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    The Global Luxury, Clothing And Retail Brands Have Their Own Pcripts.

    2016/11/28 21:42:00 43

    LuxuryClothingRetail Brand

    Consumption upgrading, online retail account for a substantial increase in the total retail sales of consumer goods, B2C ratio increased year by year, offline stores in recent years continued to shut down a series of factors and so on, prompting more and more brands to start touting the net.

      

    LVMH

    Share prices have risen 18% in the past 6 months, and the market value is about 83 billion 840 million euros.

    As of the third quarter of September 30th, LVMH Group recorded the strongest performance this year, with organic sales rising 6% to 9 billion 120 million euros or 10 billion 210 million US dollars. In the first nine months of this year, LVMH Group sales grew 4.1% to 26 billion 330 million euro, or 29 billion 490 million US dollars, which exceeded analysts' forecast growth rate.

    What is worth noting is that compared with the negative growth in the income and profit of the fashion leather business in the first half of the year, the revenue in the third quarter increased by 5% to 2 billion 940 million euros, or 3 billion 290 million dollars, which is 2.5 times the analyst's forecast growth rate of 2%.

    The LVMH group said that the growth of the Asian market, including China, was the most obvious, while the US market continued to maintain a strong performance.

    Christian Dior has risen 22% in the past 6 months, and its market value is about 32 billion 690 million euros.

    In the two quarter, after the fall in operating income for the first quarter of September 30th, the Dior revenue of the first quarter of the fashion sector recorded a year-on-year growth of 7%, reaching 502 million euros, or about $557 million.

    Excluding exchange rate effects, profits recorded a growth of 8%. The group called it a new positive trend.

    After leaving in October last year, the brand ushered in the history of the first female creative director Maria Grazia Chiuri. Its first series was officially released in October in Paris fashion week, but the industry has been mixed with different opinions. How the specific income trend has not yet been known. Raf Simons

      

    Hermes

    Share prices have risen 19% in the past 6 months, and the market value is about 40 billion 450 million euros.

    In the three months ended September 30th, Hermes sales increased by 9.9% to 1 billion 260 million euros, or 1 billion 400 million US dollars, at a constant exchange rate, rising from 8.1% in the second quarter to 8.8%.

    The group's leather goods and harness sales increased by 16.3% at a fixed exchange rate this quarter.

    Consumer demand for leather handbags has made up for the poor performance of group garments, accessories and scarves.

    France's regional performance was affected by ongoing terrorist attacks and security incidents, a year-on-year decline of 0.9% and the worst performance in the world, but overall sales growth in Europe still recorded an increase of 5.2%.

    Apart from Japan, the Asia Pacific region's sales revenue in mainland China has increased by 14.2% over the same period last year.

    Kai Yun group has risen 38.3% in recent 6 months, and its market value is about 25 billion 140 million euros.

    Kai Yun's overall business revenue rose in the third quarter, up 10.5% to 3 billion 180 million euros compared with the same period last year. In addition to Japan, double-digit comparable sales growth was recorded.

    This quarter was boosted by the strong growth of Gucci and Yves Saint Laurent's two brands. Sales of luxury goods group increased 11.3% to 2 billion 114 million euros, the highest growth rate in three years. As the most important luxury brand, Gucci defeated all competitors.

    In contrast to the second quarter growth of 7.4%, Gucci's third quarter revenue surged 17% over the same period last year, the highest quarterly gain since 2011, while the direct sales of the stores were the 19% increase that shocked the industry.

    The group has risen 20% in the past 6 months, and its market value is about 33 billion 574 million Swiss francs.

    As of the first six months of September 30th, profits fell by 51% to 540 million euros or 605 million dollars in the first half of the year, due to the drop in sales of all product categories and sales in all regions, while group sales fell 12.6% to 5 billion 90 million euros, or 5 billion 700 million dollars.

