Mid And High-End Women'S Clothing Enterprises Generally Increased Their Performance In 2018, Increasing The Layout Of "Fashion Group".

Like many high-end menswear listed companies in 2018, the performance of high-end and high-end women's wear listed companies also maintained a growth momentum in 2018. In this situation, the high-end women's clothing enterprises have a common development goal and operation action, that is to become a comprehensive "fashion group", and plan to continue to increase the layout of multi brand and multi business.

The plan to promote multi brand strategy.

In April 12th, di Su fashion released the 2018 annual report. The report shows that the company achieved 2 billion 100 million yuan in 2018, an increase of 7.94% over the same period last year, and realized a net profit of 574 million yuan attributable to shareholders of listed companies, an increase of 19.59% over the same period last year.

"DAZZLE", "DIAMOND DAZZLE", "d" zzit "and" RAZZLE "are the four clothing brands that have been established in the high-end brand positioning. As of December 31, 2018, the company has 1062 retail outlets nationwide, including 378 terminal outlets and 684 distribution terminals.

In early 2018, the whole channel project was formally launched, and the company's Micro mall has also been formally launched.

Regarding the future development plan, di Su fashion says it will introduce new brands and businesses continuously in the future. The development of multi brands will not only be confined to clothing, but will also cover the concept of big fashion. At the same time, it will consider extending the category design on the basis of the original brand.

Vigna S upgraded and upgraded the M & a brand.

In April 2nd, Vannas released the 2018 annual report. The report showed that Vigna S realized operating income of 3 billion 86 million yuan in 2018, an increase of 20.34% over the same period last year, and realized a net profit of 273 million yuan attributable to shareholders of listed companies, an increase of 43.65% over the same period last year.

The annual report shows that the company now owns three women's clothing brands, namely, the "Nanjing yuan brocade" brand located in the Chinese cultural elements luxury goods, the "VGRASS" brand positioned in high-end women's clothing and the "TEENIE WEENIE" brand positioned in the high-end casual wear.

VGRASS brands invest in the "micro mall" online channel, and try to use the online channel to try O2O mode.

TEENIE WEENIE will enhance market positioning as a strategic goal. Women's wear, men's wear and children's wear product lines will set up new market positioning.

For the future channel expansion plan, Vigna S said that the number of VGRASS stores in 2019 will remain relatively stable, expand the outlets, benchmark shops into the first tier cities landmark shopping malls, and develop suitable VGRASS brand positioning online mode, e-commerce channel.

TEENIEWEENIE brand plans to open about 200 shops in 2019, and carry out renovation of stores.

Positive fashion speeds up acquisition of multi brand and multi service businesses

In April 25th, an Zheng fashion released its annual report in 2018. The annual report shows that the business income of an Zheng fashion in 2018 was 1 billion 649 million yuan, an increase of 16.09% over the same period last year, and the net profit attributable to shareholders of listed companies was 281 million yuan, an increase of 2.96% over the same period last year.

The annual report shows that the company owns its own fashion brands under the five lines including "nine posture", "Yin Mo", "an Zheng", "Fei Na Chen" and "Mo Sha Ke".

In February 2018, Jilun fashion, a joint venture holding company, acted as agent in the operation of the British luxury brand Stella McCartney and Stella McCartney Kids in China. In October 2018, it bought the information of Li and Shang, a parent and infant generation operator. In December 2018, it joined the Frog Prince of Chinese children's wear brand and formed a pyramidal brand camp.

By the end of 2018, the number of terminal entities was 973.

In October 10, 2018, an Zheng fashion announcement said that the company acquired Shanghai Lixian Mdt InfoTech Ltd based on mother and infant products for 361 million cash, and represented a number of international brands such as A2, Abbott, kanggore, HASBRO, An Jia, Unilever, mother and baby products, and mother and baby products.

Through this acquisition, the company has entered the field of mother and infant and children's products.

At the same time, the company plans to layout the field of fashion standards, including cosmetics (cosmetics, skin care products), jewelry and other businesses.

The company plans to introduce agents, joint ventures, share or buy some fashionable brands at home and abroad or create some new brands. In channel operation, in 2019, the company focused on improving terminal operation efficiency and retailing capabilities, and increased the distribution of shopping centres, and built micro mall.

Song's brand promotes growth

In April 26th, it released its annual report in 2018. The annual report showed that in 2018, the company realized 2 billion 436 million yuan of revenue, an increase of 18.66% over the same period last year, and realized a net profit of 365 million yuan attributable to shareholders of listed companies, an increase of 20.74% over the same period last year.

