Inventory 2018 Performance: Strong Growth In Children'S Wear Industry

Judging from the situation in 2018, the children's wear market is improving as a whole, and most children's wear brands show strong growth momentum.

Barbara's revenue of 8 billion 825 million yuan

Semir clothing has a Semir brand as the representative of the adult leisure clothing and the bala Bara brand as the representative of the two major brand of children's clothing. In 2018, Semir's apparel revenue reached 15 billion 719 million yuan, an increase of 30.71% over the same period last year. The net profit of shareholders belonging to the listed company was 1 billion 694 million yuan, an increase of 48.83% over the same period last year. Barbara realized its operating income of 8 billion 825 million yuan in 2018, accounting for 56.14% of the total revenue of Semir group, an increase of 39.6% over the same period last year.

In the children's business segment, the company wholly acquired the European high-end children's wear KIDILIZ group in 2018 and promoted the multi brand business of KIDILIZ group in China. Its CATIMINI brand has opened its first store in China. The company also introduced the North American leading children's wear brand TheChildren 's Place. At present, the company's children's clothing business has achieved a comprehensive coverage of the whole category, age and consumption level, forming a complete brand matrix of children's clothing.

Teenie Weenie children's wear revenue 2 billion 193 million yuan

The Teenie Weenie brand acquired by the Wien nasse group is located in the high-end high-end cartoon and casual wear brand, targeting the Z generation of consumers and children. The brand product line includes women's wear, men's wear, children's wear, baby's children's wear, accessories and coffee shop. In 2018, TeenieWeenie achieved an operating income of 2 billion 193 million yuan, an increase of 4.99% over the same period last year, becoming the biggest contribution to the performance of Vigna S group. In addition, sales of TeenieWeenie brand e-commerce in 2018 were strong, up 24% over the same period last year. As of December 31, 2018, there were 1232 TeenieWeenie brand stores, including 1133 Direct stores and 99 franchised stores.

Starting stock revenue 1 billion 399 million yuan

Starting shares in 2018 achieved operating income of 1 billion 399 million yuan, an increase of 4.43% over the same period, of which the sales volume of children's shoes reached 774 million yuan, an increase of 0.11% over the same period last year. Net profit attributable to shareholders of listed companies was 181 million yuan, down 7.05% over the same period last year. Starting stock is a domestic children's products industry brand operator, mainly engaged in the design, research, development, production and sale of children's clothing products. Its children's clothing brand ABCKids is located, positioning the mid end market, and is committed to providing children with 3~13 products with a wide variety of styles and styles. As of December 31, 2018, there were 2397 stores in ABCkids, including 23 direct outlets and 2374 outlets.

An income of 1 billion 213 million yuan

In 2018, he realized operating income of 1 billion 213 million yuan, an increase of 17.56% over the same period last year, and realized a net profit of 83 million 386 thousand and 700 yuan attributable to the listed shareholders, an increase of 21.08% over the same period last year. Angel is a private brand clothing company with high-end children's clothing business, and owns Annil brand. As of December 31, 2018, the company has 1433 retail outlets nationwide, including 990 Direct stores and 443 franchised stores. In addition, in 2018, the company maintained a rapid growth of online channels, and realized its main business income of 417 million yuan, an increase of 37.85% over the same period last year, and the main line business income of the network was 792 million yuan, an increase of 9.21% over the same period last year. In the performance report, he said that the substantial growth of the company's online channel sales revenue came mainly from the rapid growth of the online direct channel. The company actively developed online franchising business and enhanced the coverage of online channels. Online franchising has become an important supplement to the company's online channels.

Mini peace revenue 864 million yuan

Mini peace, founded in 2011, is a brand of children's wear under Pacific bird's banner. Its products are mainly targeted at urban children aged 4~10 and cover the group of children aged 1~4. In 2018, the scale of Minipeace sales continued to grow rapidly, operating income reached 864 million yuan, up 52.73% over the same period last year. As of December 31, 2018, Taiping bird had 4594 stores, including 867 Minipeace stores. In addition, in 2018, Taiping bird group established Ningbo Baini Fashion Fashion Co., Ltd. to carry out the cultivation of French style children's wear PeTiTAvRiL. Beckham brand is committed to creating high quality and high grade children's clothing for 1~12 years old children, forming a price gradient with MiniPeace, occupying children's clothing market at different prices, and jointly improving the market share of Taiping bird's children's clothing.

361 degrees children's clothing revenue 816 million yuan

Since its establishment in 2010, the 361 degree children's wear brand has been operated by the independent business unit of the 361 degree group, mainly providing sportswear, footwear and accessories for children aged 3~12. As the sports brand of the advanced military children's wear market, the 361 degree children's wear business in 2018 was strong, achieving a revenue of 816 million yuan, accounting for 15.7% of the total revenue of 361 degree group, an increase of 14.7% over the same period last year. As of December 31, 2018, there were 1837 sales outlets for children's clothing brand of 361 degrees, of which 571 sales outlets were located in 361 361 core brand authorized retail outlets, while 361 core brand products and 361 degree children's wear products were also sold. The 361 degree group said that as one of the pillar groups of the group, children's clothing group hopes to start with children's clothing to nurture future loyalty to the brand, and consumers will become the main brand consumers in five or ten years.

