Some People Are Happy That Some People Worry About The Performance Of These 4 Listed Companies.

Bedding occupies half of the home textile industry, and is an important part of the home textile industry.

According to the National Bureau of statistics, Two In the 018 year, 1857 home textile enterprises above Designated Size reached 204 billion 158 million yuan in main business income. An increase of 4.55% over the same period last year. Among them, 987 bedding enterprises to achieve the main business income of 108 billion 232 million yuan An increase of 5.21% over the same period last year. It accounts for about 53% of the total revenue of the home textile industry. 。

Obviously, bedding as an important category of the home textile industry, its economic operation will have a greater impact on the entire home textile industry. Well, What is the market situation of China's bedding industry in the first quarter of this year? What are the factors that affect the performance of bedding leading enterprises? What are the new trends of these enterprises? Recently, our reporter has listed 4 companies with bedding as their main business. Fuanna, Luo Lai life, mercury home textiles, Meng Jie shares A quarterly report was made.

First quarter results were mixed.

Data from the China Home Textile Association show that The 219 home textile backbone enterprises that the association tracked has realized the main business income of 17 billion 852 million yuan in the first quarter, down 1.34% compared with the same period last year. 。 Compared with other sub sectors, the main business income of the bedding industry in the first quarter has dropped. The main business income of the 107 bed products enterprises tracked by the association dropped 1.80% compared to the same period last year.

Against this background, In the first quarter, fuanna and Luo Lai's life revenue and profits were all negative growth. 。 According to a quarterly report of two enterprises in 2019, During the period, the life of Luo Lai achieved a profit of 1 billion 144 million yuan, down 2.33% from the same period last year, and realized a net profit of 145 million yuan, down 7.59% from the same period last year. Fuanna achieved revenues of 521 million yuan, down 5.55% from the same period last year, and realized net profit of 81 million 50 thousand and 800 yuan, down 16.32% from the same period last year. 。

In recent years, fuanna has been adhering to the dual business strategy of home textiles and home furnishing, and its "beauty home" home business has been expanding in recent years, spending a lot, but has little contribution to revenue. According to its 2018 annual report, Fuanna's textile revenue mainly consisted of kit, pillow core, quilt core and so on, accounting for 2 billion 819 million yuan, accounting for 96.58% of the total revenue. Furniture sales revenue of 99 million 710 thousand and 200 yuan, an increase of 30.54% over the same period, accounting for only 3.42% of total revenue. 。

For the two drops of life and net profit of Luo Lai, there is an analysis of the industry. It is related to the strategic adjustment in 2018. 。 It is understood that In 2018, Luo Lai's life adjusted the order rules of the franchisee, introduced the policy of return and replacement, helped the franchisee go to stock, reduced the actual delivery volume of the franchisee, and affected the offline business. In response to the increase in raw materials prices, the life of rolls was strategically stocked. By the end of the first quarter of 2019, inventories grew by 25.16% to 1 billion 301 million yuan. 。 In addition, Luo Lai life also split the online business of Luo Lai and LOVO brand, renamed Tmall's "Luo Lai home textile flagship store" to "LOVO official flagship store", renamed the "Luo Lai home life hall" renamed the "Luo Lai official flagship store", realized the two brand independent operation, also had a certain influence to the first quarter income growth.

Unlike the two companies, they dream. Jie shares and mercury home textiles achievements achieved "contrarian". 。 According to its quarterly report, during the period, Meng Jie shares achieved 555 million yuan in revenue, an increase of 6.94% over the same period last year, resulting in a net profit of 57 million 282 thousand and 900 yuan, an increase of 12.58 over the same period last year. Mercury home textiles achieved revenue of 601 million yuan, an increase of 0.75% over the same period last year, resulting in a net profit of 75 million 571 thousand and 100 yuan, an increase of 4.22% over the same period last year. 。

The performance of Meng Jie shares will not be related to the strategy of "under the covers (offline)" launched in February this year. The strategic plan in 2019 opened 1600 smaller community stores, "dream shop", which gradually sank to the prefecture level and county-level cities. The shops were mainly oriented to consumers around 3~5 km, forming a dense network of small shops. At the same time, as a supplement to the traditional e-commerce channel, Meng Jie shares will continue to build a "one house good goods" WeChat online platform to achieve full coverage under the online and offline businesses.

The growth of the performance of the mercury home textile industry has benefited from the eighth generation store construction and the adjustment of the electricity supplier business that has been vigorously promoted since last year.

Actively embrace new retail

At present, China's home textile industry is experiencing the transition from traditional industrial mode to new mode. In combing, reporters found that 4 bedding leading enterprises are good at catching new opportunities. For example, in the face of the new retail outlet, they chose to embrace actively.

In this regard, the life of Luo Lai said. The new retail concept has been put forward and applied, showing that the ecology of the entire electricity supplier industry has undergone tremendous changes, and the integration of online and offline will be an inevitable and important trend.

