Who Is The Most Profitable In The Two Quarter? Nike Did Not Make The List. Canada Goose Was The Biggest Winner.

According to the world clothing shoes and hat net, recently, the American women's Wear Daily has the main apparel for the world.

Group and brand statistical analysis of the second quarter financial performance, Canada Goose (Canada goose) with 44% revenue growth to become the biggest winner, followed by the winners list also includes Adidas, Puma, LVMH, Amazon and H&M.

It is noteworthy that the world's largest

Nike failed to make the list.

At the same time, the media also released a list of the worst performing, including Ralph Lauren, L Brands, Michael Kors, J.Crew, Urban Outfitters, and A&F.

Winner

Canada Goose (NYSE:GOOS)

Income: $22 million 200 thousand +44%

Net profit: $949 thousand

Market capitalization: about $1 billion 900 million.

In the second quarter (April 1, 2017 to June 30th), sales of Canada Goose surged 44% to $22 million 800 thousand, or about $22 million 200 thousand, and the net loss was reduced from $14 million to $12 million 100 thousand in the same period last year.

During the period, the sales of Canada Goose wholesale channel business benefited from the adjustment of delivery time and recorded an increase of 27% to 19 million 900 thousand Canadian dollars, while direct retail sales rose 8.3% to 1 million 300 thousand Canadian dollars, mainly due to the growth of brand business in North America, France and the United Kingdom, as well as the brand new stores in Toronto and New York during the period.

Kai Yun group (EPA:KER)

Income: 3 billion 720 million euro +25.4%

Net profit: 826 million euro +77.6% (Kai Yun group does not publish quarterly profit data, which is net profit for the first half of the year.

)

Market capitalization: about 38 billion 500 million euros.

In the first half of June 30th, the overall sales of Kai Yun group rose 28.2% to 7 billion 296 million euros, and net profit rose 77.6% to 826 million euros in the first half of fiscal year, driven by the strong performance of Gucci.

It is noteworthy that the income of its luxury sector increased by 29.7% to 5 billion 31 million euros, and its core growth engine Gucci sales rose 43.4% to 2 billion 832 million euros, further confirming that the global luxury industry is recovering.

Adidas (ETR:ADS)

Income: 5 billion 40 million euro +20%

Net profit: 347 million euros.

Market capitalization: about 41 billion 800 million euros.

In the three months ended June 30th, core brand Adidas sales increased by 21%, while Reebok sales increased by 5%.

Group net profit rose 16% to 347 million euros, and gross margin was 50.1%.

Sales of Adidas in North America and China recorded an increase of 26% and 28% respectively.

Adidas emphasized that the sales volume of sports products recorded a strong double-digit growth during the period, especially the Boost series sneakers.

According to a report by NPD, a market research firm, the share of Adidas in the American sports footwear market doubled to 12.7% in April, and the market share of rival Nike further dropped to 52.7%.

Puma (ETR:PUM)

Income: 968 million euro +17.2%

Net profit: 2 million 190 thousand euros.

Market capitalization: about 5 billion 300 million euros.

Puma CEO Bjorn Gulden said in a meeting after the second quarter earnings report that there is still much room for improvement in Puma's future. In the future, the marketing expenditure of sports products will be increased, and the proportion of marketing expenditure will be maintained between 10% and 12%.

It is noteworthy that the three year contract between Puma and Rihanna creative director is the last year of this year. Some analysts have pointed out that the profits created by Rihanna for Puma during this period can not be quantified, and whether the two sides will renew their contracts is still unknown.

LVMH (EPA:MC)

Income: 9 billion 830 million euro +15%

Net profit: 2 billion 340 million euros (LVMH group does not publish quarterly profit data, which is net profit for the first half of the year.

)

Market capitalization: about 112 billion 500 million euros.

In the first half of June 30th, LVMH sales surged 14.6% to 19 billion 714 million euros, while net profit rose 24% to 2 billion 344 million euros.

Sales of fashion and leather goods, including luxury brands like LV, Fendi and Givenchy, rose by 17.2% to 6 billion 890 million euros, thanks to the strong performance of China's regional performance. The LVMH group's sales growth in Asia Pacific region, apart from Japan, was the most significant, with an increase of 29%.

Bernard Arnault, group chairman and chief executive, said that the impact of European terrorist attacks and economic crisis on consumers is gradually weakening. China's wealthy consumers are beginning to embrace luxury goods, but he remains cautious about the performance of the second half of the fiscal year.

H&M (STO:HM)

Income: $6 billion 470 million +9.6%

Net profit: $743 million

Market capitalization: about $40 billion 900 million.

Thanks to the strong growth of store expansion and online sales, H&M group's net profit increased by 10% to 5 billion 900 million grams in the second quarter ended May, which was more than 10% dollars, exceeding market expectations.

As of May 31st, H&M group had a total of 4498 stores, an increase of 10% over the same period last year.

CEO Karl-Johan Persson said that its online business now accounts for 25% to 30% of total sales, and is expected to grow at least 25% annually. In terms of physical retailing, H&M will also maintain a positive attitude towards expansion, and plans to open about 500 new stores this year.

