The Spring Of The Apparel Industry Has Come, And The Performance Of The Major Companies Has Soared In The First Half Of The Year.

First half year

From the half year performance of listed apparel enterprises, the clothing industry is showing signs of warmer recovery.

According to the first half of 2018, there was a "rising tone".

Compared to the same period in the first half of 2017, 29 enterprises had double growth in revenue and net profit, while 3 realized losses, but only 1 men lost money.

Men and women wear clothing listed companies semi annual report: Women's clothing warmer than men's clothing

Including La bell,

The overall performance of 23 domestic clothing listed companies including 11 women's clothing, such as the 12 women's clothing, and the 11 men's clothing including Hai Lan's home, China's Li Lang, YOUNGOR and so on, showed a positive trend. Only one company's revenue declined, a company suffered a loss, and the net profit of the four companies declined.

Among them, the performance of women's wear enterprises generally rose and profitability improved; men's wear enterprises improved significantly, and men's wear turned out to be the same as last year.

Women's wear: 12 women's wear enterprises keep growing

In the first half of the year, the overall performance of the 12 women's clothing listed companies showed an increasing trend, and all the revenues rose.

Two enterprises.

The top three battalions were La Natsu Bell 4 billion 379 million, Taiping bird 3 billion 169 million and urban beauty 2 billion 339 million. Before the increase in revenue, they were 48.33%, 39.15% and 31.65% respectively, including wemnex, singer and Ke Eli Till.

Before the net profit, the top three were 336 million of fashion, La Natsu Bell 236 million and Taiping bird 197 million. Before the net profit increase, the top three were Vigna S, Taiping bird and long Zi stock, which rose 162.9%, 115.31% and 105.72% respectively.

La Natsu Bell, who ranked first in women's clothing in the scale of revenue, has continued to decline in net profit and has fallen into a vicious circle of increasing profits.

In the first half of this year, A apparel enterprises welcomed the new members in June 22nd.

The brand DAZZLE, the parent company, is officially listed on the Shanghai Stock Exchange. Its net profit in the first half of the year was 336 million, becoming the most profitable business in the first half of 12 women's garments.

Men's wear: the performance of 11 men's wear enterprises has improved significantly, with only 2 net profits decreasing and 1 loss making.

In the first half of this year, the performance of 11 men's clothing enterprises improved significantly compared with last year.

In addition to YOUNGOR's revenue and net profit decrease, the net profit of the newly listed Shanshan brand has declined, while Busen shares are still losing money. The remaining 8 men's clothing enterprises have double profit growth in net profit.

In the same period last year, the decline in China's revenue and net profit of both CABBEEN and George white rose again, and the loss of Hinur and the wedding birds turned around.

Hai Lan's home "riding a dust", with a revenue of 10 billion 14 million and a net profit of 2 billion 66 million, is the first man in the business of men's clothing, and the only man's business with a revenue of ten billion.

Menswear revenue before the top three for Hai Lan home 10 billion 14 million, YOUNGOR 3 billion 586 million, reported bird 1 billion 413 million, revenue growth before the top three brands of Shan Shan, CABBEEN, Busen shares rose 43.9%, 37.5%, 36.11%.

Before the net profit, it was 2 billion 66 million of Hai Lan's home, 1 billion 489 million of YOUNGOR, and 341 million of China's Lun Lang. Before the net profit growth, the top three companies were 228.72%, 106.99% and 54.48% respectively, including Hinur, Busen and Busen.

Four new trends of apparel listed companies

Winning business network found that in the first half of the year, clothing enterprises still insisted on optimizing channels, speeding up the acquisition of shopping centers, eliminating street stores, and at the same time, the channel operation of e-commerce was becoming more and more mature, and online revenue increased steadily.

In addition, internationalization, children's clothing has become the key point of many dress enterprises layout.

The internationalization strategy of "going out and bringing in"

Clothing brands have been "going out" to expand the market outside the mainland, but also aim at more overseas brands, through mergers and acquisitions to expand the brand lineup.

In the first half of the year, the overseas development plan of Hai Lan home's "taking root in Southeast Asia, radiation Asia Pacific and global perspective" has made progress.

After entering Malaysia in July last year, the first store in Singapore was officially opened in May 18th.

In June 9th, MATERIAL GIRL, the new trend brand of Taiping bird, opened its first store in mainland China and opened in Taipei, Taiwan.

