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Casual Wear Shop Shutting Down Effect How Optimistic Internet Mode Layout O2O

2014/8/5 10:40:00 34

here the world is < a target= "_blank" href= "http://www.91se91.com/" > clothing < /a > a target= "_blank" href= "_blank".

Less than p years ago, the market is most concerned about the listed companies' daily reports, leisure a target= "_blank" href= "http://www.91se91.com/" > dress < /a > listed companies are no exception.

A shares of three casual wear listed companies -- Mei Bang dress, Semir costumes, search for special, although not yet disclosed the mid year performance report, but from a quarterly report on the performance of the first half of the year, Semir apparel is expected to increase in the first half of the year, the other two companies net profit decreased.

in which, the performance of American bond clothing is expected to decline by 30%, while the search for special products is expected to decline by 50%.

In addition, the performance of Giordano international and Germany Yongjia group, two listed companies in H-share, is also not optimistic.

it is worth noting that three A share companies are in the layout pformation.

American Apparel and Semir apparel have already begun to prepare or have begun to promote the Internet O2O mode.

In addition, Semir clothing recently issued a notice to acquire Yu Han Shanghai equity and enter the children's education and training market.

it is not known whether a series of actions such as Internet pformation, mergers and acquisitions, closing stores and so on can change the company's current performance decline.

But some agencies have said that the pformation of the Internet is the trend of the garment industry, and the cross-border pformation of M & A is the hot topic of investment in the next six months to a year.

performance is expected to fall by 50%, and the store is closed as stop loss.

quarterly report shows that Semir apparel is expected to have a net profit margin of 284 million 163 thousand yuan and ~3.694119 billion yuan in 2014 1~6 month attributable to shareholders of listed companies, an increase of 0~30% compared with the net profit of 284 million 163 thousand yuan in the first half of 2013.

In fact, from the annual reports in 2012 and 2013, the annual revenue increased from 7 billion 60 million yuan to 7 billion 290 million yuan, net profit increased from 760 million yuan to 902 million yuan, and the number of stores decreased by 391, which maintained a good development trend.

and the United States apparel is expected in 2014 1~6 month attributable to shareholders of listed companies net profit interval of 177 million 982 thousand and 200 yuan ~2.224777 billion yuan, compared with the same period in 2013 dropped by 0~30%.

In the year of 2013, the United States realized 7 billion 890 million yuan in apparel revenue, 405 million yuan in net profit, 5000 in stores, and 220 in 2012.

search special, it is estimated that the net profit change attributable to shareholders of Listed Companies in 2014 will be 64 million 797 thousand and 900 yuan ~1.036766 billion yuan, a decrease of 50%~20% over the same period in 2013.

In search of special 2012 and 2013, revenue and net profit grew by double, while the number of stores increased slightly.

in addition, the first quarter revenue and net profit of Smith Barney clothing decreased by 17.2% and 15.3% respectively compared with the same period last year, and the corresponding decline was 33.97% and 43% respectively.

For the reasons for poor performance, both companies have indicated that the main reason is that the consumer market continues to slump, and terminal sales pressure is high.

and Giordano international and Germany Yongjia group are not optimistic.

According to a quarterly report, Giordano international sales in the first quarter of 2014 amounted to HK $1 billion 380 million, compared with HK $1 billion 514 million in the same period last year.

In addition, the decline in corporate performance in the market is closely related to the closing of shop stops.

As of the first quarter of this year, the total number of Giordano's international stores was 2567, compared with last year, 74 stores were reduced.

"P", which has four brands of Baleno, S&K, Ebase and I.P.ZONE, has not published a quarterly report yet. But last year's annual report shows that the sales income of Germany Yongjia group reached HK $9 billion 860 million in 2013, down 12.4% compared with the same period last year, and the net profit attributable to shareholders of listed companies was HK $668 million, down 9% from the same period last year.

At the same time, in the past two years, the German Yongjia group closed 224 and 388 shops in the mainland respectively, and the total number of salespersons has decreased by 3782. If the number of Customs stores in Hong Kong, Macao and Taiwan has been added, there will be 706 stores closing altogether. P

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Internet mode is being "looted" layout O2O is the general trend. /p >

under the condition of continuous pressure on terminal consumption, O2O mode has become an important topic of a target= "_blank" href= "http://www.91se91.com/" > textile < /a > clothing enterprises.

Shenyin Wanguo said in its research report that "cross border pformation" of garment enterprises is a hot topic of investment in the next six months to a year, and textile and clothing are the most dynamic industries in the theme of "cross-border pformation".

the trend of internationalization and Internet of apparel consumption market is irreversible. Since the second half of last year, american apparel has begun to lay the foundation for promoting Internet pformation through measures such as product and supply chain innovation, O2O experience shop upgrading and so on.

October 2013, the opening door of the first national O2O model experience store in Hangzhou marked the landing of its O2O strategy.

