Group 1: Product Development and Strategy - The company plans to upgrade the product quality of Hush Puppies adult clothing, focusing on high-quality natural fabrics and a more youthful and fashionable design to attract a younger consumer base [1] - The channel strategy will enhance the construction of flow stores and image stores, with plans to open family stores to improve brand image through scenario-based product displays and a comprehensive product range [1] - The children's clothing module will focus on upgrading product quality and strengthening brand power, with an emphasis on improving store efficiency [2] Group 2: Market Analysis and Future Outlook - The children's clothing industry is facing intense competition, with fewer influential brands compared to adult clothing, making it more challenging to operate in this market [2] - The decline in birth rates is expected to impact the consumer base for infant-related industries, which will subsequently affect the children's clothing sector in the coming years [2] - Despite the challenges, the company believes that the overall large base of children in China will limit the impact of declining birth rates on individual children's clothing brands [2] Group 3: Sales Channels and E-commerce - The company has a high proportion of sales through e-commerce channels, having developed its online presence since the 1990s, initially focusing on high-end department stores [2] - Future adjustments to the online and offline channel layout will be made based on brand development plans and consumer shopping preferences, aiming for balanced growth in both areas [2]
嘉曼服饰(301276) - 2024年6月13日投资者关系活动记录表