Seven Wolves: No Obvious Rebound In Retail Sales
According to the recent good clothing consumption data, some investors asked whether the sale of men's faucet (002029.SZ) terminal was restored to a fairly high level. The company said that according to the situation of direct battalion comparable to the same store, the retail terminal in May did not feel a marked rebound.
data The total retail sales of consumer goods in May increased by 12.5% over the same period last year.
Related stock movements
Happy bird 5.90-0.03-0.51%
Great wisdom 6.11-0.06-0.97%
Seven wolves 8.05-0.10-1.23%
Among them, the retail sales of spun apparel increased by 11.7% over the same period last year, better than expected. The clothing sales volume of 50 key large enterprises in the country increased by 5.2% compared to the same period last year, and the monthly growth rate was the highest this year. Seven wolves said the extreme weather in May was more and had a certain impact on clothing sales. The zero data may be related to the more discount and the lower price base of last year's clothing. Whether the terminal has started to warm up still needs to be observed again.
Switch shop, the company said last year the franchisee closed more, this year the channel will focus more on the sorting out of the direct store. Part of the profit situation is not ideal, and can not effectively carry out the brand image dissemination of Direct stores will be early warning until closure. The company reduced 505 stores last year, and insiders pointed out that the cost per industry now costs at least 1 million yuan per store.
In addition, the seven wolf said that the real impact on the company is the selling rate of new products, which is the key to ease the pressure on the stock market. For this reason, the company has taken measures such as optimizing commodity design, focusing on brand landing activities, focusing on VIP and customer relationship management, and top-down sales incentives. 002154.SZ reported that the sale rate of the main brand in the first five months was significantly higher than that of the previous year. In order to increase the production and marketing rate, the price of the products sold gradually decreased, and the prices of products in spring and summer fell by 6% in the 2014, and the prices in autumn and winter dropped by 8%. The performance of the wedding birds is picking up.
Seven wolves : finding suitable purchasing targets.
The 002029.SZ said in its recently disclosed investor reception record that the company has always been positive about acquisitions and is looking for suitable takeover targets. By the end of the first quarter, the company had 237 thousand and 600 yuan in currency capital. The company said it would not rush to buy because of cash sufficiency, but whether it could hold.
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According to the order, the net profit will fall by more than 30% in the first half of the year. The industry generally believes that this year's men's clothing industry is still in the adjustment stage, through mergers and acquisitions to expand business or improve the profitability of the company's effective means.
It was learned that 601566.SH, the same performance pressure, will build a multi brand system around the men's clothing business in the future. M & A is one of the important ways to consider and pay attention to the growth brand. The company said it would be more difficult to expand its market by developing its own brand at this stage. Another male garment enterprise, 002154.SZ, is in the stage of recovery. The chairman of the company also said that in the future, he would take advantage of the company platform to buy BELLE model, and the international brand should be put in to make money.
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