Mid And High-End Men And Women Wear Faucets Usher In Performance Recovery

"Spring River Plumbing duck prophet", since 2017

The market is getting warmer.

Rising prices of raw materials and years of continuous downturn seem to usher in spring.

According to the world clothing shoes and hats net, in the evening of September 5th,

Shares (600400.SH) announcement, controlling shareholders in September 4th -5 days, increased red beans 11 million 470 thousand shares, accounting for 0.634%.

Previously, its net profit of 498 million yuan, an increase of 759.48% over the same period, drew a satisfactory conclusion for the 2017 China Textile and apparel industry's disclosure.

In addition to the red bean stocks, 002029.SZ, 600398.SH, 603808.SH and other high-end male and female faucets also welcome performance recovery.

"Optimizing the channel structure, advancing the strategy of brand youthful development, and boosting the demand for high-end products are all the reasons why they are doing well."

Fang ye, President of the textile and garment industry, is concerned about this.

However, the wave of recovery is still in the shadow of the company: the Jinjiang sports brand 603555.SH (Fujian) announced on the evening of 5, 2 billion 700 million yuan hand in hand, the abortion of Wellcome fitness. According to the data from China Daily, the pformation from "traditional sports shoes and clothing" to sports diversification is not smooth, although the first half revenue was 1 billion 579 million yuan, an increase of 5 billion 507 million yuan over the same period, but the net profit was only 130 million yuan, down 17.22% over the same period last year.

Dragon head recovery

Whether offline stores or online channels are the "battleground" of these garment enterprises.

In 2017, the red bean reported that its men's business revenue in the first half of this year was 774 million yuan, an increase of 24.99% over the same period last year, resulting from an increase of 169 stores and an increase in online sales.

At present, red bean men's clothing has 83 straight shops, joined the joint store 898.

"Mainly in the three or four tier cities."

For the above new stores, in the afternoon of September 4th, a staff member of red bean holdings office said.

In addition, the red bean self built vertical electricity supplier "red bean mall" and micro mall, won online sales of 112 million yuan, compared with last year's online sales of 86 million 100 thousand yuan, an increase of 39.3% over the same period last year.

Online advantage is more obvious is the seven wolves, 1-6 yuan in this year, its revenue was 1 billion 282 million yuan, the electricity supplier channel contributed more than 500 million yuan of revenue, of which needle textile products revenue exceeded 200 million yuan, compared with the same period last year, an increase of more than 40%.

YOUNGOR (600177.SH) has also launched the strategy of "opening big stores, expanding halls, closing stores, and optimizing the structure". At present, there are 2469 marketing outlets, though 85 less than the beginning of the year, but the business area is 390 thousand square meters, which is 8690 square meters higher than the beginning of the year.

Although it was subject to the decline in real estate business and investment business, total revenue in the first half of 2017 was 5 billion 399 million yuan, net profit was 2 billion 47 million yuan, and both fell by 30%.

But the clothing sector had unexpected gains: in 2017 1-6, YOUNGOR's clothing sector revenue was 2 billion 440 million yuan, net profit 446 million yuan: in addition to the main brand Youngor 20.44 billion yuan revenue, maintained 8.85% increase, another sub brand MAYOR revenue of 65 million 770 thousand yuan, to achieve 284.97% explosive growth.

On the afternoon of September 4th, Liu Xinyu, director general of YOUNGOR, told reporters, "the company will focus on the platform construction of the direct store and cultivate VIP members."

Semi annual data show that its current brand membership is 3 million 245 thousand and 600, an increase of 387 thousand and 300 compared with the beginning of the year, and its membership consumption reached 1 billion 580 million yuan, an increase of 7.47% over the same period last year.

Another reason for the resurgence of these high-end clothing lies in the simplification of products and traditional marketing modes, through the operation of multiple channels, to seize the hearts of post-90s and penetrate the young market.

Take Hai Lan home as an example. It not only invites Du Chun and Lin update as spokesperson for the star, but also faces the post 90's HLA Jeans. It also sponsors "popular comedy", "strongest brain" and "single war" and other popular shows.

In August 15th, it planned to invest 100 million yuan in the local fast fashion brand Urban Revivo, and the stock limit was 10%. At present, UR has more than 160 stores in China.

The seven wolves combine the popular movie "Wolverine 3" to introduce new elements such as metal elements, outline jacket, gentleman suit and other related elements.

Semir clothing (002563.SZ) has another way to bet on the brand of children's wear Barbara, which has been the first child in the market for many years.

In the first half of 2017, with a total revenue of 4 billion 433 million yuan and a net profit of 534 million yuan, Semir apparel children's clothing revenue was 2 billion 246 million yuan, accounting for 50.68%, an increase of 24.97% over the same period last year.

Semir clothing is also put forward "clothing, children, electricity providers, investment" four billion industry, plans to increase retail sales to 80 billion scale in 5 years.

By contrast, 002269.SZ is still recovering: it lost 45 million yuan in the first half, despite an increase of 25.24% over the same period.

In August 31st, Metersbonwe's online shopping platform "fan" downline, the reason is "internal operation adjustment".

Overseas tentacles

In addition to making efforts to the domestic market, clothing companies will also extend their contacts overseas to seek cooperation in overseas clothing brands, even brand acquisitions, and create new profit growth points.

The announcement of the seven wolves will take 320 million yuan to win the fashion circle known as "Karl Lagerfeld" (Carle Lagrange), and its own brand KLSH in the Greater China region's brand and sales channels to enter light luxury clothing.

In addition to light extravagance, the seven wolves who put forward the strategy of "industry + investment" also dabbled in cultural pmission and cross-border electricity providers: its wholly owned subsidiary, seven wolves, invested 30% yuan in modern digital 43 million 50 thousand in July 27th.

In the early August, the 37 million of the women's wear plates took the Chinese American designer brand VIVIENNE TAM to operate the Chinese mainland.

In the first half of this year, revenue rose 95.08% to 777 million, and net profit increased 151.44% to 122 million yuan over the same period.

In 2015, the German women's clothing brand Laurel, which was purchased at 80 million yuan, contributed 41 million 200 thousand yuan in revenue, up 997.6% over the same period last year.

As for the cooperation with overseas brands, Vigna S (603518.SH) has tasted the sweetness.

During the Spring Festival this year, after buying the clothing brand Teenie Weenie of the Korean clothing group for 5 billion 130 million yuan, Vigna S earned 929 million yuan in the first half of 2017, an increase of 149.85% over the same period last year, with a net profit of 44 million 573 thousand and 100 yuan, an increase of 54.11% over the same period last year.

Yintai relevant person in charge told reporters, "in the field of women's clothing, less Shu Shu Shu and other light women's clothing market share increased significantly, at the same time, the main fashion fast fashion, online red shop clothing brand is also carved up the traditional young girl's market share, such as big lady dress such as singer and Vigna S, the performance growth is relatively stable."

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