La Natsu Bell, Song Li Si, Wei NAS Silk, These Women'S Clothing Brand Recent Situation How?

Recently, the major clothing brands announced their annual earnings in 2018 and the first quarter of 2019.

In the environment of low consumption in 2018, the performance of the clothing brand is naturally a few unhappy things.

As we all know, in recent years, the performance of domestic fashion casual wear brands is not very satisfactory due to the fashion trend.

Here, we look forward to the general situation of the clothing market by analyzing the current situation of the three representative Chinese women's fashion brands.

La Natsu Bell: Waterloo's performance has been criticized for expansion

In March 29th, La Natsu Bell released the 2018 annual report after successive rounds of performance reduction notice.

The annual report shows that La Natsu Bell's operating income in 2018 was 10 billion 176 million yuan, an increase of 13.08% over the 8 billion 999 million yuan in 2017, and the net profit attributable to the listed shareholders was -1.60 billion yuan, down 132% compared with 499 million yuan in 2017.

It is reported that La Natsu Bell's net profit has declined for three consecutive years.

Then, on the night of April 10th, La Natsu Bell announced that he had received the post audit inquiry letter of the Shanghai Stock Exchange on 2018 annual report.

The Shanghai Stock Exchange said that after the annual audit of La Natsu Bell's annual report in 2018, the company would further disclose its information from industry operations and financial data for investors to understand.

La Natsu Bell's annual report was therefore deeply analyzed.

As the only A+H share brand clothing company currently in the textile and garment industry, La Natsu Bell has been challenged by many people in the industry over the past 100% years, which has been frantically financing and opening up and buying France's Naf Naf SAS shares.

Some analysts said that although La Natsu Bell raised funds through the listing and opened shop crazily, he was short of money and refinancing. This simple and crude mode allowed enterprises to expand rapidly in a short time, but a large number of Direct stores meant a large backlog of inventory. If management was not in place, it would be easy to drag down the whole business.

At the same time, La Natsu Bell has been sinking channels in recent years, trying to seize the market through the continuous expansion of stores, but with the major clothing brands began to layout the three or four line market, this traffic dividend is gradually disappearing.

La Natsu Bell's current situation is very similar to that of JEANSWEST before. If we do not improve the business model, the future will be worse.

La Natsu Bell's acquisition of Naf Naf SAS in France is even more disoriented, because Naf Naf SAS is also in a serious state of loss, and it may not be able to move it with La Natsu Bell's current situation.

Grace: buy back shares are all good.

So far, the song has not yet released its 2018 annual report.

However, in October 29th last year, the company released the third quarter report in 2018. The report shows that in the 1-9 months of last year, the company achieved operating income of 1 billion 736 million yuan, an increase of 25.87% over the same period last year, and realized a net profit of 268 million yuan, an increase of 32.58% over the same period last year.

Among them, the company achieved a net profit of 107 million yuan in the third quarter in the single quarter, up 33.21% from the same period last year, and achieved positive growth for 8 consecutive quarters.

Prior to the 2017 annual report, the 302 million net profit attributable to the parent company was 52.72%.

It is foreseeable that in 2018, the performance of the great singer will probably continue to improve.

Hao Shuai, an analyst with Guotai Junan Securities, said that the rapid development of the performance of the company has been based on the acquisition of brands and the expansion of its revenue scale. On the other hand, it also stems from the continuous strengthening of its own business capabilities.

At the same time, the growth of Geer's future two years will mainly benefit from the multi brand synergy and the rapid growth of brand revenue.

In the first year of 2019, the company announced that the company intends to repurchase 172 thousand and 300 shares of the company with 1 million 960 thousand and 200 yuan.

Combined with the steady growth of George's, some analysts said that the recent repurchase of the company has highlighted the company's confidence in its future development and its high recognition of its own value, and the repurchase share helps the company to strengthen its control over decision-making and better lay out its many brands.

In addition, recently, the newly released hit show "all is good", the appearance of a large coat made by the singer has increased the popularity of the brand.

Gleth's position has always been to create an international line of women's clothing brand, positioning elegant high-end, brand and the drama of the workplace female Su Mingyu combination, a good wave of soft advertising.

Vigna S: revenue 3 billion, multi brand Pyramid continues upward

In April 3rd, Vannas released the annual report for 2018. The annual report shows that the company achieved a total operating income of 3 billion 90 million in 2018, an increase of 20.3% over the same period last year, and realized a net profit of 270 million attributable to the owners of the parent company, an increase of 43.6% over the same period last year.

Among them, TEENIEWEENIE- women's clothing is the main source of business income, its business income is 1 billion 630 million, revenue accounted for 53%.

"VGRASS- skirt" business income is 420 million, revenue accounted for 13.6%.

"TEENIEWEENIE- children wear" business income is 300 million, revenue accounted for 9.9%.

Since its listing on the Shanghai stock exchange in 2014, Vigna S has been in the grip of a slump in revenue.

In 2015, the company even had a double decline in revenue and net profit for the first time.

In May of the same year, Wenger invested 135 million yuan in his own capital to acquire 100% of Limited by Share Ltd in Nanjing brocade Research Institute.

However, the performance of Yun Brocade is not satisfactory.

At the end of the road, vicknus bought the Teenie Weenie brand and its brand related assets and business of the Korean clothing giant clothing and love group for 5 billion 700 million yuan in 2017.

At that time, the market value of Vegas was only 4 billion 500 million yuan, so the industry referred to Vigna S as "snake swallow elephants".

But the next situation made people wonder. After buying Teenie Weenie, Wenger took a pretty good turn and his performance continued to rise.

Although most of the performance is credit for the acquisition of brand Teenie Weenie, Vigna S's correct acquisition strategy has kept the company and rebuilt the status of the head brand of its homemade women's clothing.

Under the uncertain environment of garment industry, many local women's clothing brands are facing performance crisis.

In this case, many brands choose to buy or buy other brands, develop new sectors, or adjust the internal operation of the brand.

Among them, Song Li Si, LAN Zi and Taiping bird are all successful in the industry pformation.

With the continuous entry of foreign brands into the Chinese market and the continuous sinking of local brands, the business of the future clothing market will become even more difficult. The local women's clothing brands will also face more crises.