博士眼镜(300622) - 博士眼镜调研活动信息

Company Overview - Dr. Glasses was established in 1993 and has been operating for 30 years as of 2023 [2] - The company adheres to the mission of providing personalized and professional optical services, focusing on customer needs [3] - It became the first listed company in the eyewear industry on the Shenzhen Stock Exchange in March 2017 [3] - As of December 31, 2022, the company has 513 stores nationwide [3] Business Strategy - The company has developed six eyewear retail brands to cater to diverse market segments, including "President Optical" for high-end customization and "Boojing" for new retail consumption [3] - The digital franchise model is being emphasized to adapt to changing consumer habits and market conditions, leveraging the "Mirror Link Purchase" platform [3][4] - The franchise business is expected to grow gradually, with revenue sources including supply chain procurement margins, franchise fees, and management tool usage fees [4] Financial Performance - In Q1 2023, the company experienced revenue growth primarily due to the support from Douyin's local life services [5] - The sales volume of defocus lenses accounted for approximately 15% of the total offline lens retail volume in Q1 2023 [5] - The company anticipates a slight decline in growth rate for Q2 2023 but aims to maintain overall stable growth [5] Future Plans - The company plans to expand its direct store network by deepening partnerships with major retail chains and enhancing operational efficiency [5] - It aims to establish a robust operational platform for products, users, and data to improve decision-making capabilities [5] - The franchise brand "砼" is intended to enhance market coverage and brand recognition through digital franchise expansion [4]