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Inventory 2018 performance: the competition in the women's wear industry is becoming more intense

Source:
2019/05/13
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From the performance of women's listed companies in 2018, the gap between women's listed companies is gradually narrowing, and the competition in the women's wear industry will become more intense in the future.

La Chapelle's revenue was 10.176 billion yuan

La Chapelle's operating income in 2018 was 10.176 billion yuan, down 2.58% year-on-year; operating profit loss was 152 million yuan, down 120.57% year-on-year; net profit attributable to shareholders was 159 million yuan, a sharp drop of 132% year-on-year.

Regarding the performance, La Chapelle said that 2018 was the first operating loss since the listing. On the whole, the reasons for the operating losses, in addition to the decline in terminal sales and the decline in gross profit margin, also reflect the urgent need to adjust the multi-brand, direct-oriented business development model, and the excessively high fixed-cost expenses under the direct-operated model. In the case of weak sales growth, the Group's profitability has dropped significantly. At the same time, some of the brands owned and invested in the investment period need to invest more operating resources during the incubation period of 3 to 5 years, and the operating losses during the incubation period will also lead to the decline of the Group's current profit.

La Chapelle has nearly 20 clothing brands including La Chapelle, Puella, 7m, La Babite and Candie's, covering popular casual men's and women's wear, designer brands, children's wear and so on. In view of the profitability of each brand during the period, La Chapelle and Puella brand are still the two brands with the highest sales contribution of the group, which together accounted for 40.51% of the group's total sales, but decreased by 4.63% compared with 45.14% in 2017. In addition, the 2018 La Chapelle online platform realized revenue of 144 million yuan, a year-on-year increase of 0.83%, accounting for 14.13% of the group's total revenue. La Chapelle said that the online platform revenue growth was attributed to the Group's multi-brand influence and continuous improvement in online professional operation capabilities. In the second half of 2018, the company accelerated the adjustment of terminal channels, closed down loss-making and inefficient stores, and launched the joint venture and franchise cooperation model. By the end of 2018, the Group had a total of 9,269 retail outlets, including 9,238 direct retail outlets and 31 joint ventures. Retail outlets, compared with 944 at the end of 2017, were reduced by 179.

Vigannas revenue of 3.806 billion yuan

In 2018, the Vignas Group achieved operating income of 3.806 billion yuan, an increase of 20.34% over the same period of last year; the net profit attributable to shareholders of listed companies was 273 million yuan, a year-on-year increase of 43.65%. In 2018, the company completed non-public offering of shares, increasing net assets by 504 million yuan; at the end of 2018, the company's owner's equity attributable to listed company shareholders was 2.416 billion yuan, an increase of 47.26%.

The Vignas Group has three brands: VGrass, Yuanxian and Teenie Weenie. In 2018, VGrass revenue was 862 million yuan, up 8.91% year-on-year; auspicious Yunjin revenue was 23.176 million yuan, up 5.07% year-on-year; Teenie Weenie revenue was 21.93 100 million yuan, an increase of 4.99% year-on-year, has become the biggest contribution of the group's performance. By the end of 2018, the Vignas Group had 1,386 stores, a decrease of 63 compared to 1,449 at the end of 2017. In addition, in 2018, Vignas online sales of 3.471 billion yuan, accounting for 15.3% of total revenue; offline sales of 2.608 billion yuan, accounting for 84.7% of total revenue.

Langzi's revenue was 2.662 billion yuan

In 2018, Langzi shares realized operating income of 2.662 billion yuan, up 13.1% year-on-year; realized operating profit of 239 million yuan, up 7% over the same period of last year; realized net profit attributable to shareholders of listed companies of 210 million yuan, up 12.2% year-on-year .

The company's main business covers the four business systems of women's wear, baby, medical beauty and asset management. In 2018, the Langzi women's segment revenue was 1.379 billion yuan, a year-on-year increase of 24.29%, accounting for 51.84% of the Group's total revenue; Business revenue was 661 million yuan, down 19.26% year-on-year, accounting for 24.82% of total revenue; medical and beauty business revenue was 479 million yuan, up 87.59% year-on-year, accounting for 18.01% of total revenue; asset management business revenue was 105 million Yuan, down 27.08% year-on-year, accounting for 3.95%.