The annual report shows that the company currently owns its own brand ELLASSAY, buys the French designer brand IRO, and operates the American light luxury brand Ed Hardy and Belgian designer brand JeanPaulKnott in the Greater China region, and operates the German dress brand Laur Laur L and the American designer brand VIVIENNE TAM in mainland China.

According to the annual report, by the end of 2018, the total number of ELLASSAY brand stores totaled 312. In 2018, the sales of ELLASSAY brand stores increased by 8.28% over the same period last year; Laur L has 9 new stores in the country, and 37 total shops. The main business revenue was 111 million yuan, an increase of 14.05% over the previous year, 33 shops in the Ed Hardy series, and 181 stores in total. The main business income was 498 million yuan, an increase over the same period last year. IRO and VIVIENNETAM opened two stores in mainland China respectively, and the JeanPaulKnott brand will open terminal stores in 2019.

In addition, the company's online operation company 100 billion net profit of 60 million 54 thousand and 500 yuan in 2018, an increase of 19.97% over the same period last year.

He said that the company plans to continue to search for acquisitions and cooperation opportunities worldwide, continue to implement multi brand management strategies, and introduce outstanding international brands into the Chinese market through equity investments and joint ventures.

In terms of channel operation, the existing stores will be optimized and upgraded.

Day to day fashion increases input and leads to declining performance.

In January 23rd, the daily fashion released the 2018 annual performance reduction notice, announcements that the company's net profit attributable to shareholders of Listed Companies in 2018 is expected to decrease from 41 million 500 thousand yuan to 54 million yuan, down 50% to 65% over the same period.

For the reasons for the decline in performance, the fashion of the day said that the company continued to increase investment in 2018, the company opened a total of 117 new stores in 2018, the new shop needs a period of training.

Two is the company in 2018 to increase clothing and fabric related R & D investment, increased the corresponding staff training and salaries and other expenses.

Three is the company in 2018 to the women's clothing brand MUCHELL and children's wear broadcute two new brands to the market.

Four, it was affected by the macroeconomic environment in 2018. At the same time, the company's inventories increased, and the company's inventory price fell accordingly.

In addition, the daily fashion also mentioned that the impact of non recurring gains and losses on net profit in the year 2018 increased by about 4 million 680 thousand yuan over the same period. The net profit attributable to shareholders of listed companies is about 13 million 600 thousand yuan due to non recurring gains and losses. After deducting non recurring gains and losses, the net profit attributable to shareholders of listed companies is expected to decrease by 60% to 75% over the same period.

Continue to increase the number of businesses

In March 11th, the group released its annual report in 2018, which showed that the operating income of the group reached 2 billion 662 million yuan in 2018, an increase of 13.1% over the same period last year, resulting in a net profit of 210 million yuan attributable to shareholders of listed companies, an increase of 12.2% over the same period last year.

The company has four business segments including fashionable women's clothing, green baby, fashion beauty, asset management and so on.

In the women's clothing market, there are 4 independent brands. They are LANCY FROM 25, LIME FLARE, Marien Mary, liaalancy, and the proxy brand is 4, namely MOJO S.PHINE, JIGOTT, FABIANA, and MOJO.

In the baby products market, the company's investment in aka Bang is a Korean professional child care and maternity clothing and supplies company, has a total of more than 10 series of brands.

In the medical beauty market, the company holds or wholly owns eleven Chinese medical cosmetology institutions and strategic investment Korean medical beauty treatment enterprise DMG (Korean dream group) by holding or wholly holding the three brands of "Milan Bai Yu", "Jing Yi Mei Mei" and "Gao Sheng".

The annual report shows that in 2018, the price of women's clothing was 1 billion 380 million yuan, which increased by 24.29% compared with the same period last year, and the operating income of the main brand "Liang Zi" and "Rhine" increased by 32.54% and 24.24% respectively.

By the end of 2018, there were 511 shops and 57 total stores.

In terms of children's clothing, due to the international economic environment and the continuous decline in the birth rate of the Korean population, akakon achieved operating income of 661 million yuan, affecting the company's combined net profit loss of 23 million 972 thousand and 300 yuan.

In 2018, the company achieved 480 million yuan in business income, an increase of 87.26% over the same period last year, and a net profit of 27 million 519 thousand yuan after the merger, an increase of 43.42% over the same period last year.

After 105 million yuan of sales revenue, the company contributed a net profit of 92 million 705 thousand and 200 yuan, an increase of 22.46% over the same period last year.

