Dragon Boom Brings Baby Sales Up 50%
This consumption boom is also reflected in the capital market. Public information shows that many listed companies including good children have been favored by various funds and become a new investment hot spot in the capital market.
Bullish baby listed companies
Miss Huang's baby dragon was born in 69 days, and she was already at home waiting for birth. She began to explore the market of baby products everywhere.
"For a few days, I feel a word, expensive." Miss Huang said that the clothes of the newborn babies in most shopping malls were basically priced at more than 238 yuan per set, compared with the 3~5 discount discount for adult clothing, the lowest discount for infant products was only 32% off, and the clothes of the same brand, even at the discount price, were at least 10~20 yuan more than last year. "Consumables" such as milk powder, diapers and so on are popular. In order to buy a brand of diapers, she went to a big supermarket near her home for the 2 time, but she didn't even rush to arrive.
The rise in price is confirmed by enterprises. Prior to this, Song Zheng, chairman and chief executive of the good boy, also publicly stated that in the first half of 2011, the company raised 10% increase in the mainland market and could maintain the increase in the second half of the year. He estimated that this increase could be maintained this year.
However, consumers' enthusiasm for buying has not been reduced. Good boy marketing director Ye Liyan told reporters that at present, including pram, Clothes & Accessories A series of products, such as nursing products, have been selling well. The company's performance has been increasing remarkably. It is the biggest increase in company performance in recent years. Song Zheng also disclosed publicly that in the first quarter of this year, the international orders increased by two digits, while the mainland orders were better than the international market.
The benefit is not only good for a child company. Lv Yihao, vice president and chief executive officer of doctor frog, revealed publicly that this consumption enthusiasm began to appear last year. The overall sales growth of the company has accelerated in the fourth quarter of last year, and is expected to maintain a two digit increase, while the same store sales are also expected. A few days ago, Morgan Stanley raised the investment rating of many children's products companies. Good boy The rating rose 2.06%, while the doctor frog and Frog Prince (01259.HK) increased by 3.86% and 4.08% respectively.
"This achievement is what we had expected." Ye Liyan said, for this reason, the company has already made a series of action plans in the aspects of market strategy, channel, brand and new product launch. For example, at present, the retail channel of good children is mainly concentrated in business super, followed by mother and child shop, and this year, the company will continue to expand in the distribution, display and retail terminals, and increase the layout of various cities. The company has planned to launch a series of new products, and has developed a series of brand activities.
Bet on future market
While some business organizations are closely monitoring baby dragon business, some companies are planning for Long Baobao's future. Mao, director of sales of Shenzhen Fu Fu Clothing Co., Ltd. told reporters that compared with infant products, the feeling of children's clothing brand was lagging behind the birth boom. However, according to the market performance in recent years, the company's performance increased by an average of 30%~40% per year, and by the end of last year, the total sales revenue of the company had reached over 700 million yuan.
In response to the new round of boom baby boom, Mao said the company has developed a new development plan. This year's autumn and winter season, he will launch the first child product of 80 yards or more, and the launch of the new product is both a plan for the company's development steps and a potential consumer market.
This potential has also attracted many inflows of foreign capital. Children's wear Bound. "Compared with my initial entry 7 years ago, the total number of children's clothing brands at least doubled." Mao said that there are dozens of new children's wear brands displayed through mainstream channels every year, and the number of children's wear stores in various commercial circles across the country has doubled.
In Mao's view, most of the new entrants are coming from other industries. "Some are doing adult clothing transformation, others are from export to domestic sales, and even many other practitioners." Mao said that the international economic environment is sluggish, and many export businesses are blocked and can only seek market in the domestic market. With the development of China's economic level, and most parents are willing to spend money on their children, there has been a boom in fertility in recent years, which has also expanded the domestic demand market in China.
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