2016 In The Four Quarter, The Performance Of The Sportswear Industry Is In Good Agreement

Since entering the fourth quarter of 2016, under the combined influence of weather and low base numbers, most of the retail sales data of brand clothing stocks still focus on the main industry, and most of them reported double-digit year-on-year growth.

From a quantitative point of view, the allocation ratio of clothing in mainstream institutions is still low. The improvement of fundamentals has indeed made the safety margins of some listed companies rammed. The leading companies in the industry are generally valued reasonably and have a solid foundation. They have safety cushions and have the value of long-term holding.

Since the second half of 2016, our country

Data is facing a good trend, and from the National Bureau of statistics, in November 2016, the retail sales of 100 large scale key retail enterprises increased by 3% over the same period last year.

According to the subdivision industry, in November 2016, the sales of women's wear and bedding increased slightly, with an increase of 0.3%, while children's wear and footwear decreased more than 4.3% and 3.8% respectively.

From the sales point of view, only sportswear continued to grow rapidly, an increase of 8.6% over the same period, and the rest of the categories declined.

Sportswear: double digit growth in the second tier market and a slight slowdown in overall growth.

Sales in November 2016 increased by 8.6% over the same period last year, of which the second tier market maintained strong growth, an increase of 11.8% over the same period, and the 13 line market grew by 1.7%/1.3% compared to the same period last year.

In the 1-11 months of 2016, the sales of sportswear increased by 9.7%.

Children's wear: sales dropped from 1-11 to 4.3% in 2016, and sales were basically flat.

From the split of volume and price, sales in the three line market increased by 20.6%, and the second tier market dropped by 8.2%.

In 2016 1-11, sales volume increased by 3.2%, and the growth of each line was balanced.

Men's clothing,

Shoes: 1-11 month, three line market sales growth in 2016, the overall sales are flat.

In November, sales of men's wear / women's wear / Footwear sales decreased by 1.6% over the same period last year, up 0.3% and 3.8% compared with the same period last year, and sales fell 0.2%, 2.2% and 3.6% respectively.

From the market point of view, the sales performance of each category in the three line market is better, which increased by 10.1%/1.8%/20.6% compared with the same period last year.

Home textiles: 1-11 months in 2016, by the three line market pull overall sales increased slightly.

Bedding sales increased by 0.3% in November. The growth was mainly from the three line market, an increase of 14.3% over the same period last year. The second and second tier markets decreased by 3.5%/2.3% compared with the same period last year.

Sales in 1-11 months decreased by 2.6% year-on-year, of which 13 line market grew by 1.5%/0.8% respectively.

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Ju Xinghai, a researcher at Zhongtai securities, said that

With the trend of fashion consumption, the garment retailing industry will usher in structural change, which is expected to bring investment opportunities, especially in the new fashion and collectivization of consumer goods with high fashion growth trend, as well as those who integrate high-quality resources in the process of accelerating the integration of the channel.

From a fundamental point of view, the opportunity to grasp the garment industry no longer depends on the total logic: the basic needs of food, clothing, housing and travel have been fully met. From the retail perspective, the proportion of clothing consumption can hardly be further improved. This is confirmed by the rapid growth of the garment industry in recent years to GDP.

Therefore, the industry needs to pay more attention to the continuous improvement of the overall efficiency of listed companies. Only in this way can the share of the market increase continuously.

For more information, please pay attention to the world clothing shoes and hats net report.