Is The Clothing Industry Warmer And Warmer?

In the environment of China's retail industry's "drop and fall", some of the media have reported China in a big way.

Reverse growth has been achieved, and there is a great trend of warming up.

The garment industry's recovery is "worthy of the name" or "empty of the table". The reporter then made a collation and analysis of the 2015 earnings of 26 listed garment enterprises.

By the end of March 2016, there were 26 clothing companies listed in the 2015 annual reports or newsletters, with a total sales volume of 103 billion 40 million yuan, of which 10 companies had a year-on-year decline in revenue and net profits totaled 12 billion 586 million yuan, of which 11 companies showed net profit year-on-year decline.

Both revenue and net profit fell by 6.

List of revenue of apparel chain listed companies in 2015

Sports brand performance will rebound. Sports industry will be one of the main directions of industry pformation.

It is easy to see that the days of China's sports brands seem to be getting better as they look at the 2015 ranking of apparel chain listed companies.

At present, it has released its earnings report.

,

XTEP, 361 degree, PEAK and China trend (Kappa) have basically achieved double growth in revenue and net profit.

Anta is leading by 11 billion 126 million yuan in revenue and 24.7% in growth.

Last year, sales of sports shoes far exceeded that of Nike endorsed by Nike.

Lining achieved profitability last year.

Thanks to the same store growth driven by electricity suppliers, new stores and self run stores, the company recorded a total sales income of 7 billion 89 million yuan (excluding red double happiness) for the whole year, an increase of 17% over the same period last year.

Since 2011, the company has recorded the net growth of the company for the first time, with 6133 of the 507 net stores in the whole year.

It is expected to open 300-500 stores this year.

The trend of Kappa brand parent company in China has been bottomed out after 5 consecutive years of revenue search.

The income of Kappa brand in China increased 25.8% from last year to 1 billion 30 million yuan.

The innovation made by XTEP in the past 15 years has obviously helped the group's revenue grow to 10.8% yuan to 5 billion 295 million yuan, and net profit growth leads to 30.3% of other sports brands.

The recovery of the sports brand benefits from the national fitness program in China, and the "running economy" has led to the recovery and growth of China's sports brand performance.

In addition, it benefited from the acceleration of urbanization and the comprehensive pformation and control of enterprises.

Moreover, with the introduction of more market-oriented means in the sports industry, it is estimated that by 2025, the total scale of the sports industry will exceed 5 trillion yuan, and the sports industry will usher in gold for ten years. The sports industry will undoubtedly become one of the main directions of the apparel industry pformation.

{page_break}

Men's performance is not satisfactory, more than half of revenue decline.

The overall performance of men's wear enterprises is declining.

In the 9 men's clothing enterprises that have issued annual reports, over half of them have net profit losses, and 4 enterprises have seen net profits fall, and profit margins have dropped to 2.

Among them, Busen group's net profit plunged 111.21% men's clothing ranking, this is not the first time the men's clothing rank.

Since 2012, Busen has been in decline for 4 consecutive years in both revenue and net profit.

Busen shares attributed the decline in performance: the overall market situation of the company is severe, the terminal market of clothing is weak, customer orders are reduced, and sales scale is declining.

In addition to Busen, YOUNGOR, Hong Kong shares, reported bird, and the annual revenue is also declining trend.

Menswear boss YOUNGOR also had a hard time last year. 14 years ago, he just got rid of the net profit decline, and last year's revenue is now in Waterloo.

In order to find new profit growth points, YOUNGOR chose to deepen diversified layout.

In March last year, its announcement announced that it would invest 1 billion yuan to set up a health industry fund in Ningbo, Zhejiang.

Wenzhou's good news bird has also begun the pformation of "Internet companies" after experiencing a continuous decline in profits.

In 2015, the "industry 4" intelligent manufacturing was completed.

In fact, the reasons for the decline in men's clothing business profits are almost the same.