    Johann Rupert, chairman of the group, said that in the context of the continued downturn in the global luxury retail environment, the group adopted a special repurchase approach in the first half of the year, resulting in a very poor performance data in the first half of this year compared with the same period in the previous period.

    Of all the brands, only MontBlanc and Chloe recorded growth.

    Burberry has risen 22.5% in the past 6 months, and its market value is about 6 billion 120 million.

    The Burberry growth momentum of the UK luxury group is still insufficient. Although its Burberry is the largest luxury brand with the biggest depreciation of the pound, its sales actually declined in the first half of September 30th, and its potential sales revenue fell 4% compared with the same period last year.

    After the release of the earnings report, Burberry group's share price fell 8.7%.

    According to the group report, the sales revenue of group sales increased by 5% to 1 billion 160 million pounds in the first half of last year, up from 11% to 859 million pounds over the same period last year, but it was offset by the continued downturn in department stores and the decline in wholesale and licensing sales, which offset the strong sales growth in the UK region.

      

    Salvatore Ferragamo

    Share prices have fallen by 3% in the past 6 months, and the market value is about 3 billion 160 million euros.

    Footwear products can not sell Salvatore Ferragamo before the three quarter performance continues to slow down.

    Due to the global geopolitical and economic instability, frequent currency fluctuations and weak demand in the Asia Pacific region this year, net profit rose by 0.2% to 112 million 500 thousand euros in the 9 months to September 30th, and sales revenue decreased 0.7% to 1 billion 10 million euros compared with the same period last year, and operating profit dropped 2% to 170 million euros over the same period last year.

    The sales of footwear in the main business of the group increased by only 1% to 438 million euros, accounting for 43.2% of the total sales.

    For the analyst's question, the group acknowledged that the footwear performance was basically flat, but it remained the top priority of the group's development.

    Tod 's group has risen 0.7% in recent 6 months, and its market value is about 1 billion 690 million euros.

    The Tod's group's sales in the three quarter of the Greater China region plunged nearly 9%, and its shoe brand Roger Vivier showed the most stable performance.

    During the period ended September 30th, the group's total sales decreased by 3.7% to 757 million 700 thousand euros, and sales fell by 4.4% to 751 million 900 thousand euros on a fixed exchange rate, including the impact of hedging contracts.

    The sales of Tod, the flagship brand of the group, continued to decline, down 7.5% to 419 million 400 thousand euros, and Hogan sales fell 2.8% to 171 million 900 thousand euros compared with the same period last year. Fay sales were boosted by double-digit growth in Asian market performance, up 4.1% to 45 million 500 thousand euros compared with the same period last year. The performance of Roger Vivier has been very stable, and sales increased by 6.9% to 119 million 800 thousand euros compared with the same period last year.

      

    Hugo Boss

    Share prices have fallen by 6% in the past 6 months, and the market value is about 3 billion 800 million euros.

    This year's global geopolitical and economic instability and exchange rate volatility are the main reasons for the sluggish performance of the group. Boss sales in the US and China have dropped sharply.

    In the third quarter of this year, net income of Hugo Boss declined 9% to 80 million 600 thousand euros, and sales fell 6% to 703 million euros compared with the same period last year.

    Hugo Boss's new chief executive, Mark Langer, has formally elaborated on the strategic deployment and plan for the future of its brand after taking office in London on the investor day.

    He reconfirmed the news that Hugo Boss will abandon the luxury market. He stressed that it is not reliable to make the brand into the luxury industry by raising the price. In the final analysis, Hugo Boss is still a high-end lifestyle brand.

    {page_break}

    Moncler's stock price fell 2% in the last 6 months, with a market value of about 3 billion 770 million euros

    The strong luxury down clothing brand Moncler sold in the Chinese market for the first nine months, and the sales revenue in the first three quarters of the year increased by 14% to 639 million 300 thousand euros, or $796 million, in the first three quarters of the year.

    International market sales rose to 83% from 81% in the same period of 2015.