Ke Eli Till continues to acquire multiple brands

In April 17th, he released the 2018 annual report. The annual report showed that the group gained 2 billion 521 million yuan in the year ended December 31, 2018, an increase of 14.39% over the same period last year, and the owner of the parent company should account for 272 million yuan profit, up 12.26% from the same period last year.

According to the annual report, by the end of 2018, the group had 862 retail outlets, of which 641 stores were directly operated by the company, and the remaining 221 stores were operated by distributors and owned six brands.

In addition, the total revenue of the electricity supplier was 208 million yuan, an increase of 33.89% over the same period last year. The company said that it was mainly due to the increase in the number of products sold through online retail outlets, and the establishment of specialized e-commerce business departments to develop online retail outlets.

For the future business plan, Ke Eli Till said, in 2019, the group will implement multi brand strategy through mergers and acquisitions.

In addition, the group will use the online e-commerce resources to promote the full channel mode. Under the line, we will explore opportunities to open stores in Hongkong and Macao.

Ke Eli Till announced in March 25th that the company entered into a purchase agreement with the seller Apex Noble Holdings Limited, and the company agreed to buy all the shares issued by the Target Corp Keen Reach and the shareholder's loan at a price of HK $2 billion 388 million.

Target Corp indirectly owns Shenzhen Nals, and Shenzhen Shenzhen is mainly engaged in the design, retail and wholesale of three high-end brands of women's clothing, including Nals, naikou and erling.

The company also suggests changing the name of the company from "Koradior Holdings Limited" to "EEKA Fashion Holdings Limited".

Jiangnan cloth design continues to expand designer brand portfolio

In March 20th, Jiangnan Buyi released the 2018/19 interim report. The report shows that in the half year of December 31, 2018, the total revenue of Jiangnan cloth clothing was 2 billion 27 million yuan, an increase of 22.6% over the previous year, and gross profit of 1 billion 244 million yuan, an increase of 20.2% compared with the same period last year, and net profit of 381 million yuan, an increase of 22.1% over the same period last year.

Jiangnan Buyi said that as of December 31, 2018, the company's brand portfolio includes three stages of nine brands, namely, the mature brand JNBY, growth brand CROQUIS (sketch), JNBY by JNBY and less, the original brand Pomme de Terre (Peng MA), JNBYHOME, SAMO, REVERB, and the company.

According to the semi annual report, by the end of 2018, the total number of independent retail outlets in the south of the Yangtze River has increased to 1994, and there are 161 sales outlets overseas.

By the end of 2018, there were more than 3 million 100 thousand accounts of the number of members in the south of the Yangtze River. Among them, the number of WeChat accounts was more than 2 million 600 thousand, and the proportion of retail sales contributed by the members in the 2019 half fiscal year accounted for about 70% of the total retail sales.

Jiangnan Buyi said that the future plan will continue to expand and diversify the designer brand portfolio, train new fans in the south of the Yangtze River, create and provide value-added services for fans, so as to enhance the fans' experience.

Hua Shang observation: high-end high-end women's clothing enterprises to increase the "fashion group" business layout

From the above eight A shares and Hong Kong stocks high-end high-end women's clothing listed companies in 2018 annual performance and latest performance, in addition to the decline in the performance of the day's fashion, other enterprises basically realized the growth of revenue and net profit.

Although the specific reasons for the growth of various enterprises are different, the main business and main brands of the enterprises have basically maintained growth momentum. From one side, the high-end women's clothing market is in a growth trend last year. From the performance of the high-end men's clothing enterprises last year, the growth has basically been achieved. We can think that in the middle and high-end adult wear field, the growth trend is generally at present, and all enterprises are exploring the consumption potential and demand of this positioning market.

In this situation, the high-end women's clothing enterprises will increase the layout of multi brand, multi category, multi business and multi-channel, and the future development goals of each enterprise will gradually become a common point, that is to become a comprehensive fashion industry group.

Under this "common goal", different enterprises have different development strategies and business priorities. For example, anzheng fashion says that they plan to layout the field of fashion labels, and that the fashion development will cover the concept of "big fashion". The company will continue to increase the quality of baby and medical beauty business.

From the perspective of revenue scale and market value, high-end and high-end women's clothing enterprises are basically at the same level of development. In the future, which enterprises can "stand out" and become truly competitive comprehensive fashion groups may depend more on their multi brand and multi business management capabilities, or on the strategic pformation and "mode pformation" capabilities in the process of brand operation.

With the further expansion of the scale of enterprises, the mode of operation and organizational structure of enterprises should also be changed, which may test more business operators' operational ability and strength.