In August 2018, Luo Lai life officially cut Tmall flagship store into two flagship stores, namely, home textiles and LOVO home textiles. Among them, under the main line of Luo Lai home textile brand, the high-end experience is emphasized. The core of LOVO home textile line is characterized by "European designer, Internet direct selling, no intermediate links". "Such a split makes the two positioning clearer and easier to provide consumers with more accurate services. At the same time, Luo Lai life also hopes to take this opportunity to get through online and offline, so that the official flagship store and the more than 2000 entity stores under the line will be linked up. "Relevant responsible person said.

As the core market strategy of Meng Jie group in 2019, the concept of Meng Jie smart store has aroused great repercussions in the retail industry. The platform path of "one house good goods" is: Dealers distribute commodity information through the platform and send orders directly from the warehouse of Meng Jie after issuing orders. 。 This way does not need the dealer to hoard goods, which greatly reduces the operation cost, and reduces the scale of the new stores. The minimum shop cost can be reduced to more than ten thousand yuan. It can realize a new store on the 7 day and achieve profit in 10~12 months. Meng Jie shares CEO Li Jing In the "Meng Jie wisdom retail user conference and Meng Jie wisdom store thousand person signing conference", it was revealed that the project was launched for 60 days, attracting 443 people to join in the investment, of which 201 stores have been opened.

If 1600 "Meng Jie shop" plan is completed, plus the original 3000 channel terminals, Meng Jie shares will have about 4600 stores nationwide in 2019. In the face of the rapid development of new retail, the company uses the advantage of existing channel network to integrate company brand, channel, service and information system. The new retail platform of "one house, good goods" arises at the historic moment. This platform increases the interaction between the company, business personnel and customers, provides customers with more accurate products and services, and increases customer stickiness. " Responsible person of Meng Jie shares Express.

Strengthening the deep integration of "two aspects"

To get through the online and offline businesses, we also put forward higher requirements for the deep integration of digitalization and informatization of bedding enterprises. In fact, leading enterprises have already made a layout in this regard.

Fuanna is the first company in the industry to fully introduce the German SAP ERP system adopted by the world's top 500 companies. 。 In the fine development trend of home textile and home furnishing industry, Fu Anna continues to layout the information management system, and at the same time, promotes the SAP system (an information management system that enhances financial management, standardizing the main business processes of enterprises), Lijing POS system (a cash register system that controls the store sales data and terminal inventory) and WMS system (a warehouse management system that standardizing warehouse management and improving logistics efficiency). Fuanna said that with the meticulous development of the business, the 3 systems will be optimized, coordinated and fully opened in the future to create an excellent supply chain management and store management system.

Luo Lai lives independently develops the supply chain demand plan GPM system. 。 The system can effectively monitor the matching progress of different departments in different modes of demand and supply, and focus on tracking and measuring the important performance indicators such as supply chain reliability, response timeliness and flexibility. At the same time, the system is also working closely with the core strategic suppliers to fully protect the increasing demand of new products after the listing of new products, while ensuring that the supply chain capabilities of the LOVO will not be affected by the independent operation of the company's e-commerce brand.

Meng Jie shares adopt customized intelligent production equipment. 。 According to the reporter, its main products start from the first process cutting to the final packaging and warehousing, achieving the whole process of intelligent coverage. In 2018, Meng Jie intelligent factory was built, and the first production line was put into operation smoothly. Relying on information system interconnection, Meng Jie shares has further integrated the supply chain system with the front-end sales system, which can more reasonably and orderly arrange production and scheduling, and timely and accurately meet customer needs.

Mercury home textile is also unwilling to lag behind. Two In the past 018 years, mercury home textiles has continuously deepened the implementation of supply chain Kanban, supplier management platform, operation management collaboration platform and other projects to comprehensively enhance the upstream and downstream synergy of the supply chain. ; We should speed up the construction of modern warehousing and logistics information system, cooperate with world-renowned supply chain and logistics management software manufacturers, combine intelligent warehousing and logistics centers under construction, and design intelligent warehousing and operation capabilities of highly efficient automation and precision, and enhance the response speed of the supply chain and enhance the shopping experience of consumers through the overall information deployment. The front-end applications such as WeChat mall, small program, star mobile bar, customer service workbench, etc. have been built, and the whole solution and tools of the Internet have been introduced through super shopping guide, store auxiliary system and AR room scene simulation.

Referring to the next two strategic plans, the home textile company will take the opportunity of implementing big data projects and form a digital system covering the bottom, middle and top levels. Among them, a company level master data governance organization is set up at the bottom to establish a unified digital business process, management standard and data standard. Through the open collaborative network management platform, the business process standardization, online, collaboration and digitalization are realized. At the top level, we should establish an omnidirectional and digitalized management index system that can see through the operation of enterprises. "Digital index system forms an interactive, iterative and optimized operational closed-loop that can be verified all the time. It will provide a comprehensive and real-time guarantee for more precise decision-making and execution. "Mercury home textile emphasizes.