Clothing Shoes Enterprises Enter The Annual Report Disclosure Season, Part Of The Brand Profit Growth Is Weak.

World clothing shoes and hats news recently, the beginning of the earnings season as scheduled, some brands of word of mouth and tonality flowering, such as Lining become the representative of the rise of domestic goods; some brands are brilliant, such as Anta, according to its annual performance Bulletin shows that in the past year, the market value exceeded 100 billion Hong Kong dollars, ranking third in the global industry.

However, some brands continue to be depressed and the decline is hard to change.

There are also some capital forces "group" close to the garment industry, the news of mergers and acquisitions also came one after another at the beginning of the year.

What changes do these messages mean to the industry level? It is a question that needs to be further explored in the 2018.

The industry's warmer trend has been basically established.

China Apparel Association released the results of the 2017 industry data for 13 years. The data show that in 2017, the total clothing output of the whole society was about 45 billion 600 million, an increase of 3.17% over the same period last year.

In 2017, China's clothing exports to the European Union, the United States, Japan and ASEAN totaled 94 billion 731 million US dollars, down 0.73% from the same period last year, a drop of 9.94 percentage points over the same period last year.

These data show that since 2017, the global economy has been recovering moderately, and the export of Chinese garment industry has continued to narrow. The overall situation of "stabilizing and recovering" has been basically established.

However, when analyzing the company, it can be found that although the industry has been warming up, this trend has not been quickly conveyed to the marketing level.

Therefore, the data performance of the major garment enterprises did not show a very strong growth trend.

A few days ago, Guoxin Securities, a market research firm, made a detailed analysis and published a report on the data displayed in the annual report of the clothing industry, warning the debt risk that many garment enterprises may encounter in the capital market in 2018.

The report concluded that as of March 8th, the number of Listed Companies in the apparel industry was 25, accounting for half of the total A apparel companies.

The market performance of these listed companies shows that although the overall production and export data of the industry have already been warm, the clothing industry has lost more profits in 2017.

The performance of 25 clothing listed companies that have published annual reports can be known: the total profit of these 25 companies and the net profit growth of the shareholders belonging to the parent companies are -37.3% and -46.4%, and the rate of decline is still relatively large. In these 25 enterprises, 8 of the shareholders belonging to the parent company have a negative profit growth rate.

In Guoxin Securities, clothing demand can be divided into two parts: domestic demand and external demand.

In recent years, domestic demand and external demand growth have declined significantly.

In 2015 and 2016, the amount of clothing and accessories exports (US dollars) showed a significant negative growth, but in 2017, the overall growth rate was still below 0.

This slow growth is unlikely to change fundamentally in the short term.

This means that the "low profit" situation of garment enterprises will continue for a period of time. Therefore, companies that need to pay large debts in 2018 and do not show prominently in the fields of marketing and merger and acquisition, or will face great pressure of survival.

Multiple brand models are attracting attention

In addition to Lining, Taiping bird and other domestic brands attracted much attention in the fashion week in New York, in 2018, there was another company, because of the bright annual report performance, and received the attention of the whole industry.

This brand is Anta.

In February 27th, the Hongkong listed company.

Enterprises, which were not very good in the industry environment, handed over a history best answer in 2017: the results showed that Anta achieved a total revenue of 16 billion 690 million yuan, an increase of 25.1% over the previous year, and an increase of 29.4% to 3 billion 90 million yuan in profit attributable to shareholders.

Vertically, the market value of Anta exceeded 100 billion Hong Kong dollars in 2017, ranking third in the global industry.

For the reason why such a "big reversal" can be found in the market, Ding Shizhong, chairman and chief executive officer of Anta group's board of directors, said in a reply to reporters that the focus on the sporting goods industry is to continue to look for more potential high-end international sporting goods brands, meet the needs of consumers and meet people's pursuit of a better life. This is the main reason why Anta has been able to get consumers in the past long time. In the coming 2018, Anta will continue to accelerate its brand upgrading.

"We are going to open the new ten years. In the future, Anta will also push the whole group's multi brand practice," new retail ", to speed up the trend of consumption upgrading in the field of" people's freight yard "and so on.

To enhance the market share of Anta in running, boxing, basketball, women's fitness, comprehensive training and skiing.

Industry is also very optimistic about Anta's choice of multi brand development layout mode.

Industry independent analyst, Shanghai good habitat

Cheng Weixiong, general manager of the management company, pointed out that "Anta's 100 billion market capitalization comes from the betting Philippine brand".

After analyzing the data of Anta's 2017 annual report, he thinks that the main business performance of Anta has not worked well without the high growth of new brands.

But the brand matrix of Anta has been formed, from the Anta brand of the low-end Volkswagen to the mid-range Philippines, to the top grade skiing brand.

This makes Anta group in China.

The market has occupied the top of the right to speak, which has more impetus and assistance to the diversification of Anta's later stage.

And this model is very worth the domestic brand, especially at the same level, is thinking of the pformation of the clothing, footwear enterprises to study and learn.

M & A is still most popular.

In the past time, Shandong Ruyi group, which is mainly focused on the layout of the industrial chain, announced that it had completed the acquisition of Bally, a leather accessory company in Switzerland.

Although the details of the paction were not disclosed, Bally's parent company JAB group and the current CEO confirm that they will still retain a small share of the brand, and the management team of Bally will reinvest Bally as a minority shareholder.

In February 22nd, Fosun international and its subsidiaries announced the acquisition of France's oldest custom fashion brand Lanvin.

Although no specific amount was announced, the industry speculated that Fosun Group would become the controlling shareholder of the French luxury brand Lanvin at a price of more than 100 million euros.

It is also reported that Fosun international will announce the acquisition of Wolford, a high-end underwear brand in Austria, and will get a 51% stake in Wolford.

At the end of 2017, the domestic men's brand seven wolves also invested 320 million yuan to invest in the famous brand Karl Lagerfeld's Chinese operation entity, and obtained KLSH's trademark right in Greater China.

Shenzhen costumes also acquired German women's clothing brand Laur L, American light luxury brand Ed Hardy and so on.

Taking stock of these recent M & A cases, we can find that although judging the market trend based on industry data is not entirely optimistic, in the year 2018, many familiar companies, especially garment enterprises groups began to accelerate the pace of overseas mergers and acquisitions, or let everyone feel the change of the mindset of the clothing market in the whole trend of positive expansion in 2018.

Bain consulting and Boston consulting, a market research firm, pointed out to reporters that the change in purchasing habits and capabilities of the new generation of consumers is the main driving force for Chinese clothing companies to buy and buy, and are more interested in big brands. After 90 and even millennials, they have a deep understanding of luxury goods, love fashion and leisure, love designer brands, and start buying luxury goods at a lower age and higher purchase frequency.

All of these will have a greater impact on the future development orientation of garment enterprises.

More wonderful information about the world clothing shoes and hats net!