Listed shoe companies have been released for semi -annual reports: Slowing performance pressure growth slows down brand to accelerate conspiracy transformation

China Business Daily (Reporter Jia Xinran's text/picture) Recently, 10 shoe listed companies have announced their first half of their performance. From the data point of view, the overall performance of the shoe performance industry this year has been under pressure, and the growth rate has slowed down. In this context, shoes companies have also tried to transform and upgrade.

10 shoe listed companies 2022 semi -annual report data statistics table

Shoe company performance is happy and worried

China Commercial Daily reporter combed the blooming management newspaper that the total revenue of 10 shoes listed companies in the first half of 2022 was 12.307 billion yuan, an increase of 960 million yuan from 11.347 billion yuan in the same period last year, an increase of 8.46 % year -on -year; 100 million yuan, a decrease of 122 million yuan from 387 million yuan in the same period last year, a decrease of 3.1 % year -on -year. Two of the 10 shoe companies are growing in the first half of this year. The net profit margin of 7 companies has increased year -on -year, and 70 % of the company's revenue growth is less than last year. From a single enterprise, only 10 of the 10 shoe companies have achieved dual growth in revenue on Saturday and Jiuxing Holdings. Among them, Jiuxing Holdings has the highest revenue and net profit.

It is understood that Jiuxing Holdings is one of the top ten shoe groups in the world, and it is also a cooperative supplier of international well -known brands such as Prada, LVMH, Michael Kors, Guess, Alexander Wang, Kenzo. The financial report shows that the group's revenue rose 18.9%year -on -year to US $ 827 million (about 5.71 billion yuan) in the first half of the year, and its net profit increased by 94.48%to US $ 60.547 million (approximately 417.99 million yuan).

Jiuxing Holdings states that the growth of performance is mainly due to the continuous rebound of the group's manufacturing business orders. In terms of manufacturing business, as of June 30, 2022, the shipments in the first quarter and the first half of the year increased by about 3.4%and 9.4%year -on -year. increase.

Other shoe companies are not optimistic. Daphne International is facing a situation of increasing income and increasing increasing profit; Wanlima's revenue and net profit have increased, but the net profit has not achieved a profit; Qianba, Aokang International, the starting shares, Red Dragonfly, Hashan shares, Tianchuang Fashion The revenue and net profit of six companies have declined significantly.

Among companies in a state of loss, the decline in starting shares is the most obvious. According to public information, the starting shares are mainly engaged in design, research, production and sales of children's shoes, children's clothing, and children's clothing accessories. The company's "ABCKIDS" is a well -known domestic children's clothing brand. On August 27, the starting shares issued a semi -annual report. The announcement shows that in the first half of 2022, due to the repeated epidemic, more stringent prevention and control measures were adopted, which had a significant adverse effect on the company's supply chain and terminal sales. During the reporting period, the company's semi -annual operating income was 174,259,297.17 yuan, a year -on -year decrease of 71.85 %; Net profit attributable to shareholders of listed companies -94,588,661.78 yuan, a year-on-year decrease of 446.03%.

It is also specifically mentioned in the announcement that, affected by the epidemic, the operating environment of offline physical stores has further changed, and logistics, distribution, and consumer purchase behaviors related to offline sales have changed. Based on the prudent attitude of raising funds, in order to ensure the efficiency of the use of funds, the company carefully chose offline stores to invest and avoid blind expansion, so that the "baby products sales network construction project" has been put on hold for more than one year.

Brand seeks transformation and upgrading

Facing the performance of pressure, shoes companies have tried to transform and upgrade. Since 2020, Saturday's main business has shifted to online marketing and gradually stripped the shoe business. In 2021, Saturday's net loss was nearly 700 million yuan, which was the highest loss since listing. After entering 2022, the performance status of Saturday has improved. The performance report of the 2022 semi -annual performance released by the company shows that from January 1, 2022 to June 30, 2022 %; Net profit of 111 million yuan, a year -on -year losses, a loss of 59.1477 million yuan in the same period last year, and the basic earnings per share were 0.12 yuan.

From the perspective of financial reports, the live broadcast business contributed the current revenue on Saturday. In the first half of this year, Internet advertising and social e -commerce brought 1.62 billion yuan in accounts on Saturday, and clothing shoes were only 170 million yuan. It mentioned in the semi -annual report that the company is integrating shoe sales business and assets. After integration is completed, it is planned to transfer 100%of the equity of the wholly -owned subsidiary on Saturday. At present, the above -mentioned assets are in the second listing transfer process, and the listing base price is 480 million yuan.

In order to reverse the decline in performance, the red dragonfly focused on the brand upgrade and construction. In the semi -annual report, the Red Dragonfly used a lot of space to describe the company's future development strategies and plans, emphasizing that it will concentrate on promoting the differentiation and style construction of the main brand to achieve brand upgrades.

According to reports, the future of Red Dragonfly will focus on brand creation around the core resources "Red Dragonfly" that cannot be copied. The elegant "" free fly ", etc.; On this basis, in addition to the style of the store image, at the product level, the red dragonfly is conducting scene exploration to focus on resources to create explosive models. In the first half of the year, the overall growth rate of the shoe performance industry slowed down. Can the industry and enterprise operating conditions improve in the second half of the year? Lai Yang, a member of the Expert Committee of the China Commercial Federation and chief expert of the Beijing International Business Center research base, believes that the impact of the epidemic on the mid -term consumption will tend to be gentle. "It is difficult to continue the model of opening the market to occupy a large number of physical stores. It is not possible to survive if companies do not transform, and it is not a long -lasting price war. Because consumers are pursuing the brand, as well as the brand, and the brand, The culture, personality and value behind it. This requires enterprises to improve the ability of science and technology research and development, design, cultural and creative, etc., so as to adapt to the new situation and new challenges. "

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