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嘉曼服饰(301276) - 嘉曼服饰调研活动信息
JIAMAMJIAMAM(SZ:301276)2022-11-10 11:54

Group 1: Company Overview - Jiaman is a multi-brand company with a clear brand matrix, including mid-range brand "Water Child" for casual styles, mid-to-high-end "Hush Puppies" for American casual styles, and high-end brands like "Haggis" and "Fils Routin" for elegant French styles [4] - Jiaman operates through an omnichannel sales strategy, with traditional e-commerce platforms like Tmall, Taobao, and JD, as well as emerging channels like Douyin and WeChat [4] Group 2: Financial Performance - Jiaman's gross profit margin exceeds 50%, indicating strong profitability and risk resistance compared to industry peers [4] - In the third quarter, the net profit attributable to the parent company increased by 17% year-on-year, which is notable given the challenging pandemic conditions [4] Group 3: Market Presence - The distribution of offline stores is concentrated in North and East China, with fewer stores in the South and a focus on the Chengdu-Chongqing area in Southwest China [2] - Haggis has a certain level of brand recognition and a loyal customer base in China, targeting middle-to-high-income consumers with high-quality products and a classic British campus design [2]