暇步士童装
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嘉曼服饰(301276) - 2025年12月30日投资者关系活动记录表
2025-12-30 09:10
| | 公司接待人员就与会人员提出的以下问题进行了逐一解 | | --- | --- | | | 答: | | | 1、今年全年的销售情况大致如何。 | | | 今年前三季度的销售情况公司已披露三季报,第四季度对 | | | 于公司来说是销售旺季,公司秋冬季产品在市场上较有口碑, | | | 从终端销售口径来看目前公司各品牌、各渠道销售情况好于预 | | | 期。目前公司旗下暇步士(Hush Puppies)成人鞋品类已经开 | | | 始自营,给公司带来了一定的新增销售收入,但由于成人鞋品 | | | 类仍处于起步阶段,销售占比仍然较低。 | | | 2、公司对于童装模块的计划。 | | | 对于暇步士(HushPuppies)童装、水孩儿、哈吉斯童装 | | | 及进口童装业务,公司一直坚持维护品牌定位的价格策略,在 | | | 近两年线上流量逐渐见顶的形势下该策略虽然一定程度上影 | | | 响了公司童装业务的营业收入规模,但公司坚持的价格策略维 | | | 护了品牌价值,也筛选出了符合品牌定位的消费者。未来公司 | | | 旗下的各童装品牌会不断地持续升级更新产品和服务,根据优 | | | 秀单店模型 ...
嘉曼服饰(301276) - 2025年12月25日投资者关系活动记录表
2025-12-25 09:06
Sales Performance - The sales situation for the first three quarters of the year has been disclosed in the Q3 report, with the fourth quarter being a peak sales season. The company's autumn and winter products have received positive market feedback, and sales across various brands and channels are better than expected [2]. - The Hush Puppies adult footwear category has begun self-operation, contributing additional sales revenue, although its sales proportion remains low as it is still in the early stages [2]. Offline Store Development - The company is continuously optimizing and expanding offline channels, focusing on high-traffic shopping centers and department stores while closing underperforming stores. There will be updates to store image and displays [2]. - The company plans to emphasize the development of quality direct-operated channels for men's and women's clothing and adult footwear, while also supporting the expansion of franchise channels to strengthen brand image and consumer accessibility [2]. Children's Clothing Strategy - The company maintains a pricing strategy that aligns with brand positioning for its children's clothing brands, despite a decline in revenue due to a plateau in online traffic. This strategy helps preserve brand value and attract suitable consumers [3]. - Future plans include continuous product and service upgrades for children's clothing brands, replicating successful store models, and ongoing updates to store images to enhance emotional value for consumers [3]. Hush Puppies Adult Footwear Development - The company has taken over the Hush Puppies footwear business from a previous authorized dealer, with self-operation starting in Q4. Although current sales are small, the growth trend is positive [3]. - The company plans to open more quality channels for independent Hush Puppies adult footwear stores in the coming year, in addition to sales through integrated footwear and apparel stores [3]. AI Technology Application - AI technology is currently applied in a supportive role within the company's daily operations, with ongoing efforts to explore new technologies to enhance overall operational efficiency [3].
嘉曼服饰(301276) - 2025年11月27日投资者关系活动记录表
2025-11-27 10:52
Sales Performance - The sales situation for the fourth quarter is better than expected, with competitive performance in the autumn and winter product lines [2] - The adult shoe category under Hush Puppies has started self-operation, contributing additional sales revenue, although its current sales proportion remains low [2] Future Planning - The company plans to focus on classic casual styles for Hush Puppies' adult clothing and will continue to optimize products around family and vacation leisure scenarios [2][3] - Hush Puppies' adult shoe business will expand through independent stores and quality channels, despite its current small sales proportion [3] Channel Strategy - The company is optimizing offline channels by opening stores in high-traffic shopping centers and closing underperforming locations [3] - Future development will emphasize direct sales channels for adult clothing and shoes, while also supporting franchise expansion [3] Team Structure - The company has established independent teams for men's and women's clothing and shoes, with the adult shoe team still in the early stages of development [3] Pricing and Discounts - Sales discounts for various brands will remain stable, with slight adjustments based on market conditions and promotional strategies [3] Design and Collaboration - Most products are designed by in-house teams, with some collaborations with well-known designers or design teams [3] Dividend Policy - The company aims to maintain a stable dividend ratio, with potential increases as profitability improves and without significant capital expenditures [4]