    Sales of Asia and the rest of the world increased by 27% to 216 million 200 thousand euros, or 240 million euros, compared with the same period last year.

    In a telephone conference with analysts, the company's chief operating officer, Luciano Santel, stressed that China's strong performance in the region has become the second largest brand in the Asian region.

    Brunello Cucinelli has risen 2% in the past 6 months, and its market value is about 1 billion 240 million euros.

    Driven by sales growth in retail and greater China, the group achieved sales of 348 million 400 thousand euros in the first nine months of this year, up 9.7% from the same period last year.

    Brunello Cucinelli sales in Italy in the first nine months of this year increased by 7.3% to 64 million 300 thousand euros, accounting for 18.4% of total sales.

    Other regions in Europe have achieved growth, sales reached 1.05 billion euros, an increase of 7.1% over the previous year, accounting for 30.2% of total sales, and sales in North America were 123 million euros, an increase of 7.2% over the same period last year, accounting for 35.2% of total sales. Sales in the Greater China region increased 18.4%, reaching 21 million 400 thousand euros, accounting for 6.4% of total sales.

    Moschino's parent company Aeffe has fallen 12% in the past 6 months, and its market value is about 105 million euros.

    Moschino's parent company's Aeffe profits surged two times in the first nine months, which will focus on expanding the Chinese market. Aeffe owns Moschino, Alberta Ferretti and Pollini brands, thanks to the excellent performance of the clothing sector and the strong demand for Moschino in the international market. The group's sales and profits in the nine months ended September 30th have been growing steadily.

    Total sales grew 3.8% to 213 million 800 thousand euros, and net profit surged 200% to 4 million 900 thousand euros compared with the same period last year.

    Group general manager and chief financial officer Marcello Tasinari said the previously implemented restructuring plan effectively cut the cost of the company, which is the key to the increase in group sales. Next year, it plans to open 5-10 new stores in China, most of which are Moschino stores.

    Ray-Ban's parent company Luxottica has fallen 2.6% in the past 6 months, and its market capitalization is about $25 billion 370 million.

    Luxun, the world's largest luxury glasses retailer, said its sales growth will accelerate in 2017, and the company has recorded its best performance in 7 years.

    At a constant exchange rate, its third quarter revenue grew by 3.5%.

    The group said it will invest more than 1 billion 500 million euros over the next 3 years to expand its digital and new markets to cater to the growing demand for glasses in emerging markets.

    The company reiterated that the expected sales growth this year will be 2% to 3% at a constant exchange rate.

    Luxottica group is headquartered in Milan, Italy, with wholesale network covering 130 countries in five continents. It mainly produces and sells global luxury brands such as Ray-Ban, Bvlgari, Burberry, Chanel, Dolce&Gabbana, Prada and so on. At the same time, it has the largest retail network of glasses in the world.

    Xia Fei Nuo group

    The total net sales of the second largest glasses manufacturers in Italy in the three quarters of the first 9 months of this year decreased by 2.2% to 939 million 100 thousand euros compared with last year, and the net sales of new brands increased by 4.7%. Interest rates, taxes, depreciation and amortization increased by 30% over the same period last year.

    Net sales in the third quarter rose 1.7% to 288 million euros compared with last year.

    In the conference call with analysts, XXX recently signed the Rag & Bone and Moschino's eyewear agency contract and renewed contract with Max Mara, and said that in the past two years, Max Mara is the fastest growing brand.

    However, the group's largest agent brand Gucci Gucci will conclude its agency cooperation two years ahead of the end of December this year.

    Ralph Lauren has risen 29% in the past 6 months, and its market capitalization is about $9 billion 360 million.

    In the three months ended October 1st, net profit fell by 72% to $45 million.

