23 Listed Companies 2018 Semi Annual Report: Women'S Clothing Priority Warmer And More Brands Into Children'S Clothing

In the first half of the year, the per capita consumption expenditure of the whole country was 9609 yuan, and the per capita clothing consumption expenditure increased by 6.3% to 710 yuan over the same period.

And from listing

In the half year performance of enterprises, the clothing industry is showing signs of warmer recovery.

According to statistics, including La Natsu Bell, di Su fashion, Song Li Si and other 12 women's clothing, as well as Hai Lan's home, China's Li, YOUNGOR and other 11 men's clothing, including 23 domestic.

The overall performance of listed companies showed a positive trend. Only one company's revenue declined, a company suffered losses, and four net profits fell.

Among them, the performance of women's wear enterprises generally rose and profitability improved; men's wear enterprises improved significantly, and men's wear turned out to be the same as last year.

12 women's clothing enterprises maintain growth momentum - all revenue rose two net profit decline

In the first half of the year, the overall performance of the 12 women's clothing listed companies showed an increasing trend, and all the revenues rose.

Two enterprises.

The top three battalions were La Natsu Bell 4 billion 379 million, Taiping bird 31.69 billion, urban beauty 2 billion 339 million, and those with more than 1 billion of revenue were Wien Nancy, Lancy, shares, kirltier, song lis, and Ann Li Fang, and the rest were below 1 billion.

The top three battalions of revenue growth were vickas, Ke Eli Till, and rose 48.33%, 39.15% and 31.65% respectively, with an increase of more than 20% in the positive fashion, and more than 10% of the company's holdings, urban beauty, Taiping bird and Japanese fashion.

Net profit is 336 million yuan, 236 million for La Natsu Bell, 197 million for Taiping bird, and 100 million for the rest of the company.

It is 18 million.

Net profit growth before the top three for Vigna S, Taiping bird, long Zi shares, respectively, rose 162.9%, 115.31%, 105.72%, the increase is more than doubled; in addition to La Natsu Bell, the daily fashion decreased by 16.30%, 28.97%, the other enterprises net profit rose by 18%-33%.

In the first half of the year, La Natsu Bell, who ranked first in women's clothing in the scale of revenue, continued to decline in net profit and was trapped in a vicious circle of increasing profits.

During the period, La Natsu Bell achieved 4 billion 379 million revenue, an increase of 2.26% over the same period, mainly due to the growth of monopoly channel sales and online revenue.

Net profit fell 16.3% to 236 million yuan compared with the same period last year, compared with the net profit decrease of 0.9% last year. La Natsu Bell's profitability continued to shrink this year.

In its earnings report, it explained that the decline in net profit in the first half of the year was due to the decline in gross margin and the increase in the loss of new brands during the incubation period.

At present,

Through internal cultivation, external holding or share holding, there are nearly 20 garment brands, mainly women's clothing, men's clothing,

And full coverage of household products.

By the first half of this year, the number of La Natsu Bell stores has increased to 9674, mainly through the direct sales mode.

In June 22nd, DAZZLE, the high-end brand of women's clothing, was officially listed on the Shanghai Stock Exchange and became a new member of A apparel enterprises.

In July, the first earnings report released after the launch of the market was released. In the first half of 2018, the company achieved 971 million operating income, an increase of 8.81% over the same period last year, and a net profit of 336 million attributable to shareholders of listed companies, an increase of 23.07% over the same period last year.

According to the financial report, DSU fashion became the most profitable business of the 12 women's clothing in the first half of the year.

However, it is noteworthy that the growth of net profit in the fashion industry is mainly due to the successful pfer of the former Swiss clothing to the Anke company. The 100 million advance payment of the bad debt in 2017 was partially rushed back, and the amount was 75 million 381 thousand, leading to net profit growth.

Its net profit is 243 million, up 1.7% from the same period last year. Therefore, the profitability of Di Su fashion needs to be further improved.

In the first half of this year, the number of Di Su fashion retail terminals increased by 67 year-on-year.

As of June 30th, there were 1056 retail outlets, including 397 direct outlets.

In the first half of this year, the performance of 11 men's clothing enterprises improved significantly compared with last year.

In addition to YOUNGOR's revenue and net profit decrease, the net profit of the newly listed Shanshan brand has declined, while Busen shares are still losing money. The remaining 8 men's clothing enterprises have double profit growth in net profit.

