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赛维时代(301381) - 赛维时代调研活动信息
SAILVAN TIMESSAILVAN TIMES(SZ:301381)2024-03-06 10:32

Group 1: Growth Drivers for 2024 - The apparel category remains the core of the company's brand matrix expansion, with plans to enhance efficiency and scale for multiple sub-brands [1] - The company has significantly reduced inventory pressure in non-apparel categories, expecting a return to normal growth rhythms in 2024 through streamlined product lines and focused business strategies [1] Group 2: Regional Expansion Plans - The company will focus on regions with high consumer spending power, particularly North America and Europe, while remaining flexible to adjust strategies based on regional consumption recovery and platform policy changes [2] Group 3: Inventory Management Strategies - The company aims to balance fashion trends with inventory through targeted product development and operational strategies tailored to specific sub-categories [2] - It plans to manage inventory by rolling stock based on sales trends and implementing timely marketing strategies to address declining sales [2] Group 4: New Product Launch Strategies - The company will leverage its advantages to research consumer needs in specific sub-categories and utilize a trend management system to assist designers in targeted new product development [3] - Close monitoring of product operations, including inventory and advertising management, will be conducted to enhance product rankings and market share [3] Group 5: Collaboration with Emerging Platforms - The company is actively engaging with emerging platforms like TikTok, Shein, and Temu, with a dedicated team researching platform rules and traffic dynamics [3] Group 6: Impact of Amazon's Commission Changes - The recent commission adjustments by Amazon, particularly for apparel priced under $20, are expected to benefit the company, which has products in this price range [3] Group 7: Marketing Investment Outlook for 2024 - The company plans to increase marketing investments for leading brands across multiple channels, while strategically focusing on certain sub-categories for mid-tier brands to enhance market share and pricing power [3]