Analyze The Market Performance Of Semir Group And Smith Barney Clothing From All Aspects.

Group and

Clothing is China's two main camp.

Listed companies.

According to the world clothing and shoe net, the interim financial reports issued by the two companies analyze the market performance of Semir group and Smith Barney clothing from the market value, revenue, business efficiency, business mode, product structure, channel and marketing dimension.

Market value:

Market value comparison chart

The market capitalization of Semir and Smith Barney is 25 billion 490 million and 12 billion 74 million respectively (Note: according to the exchange rate in March 15th), the market value of Semir is 2 times higher than that of the United States.

You know, at the beginning of the listing, Semir was slightly below the US state.

Looking at market capitalization, both sides seem to be on the decline.

As early as 2010, the market value of the United States has reached nearly 40 billion, and Semir also reached the highest point in 2011 when it went public, which was 44 billion 890 million yuan, which once surpassed the YOUNGOR and the United States and became the first stock in the apparel industry.

Sales revenue and operating efficiency:

Sales comparison chart

In the first half of 2016, Semir realized operating income of 3 billion 879 million yuan, an increase of 15.13% over the same period last year, operating profit of 658 million yuan, an increase of 16.78% compared with the same period last year, and the net profit of shareholders belonging to listed companies was 513 million yuan, an increase of 21.29% over the same period last year.

The main business revenue was 3 billion 840 million yuan, an increase of 15.46% over the same period last year.

The main business is the leisure clothing business and the sustainable development of children's clothing business, which has promoted the sales revenue growth of the company.

During the period, the main business income of children's clothing business was 1 billion 798 million yuan, an increase of 26.23% compared with the same period last year. The main business income of leisure apparel business was 2 billion 41 million yuan, an increase of 7.4% over the same period last year.

The United States achieved 3 billion 74 million yuan in revenue, up 10.70% from 2015 yuan in the same period of 2 billion 777 million yuan.

The main business revenue was 3 billion 39 million yuan, up 2 billion 746 million yuan from last year, and 10.68% in the same period last year.

Among them, the direct business revenue increased by 13.24% over the same period last year; the franchise business continued to decline and the revenue grew by 7.08%.

By the end of the mid term reporting period, the United States had lost 36.48% of its losses compared with the same period last year.

Net profit comparison chart

Semir: 2016 medium term, 513 million yuan; 2015 medium term 423 million yuan, up 21.29% over the same period.

Mei Bang: 2016 medium term, -0.6 billion; 2015 medium term -0.95 billion, up 36.48% over the same period.

Comparison of gross profit margin of main business

Semir: 2016 medium term 38.53%, an increase of 0.80% over the 2015 medium term.

The United States: 2016 medium term 44.90%, compared with 2015 in the middle 46.11% decreased by 1.21%.

Stock:

Mei Bang: 2016 medium term 1 billion 625 million yuan; 2015 medium term 1 billion 875 million yuan.

Semir: 2016 medium term 2 billion 51 million yuan; 2015 medium term 1 billion 596 million yuan.

Asset model:

Semir and Smith Barney used "light assets" in their asset models. They were responsible for product design, brand promotion and some direct outlets in the middle reaches, while upstream materials procurement, garment production and downstream sales were mostly outsourced to representative factories and regional agents.

The advantage of this way is that it will not bring heavy financial pressure to the company. The enterprises themselves do not need sufficient funds to establish their own supply chain system. They only need to concentrate on the design, marketing and other links. This way of operation is easy to enhance the competitiveness of enterprises, thus gaining more market share.

Because of its high return on assets and fast development, investors are more inclined to light asset companies.

Sales revenue distribution:

Semir's main business structure map

Us main business structure chart

Semir has leisure series "Semir" and children's wear "balbala", operating income is 2 billion 43 million yuan and 1 billion 798 million yuan, almost 55 equally distributed total sales.

And MB's men's clothing is the largest proportion of its main business, up to 1 billion 915 million yuan, accounting for 63%.

Sales channels:

Semir and the United States and the United States in the layout of the channel can be said to be the same.

And in the street store, department store, shopping center and the proportion of electricity providers, next will focus on the electricity supplier and shopping center.

At present, Semir and the United States and the United States in the layout of the city have infiltrated into the 1234 tier cities nationwide.

Star Marketing:

Both Semir and the United States will spare no money to put the most popular stars in the bag.

From the earliest Nicholas Tse, Twins, and Show Luo to Semir Han Geng and Choi Siwon from Super Junior of Korea, and then to the hunters of the Korean drama City, Lee Min Ho and Kim Su Hyon from the stars after you hit the hot spots, to today's Yang Yang, Yan value has been blasting the table.

And the United States, no doubt is the first to taste the sweetness of the clothing business from the star marketing that year, from 2001 to take Aaron Kwok as spokesperson, after a red shot throughout the Heavenly Kingdom, after that also spent a lot of money to invite Jay Chou, Willber Pan, Li Yifeng as spokesperson.

When the high-end brand ME&CITY was launched in 2008, Wentworth Miller, who was the hottest "jailbreak" starring at the time, signed the endorsement.

More interesting reports, please pay attention to the world clothing shoes and hats net.