Transboundary Everywhere! Antarctica Is Going To Open Up Shop To Sell Coffee, Milk Tea, Dim Sum And Digital Products.

The Antarctic electricity supplier Limited by Share Ltd (hereinafter referred to as "Antarctic electricity supplier") revealed in the evening of December 29th, the company intends to engage in offline retail chain business. Its main business is commercial retail, mainly based on its own retail outlets, and operates in shops with tonal, cosmetic and high-quality products, and sells simple meals such as coffee, milk tea and dim sum in shops, providing one-stop retail outlets with social scenes.

The first textile network has reported that the Antarctic electricity supplier is a new retail mode under the layout line. It intends to jointly invest in the partnership of the core team of the retail project under the line, Mr. Zhang Yuxiang, and the close relatives of Zhang Yun, the chairman of the board, and set up an excellent business management company in Shanghai. The registered capital of the newly established company is 100 million yuan, of which the listed company invested 40% in its own capital, 30% in the partnership, 20% in Zhang Yuxiang, 10% in Zhang Yun, and the listed company actually controls the newly established company.

Antarctica said late today that the newly established Shanghai excellent Jia Business Management Co., Ltd. mainly sells clothing, accessories and 3C digital products, including underwear, down garments, men's wear, women's wear, shoes, accessories, 3C digital and so on.

Tianfeng securities analyst Lv Ming believes that in terms of goods, Antarctica will include large textiles, household appliances, electronics, small household appliances, food and other categories. It is expected that Antarctic electricity supplier will have strong textile products in the early stage, and the price is expected to be high performance price ratio, and the expected retail price increase rate is not high. Therefore, it is expected that the layout of the Antarctic electricity supplier's offline layout will also focus on cost-effective new domestic grocery stores, which will draw the advantages of retail companies such as COSTCO; and from the store side, it is expected that Antarctic electricity suppliers will be mainly direct stores in the early stage. After the maturity of the models, the joint venture or direct run mode will be increased. From the perspective of inventory risk, the company will cooperate with the high quality supply chain, take the offline retail monopoly as the channel, take the difference in sales price and the consumer's membership fee as the source of profit, and do not assume the risk of inventory. In the short term, the investment in the start-up stage is longer and the payoff period is longer, which will have some adverse effects on the profit margin and net profit of the combined caliber.

In Lv Ming's view, although the online retail sales growth is still higher than the offline, and offline channels are easy to generate inventory and impairment problems caused by opening stores, but for functional clothing products, the efficiency of online channels is much higher than that of offline channels. Expected Antarctic electricity supplier in the next two years, the main business net profit can maintain more than 30% growth, and after 2019, the valuation adjustment is the layout opportunity, Antarctica 2020 electricity supplier pressure reduction will also decline significantly.

Peng Yi, a researcher at Zhongtai securities, said that at present, the southern people are attacking the whole category of the fast moving consumer goods. In the transverse development of the category items, the products of Cartier are mostly fashionable sportresses that reflect the trend of the world. In the field of high-end children's clothing, mother and baby, home textiles, the PONY series epitaxy opens up the leisure outdoor and yoga products category. The company replicated the successful experience of mature products, further expanded the scope of existing life products, and plans to increase the categories including snacks, cosmetics and so on. Through the use of brand influence and the existing mature platform, from home life category, to cooperate with the company's mobile Internet business and technology capabilities, layout home life in many fields, to create new development points.

According to the financial report, the first three quarters of 2019 achieved an operating income of 1 billion 12 million yuan for the Antarctic electricity supplier, an increase of 24.89% over the same period last year. The net profit attributable to shareholders of listed companies increased by 215 million yuan, up 36.89% over the same period last year. In 2018, the company achieved operating income of 3 billion 355 million yuan, up 240.30% over the same period last year, achieving a total profit of 968 million yuan, an increase of 54.83% over the previous year, and achieved a net profit of 886 million yuan attributable to shareholders of listed companies, an increase of 65.84% over the same period last year.