In the same period last year, the decline in China's revenue and net profit of both CABBEEN and George white rose again, and the loss of Hinur and the wedding birds turned around.

Hai Lan's home has become the only enterprise with billions of revenue.

The top three battalions were Hai Lan's home 10 billion 14 million, YOUNGOR 3 billion 586 million, wedding bird 1 billion 413 million, and more than 1 billion of China's revenue, and the rest of the enterprises were between 100 million and -6 billion.

Before the increase in revenue, the top three brands were Shanshan brand, CABBEEN and Busen shares, which rose by 43.9%, 37.5% and 36.11% respectively. In addition to YOUNGOR's decline of 33.59%, the rest of the company's revenue growth was mainly between 8%-27%.

Before the net profit, the top three were 2 billion 66 million of Hai Lan's home, 1 billion 489 million of YOUNGOR, and 341 million of China's lon, and then 100 million of the nine shepherd kings, Goldlion group and CABBEEN.

Net profit growth before the top three for the wedding bird, Hinur, Busen shares, respectively, increased by 228.72%, 106.99%, 54.48%, from this point of view, although Busen shares at a loss, but profitability has been restored.

In the first half of the year, Hai Lan's home business achieved a 10 billion 14 million operating income, an increase of 8.23% over the same period, and a net profit of 2 billion 66 million attributable to shareholders of listed companies, an increase of 10.20% over the same period last year.

By the end of 6, the total number of stores in Hai Lan's home was 6097, with a total net increase of 305 stores.

From the perspective of revenue scale and profitability, Hai Lan's family is ranked first in men's clothing enterprises, even in the 23 men's and women's clothing enterprises.

This year, the revenue of Hai Lan's home plan has increased by 10% over the same period last year, which means that 20 billion will be broken by the end of this year. According to the performance of the first half of the year, Hai Lan's family is developing steadily towards this goal. 18 billion 200 million

YOUNGOR's garment industry is developing well with declining performance

In the first half, YOUNGOR's performance declined, but the company

Business has maintained a healthy development.

According to YOUNGOR's semi annual report, the textile and garment sector achieved 2 billion 822 million operating income, an increase of 13.03% over the same period last year, and a net profit of 606 million attributable to shareholders of listed companies, an increase of 35.73% over the same period last year.

In the first half of, the implementation of "intelligent manufacturing + intelligent marketing" was implemented in the first half of the year. The business revenue increased by 11.24% to 2 billion 665 million, and net profit increased by 33.74% to 596 million.

Winning business network found that in the first half of the year, clothing enterprises still insisted on optimizing channels, speeding up the acquisition of shopping centers, eliminating street stores, and at the same time, the channel operation of e-commerce was becoming more and more mature, and online revenue increased steadily.

In addition, internationalization, children's clothing has become the key point of many dress enterprises layout.

Clothing brands have been "going out" to expand the market outside the mainland, but also aim at more overseas brands, through mergers and acquisitions to expand the brand lineup.

In the first half of the year, the overseas development plan of Hai Lan home's "taking root in Southeast Asia, radiation Asia Pacific and global perspective" has made progress.

After entering Malaysia last July, in May 18th, the first shop of Hai Lan home was officially opened in Singapore, plus the first store opened in August 15th in Thailand. At present, Hai Lan's home has realized its expansion in the market of "new Malaysia", and then will go all the way to Southeast Asia, out of Asia and into the world.

In June 9th, MATERIAL GIRL, a new generation brand of Taiping bird, opened its shop in Taipei, Taiwan, for the first time to expand its market outside the mainland.

In addition to going out to open stores, La Natsu Bell announced in April 11th that LaCha Apparel II S RL, jointly established by members of the consortium, intends to acquire Target Corp from Vivarte SAS.

Naf Naf SAS has issued all share capital at a cost of 52 million euros (about 400 million yuan).

NafNaf has 494 stores in France, Spain, Belgium and Italy. La Natsu Bell said that through investing in international clothing brands, it will enrich the brand portfolio and enhance the feasibility of NafNaf expanding the Chinese market.

In June 29th, La Natsu Bell announced that the acquisition had been completed.

The more shopping centers open, the more.

Under the trend of consumption upgrading, shopping centers, which combine shopping, drinking and playing together, have gradually replaced street stores and department stores as the offline shopping places that young people love. Therefore, increasing the channel expansion of shopping centers has become the consensus of clothing brands for all men and women.