La Natsu Bell acquired the overseas market through the acquisition of French dress Naf Naf SAS.

Semir has not only acquired the European children's wear Kidiliz, but also signed a long-term cooperation agreement with the North American children's wear brand THE CHILDREN "S PLACE", expanding the children's wear matrix through the introduction of these two foreign brands.

Optimization of store outlets to speed up shopping center store expansion

Under the trend of consumption upgrading, shopping centers, which combine shopping, drinking and playing together, have gradually replaced street stores and department stores as the offline shopping places that young people love. Therefore, increasing the channel expansion of shopping centers has become the consensus of clothing brands for all men and women.

Taiping bird, earth element fashion, La Natsu Bell, Li Lang, CABBEEN, Hai Lan's home, Mei bang, Semir and other comprehensive optimization of store outlets, increase Shopping Center store expansion.

According to the financial data, in the first half of the year, there were 107 shops in the shopping mall of Taiping bird, and the total number of stores at the end of the year reached 1493, an increase of 18.96% compared with the same period last year. The total retail sales of shopping centers in the shopping center were 1 billion 649 million, an increase of 27.52% over the same period last year.

La Natsu Bell accelerated the expansion of shopping center stores in the first half of this year, accounting for 39.8% of these stores and 43.1% of operating income.

During the reporting period, the shopping mall store has increased to more than 430, accounting for over 17.1% of the total number of stores.

CABBEEN operates 847 stores in mainland China and 33% in shopping malls.

Children's clothing business is brilliant.

It is a hot market with huge potential but fierce competition. In order to find more growth points, more and more clothing brands have bet on children's clothing, launched new brand of children's clothing, and even have separate children's clothing stores. Children's clothing business has brought about the visible benefits for enterprises.

In June 9th, Mini Peace opened its first single store in Hangzhou Tower.

Menswear brand CABBEEN plans to launch the children's clothing brand Cabbeen Love in the second half of the year, positioning it as a 3-12 year old fashion brand.

Semir children's business grew brightest in the first half of the year, earning 2 billion 869 million yuan, an increase of 27.70% over the previous year, accounting for 51.86% of the total revenue.

By the end of the reporting period, the number of offline stores for Semir children's clothing has reached 4981, with 429 new additions.

Giordano children's clothing business achieved 14.7% and 12.4% of the same store sales growth and gross profit growth.

Sports brand Anta is also making efforts in children's clothing business. In the first half of this year, a total of 183 Anta children's stores were added.

Children's clothing has achieved remarkable results, with children's clothing income of 364 million yuan, accounting for 12.1% of the total revenue, an increase of 18.8% over the same period last year.

China's Kappa children's clothing business has achieved 50 million yuan in the first half of the year, and the growth of children's wear business has increased its brand's position in the children's wear market.

Electricity providers help growth performance online channel more and more

In the first half of the year, the proportion of garment enterprises' business income increased further, while online channels played more and more.

For example, during the period of urban beauty, the income of e-commerce channel was 303 million, an increase of 27% over the same period, and the proportion of total revenue increased to 12.9%.

In the first half of the year, urban beauty was invested by Jingdong, Tencent and vip.com, the three big business tycoons.

At present, the brand has opened stores on Tmall, Jingdong and vip.com, and has also launched a small program mall.

At the beginning of the 2018 year, DSU was formally launched on the whole channel project, and opened up online and offline to speed up inventory turnover.

For e-commerce channels also increased investment, more new products sold online, but also on the micro mall.

In the first half of this year, the growth rate of Di Su fashion business channel increased rapidly, and business income increased by about 82%.

In the first half of the year, Hai Lan's family actively developed e-commerce business, and online channel revenue accounted for 580 million, accounting for 6% of the main revenue.

On the basis of the original Jingdong, Tmall, vip.com and other mainstream social networking platforms, Hai Lan's home has been stationed in Amazon, mogujie.com, and so on.

In addition, the new retail mode has been gradually explored. At present, Hai Lan's home has launched online platform operation, including micro mall, public comment, and US group takeaway, and provides more convenient, high-quality and efficient shopping experience by combining more than 5000 stores resources under the line.

Semir's performance in the field of e-commerce is also commendable. In the online sales channels established by Taobao, Tmall, vip.com and other well-known e-commerce platforms, the main revenue grew 32% over the same period, to 1 billion 605 million yuan.