Group 1: Company Performance - The overall sales performance in Q4 2023 was strong, benefiting from seasonal demand and favorable weather conditions, leading to effective release of consumer demand [1] - The company brands, including Water Child, Hush Puppies, and Hazzys, demonstrated strong customer loyalty during the Double Eleven shopping festival, with good sales performance across all brands [1] Group 2: Brand Development - Hush Puppies has a positive growth trajectory across its core categories, including adult clothing, adult shoes, children's shoes, and leather goods, with plans for increased brand promotion [2] - The company has established a marketing department for Hush Puppies to enhance brand promotion and may consider organizing themed events and flagship stores in the future [2] Group 3: Market Expansion - Hush Puppies has already entered the Hong Kong and Macau markets with its adult shoe category, receiving positive consumer feedback, and may expand to other product categories based on market conditions [2] Group 4: E-commerce Growth Drivers - Key factors driving e-commerce growth include product quality, strong brand recognition, and an experienced e-commerce team, with the company positioned in the mid-to-high-end market [2] Group 5: Inventory Management - The inventory balance as of September 30, 2023, was high due to the seasonal stock-up for autumn and winter clothing, which is typically the highest point of the year, leading to a significant difference in inventory levels between the Q3 report and the annual report [2]
嘉曼服饰(301276) - 2024年1月11日投资者关系活动记录表