMV达到102亿元,若剔除与辉同行影响,同比增长36.4%。要知道,2026财年上半年,公司营收仅同比增长5.7%。

F | 下半年的强劲反弹,几乎全部发生在孙进接手之后。 这一年,东方甄选一直在走“去超级主播IP”的路,主动推动业务逻辑从“人带货”转向“货带人”。财报显示,2026年5月底,东方甄选自营产品及直播电商团队共有1233名全职雇员和579名兼职雇员。2025年同期这一数据则是1070名全职雇员和331名兼职雇员。2026财年,东方甄选的薪酬开支总额为8.09亿元,相较前一年度的11.76亿元同比减少31.2%。

G | 另一边,东方甄选主播团队从2025年12月的20多人扩充到80余人,孙进明确提出目标,计划2027财年突破百人,不再打造少数几个全民级头部主播,而是搭建规模化主播矩阵,配合抖音18个垂类账号,不同账号对应不同品类,主播服务于品类。 孙进在业绩会上表示,所有新开直播账号都提前测算盈亏平衡点,并且全部实现了盈利,以前是先给头部主播天价年薪和分成、再赌GMV,现在是先算好账号的盈亏平衡点,主播薪酬跟产出强绑定。 此前市场普遍估算,单名顶级主播的年薪及相关分成可达数亿元规模,核心主播团队的集体离场,直接带动整体薪酬开支大幅下行。 除人员结构变化外,组织瘦身与降本增效也是薪酬及费用下降的重要原因。报告期内公司行政开支从3.96亿元大幅降至1.89亿元,研发开支也从1.32亿元小幅缩减至1.08亿元。老将孙进出任执行总裁后,启动了组织架构调整,剥离冗余职能、优化管理层级,管理团队的更替伴随着中层人员的优化,整体人效显著提升。 值得一提的是,东方甄选除了薪酬减少转化来的利润,公司自营业务的快速崛起成为业绩新支柱。2026财年东方甄选自营产品GMV达54亿元,占总GMV比例约52.6%,较上一财年的43.8%显著提升,首次超过第三方代销产品占比。自营产品矩阵持续扩充,累计推出801款SKU,覆盖生鲜食品、休闲零食、日用个护、营养保健等多个品类,自营产品占比提升直接带动整体毛利率从33.6%提升至36.4%,成为利润修复的核心驱动力。

H | 东方甄选介绍,继2026年5月在北京中关村开设首家线下体验店之后,2026年7月,东方甄选已与新东方集团旗下校区开展合作,分别于西安、郑州开设门店,将线下体验由标杆直营店向“合作经营”模式延伸。 (本文不构成任何投资建议,据此操作风险自担) 红星新闻综合公开资料、界面新闻、21世纪经济报道等。

I |
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