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Clothing Enterprises Are Moving Against The Trend With The Help Of Sports And Children'S Clothing Business.

2016/11/27 22:44:00 52

Clothing EnterprisesChildren'S Clothing BusinessSports Market

At present, it is in the window of the disclosure of the performance of Hong Kong stock enterprises. Many listed apparel companies in Hong Kong have disclosed the three quarter performance. Behind the general performance bulletin that is not optimistic, many clothing companies are still using the movement and children's clothing business to counter the trend.

Sports and children's clothing business will become the highlights of Hong Kong Stock clothing enterprises. Meanwhile, sports and children's clothing business will also be the main direction for the future development of Hong Kong apparel enterprises.

  

Ying Mei medium term revenue grew 14.4%, to sell

Winter sportswear

Mainly

Ying Mei issued a notice at noon on November 18th. As of the 6 months ended September 30, 2016, the company achieved operating income of HK $1 billion 83 million, an increase of 14.4% over the same period last year. Net profit was HK $121 million, an increase of 4.2% over the same period last year, while the gross profit rate decreased from 23.1% to 2.2% to 20.9%.

Eagle said that the first half of the group was mainly based on production technology requirements and high price winter sports wear. After adjusting product mix in recent years, sales growth was ideal, up nearly 14% over the same period last year.

The main sales areas of the group were the United States, China and Europe. In the first half of the year, the total sales volume of three places accounted for 82% of the total business revenue, and the average sales price and sales volume of the three locations increased compared with the same period last year.

China's sportswear market has been expanding rapidly under the national promotion campaign policy, but the impact of RMB depreciation is not as obvious as that of the United States and Europe.

The profit margin of Li core brand is doubled in the medium term core business, and children's clothing is the future growth engine.

Li Biao brand issued a notice in November 17th. As of the 6 months ended September 30, 2016, the company achieved a turnover of US $1 billion 844 million, an increase of 15% compared to the same period last year, gross profit 655 million US dollars, an increase of 19.9% over the same period last year; the core business profit of US $78 million, up 129.9% over the same period last year; the profit of shareholders should be 777 thousand US dollars, a decrease of 94.9% over the same period last year; the net profit of the adjusted shareholders should be increased by 344.2% to 44 million dollars.

The announcement said that since its self listing brand was launched in July 2014, the company has focused on developing four business areas: Children's wear, footwear and accessories, men's and women's fashion and brand management.

During the reporting period, the four business areas continued to record positive growth.

Children's wear (including cartoon characters and fashion children's wear) is the largest business category of the group, accounting for about 44% of the total business volume.

In terms of scale, the brand is a global leader in this field.

The company cooperates with several well-known brands including Disney, CalvinKlein and UnderArmour.

The company expects that although the company's children's clothing business is relatively mature in the US market, Europe and Asia will also welcome encouraging growth opportunities.

  

BELLE's mid-term performance depends on sports.

Apparel business

Support that sports business will eventually surpass the footwear business

On the evening of January 17th, BELLE International released its semi annual report on fiscal year 2016/17.

According to the report, compared with the same period last year, the sales revenue of footwear business decreased by 12.7% in the six months ended August 31, 2016, the sales revenue of sports and clothing business increased by 14.9%, total sales revenue increased by 0.9%, operating profit decreased by 19.8%, and the profit and loss of the company's equity holders decreased by 19.7%.

The company said that sports and clothing business benefited from the substantial growth of consumer sports fitness demand, and continued to maintain a good growth trend. Footwear business continued to show declining sales and declining profitability as a result of passenger flow decline and consumption preference changes.

BELLE's international sports and apparel business is currently dominated by distribution agents, including front-line sports brands Nike and Adidas, second-line sports brands PUMA and Converse, as well as clothing brands Moussy, SLY and REPLAY.

The company said that the main reason for the growth of the business is, on the one hand, that the same store sales have been growing well, at the level of the number of units, mainly driven by quantity growth, and the average paction price has only increased slightly.

On the other hand, retail outlets continued to increase. The number of retail outlets in August 31, 2016 was 7216, an increase of 10.6% compared to 6524 in August 31, 2015.

In the first half of fiscal year 2016/17, the number of retail outlets for sports and apparel business increased by 105, an increase of 1.5% compared with February 29, 2016.

Among them, the first-line sports brand shops only increased by 4 net, the current business focus is to increase the shop effect per unit area; the second line brand store has increased by 84, and the new clothing business has increased by 17.

BELLE International believes that the scale of sports and clothing business beyond the scale of footwear business should be said to be reasonable.

Generally speaking, in the more developed and mature countries, the various styles of shoe market are mainly sports and leisure, and the proportion of shoes is relatively limited.

With the rapid growth and maturity of Chinese consumers, their diversified scene needs and personalized aesthetic requirements are likely to be embodied in sports and leisure categories.

  

Lining orders will increase for 12 consecutive quarters.

E-commerce business

Rapid growth

Lining's franchisee's orders for Lining brand products increased 12 years in a row.

The order for the second quarter of 2017, which was held in September of this year, was recorded at a high annual rate.

Announcement revealed that as of September 30, 2016, the number of Lining brand sales in China amounted to 6247.

A net increase of 114 has been achieved so far this year, and a net increase of 78 over the end of last year.

Retail sales and wholesale businesses accounted for 39 and 75 of the 114 sales outlets respectively.

The company said that the Lining brand sales point, which has been in operation at the beginning of the same quarter last year, ended in the quarter ended September 30, 2016. The sales volume of Lining brand products in the same store (including e-commerce) increased year by year.

As far as channels are concerned, both retail (direct) and wholesale (franchised dealer) channels have recorded low annual number of units. The growth of e-commerce virtual store business is growing at an annual growth rate of 80% to 90%.

In the first half of 2016, Lining achieved operating income of 3 billion 596 million, an increase of 12.8% over the same period last year, and realized a net profit of 113 million yuan attributable to listed companies, which turned out to be a gain in the same period last year, and continued the profit situation in the second half of 2015.

Anta was selected as the most noteworthy company in 2017 by Bloomberg think tank. The growth of non core brand FILA was strong.

According to reports, recently, Bloomberg's Bloomberg think tank analysis and Research Center released the list of "most noteworthy companies" in 2017. Anta Sports Products Limited has won the first list of Chinese sporting goods companies by virtue of "excellent performance" and "great potential for development".

The list of the most noteworthy companies in 2017 included Anta, Geely, ICBC and Swire four Chinese companies. This is the first time that there are as many as four Chinese companies on the list.

"The most noteworthy company" is the list of enterprises launched by Bloomberg think tank analysis and research center. Based on the analysis of stock prices and income growth, profit margins, market share, debt, economic status and other related data of more than 4000 global companies each year, combined with the challenges that the company may face in second years or the products and services that will soon be released with great potential, we select 50 outstanding companies to be included in the list of "most noteworthy companies".

Anta sports released its third quarter operating data in October 27th, and its performance is still strong.

Notice that Anta products in the second quarter of 2017, the order will end in September 2016, the number of orders increased by the number of units in the year.

In addition, in the third quarter of 2016, the retail sales of Anta brand products increased by double-digit year-on-year, while the retail sales of non Anta brand products increased by 60-70% over the same period last year.

It has been reported that the management of the company recently attended the investment conference held in Hongkong, and revealed that FILA's annual sales increased by more than 50% in the third quarter, mainly from the strong recognition of the brand and the demand for luxury goods in the market. The performance improvement was attributed to the improvement of sales efficiency and the addition of new stores.

In addition, management has also proposed the continued acquisition of property targets, mainly for long-term international brands, synergy with existing business and expansion of sports business.


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