Group 1: Company Growth Strategies - The main driver for store efficiency growth is continuous channel upgrades, including opening quality stores and closing underperforming ones, while enhancing product and service offerings to improve consumer experience [2] - The company emphasizes that excellent product design and quality are fundamental for long-term brand success, alongside appropriate channel alignment for direct consumer engagement [2] - Marketing promotion is crucial for unleashing brand potential, requiring a combination of quality products and effective marketing strategies to maximize brand value [2] Group 2: E-commerce and Retail Development - The company believes that online and offline shopping will develop in balance, with online shopping becoming a rational consumer choice, and mid-to-high-end brands adopting the same pricing for online and offline channels [3] - The company plans to focus on direct sales channels for adult apparel and footwear to enhance control over brand image and value [3] - The existing children's clothing business will maintain its pricing strategy to uphold brand value, despite a decline in revenue due to peak online traffic [3] Group 3: Brand-Specific Plans - The "Water Child" brand has completed a three-year rebranding process and will continue to update store images and replicate successful store models [3] - The company intends to maintain a relatively stable dividend policy, with potential increases in the dividend ratio as profitability improves and without significant capital expenditures [3]
嘉曼服饰(301276) - 2025年9月23日投资者关系活动记录表