Inc. of dress of Zhejiang dark horse (the following abbreviation " dark horse dress " ) today (on Feburary 26) announce 2020 outstanding achievement wall bulletin, inside report period, the company achieves business gross earnings fifteen billion one hundred and sixty-seven million yuan, relatively on year the corresponding period decreases 21.56% ; Implementation vest in appears on the market the net gain of company shareholder 802 million yuan, decrease compared to the same period 48.21% .
Up to the report period end, total assets of dark horse dress amounts to seventeen billion two hundred and fifty-seven million yuan, grow 3.83% compared to the same period, vest in appears on the market the possessory rights and interests of company shareholder 11.49 billion yuan, decrease compared to the same period 2.33% .
Explanation of dark horse dress says, suffer epidemic situation to affect income doing business to drop inside report period is the main reason that net profit drops.
In addition, dark horse dress undertook an analysis to the asset inside limits of amalgamative forms for reporting statistics, to be being put in what decrease value evidence asset plan carries the corresponding preparation that reduce a cost, announcement shows, inside report period new plan drawing goods cheapens prepare 455 million yuan, occupy 2019 year vest in of company to appear on the market the net gain of company shareholder 29.38% 1.549 billion yuan.
Net of the first spin notices, and suffer epidemic situation effect, 2020 to dark horse dress character is a year when be full of a challenge, before 2020 3 quarters, dark horse dress realizes business income 9.45 billion yuan, drop compared to the same period 28.74% ; Vest in appears on the market the net gain of company shareholder 216 million yuan, drop compared to the same period 83.48% . In the light of a series of problems that oneself faces, dark horse dress is accelerated on one hand pare abroad deficit business, will finish French Kidiliz project to sell in September, drive channel inventory and inn of small effect door to digest on the other hand, for regain growth path laid next solid foundations 2021.
The letter amounts to negotiable securities relevant analysis personage expresses, 2019 after 3 quarters, profit of net of department of dark horse dress drops continuously the performance that affects company share price, basically be the element as a result of a few respects: Was October 2018 the company is wholy-owned Kidiliz of group of childen's garments of the high end in buying Europe, as a result of Kidiliz advocate business Wu all is in European area, suffer the motion of French yellow waists-coat, effect such as epidemic situation indulge in wilful persecution, kidiliz company is in the four seasons was spent 2018, 2019 and 2020 first quarter - 3 quarters part deficit 49 million yuan, 307 million yuan and 510 million yuan; 2 was 2020 epidemic situation brings about home to consume the market first low fan, garment industry gets bigger impact, discharge of guest of inn of the door below line of dark horse dress decreases, outstanding achievement glides; 3 was 2019 the four seasons spends dark horse dress plan carries asset to reduce value loss 648 million yuan, basically reduce a cost for money of goods in stock, receivable Zhang, the influence is behaved when quarterly net profit.
2020 since 3 quarters, dark horse dress comes off Kidliz brand, exterior epidemic situation affects consumption of dress of catalysis of progressively improvement, cold winter, dress sells hopeful to anabiosis, and through old stock management is optimized, company channel carries inventory pressure improvement, plan carry the risk that reduce a cost lesser, the letter amounts to negotiable securities to predict, dark determinism of outstanding achievement inflection point is greeted inside dress period stronger, and outstanding achievement flexibility is bigger, and the uncertainty that gives sale of business of company abroad childen's garments to bring considering European epidemic situation, the company came off in September 2020 Kidliz company business, transfer equity dark horse group (Kidiliz is expressed to the end of August 2020) , strategy of childen's garments internationalization puts delay.
Nevertheless respect of dark horse dress ever expressed before this, with respect to company strategy character, the company will advance digitlization transition actively, carry from the sale, supply research and development of end, product to wait to undertake digitlizing transition ceaselessly, improve in-house efficiency, roll out essence of life to follow a product, demand of better contented consumption, still digitlize aggrandizement member management at the same time, around the VIP of cat of direct seeding, day, be based on the advantage of terminal door inn, better become good company group operation and member are touched amount to, foster the consumer perception to the brand; In sale side side, make good macrocosm sale, cooperate with day cat " super brand day " , " tide came to the country " wait for large sale activity, further improvement promotes a brand force.
Researcher of Oriental negotiable securities applies Gong Mei to think, the masses is recreational circuit attribute and dark horse advocate the adjustment that the brand was faced with a few years in the past, show level to be mirrorred already adequately in the appraise value of the company, in light of observation, the station is in current when dot, dark horse is recreational outfit business has seen an end below epidemic situation test, rebounded in what the hopeful on small cardinal number receives income and profit 2021, long-term industry head is changed in and company ego changes bring larger space.
And from fractionize industry located in light of lifecycle, recreational dress industry experienced home to go up 90 time come the century the rapid growth phase at the beginning of 21 centuries, be in stability to increase period at present, the industry added fast fall after a rise to come 2019 4% around, and be faced with the client billabong between the intense competition between in-house brand and distinct category at the same time, wearing demand to be changed to individuation, vogue as group of light consumption of 90-95 the year after next especially draw close with comfortable diversification, athletic style makes the wind gap of industry of the last few years, this kind of switch also is in ceaseless billabong guest group hasten of setting of fixed position likeness, dress is the same as, the masses sportswear with price adjacent interval acts the role of the market, went up objectively to also increase the management difficulty of recreational dress brand.