Akbar revenue 661 million yuan

In 2018, the Korean baby brand akakon acquired by the group was 661 million yuan, accounting for 24.82% of the total revenue of the group, down 19.26% from the same period last year. Akbar is mainly targeted at 0~4 years old infants, including products, clothing, supplies, skin care products, toys and other children's growth products. It owns a series of private brands such as Agabang, ETTOI, Putto, Designskin, DearBaby and so on. It also acts as agent for the operation of famous baby and maternity clothes brands such as Elle and Maternity. During the reporting period, aka Bang has completed its domestic sales channels, including 19 self operated shops (Agabanggallery collection store), 14 distributors (14 Agabanggallery stores, mother and child shops), and online channels. By the end of 2018, there were 999 sales terminals under the aka line, including 966 in Korea and 33 in the country (excluding 3 domestic online channels). The group expressed its commitment to make aka Bang an important business segment for its future profitability.

Blonde Rabbi revenue 454 million yuan

In 2018, the blonde Rabbi achieved an operating income of 454 million yuan, an increase of 5.49% over the same period last year, and a net profit of 39 million 512 thousand and 800 yuan attributable to the listed shareholders, a sharp decrease of 56.85% over the same period last year. Founded in 1996, the golden hair Rabbi is one of the earliest companies specializing in the design, development, production and marketing of high-end maternal and infant consumer products. China's A share market is a listed company specializing in maternal and infant products and services. Its main products are infant and young women, including baby clothing, infant cotton products, infant clothing, household cotton products, etc., and other infant and young household products (bedding, feeding, bathroom, toiletries, children's cars, etc.), and maternal and child products for prenatal care of mothers of childbearing age and postnatal care. The core business of the company is the operation and management of Rabbi LABIBABY, the next generation of I LOVE BABY and the three independent brands and exclusive agents of the BABYLABI brand. As of the end of the reporting period, the blonde Rabbi has 1368 offline brand image shops in the whole country, of which 253 are directly owned and 1115 are joined.

JNBY by JNBY revenue 285 million yuan

In 2018, the JNBY byJNBY of Jiangnan Buyi's children's clothing brand revenue was 285 million yuan, accounting for 14.1% of the total income of Jiangnan cloth clothing, an increase of 33% over the same period last year. As of December 31, 2018, there were 1994 stores in the south of the Yangtze River, including 504 JNBY byJNBY stores. In addition, the youth designer brand Pomme deterre, launched in 2016 by the Jiangnan Buyi group, reached 23 million 969 thousand yuan in 2018, accounting for 1.3% of the total revenue of the group, an increase of 21.1% over the same period last year.

8EM revenue 205 million yuan

La Natsu Bell launched the brand new children's clothing 8EM, to undertake the original dress brand La Chapelle kids, Puellakids and other parent-child business, while making full use of the advantages of R & D and supply chain resource sharing, to provide children with personalized, fashionable and cost-effective clothing. In 2018, 8EM realized operating income of 205 million yuan, an increase of 79.84% over the same period last year. As of December 31, 2018, there were 274 stores in 8EM, a net increase of 72 compared to the end of 2017.

Strong growth in children's wear brands

In addition to the 3 A share listed children's clothing enterprises starting shares, and the blonde Rabbi, Hua Shang perspective on the local women's wear, men's clothing or sports brand listed children's clothing brand performance in 2018 were combed together. Although this is incomplete statistics, we can still get a glimpse of the trend and clues of the local children's wear market. From the performance of the 10 children's wear brands in 2018, it is easy to see that despite the fierce competition in the domestic children's wear market, the competition pattern of the children's wear brands is quite dispersed, and the market concentration of children's clothing industry is low and there is much room for improvement.

Children's clothing brand performance in 2018

From the 2018 revenue situation, the children's wear market has been improving as a whole, and most children's wear brands have developed steadily, showing strong growth momentum. In the 10 children's wear brands, only aka Bang's revenue declined, and the remaining 9 children's clothing brands achieved a positive growth rate in 2018. Barbara's revenue was 8 billion 825 million yuan, leaving other partners far behind. From the same period of revenue growth, 6 of the 10 children's wear brands have achieved double-digit growth in revenue, among which the top three are 8EM79.84%, Mini peace 52.73% and Barbara 39.6%.

Children's wear will become a new battleground.

According to institutional statistics and forecast data, the annual growth rate of children's clothing market in China in 2010~2017 is 8.4%. The annual growth rate of children's clothing market in 2018~2020 is expected to be 10.6% annually, and the growth rate has been improved. It is estimated that by 2023, the scale of children's clothing market in China will reach 282 billion yuan.

Obviously, this is a huge and attractive market, and everyone wants to get a slice of it. With the growth of children's clothing consumption demand, the competition of children's wear market with high growth potential is bound to become more and more intense. The clothing brand development of children's wear product line or will become a new standard trend. Under the dual driving of industrial upgrading and consumption upgrading, it is not hard to predict that the children's clothing market in the boom stage will still maintain high growth in the future, which is the most important growth force in the clothing industry. In the next few years, it will become a critical period for the rise of the leading brands of local children's clothing and apparel industry.

However, in addition to the competition between local children's wear brands, don't forget that there are so many international brands that are eyeing, fast fashion brands and children's clothing brands. For local children's clothing brand enterprises, it is very important to enhance the competitiveness of brands and products and enhance the scale of enterprises. In the long run, the rapid growth of children's clothing business will undoubtedly become the new growth point of clothing Brand Company in the future. The field of children's clothing will also become a new battleground for garment enterprises to compete for the territory, expand the scale and speed up the market share. Excellent children's clothing enterprises will gain sustained leading edge. The industry scale and market concentration of children's wear industry in the future are expected to gradually improve.