Clothing Industry Semi Annual Report Results Secret

With A shares clothing Listed companies have released the latest performance notices, performance bulletins and fresh semi annual reports, and the clothing industry has entered the stage of "half a year's report card" which lasted until the end of August. This article introduces the semi annual report of garment industry: terminal optimization is the driving force, and the trend of mode differentiation is gradually emerging.

Judging from the latest performance reports, the clothing industry is beginning to show warm colors. But in terms of segmentation industry and individual enterprises, some people are happy and worried. Enterprises are already showing signs of differentiation, and others are rising rapidly. Some people continue to struggle and continue to transform their path in pain and happiness, looking for new models and directions.

Men's wear plate is different from each other, diversification and terminal optimization are the driving force.

Men's clothing listed companies are the main force of the clothing sector. The number of companies issuing performance forecasts is the most, and their performance changes are more typical. As of July 31st, a total of 9 men's clothing enterprises disclosed semi annual performance notices, of which 4 were on the increase, 1 were turning losses, 3 were pre paid, and one was losing money.

The 4 men's clothing businesses increased by Shanshan stock, Hai Lan's home, YOUNGOR, and wedding bird. Among them, the growth rate of Shanshan stock is the strongest, and net profit is expected to increase by 3 to 4 times. Shan Shan shares disclosed in the pre announcement, the company expects half year 2015 to achieve net profit attributable to shareholders of listed companies compared with the same period last year, will increase by 380%-430%. The main reason for the sharp increase in net profit is mainly due to the fact that the company sold 33 million 486 thousand and 400 shares of Ningbo's banking assets for sale during the period, resulting in an investment gain of about 610 million yuan. As an old diversified enterprise, the net profit growth of Shanshan stock mainly comes from financial investment.

The second increase is YOUNGOR. The company expects net profit to rise by 50% in the first half. Unlike Shanshan stock net profit growth mainly from financial investment, YOUNGOR can be described as "multi pronged", and its diversified businesses have been seized. The company pointed out that its net profit growth was due to better growth of clothing business and steady development of real estate development business. Meanwhile, the company reduced its portion of the available financial assets, making the investment income increased substantially over the same period last year. The acquisition and storage of the textile city block also had a positive impact on the company's current performance.

It is Hai Lan's home that really grows more and more in the clothing industry. The company expects net profit attributable to shareholders of Listed Companies in the first half of this year increased by 30%-40% over the same period last year. The company believes that the reason for the growth of performance is "constantly improving the company's management, continuously optimizing the layout of the stores, enhancing the quality of the stores, and gaining more and more consumers' recognition for products with rich categories and cost-effective products". We can see that the company believes that the optimization of channel terminals and the cost-effective positioning of products are the main reasons for the growth of performance.

In the 1 quarterly report, the news bird expects net profit growth of 10%-40% in the first half of the year. Its growth is due to the continuous development of its multi brand strategy, "the healthy development of the main brand, and the rapid growth of HAZZYS; the continuous growth of the direct business system, and the gradual rise of the treasure business."

Hinur expects to turn a profit in the first half of this year. Hinur lost 18 million 779 thousand yuan in net profit in the first half of 2014. This year, the profit is expected to be between 500 yuan and 10 million yuan. The company believes that the reason for its turnaround is to increase revenue and reduce expenditure, adjust product mix, optimize marketing channels, increase sales revenue steadily, save energy and reduce costs, thereby affecting the company's business performance.

The seven wolves, the card slave road and George Bai in the 1 quarterly report expected net profit in the first half continued to decline, Busen shares are expected to continue to lose money, but the loss is smaller. In 2015, the order of seven wolves will receive a reduction in customer orders and further decline in performance. In this context, the seven wolves will transform "industry + investment", change the 1 billion yuan investment fund, invest in the establishment of investment subsidiaries, and set up a fashion industry fund, and begin to build a "fashion consumption ecosystem" transformation path. Carlo NDI road attributed the decline in performance to the signs of no retail sales at the end of the retail market, and the new business continued to invest heavily. In the context of declining performance, Georges white and Busen both sought new business growth points and began to force the school uniform market.

　　 The color of the leisure section is obvious, and the performance of women's wear and footwear is uneven.

The leisure sector has been fully recovered. Apart from struggling with the decline in performance, the performance of the leisure and casual wear enterprises such as Semir, costumes, cross border, Maison and Pathfinder are all increasing. In the latest half year report, the company's operating income in the first half of the year was 864 million yuan, an increase of 52.02% over the same period last year, and the net profit attributable to shareholders of listed companies was 109 million yuan, an increase of 47.39% over the same period last year. The company said that the optimization of terminal stores and the establishment of models are the driving force for the growth of performance recovery. "Since the second half of 2014, the company has closed down bad shops, supported quality shops and optimized sales channels". And said that the company's "fast fashion" mode has been gradually improved after the exploration and running in 2014, and has also contributed to the growth of terminal sales performance.

