遥望科技(002291) - 星期六调研活动信息

Financial Performance - The company reported a significant change in revenue structure, with internet marketing contributing over 70% and women's footwear business continuing to impact profits negatively due to market demand weakness and pandemic effects [2][3] - The third-quarter report indicated a loss influenced by stock incentive amortization, with a potential improvement of nearly 60 million in expenses [2][3] - The company aims to achieve approximately 10 billion GMV in 2021, with expectations for substantial growth in the following year [4][6] Women's Footwear Business - The women's footwear segment has faced ongoing losses since the company's listing, primarily due to weak market demand and increased promotional efforts [3] - The company has been optimizing its footwear operations, reducing the number of self-operated stores and staff, with a goal of lightening asset burdens [3] - The inventory situation has significantly improved, aligning with the company's strategy to enhance operational efficiency [3] Operational Changes - The company has seen a notable increase in personnel, from 600 at the end of last year to 1,000 in the first half of 2021, indicating operational growth [4] - The introduction of a SaaS system aims to standardize and streamline live-streaming processes, enhancing efficiency [4] - The company is focusing on standardizing processes and increasing online operations, with 50% of product selection now conducted online [4][6] Profit Structure and Future Outlook - The profit structure varies between influencers and celebrities, with influencers generally bringing in higher profits due to different revenue-sharing models [5] - The company is exploring new live-streaming formats, such as brand sponsorships, to enhance profitability [5] - There is a clear trend towards improving product quality and brand partnerships, with collaborations with international brands like L'Oréal [5][6] Market Trends and Challenges - The fourth quarter is expected to be a peak period for brand marketing, with significant increases in commission and sales volume anticipated [4] - The company is aware of the potential impacts of recurring domestic pandemic situations on the retail sector, which may affect sales performance [3]