2015 Retail Trade & Ten Thoughts Of Textile And Garment Industry

There are ten major ideas for the transformation of the channel business. From the investment point of view, we believe that platform electric providers, brand enterprises and offline retail businesses will usher in a reinventing pattern in the mobile era, and O2O will help. Brand enterprise Accurately docking consumer demand and improving supply chain efficiency will help traditional channels to reform the old business processes and modes, enlarge the value of physical stores and supply chain resources, and cross border electricity providers, "small and beautiful" vertical B2C, brand customization, state-owned enterprise reform, and buying hands will become the trend of development and investment in 2015.

2015 retail and textile and garment industry ten big ideas.

Think about it, mobile terminals dominate B2C, and mobile ecosphere is becoming increasingly competitive. The PC terminal traffic dividend is convergent, and the consumption of mobile terminals is growing rapidly. We predict that by the end of 15, the consumption of mobile terminals in the B2C market will exceed PC. Mobile terminal monetization still has a lot of digging space. Increasing investment to build mobile ecosphere and grabbing the flow monopoly advantage of mobile terminals is the focus of competition among major electric providers at this stage.

Imagine two, mobile payment gate, offline cross-border business transformation accelerated. Mobile payment tools are the key link for commercial offline mobile O2O ecosystem. We expect that the payment standard of two-dimensional code will be fully introduced next year, and mobile payment will enter a stage of real explosive growth. The offline retail enterprises should accelerate the reform, transform from one line to the next, and integrate the online and offline multi-channel mode and peaceful transformation.

Imagine three, the emergence of new vertical e-commerce providers and mobile application providers. Food, mother and baby, fresh, Luxury goods Other categories are not forming an absolute leader for the time being. Through the professional operation in the subdivision area and the penetration of all links in the supply chain, there will be more "small and beautiful" vertical business providers and mobile scene providers.

Imagine four, Hai Tao B2C surpass C2C to become the main market for cross-border consumption. Big data, rural and cross border are the three major business priorities of IPO after Ali. We believe that next year, Hai Tao B2C transaction scale will exceed C2C, optimistic about this field customer base, platform SKU rich, overseas payment layout more mature Tmall international, Ali is expected to build the international trunk logistics through the way of shares, and tap the existing sea demand.

Imagine five, reverse the trend of integration, the theme of reform to stimulate the wheel Market. With the acceleration of the reform of state-owned enterprises, we believe that there will be at least 3-5 cases of state-owned enterprise reform in the next 15 years, and may follow 3 main lines: 1) the unlisted assets of large shareholders; 2) the introduction of industrial capital and remodeling of corporate governance structure; 3) cross regional mergers and acquisitions to enhance the concentration of banking industry and achieve scale effect.

Imagination six, 2015 brand "cross-border" is still hot. We believe that textile and garment companies in 2015 are still flourishing in the "crossover", but only the "crossover" in the industry chain has the possibility of extension and the greatest possibility of success. It represents Mei Sheng culture, Semir clothing and Pathfinder.

Imagine seven, O2O based on mobile terminals will be widely accepted by brands. In the mobile era, opportunities for brands are greater than shocks, and their dependence on retail channels will be greatly reduced. They will be able to more accurately and efficiently grasp consumer demand data and guide commodity design, marketing and supply chain management. Under this trend, niche and personalized demand can be excavated and satisfied, and profitability will also be greatly enhanced.

Imagine eight, "Customize" - the future blue ocean. Private "customization" is an inevitable requirement after the upgrading of consumption. Some domestic brands have also begun to try actively in the "blue ocean" of "customization", and there will be huge room for future development.

Imagine nine, buy shop mode into accelerated development period. The purchasing power of the middle class is improving, and more and more consumers are pursuing unique specialty, distinctive buyer shop or important force of future shopping center.

Imagination ten, future technological breakthroughs will liberate designers. The breakthroughs in 3D technology have made personalization and customization times coming. Designers will benefit. Brands can also break the version barriers and achieve exclusive customization based on data.

Risk warning: policies, regulations, etc. Online retailers Restrictions on industry development, economic recovery and slow recovery in consumption.

Guessing series report: 2015 trade and retail & ten thoughts of textile and garment industry