8 Listed Companies' Annual Performance: Who Has The Power To Stir Up Children'S Clothing?

Looking at the performance of children's wear listed companies in 2018, we summarized Semir children's wear, Ann's, ABCkids, blonde Rabbi, Mini Peace, JNBY byJNBY, Akabon and 361 degree children's clothing.

8 listed children's clothing business revenue growth has been reduced, net profit growth also has a deficit.

First, revenue comparison

The concentration of children's clothing market continues to disperse, and the number of players in the head continues to be overweight. In the increasingly competitive market of children's clothing, the company's management situation is very objective through the earnings reports of listed companies, so we analyze the children's clothing enterprises from the annual report's revenue.

First look at the revenue, according to the statistical list of brands, the leading brand of children's wear industry Bala Bara is Semir's main line of business.

In 2018, Semir's apparel revenue reached 15 billion 719 million yuan, an increase of 30.71% over the same period last year. Barbara realized its operating income of 8 billion 825 million yuan in 2018, accounting for 56.14% of Semir group's total revenue, an increase of 39.6% over the same period last year, making it the largest brand in the group's performance. The second place is the starting share. In 2018, its operating income was 1 billion 399 million yuan, an increase of 4.43% over the previous year. The sales volume of children's shoes reached 774 million yuan, an increase of 0.11% over the same period last year.

It is worth mentioning: Semir group's Barbara is the only child brand in China with a revenue exceeding 5 billion, which is far more than second of the 1 billion 399 million revenue.

In our brand name list, these three brands are over 1 billion players.

In 2018, sales of 5 to 1 billion players were not in the minority. Minipeace's sales scale continued to grow rapidly in 2018, and realized operating income of 864 million yuan, up 52.73% over the same period last year. In 2018, 361 degree children's clothing business performed well, achieving 816 million yuan, accounting for 15.7% of total revenue of 361 degree group, up 14.7% over the same period.

Aka state is the only brand in the statistical children's clothing brand that has fallen compared with the same period last year, with a drop of 19.26%.

MiniPeace's remarkable revenue in 2018 plus a growth rate of over half is commendable.

There are still less than 500 million of the revenue brands as follows: Blonde Rabbi achieved operating income of 454 million yuan in 2018, up 5.49% compared to the same period last year; designer brand Jiangnan cloth clothing brand JNBY byJNBY revenue 285 million yuan, accounting for 14.1% of the total income of Jiangnan cloth clothing, an increase of 33% over the same period last year.

Two. Net profit comparison

Net profit reflects the ability of an enterprise to make money, net profit = total profit - income tax expense.

Net profit is the final result of an enterprise's operation. The net profit is more, and the business benefit of the enterprise is good. The net profit is small, and the business benefit of the enterprise is poor. It is the main index to measure the operating benefit of an enterprise.

From the net profit, Semir group's financial report shows that the net profit attributable to shareholders of listed companies is 1 billion 694 million yuan, up 48.83% over the same period last year.

It can be expected that the net profit of children's clothing business is definitely increasing. As a traditional brand of children's clothing, the company's vitality remained unchanged in 2018, and its net profit attributable to the listed shareholders was 83 million 386 thousand and 700 yuan, an increase of 21.08% over the same period last year.

A few brands are worth mentioning is the net profit falling brand: the initial share to achieve the net profit attributable to shareholders of listed companies was 181 million yuan, down 7.05% compared with the same period last year. Although the net profit of the initial shares is still in the past, compared with last year, net profit has declined slightly; the net profit of the blonde Rabbi has reached 39 million 512 thousand and 800 yuan, a sharp decrease of 56.85% over the same period last year.

Semir group has a revenue of 157.19, a net profit of 16.94, close to 10%, and it can be regarded as the most profitable business in garment enterprises.

Because the enterprises are facing the inventory problem, the average profit is 10%.

Three. Comparison of development layout

With the development of children's wear market, all children's wear brands are spared no effort to develop their own layout, and complement each other online and offline.

In particular, as a traditional brand, in recent two years, he has been trying to supplement the online short board with the advantage of offline.

As of December 31, 2018, the company has 1433 retail outlets nationwide, including 990 Direct stores and 443 franchised stores.

In 2018, the company maintained a rapid growth in its channel, and realized its main business income of 417 million yuan, an increase of 37.85% over the same period last year.

In the performance report, he said that the substantial growth of the company's online channel sales revenue came mainly from the rapid growth of the online direct channel. The company actively developed online franchising business and enhanced the coverage of online channels. Online franchising has become an important supplement to the company's online channels.

To expand domestic and foreign product lines, Semir group purchased the European middle and high end children's KIDILIZ group in 2018, and promoted the multi brand business of KIDILIZ group in China. The CATIMINI brand has opened its first store in China.

The company also introduced the North American leading children's wear brand TheChildren 'sPlace.

The internationalization of Semir has been proceeding in an orderly way. At present, the company's children's clothing business has achieved a comprehensive coverage of all categories, ages and levels of consumption, forming a complete brand matrix for children's clothing.

Multi brand matrix strategy. Now the multi brand strategy has reached a consensus among some head players. As of December 31, 2018, the total number of Mini peace stores was 867.

In 2018, Taiping bird group established Ningbo Baini Fashion Fashion Co., Ltd. to develop the French style children's wear Baini PeTiTAvRiL, form a price gradient with MiniPeace, occupy children's clothing market at different prices, and jointly improve the market share of Taiping bird's children's clothing.

As of December 31, 2018, there were 1994 stores in the south of the Yangtze River, including 504 JNBY byJNBY stores.

In addition, the youth designer brand Pomme deterre, launched in 2016 by the Jiangnan Buyi group, reached 23 million 969 thousand yuan in 2018, accounting for 1.3% of the total revenue of the group, an increase of 21.1% over the same period last year.

Children's clothing market is a huge and attractive market, and everyone wants to get a slice of it.

With the growth of children's clothing consumption demand, the competition of children's wear market with high growth potential is bound to become more and more intense. The clothing brand development of children's wear product line or will become a new standard trend.

Under the dual driving of industrial upgrading and consumption upgrading, it is not hard to predict that the children's clothing market in the boom stage will still maintain high growth in the future, which is the most important growth force in the clothing industry.

In the next few years, it will become a critical period for the rise of the leading brands of local children's clothing and apparel industry.