Semir Clothes & Accessories The growth of cultural performance across the border and Maison has benefited from the rapid growth of its subdivision business. Among them, cross-border net profit growth is expected to be 5 to 6 times. The company expects net profit of 73 million 846 thousand and 100 yuan to 79 million 544 thousand and 100 yuan attributable to shareholders of Listed Companies in the first half of the year, which changed by 548%-598% over the previous year. All factors are expected to have a larger increase in the global Tesco profit, resulting in the rapid growth of cross-border electricity business. The net profit of Maicheng culture is expected to increase by 50%-100% over the first half of the year, due to the continuous growth of its animation and game business. Semir apparel attributed its performance growth to the continuous improvement of leisure wear business and the rapid development of children's business.

In terms of women's wear, the group's net profit will decline 30% to 60% in the first half of the year. The company attributed it to the influence of the high-end women's clothing on the environment. At the same time, the effect of the strategic transformation of the pan fashion industry ecosystem opened by the company to internationalize and Internet is not yet apparent. Kaiser shares, which include men's and women's clothing business, issued a performance correction notice. It is expected that net profit will increase by 60%-110% in the first half of the year, which is due to the diversification of business growth and the rapid growth of its acquisition game business.

For shoes and clothing, it is worth mentioning that AOKANG international has recently released semi annual report. AOKANG international semi annual report shows that the company achieved operating income of 1 billion 627 million yuan, an increase of 12.12% over the same period, and achieved a net profit of 218 million yuan attributable to shareholders of listed companies, an increase of 37.95% over the same period last year. AOKANG International said that in the first half of the year, the company increased the promotion of channel optimization, terminal image upgrading and best-selling promotion, thus greatly enhancing the sales of direct sales and shopping malls. The effect of upgrading the terminal network through the construction and improvement of the International Pavilion has been gradually revealed. By adjusting the marketing strategy and deploying all kinds of special promotion activities on the online platform, the steady growth of the electricity supplier business has been realized; and the group buying sales in the first half of this year have also increased considerably. It can be seen that the optimization of channel terminals and the growth of business segments such as electricity suppliers and group buying are important driving forces for AOKANG International's beautiful performance.

Compared with AOKANG international, another shoe and clothing company showed a bleak performance on Saturday. Its net profit growth attributable to shareholders of listed companies is between 20% and 10% in the first half of this year. The company said it would improve its performance by improving store performance, promoting new channel development and controlling costs. At the same time, it began its transformation and upgrading on Saturday. At the beginning of July, it set up 1 billion yuan fashion industry acquisition fund and 800 million yuan equity investment fund to carry out industrial incubation and the layout of new fashion industries.

Hua Shang observation: the optimization of entity terminal is the main reason, and the trend of mode differentiation is fading.

Generally speaking, good grades always want to show up first. Search for the semi annual report issued by AOKANG, the first released by AOKANG international, and the performance announcement of Hai Lan's home, YOUNGOR and other enterprises, the clothing industry's subdivision plates have brilliant performance enterprises, which indicates that the garment industry has been revival and recovery. A closer look at the performance of garment enterprises shows that the following trajectory can be seen:

First, the optimization and adjustment of terminal channels is an important driving force to drive the performance growth of garment enterprises. Whether it is in search of AOKANG, international or Hai Lan's home, it emphasizes the optimization, upgrading and experience of physical stores, and promotes single store performance and same store growth.

Two, apart from the routine and main business, subdivision business and sub brands, such as smaller business growth force, promote the growth of garment enterprises' performance, such as the HAZZYS of the wedding bird, the growth of the treasure bird business, the rapid growth of AOKANG international electricity supplier, group buying online business, and the rapid growth of Semir apparel children's clothing business.

The three is the expansion process of garment enterprises that have not yet improved or are still under pressure. The companies such as the seven wolves, the Langer group and the American Apparel have frequent investment actions in the first half of the year, and are in the process of establishing the new business model and layout the future business pattern.

And from the first half of the performance of garment enterprises, diversification is indeed another important factor to enhance the performance of garment enterprises. Some garment enterprises have already tasted the sweetness, such as cross border pass, Kaiser shares, etc., as well as veteran diversified enterprises, Shanshan stock and YOUNGOR's performance growth have all benefited from diversification.

From this perspective, in the context of the increasingly strong capital of the garment industry, the future development of the garment industry will show more patterns and directions, and promote. industry The trend of further differentiation and integration among enterprises has gradually emerged in the "half year report card" of clothing.