Interpretation Of Women's Shoes Listed On Shoes In 2013

Sports brand shoes Clothing market is cold, women's shoes industry is also not optimistic. "The current situation of shoe industry and sports brand clothing The experience is similar. If we don't deal with it early, we may follow suit. " One industry insider expressed this. Recently, thousands of degrees, Daphne, BELLE and others have released the first half performance notice, the negative growth of net profit and the decline of same store sales, accompanied by a slowdown in the pace of expansion. Due to poor sales volume, the industry's collective preference for deep discount sales has led to a decline in gross margins.

　 Net profit fell, inventories increased, and market uncertainty was uncertain.

Recently, BELLE In the first half year performance announcement, revenue increased by 11.1% to 17 billion 800 million yuan per annualized year, but net profit fell 3.4% to 2 billion 170 million yuan, compared with 2 billion 240 million in the same period last year, and the stock amount was 7 billion 157 million yuan, which only increased 1.8% compared with the 7 billion 32 million yuan at the end of last year. Daphne's performance bulletin showed that in the first half of this year, the annual turnover amounted to 5 billion 168 million yuan, an annual increase of 1.7%, net profit of only 310 million yuan, a decrease of 35.7%, and the stock from HK $2 billion 369 million to HK $2 billion 615 million last year. On the other hand, the brand of another listed women's shoes on Saturday, the first half of 2013 revenue was 897 million yuan, an increase of 20.86% over the same period last year, but the net profit also failed to avoid a decline of 31 million 45 thousand and 600 yuan, a decrease of 34.78% compared with the same period last year, and a stock of 1 billion 79 million yuan, an increase of 33 million 182 thousand and 800 yuan compared with the beginning of the year. Thousands times The newspaper forecast said that sales in the first half of the year dropped by about 5.1%, and net profit fell by 10%-15% compared with the same period last year. According to the latest performance report, the company's revenue dropped by 1.5% to 1 billion 114 million yuan in the year ended June 30th, and the net profit was 121 million yuan, a decrease of 13.29% compared with the same period last year, and the inventory reached 570 million RMB, which was 47 million lower than that at the end of 2012. The company is the only company in the listed women's shoes business that has both revenue and net profit.

Since its listing, BELLE has maintained high growth, and there has been little regression. The decline in net profit also sounded the alarm for its subsequent operation. BELLE said sales growth was significantly reduced, resulting in a weak overall market situation and not a decline in competitiveness. But frankly speaking, sales volume grew to a lower number of units, lower than expected at the beginning of the year.

Daphne analysis said that in addition to the lack of domestic consumer confidence, the bad weather and unusual cold in the spring, the impact of the shop passenger flow, so that sales were further frustrated. In addition, the bird flu epidemic in eastern China has also had a negative impact on the passenger flow. Daphne believes that the market outlook for the second half of the year is not yet clear, and the market is still weak during July and August. On Saturday, it was said that factors such as declining unit price, labor costs and financial costs rose year by year, and other factors are expected to lower the net profit level of the company. The management believes that in the first half of 2013, the group faced many challenges, and the global economic situation was still grim. Thousands of China High end women's wear The expansion of the shoe retail network has slowed down and consumer confidence has been further weakened. Coupled with bad weather conditions, the main reason for weak sales in the first half of 2013 was. But in the long run, the company still believes that the future of the shoe market is still bright.

　 The pace of expansion has obviously slowed down.

In addition to the drop in growth, BELLE's store expansion in the first half of the year has also dropped markedly over the previous two or three years. China Daily reported that BELLE's mainland footwear shops increased by 442 in the first half of this year. Clothes & Accessories There was a net increase of 310 stores, compared with 1500-2000 in 2010 -2012.

In fact, at present, all brands have significantly reduced the speed of expansion. In the first half of the year, the number of shops was 2195, compared with the total number of 2166 shops at the end of last year, the number of shops increased by 29, compared with 216 stores in the same period last year. Daphne According to the China Daily, its core brand has a total of 6581 stores, a total of 212 stores, compared with 366 in the same period last year. Other brand business stores decreased by 39 to 473. In the face of the depressed market environment, Daphne once slowed down the pace of opening stores. Another brand of women's shoes sold 1920 stores in the first half of, and 511 outlets, representing 52 and 28 more than the beginning of the year, but the same period last year saw a marked slowdown.