Look in Shi Gongmei, lie fallow in last few years the addition of the cost of channel of low growth overlay that holds an industry, many abroad brands also show exhausted state in city of line of just a little, 2020 aggravate of epidemic situation criterion in of essay card and abroad brand exit, among them: GAP banner leaves market of OLDNAVY evacuate China, holand C&A sold Chinese business, MANGO of brand of Spanish quick style made halt plan of inn of the develop below the Chinese clue that offerred 2019, INDITEX of ZARA parent company announces the Bershka below the banner, Pull&Bear and Stradivarius exited the market below Chinese line 2021. From the point of competitive pattern, abroad fast fashionable brand already passed the gold in Chinese market period, this on one hand with consumer of Chinese Z for generations more the consumptive original intention that the dress that goes after individuation dresses up is concerned, the state is current arisen Euramerican and fashionable culture was weakened to be in China on certain level native land consequence, on the other hand price of be enslaved to be enslaved to and brand differentiate spent deficiency, confine of many channel of abroad fast fashionable brand are in city of line of just a little, realize channel effectively to sink in China hard. On the whole, industry brand amount furnishs decrease, be helpful for having a brand (the native land brand that still has dimensions and market vivid jerk especially) swim to fluctuation the promotion of bargain ability, prospective industry spends the way that continues to promote centrally changeless. Especially hind epidemic situation times, supply the resource such as catenary, channel, talent, capital to be able to be quickened to provide the bibcock enterprise with appeal force, more bright characteristic to center more.
Net of the first spin learns from respect of dark horse dress before this, according to president of banquet of couplet of dark horse dress Chen Jianing discloses, company future lies fallow in the adult the development strategy that fits business side basically has the following:
1, the effectiveness that promotes a product, optimize a crowd ceaselessly statified reach setting, design and consumer more the product that match. Emphasize emphasize On(light business affairs) with Off (recreational) , mix excessive foundation repeat SKU to do subtraction, advance flexible supply chain, push science and technology product.
2, increase product memory to spend, had made 3 years of programs, product of sex of function of will cosignatory money, IP money optimizes iteration ceaselessly; Associated brand, be born products plan, aggrandizement story sex and uniqueness, make product memory spend, rangsenma enters trend crowd from fundamental crowd.
3, cooperate flexible supply chain, increase a product to appear on the market wave second, be close to the experience of consumer more, go up newlier in the fixed position of the brand, core value change is " working libertinism / Worktoplay " , focusing 95 hind new young person, value keyword change is " fast rhythm, efficient, run at any time " .
4, investment can increase on sale, main hair force is extended retailly at socialization, the maintenance of illicit region discharge, increase a product to remember a point. In the process that promotes in brand image, have store of concept of culture of city of make choice of, plan new form store.
5, the gain standard that improves door inn through turning operation subtly, accomplish the promotion of smooth effect.
6, increase flexible supply catenary to be applied mediumly in the product, reduce the proportion of futures, make label according to different crowd, fractionize product vogue is spent, undertake selling in channel of structure of poor dissimilation crowd.
Respect of dark horse dress also expresses, as the improvement of economic environment, consumption is released further, garment industry falls in setting of double loop economy, welcome new development opportunity. Resource can accelerate the market to be centered to industry head enterprise, the dress brand company that is helpful for be in advantage position source of more efficient integrated fluctuation idle fund, consolidate the competition ability of oneself, enlarge market share.
Public data shows, dark horse dress held water 1996, found the design that dark horse brand pursues recreational outfit, production, sale, balabala cuts brand of childen's garments of successful 2002 hatch circuit of childen's garments dress, among them:
The masses sportswear that dark horse brand locates price of young, vogue, tall sex is compared is acted the role of, face 16-30 year old the youth that pursues style. Brand product line rich, exert oneself buys object check space one-stoply at making, formed include men's clothing, female outfit, household to take, the product combination that box bag, shoe tastes inside. The brand actors or actress to mark on quality garment library, spend in vogue go to school Zara of be used to.
Balabala (Balabala) the brand is located in 0-14 surely year old children consumes a group, for the masses consumptive family offers rich product alternative. Its product line covers baby young child, in big child, fittings of children's footwear, underwear, baldric tens of category, the children dress demand below setting of level of contented and different age, activity, balabala (Balabala) the market of the brand owns rate and brand famous degree first what reside brand of domestic childen's garments.
Up to on June 30, 2020, dark horse dress already was in countrywide each province, municipality, municipality directly under the Central Government to reach abroad built store of the door below 9507 lines, among them straight battalion inn 1132, join in inn 8115, affiliation inn 260; In the meantime, the company is in naughty cat of treasure, day, taste the home such as the meeting only platform of famous electron business affairs established the sale channel on the line.
Before up to net of the first spin evening distributes news dispatches today, dark horse dress receives a reply 9.23 yuan / , drop 2.53% , market prise 24.9 billion yuan. (Martin of net of the first spin)