Experiential shops provide consumers with coffee, WiFi, tablet computers and other services and consumer experience, thus attracting consumers to stay in the shop for a long time to use tablet computers or mobile phones to access the Internet, login and download the brand owned APP, in order to achieve the pformation of offline users to mobile APP.

Since then, more than half a year, the United States and the United States have opened several similar O2O experience shops throughout the country.

Semir clothing director Zheng Hongwei has made it clear that the company will implement the strategy of "walking on two legs".

First, continue to promote the existing Semir brand and balbala brand O2O mode development, to achieve the integration of online and offline business system.

Semir brand and Barbara brand will launch differentiated products on the Internet.

The two is to launch a new Internet brand, including "brother Lai", which is directly oriented to consumers through e-commerce.

Through quality supply chain and scale advantage, the company provides high-quality and cost-effective products for consumers.

according to the reporter, the brand of "gleai" is the online brand launched by Semir costumes in June 26th this year. In the future, it wants to build the brand tone of "high quality parity" with the help of online channels.

Shenyang Wanguo said that Semir's "online price" strategy can attract a large number of fans who focus on consumption experience and compete with other Internet brands.

In the pformation of Internet, P is also unwilling to lag behind.

According to search 2013 annual report shows that the company is accelerating pformation, and actively layout the business of electricity providers.

In August 2013, it launched the online search brand. In October 2013, it launched a partnership with Tencent to launch WeChat search mall, which is now in the testing stage.

It can be seen that its O2O mode is steadily advancing.

In addition, Ma Hong, chairman of the search company, also said that although the impact of the electricity supplier on the physical store is relatively large, there is still much room for the entity store. Therefore, the company still needs to invest more in the physical store in the future.

for many garment enterprises to pform the Internet, many agencies have expressed "the trend of the times".

Changjiang Securities said that since 2013, the textile and garment industry has been upgrading and upgrading its operation and management capabilities.

M & a pformation is becoming more and more popular, opening market resources integration /p >

in addition to the pformation of Internet, the merger and pformation of the garment industry is also becoming more and more popular in recent years.

According to reports, the overall performance of textile and garment enterprises is relatively flat, and the resources in the industry are scattered and homogenized.

Therefore, many garment enterprises choose to extend vertically and seek outward expansion.

take Semir costumes as an example. In July 21st, Semir clothing announced that the company purchased 70% stake in Yu Han group (Shanghai) Information Technology Co. Ltd.

It is understood that Yu Han Shanghai owns the two major educational brands of genius baby and small earth.

Genius baby was founded in the United States in 1998, and entered the Chinese market in 2004. It is a pre-school education institution with the aim of fully developing the potential of 3~6 years old children. It now has 91 teaching centers.

Little earth children's English is a private brand created by Yu Han Shanghai integrated international resources in 2008, and now has 12 teaching centers.

Yu Han Shanghai in 2013 revenue of 58 million 652 thousand and 100 yuan, net profit of 4 million 230 thousand and 800 yuan.

Semir clothing director Zheng Hongwei said that the company will pform from the provider of children's clothing products to the comprehensive service provider for children.

At present, the consumption of children's related industries is at a stage of rapid development. The acquisition of Semir clothing by Yu Han Shanghai also wants to take education as the breakthrough point as the first supporting point for the development strategy of children's industry.

Anxin Securities pointed out in its research report that after the completion of the acquisition, Semir clothing will officially enter the children's education and training market.

in fact, as early as before, Semir clothing began to layout children's clothing area.

In August 2013, Semir clothing announcements announced that the children's brands Sarabanda and Minibanda would be the agent of the beautiful rainbow clothing (Shanghai) Limited (hereinafter referred to as "beautiful rainbow"), and would also set up a joint venture with the beautiful rainbow parent company, Italy beautiful cabinet company (referred to as "beautiful Pavilion").

According to the announcement, beautiful cabinet is Italy's entry-level luxury children's clothing business.

in addition, Semir's children's brand balbara also has a bright eye.

Its revenue in 2012 amounted to 2 billion 100 million yuan, reaching nearly 30% of Semir's main business revenue.

In 2013, Barbara realized its main revenue of about 2 billion 540 million yuan, an increase of 19.9% over the same period last year.

Data show that Semir apparel children's clothing revenue has increased from 548 million yuan in 2008 to 2 billion 535 million yuan in 2013.

Previously, a series of movements showed that Semir clothing intended to layout children's clothing.

Some agencies have said that the purchase of Semir clothing by Yu Han Shanghai will open up resource integration for China's children's education market.

< < a href= > http://www.91se91.com/news/index_c.asp > garment enterprises > /a > M & a pformation. GF Securities also believes that at present, the fundamentals of the garment industry have not been improved significantly, and the industry companies are facing difficult adjustment and pformation.

In the process, companies that tap their potential, change their business models, and have higher profitability are expected to enhance their market share and achieve long-term development.

In addition, the merger and reorganization of the garment industry will also become a catalyst for the company's share price.