    The overall net income of the group declined 7.6% to 1 billion 820 million US dollars over the same period, of which wholesale net sales fell 10.4% to US $831 million compared with the same period last year. Net sales of retail outlets decreased by 5.4% to 942 million US dollars compared with the same period last year. Comparable sales decreased by 8% compared with the same period last year, and revenue from franchised stores rose 2.1% to 48 million US dollars over the same period last year.

    According to the distinction, net income from the international region increased by 2% over the previous year. Net sales in the North American region in the local market fell by 12% compared with last year, offset the increase in international revenue.

    In September this year, Ralph Lauren accelerated the implementation of the restructuring plan, announced the closure of its Cowboy brand Denim & Supply and incorporated its business into Polo Ralph Lauren, one of the core brands.

    Michael Kors has risen 19% in the past 6 months, and its market capitalization is about $7 billion 930 million.

    China's market growth was strong, and Michael Kors's Asian sales revenue surged 97% in the second quarter. The total revenue of the group declined by 3.7% to 1 billion 90 million dollars in the second quarter ended October 1st, due to the impact of declining department store traffic, a strong dollar and a downturn in tourism.

    The gross profit of the group decreased by 3% to US $644 million 700 thousand in the same period last year, accounting for 59.2% of the total revenue.

    Operating profit recorded $237 million, or 18.7% of total revenue, slightly less than 24.2% of the same period last year.

    Net profit decreased by 16.6% to 160 million 900 thousand US dollars, or 0.95 US dollars per share.

    To stimulate sales growth, the group has launched a new perfume series wanderlust, adding new autumn series handbag styles, expanding men's wear product series, and establishing a digital flagship store in Europe.

    Coach has risen 0.2% in the past 6 months, and its market capitalization is about $10 billion 540 million.

    Coach accelerated the recovery of light luxury brands, and Coach's profits rose 22% in the first quarter.

    In the three months ended October 1st, group net profit rose 21.8% to 117 million 400 thousand US dollars compared with the same period last year, and net sales increased 0.7% to 1 billion 40 million US dollars compared with the same period last year, slightly below the 1 billion 70 million US dollars anticipated by Wall Street.

    Victor Luis, chief executive of Coach group, emphasized that, especially in North America, the same store has a positive trend than sales. The group has adopted measures such as repositioning the brand, simplifying distribution channels in North America, and reducing shipments of department stores.

    Kate Spade has fallen 24.3% in the past 6 months, and its market capitalization is about $2 billion 90 million.

    Kate Spade's net profit surged 12 times in the third quarter, and the group said it would expand the Chinese market.

    In the three months ended October 1st, Kate Spade net profit surged 12 times, from $2 million 300 thousand a year earlier to 29 million 600 thousand US dollars.

    A year ago, Kate Spade group began its strategic restructuring, closing its low price product line brand Kate Spade Saturday and Jack Spade. The group said it would continue to adjust its strategy to expand the Chinese market.

    In the third quarter of this year, the strong response of consumers to the full range product group increased the net sales of the group from 14.1% US dollars to 316 million 500 thousand US dollars last year, of which the comparable sales growth of the direct stores increased by 6.7%, which is higher than that of the analysts. The sales volume of the stores increased by 14.1%.

    Fossil

    In the third quarter, sales profits will double down, and the company will focus on developing wearable products.

    As of October 1st, the company's net profit in the third quarter fell from 17 million 400 thousand US dollars in the same period last year to US $17 million 400 thousand, earning 36 cents per share, and sales fell 4.3% to 738 million US dollars.

    By region, sales in the Americas decreased by 7% in the third quarter, while sales in Europe decreased by 4%, while sales in Asia increased by 8%.

    The company decided to reinvest into wearable, technology accessories and other potential growth businesses.

    Vans's parent VF group has fallen 6% in the past 6 months, and its market capitalization is about $23 billion 20 million.

    VF's performance in the US market continued to deteriorate, resulting in the third quarter's revenue not only lower than market expectations, but also began to shrink sales revenue. The group now has a further look at the prospect and has lowered its annual performance target for the second time in just 3 months.