According to the financial data, in the first half of the year, there were 107 shops in the shopping mall of Taiping bird, and the total number of stores at the end of the year reached 1493, an increase of 18.96% compared with the same period last year. The total retail sales of shopping centers in the shopping center were 1 billion 649 million, an increase of 27.52% over the same period last year.

La Natsu Bell accelerated the expansion of shopping center stores in the first half of this year, accounting for 39.8% of these stores and 43.1% of operating income.

In the first half of the year, di Su fashion said in its earnings report that the company has established a cooperative relationship with the commercial real estate groups such as Beijing SKP, Jiu Guang, Wangfujing, Yi ddan, Yintai and other high-end department stores and Sun Hung Kai, Hang Lung, Huarun, Wanda and so on. We can see that shopping center channels are also the focus of the fashion layout.

From men's clothing, Li Lang promoted distributors to open large stores in the provincial capitals and prefecture level shopping malls during the period. As of the end of 6, the number of shopping malls has increased to more than 430, accounting for over 17.1% of the total number of stores, and sales performance is in line with expectations.

CABBEEN operates 847 stores in mainland China and 33% in shopping malls.

Based on the reasonable matching of department stores, business super stores and shopping centers, Hai Lan's family is trying to explore the consumption trend of the company's multi brands in the shopping center at the same time, catering to the one-stop shopping experience.

Children's wear is becoming more and more important.

Children's clothing is a hot market with huge potential but fierce competition. In order to find more growth points, more and more clothing brands are betting on children's clothing, launching new brand of children's clothing, and even subdividing children's clothing series independent stores.

However, at present, women's clothing is more obvious than men's clothing.

For example, La Natsu Bell launched a brand-new children's wear brand 8EM, to undertake the original dress brand La Chapelle kids, Puella kids and other parent-child business. In the first half of the year, La Natsu Bell's children's clothing business revenue grew by 87.3% over the same period last year. In the future, it will be a new profit growth point.

This year, an Zheng fashion will take children's clothing as its main investment direction. In May 4th, it registered a wholly owned subsidiary of all fun Children's products (Shanghai) Co., Ltd. with a registered capital of 100 million. In May 16th, it registered a subsidiary An Zheng children's articles (Shanghai) Limited, with a registered capital of 50 million, promoting the layout of children's wear market.

In June 9th, Mini Peace launched its first single store in Hangzhou Tower to sell Mini Mini products.

The series is a product line launched by Mini Peace in March last year to launch the flagship of 2-3 year old children. It extends the coverage range of the Taiping bird children's clothing, which is 3-10 years old, to the children's market.

Tai Ping year this year attaches great importance to the development of MiniPeace brand. By the end of this year, the goal of opening 23 Mini Peace stores will be completed.

Menswear brand CABBEEN plans to launch the children's clothing brand Cabbeen Love in the second half of the year. It is positioned as a 3-12 year old mid-range fashion children's wear brand. The product continues the Cabbeen Lifestyle street sports style, and the main trend is light luxury series. The brand plans to open stores in two or three line cities and synchronously sell on the micro mall.

More and more online channels

In the first half of the year, the proportion of garment enterprises' business income increased further, while online channels played more and more.

For example, during the period of urban beauty, the income of e-commerce channel was 303 million, an increase of 27% over the same period, and the proportion of total revenue increased to 12.9%.

In the first half of the year, urban beauty was invested by Jingdong, Tencent and vip.com. It will increase the electricity supplier. At present, the brand has opened stores on Tmall, Jingdong and vip.com, and has also launched a small program mall.

At the beginning of the 2018 year, DSU was formally launched on the whole channel project, and opened up online and offline to speed up inventory turnover.

For e-commerce channels also increased investment, more new products sold online, but also on the micro mall.

In the first half of this year, the growth rate of Di Su fashion business channel increased rapidly, and business income increased by about 82%.

In the first half of the year, Hai Lan's family actively developed e-commerce business, and online channel revenue accounted for 580 million, accounting for 6% of the main revenue.

On the basis of the original Jingdong, Tmall, vip.com and other mainstream social networking platforms, Hai Lan's home has been stationed in Amazon, mogujie.com, and so on.

In addition, the new retail mode has been gradually explored. At present, Hai Lan's home has launched online platform operation, including micro mall, public comment, and US group takeaway, and provides more convenient, high-quality and efficient shopping experience by combining more than 5000 stores resources under the line.