Revenue Performance - The company's revenue decreased last year, particularly in the children's clothing segment, primarily due to a pricing strategy that maintained brand value but affected sales volume [2][3] - In 2024, the net profit attributable to shareholders was approximately 171 million yuan, ranking 12th among 47 companies in the apparel industry [3] Channel Strategy - Online sales are experiencing a decline, while offline regions like North China and East China show growth; the company plans to enhance brand image online and optimize offline channels by opening flagship stores and improving store locations [3][4] - The company aims to maintain a high-quality development of online channels while expanding offline presence through strategic store placements [3][4] Product Development and Brand Positioning - The company is focusing on product upgrades and enhancing consumer experience, emphasizing the importance of brand positioning for long-term growth [2][4] - The Hush Puppies brand will emphasize classic leisure styles starting from the 2025 autumn/winter season, integrating comfort and modern trends [4][5] Marketing and Sales Strategy - The company plans to enhance marketing activities, including outdoor advertising and participation in fashion weeks, while celebrating the 30th anniversary of the Water Baby brand [5][6] - The sales performance of proprietary and licensed brands remained stable in 2024, with plans for increased investment in brand promotion [5][6] Operational Efficiency - The return rate for online sales is manageable, with measures in place to reduce it, including product upgrades and a shift from product marketing to brand marketing [6][7] - The company is exploring the use of AI technology to improve online channel operations and efficiency [6] Market Outlook - Despite declining birth rates, the company believes there is still significant market potential in children's clothing due to a large base of children aged 3-14 [10] - The company plans to expand its product categories and optimize offline channels to capture market opportunities [10] Employee Incentives - The company employs a multi-dimensional incentive strategy for employees, including stock options and performance-based rewards, to align employee interests with company growth [7][8]
嘉曼服饰(301276) - 2025年5月15日投资者关系活动记录表