Menswear Brand 2018 First Quarter Competition Said That The Garment Industry Recovery Is Really False.

For the local retail industry, the clothing industry is undoubtedly a barometer, especially in recent years, has been unable to get rid of the word "bad" and "harsh winter".

At the moment, the first quarter earnings report has entered the intensive period. The listed Chinese menswear enterprises, as the "vanguard" of the clothing industry, seem to have signs of recovery in the half year of 2018.

Despite the fact that men's brands have not yet fully recovered, their first quarter pformation is obvious.

On the whole, the competitive advantage of men's clothing brand in 2018 has been strengthened as a whole.

There are signs that traditional men's clothing brands are increasing their sales volume by using e-commerce platforms.

The style of design is not equal to those of young people.

YOUNGOR: it took only two months to win big losses.

2017 annual report, a shareholder psychological cool, YOUNGOR lost 3 billion 300 million.

However, in the first quarter of this year, it has increased by nearly ten billion. It only took place in just two months.

The famous men's wear brand in the industry has changed to a famous "stock speculating expert".

It is understood that YOUNGOR's first quarter net profit growth in 2018 and CITIC shares are inextricably linked: at the end of the first quarter of this year, YOUNGOR spent 8810 yuan to increase 1000 shares of CITIC shares, and its shareholding ratio also mentioned 5.000002985% from 4.999999547%.

In April 10th, YOUNGOR announced its holdings of CITIC shares, changing from marketable financial assets to long-term equity investments, and confirming gains and losses by equity method.

The net assets of CITIC share in HK $19 are no longer calculated according to the stock price, but the net balance is 11 billion 550 million Hong Kong dollars, equivalent to about 9 billion 300 million yuan, which is the mystery of YOUNGOR's net profit growth.

We should know that YOUNGOR's market value is only around 32 billion, a quarterly profit of 9 billion 940 million, and its ability to absorb gold should not be underestimated. This also directly led to value investors buying, YOUNGOR opened a 6% high in April 10th and closed up 6.85%.

From 3 billion 300 million to 9 billion 300 million, YOUNGOR relied on this kind of technology to create an epic myth in the stock market.

It is worth mentioning that although the accounting method has changed, the profitability of the enterprise itself has not been substantially breakthroughs.

The choice of modern Avenue will completely abandon the former men's clothing industry.

At the end of March, the first quarter results were released by morden Avenue. The net profit attributable to shareholders of listed companies decreased compared with the same period last year. Net profit attributable to shareholders of listed companies decreased by 60.93% - 66.07% - 66.07% over the same period last year, but net profit was positive.

The explanation given by the company is that last year's sale of the controlling subsidiary company even generated 100 million of Cafu's earnings, compared with that of the first quarter of this year, although there were signs of market warming in the online and offline entities.

In fact, by the squeeze of competitors and the change of consumers' tastes, the modern Boulevard of "A shares men's first dress" has gone farther and farther on the road of pformation, and even is going to completely say goodbye to the men's clothing industry. In order to support the pformation, the modern Avenue has implemented 3 increases in the past two years, and has invested heavily in the electronic business platform. However, the decline of the performance speed is visible to the naked eye. This has also prompted the fashion group to find another way: from the main men's wear card slave road to the later stage, it changed to the independent brand and agent brand, the operation fashion brand e-commerce platform and the investment merger and acquisition.

It can be seen that the new trend of modern Boulevard still has the potential to develop from boule to Boulevard.

The red bean line is growing fast and new.

The first quarter earnings report of Hong Kong stock indicated that in the 1-3 month, the red bean realized a business income of 693 million yuan, an increase of 20.88% over the same period, and a net profit of 46 million 578 thousand and 900 yuan, an increase of 51.3% over the same period last year.

It is inseparable from the radical pformation of red beans. In 2017, it chose to conform to the policies of the state to develop clothing business, return to the main garment industry, and rely on its own industrial advantages to enlarge the "pie" of the retail line.

Data show that 81.83% of Hong Kong share's revenue comes from offline stores, and 18.17% comes from online sales.

In the future, the direction of pformation of red bean can not be separated from "intelligent red bean". It is not only the innovation of brand image or marketing method, but also the acceleration of all channels.

Summing up

From the first quarter earnings reports of men's clothing enterprises and the development trend of brand strategy in recent two years, everyone is looking for a new way to pform and upgrade in adversity.

Especially domestic men's clothing and even clothing.

After entering the period of weakness after the rapid growth stage, enterprises adopt various tactics to expand the new breakthrough.

Some enterprises have chosen to diversify all channels to promote profit growth. Some enterprises have chosen to shift their strategic focus.

Main business.

Other companies frequently cross the border, and the market such as real estate, stock and so on is making a lot of money.

However, all men's clothing enterprises have chosen innovative mode and sustainable development.

In the next few years, the division of men's clothing industry will become increasingly obvious. China's men's clothing industry has entered a period of adjustment after rapid growth period, which means that the industry will start a new round of shuffling.

Only when we conform to the trend of consumption upgrading can we stand out.