Group 1: Store Performance and Brand Strategy - The growth potential in both store quantity and performance exists across different brands, with varying focuses on store efficiency [1] - The "Water Child" brand has undergone significant upgrades in quality, design, and overall store image, focusing on franchise and direct channels for growth [1] - The expansion of "Hajis" and "Xiaboshi" brands is in a rapid growth phase, emphasizing store expansion [1] Group 2: Online vs. Offline Pricing Strategies - Online consumers tend to be more price-sensitive compared to offline shoppers, who prioritize the shopping experience [1] - There is a trend towards aligning online and offline pricing and product strategies, which is seen as a long-term direction [2] Group 3: Brand Management and Globalization - Licensing brands may lead to a lack of focus on brand image and inconsistent pricing strategies; self-management or enhanced oversight of licensed brands is beneficial for overall brand development [2] - Key elements for a brand to become global include strong product quality, effective marketing, and the ability to lead a lifestyle [2] Group 4: Market Environment and Future Outlook - Despite the current market environment not meeting growth expectations, the company remains confident in the future of the Chinese economy and sees signs of recovery in offline stores [2] - The company believes that strong brand value is crucial for competitiveness, and it will continue to focus on enhancing product and brand strength [2]
嘉曼服饰(301276) - 2023年9月27日投资者关系活动记录表