营销转化

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“女装一姐”,卖不动了?
3 6 Ke· 2025-07-20 23:46
她不禁苦笑,搁十年前,这就是上班的正常穿着。设计感裁剪、精致蕾丝、重工刺绣、浪漫木耳边,搭配哑光红唇和大牌手袋,贵气时尚的 "都市丽人 风"曾是一代职场女性的时尚圣 经。 "穿这么好看,晚上有约会?"北京白领徐娜穿着地素的重工刺绣连衣裙上班时,被同事打趣道。 图源:微博@DAZZLE-Fashion 然而,近些年,随着高跟鞋被抛弃、大牌手袋被祛魅,以精致设计感见长的地素日子也不好过。 地素时尚财报显示,2024财年集团营收净利双降,2025年一季度继续下探,一年内关闭门店超百家。旗下四大品牌DAZZLE、DIAMOND DAZZLE、d'zzit和RAZZLE收入均出现下滑。 并非所有都市设计感女装品牌都面临困境。"618"大促期间,moco、cos、edition等同类品牌在天猫女装销售榜均进入前十。地素旗下d'zzit排名第十四,主 品牌DAZZLE则未进入榜单。 地素怎么了? 江浙沪大小姐买不动地素了? 36岁的上海白领林薇最近翻出了衣柜深处那条珍藏多年的DAZZLE黑色纱裙。这条曾被她称为"人生半裙"的裙子,如今却成了尴尬的存在。身高158cm的 她发现,不踩7厘米高跟鞋,裙摆近乎拖地,"像个行走的扫 ...
东鹏饮料20250327
2025-04-15 14:30
Summary of Conference Call Records Company and Industry Involved - The discussion primarily revolves around the beverage industry, specifically focusing on energy drinks and other beverage segments in China. Core Points and Arguments 1. **Leverage Reduction and Consumer Demand** The initial focus for consumers is likely to be on reducing leverage rather than immediate consumption, which may eventually lead to increased demand and consumption in the future. This trend is expected to impact various sectors, including alcoholic beverages and dining, which are prioritized over general consumer goods and snacks [1] 2. **Energy Drink Market Trends** The energy drink segment has shown a positive turnaround over the past two years, with expectations for accelerated growth moving forward. The demographic trends indicate that while the number of university graduates is at a record high, the peak will not be reached until 2038, suggesting ongoing employment pressures that may favor energy drink consumption [2] 3. **Weather Impact on Sales** The sales performance in early 2023 was influenced by colder weather in regions like East and North China. The company noted that the seasonal fluctuations in sales are more pronounced compared to previous years, but warmer weather in February has led to improved production outputs [3] 4. **Branding and Marketing Strategies** The company is transitioning its branding and marketing strategies towards enhancing single-product outputs and consumer engagement. Despite pressures, the company anticipates a strong performance during peak seasons [4] 5. **Market Underestimation of Certain Beverage Segments** The company believes that the market has underestimated the potential of certain beverage segments, particularly juice and tea, which are expected to see significant growth. These segments are characterized by lower barriers to entry compared to high-margin products like coffee and alcoholic beverages [4][5] 6. **Consumer Preferences in Lower-Tier Cities** In lower-tier cities, consumers with lower disposable incomes are gravitating towards more affordable beverage options. This trend supports the company's strategy to focus on these segments for growth [5] 7. **Cost Structure and Profitability** The company anticipates maintaining a strong profit margin, with raw materials accounting for approximately 80% of the main business costs. The profit margins are expected to exceed 7%, indicating a robust financial outlook for the year [6] 8. **Valuation and Investment Potential** The company's valuation is projected to be around 25-26 times earnings by the end of the year, which is considered attractive given the anticipated growth rates. The company is recommended as a top investment choice for April [7]