Hermes group (EPA: RMS)

Revenue: 13.6 billion euro +8.3%

Net profit: (unpublished)

Market capitalization: the market value is about 46 billion 400 million euros.

In the three months ended June 30th, Hermes Group sales increased 8.3% to 1 billion 360 million euros compared with the same period last year, while sales growth in the first quarter was 11.2%, while sales in the first half increased 9.7% to 2 billion 700 million euros.

Although Hermes did not announce the specific profit in the second quarter and the first half of fiscal year, the group said its profit growth in the second quarter has reached 33.9%, the highest level in last year's quarter.

Hermes's sales in mainland China continue to grow, helping to boost sales in Asia other than Japan by 10.5%.

At present, many luxury goods have begun to pform to take the younger route, but Hermes has no interest in this line.

Prior to this, Hermes's predecessor, CEO Patrick Thomas, insisted: "we are not interested in this part of consumers. Those who like to flaunt and show off their products are not our target customers. However, the main reason for the slow growth of Hermes's performance by Gucci is that there has been some deviation in the direction of reform, and it has abandoned the main consumer groups that will develop in the future.

Losers

Ralph Lauren (NYSE:RL)

Income: $1 billion 300 million -13%

Net profit: $60 million

Market capitalization: about $40 billion 900 million.

As Ralph Lauren deliberately reduced the wholesale channel business, sales in North America and Europe fell by 17% and 14% in the second quarter. The Group expects to reduce 20% to 25% of poor sales in US Department stores in the second half of this year.

It is noteworthy that during the reporting period, Ralph Lauren has appointed Patrice Louvet, CEO of Procter & Gamble fashion and beauty department, to replace Stefan Larsson CEO.

L Brands (NYSE:LB)

Income: $2 billion 750 million -4.7%

Net profit: $139 million

Market capitalization: about $12 billion 400 million.

L Brands said that it was still a major drag on the group's performance, and sales fell by 14% in the same period, while Bath &Body sales rose 6% over the same period.

Leslie Wexner, chairman and chief executive of L Brands, said after the publication of the earnings report that the global fashion retailing is changing constantly, and L Brands is now at the critical turning point of the reform.

Amie Preston, the group's chief investor relations officer, is currently in active contact with financial analysts and said that it will launch new products in September.

It is noteworthy that the 2017 show will be held in Shanghai in November.

Michael Kors (NYSE:KORS)

Income: $952 million -3.6%

Net profit: $125 million

Market capitalization: about $5 billion 730 million.

John D.Idol, chairman and chief executive officer of Michael Kors group, said that the first quarter growth was mainly driven by sales performance in North America and Europe.

The British luxury brand Jimmy Choo, John D.Idol, which bought the group for $1 billion 200 million in July, said it would maintain two brands running independently.

It is learnt that the total amount of $1 billion 200 million in cash pactions will be arranged by agreement.

The goal of a contractual arrangement is to conclude an agreement between the company and its shareholders and pfer or cancel the latter's shares through the court's approval in exchange for the cash or shares of the acquirer.

J.Crew

Income: $560 million -2%

Net loss: $20 million 700 thousand

The US fast fashion brand J.Crew is actively reviewing and reorganizing its financial position. In addition to the $567 million bond that has been postponed to 2021, Chinos Intermediate Holdings, the brand parent company, recently purchased J.Crew outstanding notes with a new security note of $250 million, which is guaranteed by J.Crew's subsidiaries and Chinos Intermediate Holdings valued at $190 million and preferred shares.

However, S&P analysts are not optimistic about the deal, saying that although J.Crew's debt has been lightened, its leverage ratio is not controllable and the prospects are still difficult.

Urban Outfitters (NASDAQ:URBN)

Income: $873 million -2%

Net profit: $49 million 900 thousand

Market capitalization: about $2 billion 240 million.

Urban Outfitters blamed the weak performance of the second quarter on the lack of executive power of the group, rather than the continuing downturn in the retail environment in North America.

Group founder and CEO Richard Haynes revealed that the unsalable sales of women's clothing during the period was the main reason why the group's performance was not as good as expected.

Richard Haynes said it will seek new growth points in the international market such as Europe and Asia in the future to offset the slump in the North American market.

At present, Urban Outfitters has officially entered the Tmall international platform of Alibaba. In the next one or two years, it will further develop the Chinese market by licensing the right of operation and setting up a joint venture company.

Abercrombie & Fitch (NYSE:ANF)

Income: $779 million -0.5%

Net profit: $15 million 500 thousand

Market capitalization: about $690 million.

After the decision to cancel the sale, the US youth clothing brand Abercrombie&Fitch continued to move to Tmall flagship store. It announced that it would launch a new cowboy series to suit consumers' changing preferences.

Aaron Levin, vice president of brand denim product design, said in an interview that cowboy products have always been the star products of Abercrombie&Fitch, so it is very important to ensure that the design of this series keeps pace with the times.

In addition to innovating products, Abercrombie&Fitch's new stores will be available, not only for brighter shop decoration styles, but also for the strong fragrance of the original shops to become a mild neutral perfume.

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