    In the third quarter of October 1st, group net profit rose 8.4% to $498 million 500 thousand, and the overall revenue fell 1.2% to $3 billion 490 million, less than Wall Street analysts expected 3 billion 630 million dollars, of which sales fell 1.2% to 3 billion 460 million dollars.

    According to the product division, the sector revenue of The North Face, Vans and Timberland brands increased by 2% to US $2 billion 300 million.

    Because of the weak consumer demand and the change of delivery orders, the income of jeans and garment departments, including Wrangler and Lee brands, fell by 6% to 701 million dollars.

    {page_break}

    The secret parent company L Brands has risen 7% in the past 6 months, and its market capitalization is about $19 billion 230 million.

    L Brands's third quarter results were less than expected, and net profit dropped by 25.8%.

    Total revenue grew 4% to $2 billion 581 million over the same period.

    EPS fell from $0.55 to $0.42, less than $0.46 predicted by FactSet, and gross margin fell to 39.7%.

    The group hopes that the end of the year and the upcoming holiday season will stimulate the next performance growth, and is expected to restore the 7%-10%'s rapid growth in the second half of 2017.

    This year, the group's share price has fallen by more than 30%, and its market capitalization is about 18 billion 586 million dollars.

    Levi 's Levi's

    Levi 's parent company's net profit in the third quarter soared by nearly 70%, while women's clothing business recorded double-digit growth for 5 consecutive quarters.

    Thanks to the company's sales growth and expenditure reduction, the company's pre tax profit increased by 14.5% to $146 million 300 thousand in the third quarter, while net profit soared by 69% to $98 million 300 thousand.

    However, the gross profit margin of the company dropped from 50.2% in the same period last year to 50%, and the growth of international business was also offset by the fluctuation of exchange rate and the weak wholesale business in the United States.

    In the three months ended August 28th, excluding 5% of the exchange rate fluctuations, the company recorded an increase of 3.8% in sales of $1 billion 190 million.

    What is worth noting is that the company's self run shops and e-commerce business have performed well, with sales rising by 14%.

    UGG parent Deckers has risen 26.6% in the past 6 months, and its market capitalization is about $1 billion 990 million.

    Deckers, which owns Teva, Hoka One One, Hoka One One, UGG and other brands, announced the latest quarter sales data. The company's overall revenue showed a downward trend. Net sales of US $485 million 900 thousand decreased slightly by 0.2% compared with 486 million 900 thousand US dollars in the same period last year, which was worse than the $495 million 800 thousand expected by the market. During the period, the sales of UGG brand sales of the group of about 85% decreased 2.1%, while the Teva also decreased by 4.2% to 17 million 100 thousand dollars, while that of the 9% increased to 9% dollars.

    Columbia has risen 13.3% in the past 6 months, and its market capitalization is about $4 billion 200 million.

    In the third quarter of September 30th, the US outdoor sporting goods manufacturer Columbia Columbia had a net sales growth of 14% and recorded a record $767 million 600 thousand, the best record in the history.

    Among them, the growth in the US market is 25%, and the growth rate of European retail channels is two double digit under fixed exchange rate.

    During the period, Columbia brand global net sales increased by 10% to 609 million 700 thousand dollars; Sorel brand sales surged 48% to 86 million 200 thousand dollars; prAna brand sales rose 22% to 34 million 400 thousand US dollars; Mountain Hardwear brand sales increased 12% to 34 million 800 thousand dollars over the same period last year.

    Zara's parent company Inditex has risen 13% in recent 6 months, and its market value is about 99 billion 750 million euros.

    In the first half of this year, ZARA defeated all of its competitors again, and the profit of the Inditex group exceeded 9 billion in the first half of the year. The unique business model of ZARA is making pressure on its competitors H&M and UNIQLO. Compared to the slowdown in the performance of these competitors, the Inditex group of ZARA parent company recorded strong growth in the first half of July 31st, and sales volume of the group rose by 11.1% to 10 billion 470 million euros and about 77 billion 830 million yuan, while profit rose 7.5% to 1 billion 260 million euro about 9 billion 360 million yuan.

