Group 1: Financial Performance - The net profit excluding non-recurring items for Q3 2023 decreased due to lower performance from e-commerce channels and increased expenses [2] - The management expenses rose due to one-time costs associated with the acquisition of the full-category IP assets from the brand Hush Puppies, which were recorded in September [2] - Sales expenses increased due to sponsorship of events such as the Chinese Choir Competition and tennis matches [2] Group 2: Sales Outlook - The pre-sale situation for the Double Eleven shopping festival is currently in line with company expectations, although warmer weather has affected sales of autumn and winter clothing [3] - The company anticipates a balanced development of online and offline channels, with a focus on stable growth in online platforms and expansion of offline stores in high-traffic locations [4] Group 3: Consumer Demographics - The target demographic for the Water Child brand primarily includes stable-income individuals such as doctors and teachers, predominantly female [4] - The consumer base for Hush Puppies and Haggis mainly consists of white-collar workers and financial professionals who have specific brand preferences [4] - High-income consumers, including celebrities and business owners, are the primary customers for BEBELUX international high-end multi-brand stores [4]
嘉曼服饰(301276) - 2023年10月30日投资者关系活动记录表