Looking For The Brighter Business In The Retail And Pressure Environment

< p > < strong > industry information < /strong > /p >

< p > 1. Estee Lauder, a href= "http://www.91se91.com/news/index_c.asp" > Tmall < /a > sold on the first day of sale, nearly 3 million; 2.Gap in the first quarter, 260 million US dollars, profits decreased by 22% over expected; 3.Burberry 2013/2014 annual performance Bulletin; 4. Nike responded to the factory's move away from China rumors, production plan unchanged in China; 5. UNIQLO and other Japanese clothing brands to accelerate the pace of opening stores in China; 6. Sanfo outdoor to Shenzhen Stock Exchange listing, adhere to the chain retail development strategy; 7. Adidas launched Instagram shoes customized service; < /p >

< p > < strong > this week's viewpoint < /strong > < /p >.

< p > terminal retail continues to bear pressure, the whole < a href= "http://www.91se91.com/news/index_c.asp" > retail environment < /a > no sign of improvement.

In April, sales of gold, silver and jewellery dropped sharply, and the number of retail sales of major retail enterprises decreased by 7.8% compared with the same period last year. The growth rate was 24.6 percentage points lower than that of the same period last year. The clothing retail sales increased by 1.1% over the same period last year, the growth rate was 0.6 percentage points lower than that of the same period last year, while the retail sales volume increased by 4.4% over the same period last year. The growth rate was obviously better than the first quarter growth rate, which was 8.4 percentage points higher than that of the same period last year.

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< p > last week we conducted a field survey of a href= "http://www.91se91.com/news/index_c.asp", "Mei bang /a" dress, Chao Hongji and other companies, and also tracked our Core Company.

Smith Barney put forward four major tasks in 2014: 1., Metersbonwe brand's direct business has been upgraded to form a new standard and quickly copied to the franchise market; 2.ME&CITY has made profits; 3. children's clothing business development (Moomoo; MeCityKids); 4., the development of Internet business mode, O2O has leveraged the development of mobile commerce era, including C2C, C2B, B2C three specific business models.

Fashion casual wear industry has the largest space, but in the face of foreign investment, especially in the second tier cities, the competition pressure is the biggest. The sub industry inventory is relatively early. At present, the channel pressure of the leading enterprises is relatively light, and the United States has the most resolute pformation of clothing pformation. On the one hand, it is carrying out deep single product upgrading and supply chain pformation. On the other hand, it also actively embraces the opportunity of the mobile Internet era. O2O is also the most leading and resolute clothing industry, and it is also one of the earliest companies that can see the implementation effect.

At present, the pformation of the company is part of the implementation period. Although there is still a certain distance from the performance, it is also low in the right way to move forward, and the valuation is also low.

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< p > our recent focus is on Fiyta. Since the beginning of 14, including the April figures, the domestic watch imports have shown signs of gradual stabilization. The retail sales of the company's watches are highly flexible, and the structure of the industry's demand has tended to be benign. At the same time, its own brands have benefited from the rapid rise of the middle class and the upgrading of the three or four line of consumption, coupled with the strong development of the electricity supplier business, and continue to grow rapidly. At the same time, under the background of the restructuring of state-owned enterprises, Fiyta will not exclude opportunities for mechanism reform including equity incentives in the future.

The brand clothing industry focuses on recommending and tracking the pformation and upgrading of stocks and apparel and Pathfinder, as well as the Semir clothing that opens the new growth space for children to stabilize the children's industry chain, and Estee Lauder has sold nearly 3 million on Tmall's first day. It is recommended to follow closely the moves of Qingdao Jin Wang in the cosmetics industry.

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