In the women's wear market, Langzi is currently owned by its own brands Lancy From 25, Rhine Lime Flare, Mary Marie n°mary, Liaalancy, Acting brand Mojo S.Phine, Jigott Jigott, Fabiana Filippi , Dewl, etc. At the end of the reporting period, the company's women's wear business had 505 sales terminals and 6 online channels, of which 57 were net increase during the reporting period.

In the baby products market, the Korean baby brand Akabang acquired by the group has more than 10 series of brands. During the reporting period, due to the international economic environment and the continuous decline in the domestic birth rate of South Korea, Akabang achieved operating income of 666 million yuan, affecting the company's consolidated net profit of -43.972 million yuan. As of the end of the reporting period, there were 999 sales terminals under the Akabang line, including 966 in South Korea and 33 in China (excluding 3 domestic online channels).

珂莱蒂尔 revenue of 2.521 billion yuan

In 2012, the company achieved revenue of 2.521 billion yuan, a year-on-year increase of 14.39%; net profit of 272 million yuan, an increase of 12.26%; gross profit of 1.803 billion yuan, an increase of 15.5%. As of the end of 2018, there were 862 group stores, including 641 direct retail stores and 221 dealer-operated retail stores.

The current brands of the Leiter Group include Koradior, La Koradior, Koradior Elsewhere and DE KORA, covering dresses, skirts, trousers, knitwear and accessories. From the perspective of the revenue of each brand, the group's core brand Koradior's revenue was 1.636 billion yuan, up 10.77% year-on-year, accounting for 64.89% of the group's total revenue, which is the group's largest contribution; La Koradior's revenue was 208 million yuan, up 30.26 year-on-year. %; Koradior Elsewhere brand revenue of 353 million yuan, an increase of 21.09%. During the period, the Group's revenue growth was mainly attributable to the sales growth of existing stores and the sales of newly opened stores. The revenue of 641 direct retail stores was 2.044 billion yuan, accounting for 81.08% of the Group's total revenue, up 10.9% year-on-year; e-commerce Revenue was 208 million yuan, accounting for 8.25% of the Group's total revenue, an increase of 33.89%.

Ge Lisi's revenue is 2.436 billion yuan

In 2018, Gloria realized operating income of 2.436 billion yuan, an increase of 18.66% year-on-year; realized net profit attributable to shareholders of listed companies of 365 million yuan, an increase of 20.74%.

There are 6 fashion brands including Ellassay, Laurèl, Ed Hardy, IRO, Vivienne Tam and JeanPaulKnott. In 2018, the group's main brand Ellassay achieved revenue of 1.004 billion yuan, up 4.32% year-on-year; Laurèl achieved revenue of 111 million yuan, up 14.05% year-on-year; Ed Hardy series brand achieved revenue of 498 million yuan, up 14.16% year-on-year. As of the end of the reporting period, the company had a total of 592 stores, a net increase of 59 compared with 533 at the end of 2017. Among them, Ellassay has 312 terminal stores, 181 Ed Hardy series brands, 37 Laurèl brands, IRO brands have 49 direct terminal stores worldwide, and Vivienne Tam has 13 terminal stores. In addition, in 2018, the company's online sales of 103 million yuan, accounting for 4.69% of total revenue; offline sales of 2.087 billion yuan, accounting for 95.31% of total revenue.

Geely fashion revenue of 2.1 billion yuan

In 2018, Geely Fashion achieved operating income of 2.1 billion yuan, a year-on-year increase of 7.94%; net profit attributable to shareholders of listed companies was 574 million yuan, an increase of 19.59% year-on-year. As of December 31, 2018, the company had a total of 1062 retail outlets nationwide, including 378 direct terminals and 684 distribution terminals.

