Group 1: Financial Performance - The average revenue of self-operated stores for over 12 months increased by 42.19% year-on-year due to the integration of Hush Puppies men's and women's apparel into self-operation and an increase in high-revenue stores [2] - The company has optimized its channel structure by opening quality stores and closing low-profit ones, which contributed to the revenue increase [2] Group 2: Future Plans - The company plans to self-operate the Hush Puppies adult footwear category following the expiration of the licensing agreement with the previous licensee, with both online and offline channels undergoing changes [3] - There are plans to open new offline stores for adult footwear and add this category to existing men's and women's apparel stores [3] Group 3: Marketing and Sales Strategy - The company expects no significant increase in sales expenses in the second half of the year, despite ongoing marketing activities and the 30th anniversary celebration of the Water Child brand [3] - The pricing strategy remains firm, with slight adjustments based on market conditions and promotional activities [3] Group 4: Government Support - The reduction in government subsidies in the first half of the year is attributed to decreased support funds for subsidiaries [3] Group 5: Brand Development - The company is exploring the best operational models for other Hush Puppies categories, including children's shoes and bags, while continuing to develop the brand's presence [3]
嘉曼服饰(301276) - 2025年8月29日投资者关系活动记录表