Women's Shoes Enterprises: Bottom Adjustment Is Still Improving At A Low Speed Growth Period.

along with Retail channel The transformation of the shoe industry has become a big expansion in the past. After a crushing defeat in 2013, shoe companies abandoned the rapid expansion mode of stores and began to seek transformation. Towards the end of October, the four leading women's shoes listed companies handed over their transcripts in succession. Although their performance has improved, it is undeniable that enterprises are still at a low growth stage.

The only 4 companies listed on A shares. Brand of women's shoes On Saturday, the company achieved a net profit of 28 million 819 thousand and 600 yuan, an increase of 9.03% over the same period last year, and a profit of 0.0793 yuan per share. The first three quarters of the company achieved operating income of 1 billion 257 million yuan, down 2.08% from the same month 1~9.

It is reported that since last year, since last year, we have been cautious in opening up stores, vigorously developing the electricity supplier and increasing the proportion of non self operated businesses, and the management and management capabilities are gradually improving. The Great Wall securities released research report pointed out that the company's performance is still at the bottom, although the inflection point is not clear, but the company is small, if the market environment improves, the performance elasticity is bigger.

In Hongkong's domestic market, women's shoes "giant crocodile" BELLE International announced its performance in the first half of fiscal year 8 as of the end of 8. Data show that the company's turnover reached 18 billion 556 million yuan, an increase of 10.9% over the same period, and net profit of 2 billion 78 million yuan, an increase of 7.6% over the same period last year. Because this performance is better than expected, agencies have given positive comments. Its performance report shows that the company will accelerate the construction of information technology in the future. At the same time, we will focus on the development of e-commerce.

At the same time, in the same way Hong Kong The performance of Daphne international and 100 billion listed companies has also improved. Daphne announced earlier that the end of September this year, the third quarter of the unaudited operating information, core brand business same store sales increased by 6.3% year-on-year, compared with the second quarter, an annual decline of 2.4% has improved. By the end of September this year, the same store sales increased by about 5% in the three months.

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The three quarterly report released by Hai Lan's home recently shows that the company's revenue and net profit in the first three quarters increased by 70.5% and 83.57% respectively. Among them, the third quarter single quarter revenue and net profit increased by 95.57% and 86.12% respectively. Orient Securities released research report, Hai Lan home income growth mainly from channel expansion and store efficiency improvement.

According to its further analysis, the number of brand stores in Hai Lan's home market is expected to be around 3240 in the first three quarters, increasing by 353 compared with the beginning of the year. In addition to the rapid growth of the channel, the average sales area of the new shops in recent years is 230 square meters, much higher than the average 160 square meters of the old stores. In addition, the company has also actively promoted the development of two in one, three in one store. As of the end of the three quarter, it is estimated that there are already more than 60 stores.

However, in the men's clothing industry in the depth of the adjustment period, not all men's clothing enterprises are like Hai Lan's home, the performance is not bad, more men's clothing companies are still deep in the mire of performance decline, struggling.

In the first three quarters of the first quarter, the operating income of the news birds rose to 2.82% yuan, increasing to 1 billion 595 million 900 thousand yuan, but net profit fell 18.89% to 126 million 900 thousand yuan. The three quarter achieved 597 million yuan in revenue in the single quarter, up 16.04% over the same period last year, but net profit fell 20.02% to 59 million 720 thousand and 900 yuan.

With the increase of the retail outlets of the retail outlets, the growth of the terminal expenses and the continuous increase of the selling expense rate are the main reasons for the net profit decline. At the same time, the increase in the handling of special sales products also reduced the gross profit margin of the company.

Business casual men's "faucet" business is even worse, and revenues and net profits are still in a "double slide" state. 1~9 realized revenue of 1 billion 495 million yuan, down 15.07% compared to the same period last year, and net profit was 307 million, down 27.99% compared to the same period last year. The seven wolves also failed to escape. In the first three quarters, its operating income was 1 billion 731 million yuan, down 25.06% compared to the same period last year. Net profit was 228 million yuan, down 38.74% from the same period last year.

The card slave Road, which has been pursuing high-end boutique business routes, can be described as "miserable". 1~9 month actually revenue 491 million 700 thousand yuan, down 7.04% compared with the same period last year, net profit is only 12 million 366 thousand and 700 yuan, a sharp fall of 87.41% over the same period. What is more surprising is that the third quarter single quarter performance loss, realized revenue 126 million 700 thousand yuan, down 18.03% compared with the same period last year, net profit loss -782.33 million yuan, a sharp fall of 167.24% over the same period.