Leisure Wear Shop Shutting Down Effect To Be Tested Pformation O2O Consensus

< p > the performance of Smith Barney clothing is expected to decrease by 30%, while that of the search firm is expected to fall by 50%.

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

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< p > 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.

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< p > 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.

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< p > < strong > performance is expected to fall by 50%, and the store is closed as stop loss. < /strong > < /p >

< p > a quarterly report shows that the < a href= "http:// www.91se91.com/news/index_c.asp" > Semir dress < /a > predicts that the net profit change attributable to shareholders of Listed Companies in 2014 will be 284 million 163 thousand yuan ~3.694119 billion yuan, up by 284 million 163 thousand yuan from 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.

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< p > and the American band apparel is expected to belong to < a href= "http:// www.91se91.com/news/index_c.asp" in 2014 1~6 > the net profit change interval of the listed company /a > shareholders is 177 million 982 thousand and 200 yuan ~2.224777 billion yuan, down by 0~30% compared with the same period in 2013.

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.

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< p > 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.

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< p > 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.

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< p > > a href= "http:// www.91se91.com/news/index_c.asp" > Giordano < /a > international and Germany Yongjia group is 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.

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"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.

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

< p > under the continuous pressure of terminal consumption, O2O mode has become an important topic for textile and garment 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".

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< p > 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.

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< p > 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.

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< p > 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.

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< p > 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.

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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.

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< p > 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.

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