    In the first half of this year, sales of group stores rose by 11%. After excluding the impact of exchange rate, the same store sales recorded a 16% increase. The group's core brand ZARA gained 13% growth, while ZARA HOME gained 17% sales growth. Other brands such as Bershka and Massimo Dutti all recorded an increase in the number of units. Analysts said in a report that Inditex group could continue to grow with its rich brand portfolio and strong business model.

    H&M has risen 1.2% in the past 6 months, and its market value is 403 billion 950 million Swedish Swedish Crown around 300 billion yuan.

    In the third quarter of August, the strong profits of the H&M group were dragged down by the strong price of the US dollar. The net profit in the third quarter ended last year dropped 9% to 4 billion 820 million kronor about 562 million dollars. In addition to the foreign exchange factors, the hot weather in August also affected sales. The first three months of August 31st, the sales volume of the group after excluding value added tax rose by about 6% to 48 billion 980 million kronor, or about 5 billion 770 million dollars, which was 46 billion 20 million kroner in the same period last year. The sales volume of the group converted into Swedish kronor in the third quarter increased to 53 billion 420 million kronor from the same period last year. The sales volume of its value-added tax, including the local currency, rose.

    The sale of UNIQLO's parent company has risen 40.6% in the past 6 months, and its market value is about 4 trillion and 350 billion yen, about 280 billion yuan.

    UNIQLO Greater China grew nearly 10% last year, pushing up the profit of UNIQLO in the second half of the fiscal year, which has soared 15 times.

    In August 31st, the company recorded a consolidated sales revenue growth, but its profit fell by more than 50%. However, in the second half of the fiscal year, the fast sales profit rebounded sharply, and the profits rose sharply in Japan and greater China in the wake of the recovery of the UNIQLO performance and the cost reduction strategy. The total revenue of the company in the year 2016 amounted to 17864 billion yen, about 115 billion 500 million yuan, an increase of 6.2% over the previous year, and the consolidated operating profit of 1272 billion yen 94.3% yen was about 8 billion 200 million yuan, down 22.6% from the same period last year.

    Gap group has risen 77.2% in recent 6 months, and its market capitalization is about $12 billion 370 million.

    Due to the decrease in store consumer flow, high restructuring costs and the negative impact of the fire in New York's distribution center in August, the third quarter profits of the US fast fashion group Gap plunged 17.7% to 204 million US dollars, compared with 248 million US dollars in the same period last year, while net sales continued to decline. This quarter recorded a drop of 2% to 3 billion 800 million US dollars, compared with 3 billion 860 million US dollars in the same period last year.

    In fact, this is the 8 consecutive quarterly decline in the Gap group's revenue.

    Due to the unexpected performance, the Gap group's stock price fell 4.6% after the US time yesterday.

    Nike has fallen 11% in the past 6 months, and its market capitalization is about $86 billion 720 million.

    Nike's profits in the first quarter both grew, but analysts were not optimistic about its future performance.

    Benefiting from the increase in sales of women's clothing, the net profit of Nike rose by 6% to $1 billion 250 million in the first three months of August 31st. The company recorded a 8% increase of 9 billion 60 million dollars. Although Nike's profit in the quarter easily exceeded the 56 cents expected of analysts' earnings per quarter, analysts began to worry about its future business in terms of Nike's current orders. The Nike official said that the world's future orders increased by only 5% from September to January of this year, and the rate increased 7% after excluding the exchange rate effect.

    Christian Bus, a Credit Suisse analyst, said its expected growth in Nike global futures orders was 9% to 10%, much lower than 14% in the same period last year.

    The order performance in the Chinese market is also worse than expected.


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