There are four clothing brands including DAZZLE, DIAMOND DAZZLE, d'zzit and RAZZLE. During the period, DAZZLE achieved revenue of 1.232 billion yuan, up 7.15% year-on-year; DIAMOND DAZZLE revenue was 170 million yuan, up 14.77% year-on-year; 'zzit's revenue was 684 million yuan, up 6.88% year-on-year; the men's wear brand RAZZLE listed in September 2017 was 920.92 million yuan, up 241.75% year-on-year. In addition, in 2018, the popular online sales of Continental Fashion reached 256 million yuan, accounting for 12.2% of the Group's total revenue; offline sales of 1.839 billion yuan, accounting for 87.8% of the total revenue.

Jiangnan Cloth's revenue was 2.027 billion yuan

In 2018, Jiangnan Cloth achieved operating income of 2.027 billion yuan, a year-on-year increase of 22.6%; net profit attributable to shareholders was 381 million yuan, a year-on-year increase of 22.1%. Jiangnan Buyao said in the report that the increase in revenue was mainly due to the expansion of the Group's retail network and the rapid development of e-commerce and new services. As of December 31, 2018, Jiangnan Cloth had a total of 1994 retail outlets, including 161 overseas retail outlets.

Jiangnan Buyi Group has 9 brands including women's wear brand JNBY, high-end women's wear, men's wear CROQUIS, children's wear jnby by JNBY, youth wear Pomme de terre, home JNB YHOME, men's wear SAMO, sports and leisure REVERB. In 2018, all brands of the Group achieved revenue growth, of which JNBY revenue was 1.156 billion yuan, accounting for 57% of the Group's total revenue, up 19.1% year-on-year. It was the largest contributor to the Group's performance; men's CROQUIS revenue was 40.205 million yuan. The proportion accounted for 19.8%, an increase of 23.5%; children's wear jnby by JNBY revenue of 28.5071 million, accounting for 14.1%, an increase of 33%. In addition, in 2018, Jiangnan Buyao Online sales of 220 million yuan, accounting for 10.9% of the Group's total revenue, a year-on-year increase of 57.1%; offline channel self-operated store revenue of 819 million yuan, accounting for 40.4%, an increase of 6.9%; distribution Store revenue was 968 million yuan, accounting for 48.6%, an increase of 31.9%.

Anzheng fashion revenue of 1.649 billion yuan

Anzheng Fashion achieved operating income of 1.649 billion yuan in 2018, an increase of 16.09% year-on-year; realized net profit attributable to shareholders of 281 million yuan, an increase of 2.96%. As of the end of 2018, the number of terminal stores in Anzheng Fashion was 973, a net increase of 56 compared with 917 at the end of 2017.

Anzheng Fashion's main business is independent research and development, production, sales and brand management of high-end brand fashion. The company's subsidiaries include: Nguyen, Yin Mo, Anzheng, Fei Na Chen, Mosak, five major brands under their own fashion brands, in Greater China. Acting for Stella McCartney and Stella McCartney Kids, during the reporting period, the company acquired 70% equity of Shanghai Lishang Information Technology Co., Ltd., the equity delivery date was October 31, 2018, and the net profit of Lishang Information in 2018 was 62.813 million yuan.

In terms of the profitability of various brands during the period, the revenue of Zizi was 1.038 billion yuan, up 10.93% year-on-year; Yinmo's revenue was 223 million yuan, up 4.1% year-on-year; Anzhen men's clothing revenue was 74.87 million yuan, up 0.1% year-on-year; Sac's revenue was 310.21 million yuan, down 12.31% year-on-year; Fiona's morning revenue was 114 million yuan, up 11.98% year-on-year. In addition, in 2018, Anzheng Fashion Online sales of 404 million yuan, accounting for 24.59% of total revenue; offline sales of 1.24 billion yuan, accounting for 75.41% of total revenue. Among them, online sales include the income of online sales of Lishang Information, which was incorporated in the current reporting period, of 130 million yuan. Excluding this factor, the online revenue of apparel products reached 273 million yuan, a year-on-year increase of 39.92%.