Group 1: Business Performance - The company's children's clothing business is stable and resilient due to the rigid market demand driven by children's growth and parents' focus on quality, comfort, and cost-effectiveness [1] - With over 30 years of experience, the company has built a rich database of patterns and design elements, positioning its brands in the mid to high-end market, which enhances brand recognition and consumer acceptance [1] - The brand matrix covers various segments, including mid-range, mid-high-end, and high-end, with differentiated competition among brands [1] Group 2: Store Efficiency - The company has improved its direct store efficiency by closing underperforming stores and opening flagship stores, while also upgrading product quality and store image [1] Group 3: Online Strategy - The company maintains a high-quality development strategy for online channels, focusing on improving fabric, craftsmanship, and product structure, with profitability as a key performance indicator [2] - It plans to expand its presence on social media and content e-commerce platforms through diverse sales methods, including influencer live streaming and lifestyle sharing [2] Group 4: Future Development Strategy - The company's children's clothing brands are positioned in the mid to high-end market, with a focus on expanding into affluent areas in third and fourth-tier cities that resemble the purchasing power and lifestyle of first and second-tier cities [4] Group 5: Supply Chain Management - Currently, the majority of orders from franchisees are based on futures orders, supplemented by a strategy for restocking popular items, with some special-priced items shipped on a spot basis [5]
嘉曼服饰(301276) - 2024年7月23日投资者关系活动记录表