Kaiser shares believe that the main reason is the fierce competition in the market, the terminal demand of the textile and garment industry is still weak, the terminal sales pressure is large, the profit margins are reduced, and the company's operating profit has declined.

Coupled with the warm winter climate factor last year, the stock of sweaters and jackets has increased substantially, and many garment enterprises have to increase the intensity of discount and inventory clearance.

However, according to the Research Report of Shen Wan Hongyuan, it is expected that the 2016 men's wear industry will have a relatively strong base performance.

Unlike the men's overall downturn, China's Lai and CABBEEN's clothing market has both increased.

In 2014, the company improved its overall operational efficiency through the rectification of shops, and realized profitability. In 2015, the revenue was 2 billion 689 million yuan, up 10.53% over the same period last year.

The rise of Fujian apparel industry takes over half of the sports brands.

The first tier cities in North China and Guangzhou Shenzhen have always been the forerunners of China's commercial development, and all kinds of new business models and international brands are basically opened from these cities.

But the development path of clothing has been a blow to these "first tier cities".

The first tier cities that have been playing the "top students" can only be regarded as unsatisfactory in the field of clothing.

Reporter statistics, in the above 26 listed clothing enterprises, Shanghai accounted for only 1 (Metersbonwe), and has been in a deficit for 4 consecutive years, last year is net profit year-on-year decline of 396% ending, such a reply that no one will buy it.

Beijing and Guangdong each account for 3.

In contrast, the efforts of Fujian and Zhejiang are obvious.

Occupy the leading position all over the country, excellent enterprises gather.

Such well-known brands as Anta, 361 degrees, XTEP, PEAK, Philharmonic, del Hui, Jordan, and golden lake all come from Fujian, and the performance of these sports brands basically showed an upward trend last year.

{page_break}

China's garment industry is not far from spring.

Since last year, the "collapse tide" seems to be the "new normal" of the apparel industry. Bosideng, seven wolves, nine Mu Wang, Mei Bang dress, Daphne and other brands have been shrouded in a "closed shop" in the past year.

In order to get rid of the weakness of garment industry and make profits, many listed clothing enterprises have the characteristics of capital diversification and cross-border development.

From the beginning of the roadside stores, and now choose to enter various department stores and shopping centers.

From the beginning of the entity to the king, to the current online and offline services.

From a single clothing brand to other industrial chains.

Not long ago, in the 2016 China clothing forum held in Beijing, it was also put forward that "change and adjustment" in the future will be the main keynote of the clothing industry.

The trend of Kappa brand parent company in China has reached an abrupt end since its peak of 4 billion 260 million yuan in 2010.

The reason for the first rebound last year is that most of the profit rise comes from its investment in other fields.

In September 2011, it invested $100 million dollars through its subsidiaries to subscribe for the rights and interests of Yunfeng e-commerce fund limited partnership. The fund was set up to invest in e-commerce enterprise Alibaba Group Limited.

As of June 30th last year, net profit rose by 202.1% while operating revenue increased by 28.4%.

And a series of capital movements of the Pathfinder since the listing, bring tourism and sports industry into play, and gradually upgrade the gameplay.

He also claimed that he should pursue the strategy of "multi brand, full channel and platform", invest in a series of Internet brands, and enter the supply chain management and brand management business.

It is understood that as early as 2010, Anta jointly joined Sina to build a sports alliance. Shortly afterwards, Anta set foot in the electricity supplier and Internet technology.

It hopes to combine the Internet with the Internet, and use the Internet thinking to forge the entire enterprise, so as to achieve the purpose of collecting customer information, improving reaction speed and directly improving sales efficiency.

It is foreseeable that after the big companies are racking their brains to improve their performance, the revival of the garment industry and the pformation and upgrading are just around the corner.

However, as the original driving force of the apparel industry, enterprises themselves are particularly important for the determination of the business mode of the main garment industry and the improvement of their operational efficiency.