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In 2018, Global Apparel Retailers Will Face Greater Challenges.

2018/1/5 14:41:00 170

FashionBrandAlibaba

According to the world clothing shoes and hats net, 2017

fashion

It is a challenging year for the retail industry, but with some

brand

And the retailers' restructuring measures came into effect. In the second half of 2017, the standard & Poor's 500 index and the Dow Jones Industrial Average reached a record high.

According to the US Daily's statistics on the stock price changes of the 40 most popular fashion brands and retail companies in the world from the first trading day of last year to the end of December 29th, the majority of the listed fashion brands and retail businesses share a year-round year-round growth trend in the environment of continuous restructuring, thousands of stores closing and the impact of the electricity supplier.

Among them, the most powerful share price is the retail giant from China.

Alibaba

The increase is 94.6%, and the market value is about $441 billion 600 million.

In the past 12 months, Alibaba has been active in the field of luxury goods. In addition to the five major parts of LVMH group, including fashion leather goods, its relationship with Gucci parent company Kai Yun group has gradually eased. At the end of the year, it launched a built-in luxury platform Luxury Pavilion and a flash shop Tmall Space.

Alibaba expects total merchandise trade to grow to $1 trillion in fiscal year 2020, with 2 billion active users overall.

In the field of luxury goods, the most powerful share price growth was Gucci's parent company, group open cloud, which recorded an increase of 81.4%, ranking second in the list.

In the third quarter ended September 30th, Gucci income recorded 1 billion 550 million euros, again exceeding Hermes's 1 billion 337 million euros.

LVMH, the world's largest luxury goods group, has gained an annual Hermes price approaching 130 billion euros, but its stock price has risen by only 35%, failing to make the top ten.

The top third is Estee Lauder group, which has gained 64.5% in the past year. Its market capitalization is about 46 billion 850 million US dollars, mainly due to the promotion of its high-end brands such as Estee Lauder and La Mer, as well as its newly acquired brand new influences such as Too Faced and Becca.

It is noteworthy that 70% of the 13 worst performing brands or retail businesses are from the United States.

According to data from Fung Global Retail & Technology, a retail think-tank, since January 1st this year, the total number of retail businesses in the United States has closed more than 6700, exceeding 6163 in the financial crisis in 2008, creating a new record.

Among them, the worst performing share price was Ascena, the largest women's clothing group in North America, with a cumulative decline of 67% last year and a market value of 460 million dollars.

The Under Armour, once known as the second largest sportswear brand in the United States, also accumulated a 51% decrease in 2017, and its market value evaporated more than 5 billion US dollars. Its founder and CEO Kevin Plank were recently selected as one of the worst CEO of the year.

Surprisingly, the share price of fast fashion two giant H&M group and Zara parent company Inditex group also recorded a sharp decline last year, which changed the trend of the 2016 market trend.

According to statistics, in 2017 of December 29th, the stock price of H&M group and Inditex group decreased by 31% and 10% respectively.

According to the analysis, the huge retail network of fast fashion brands has become the biggest burden. H&M group and Inditex group have issued a statement that they will focus their efforts on the digital business such as the electricity supplier channel.

At the end of December 2017, Zara suddenly announced that it would sell its 16 stores in Spain and Portugal for sale at $500 million and then rent it back. The funds will be used to expand the brand's electricity business in Spain.

According to market analysis agency Moody Moodie's latest report, in 2018, global apparel retailers will continue to suffer from the decline of passenger traffic and excessive promotions, or face greater challenges.

The following are the 13 best fashion brands and retail businesses of last year:

Alibaba (NYSE: BABA)

Stock price change: +94.6%

The market value is about $441 billion 600 million.

Alibaba, which actively positioned luxury goods, gained a lot in 2017. In addition to the five major components of LVMH group, including fashion leather products, its relationship with Gucci's parent company Kai Yun group has gradually eased. At the end of the year, the Luxury Pavilion, a built-in luxury platform, was launched.

Alibaba expects total merchandise trade to grow to $1 trillion in fiscal year 2020, with 2 billion active users overall.

EPA: KER

Stock price change: +81.4%

The market value is about 49 billion 600 million euros.

In the three months ended September 30th, the total sales of Kai Yun group rose 23.2% to 3 billion 920 million euros, thanks to the strong performance of Gucci.

The group's luxury sector revenue grew by 32.3% over the same period. Its core luxury brand Gucci beat all competitors, and sales surged 49.4% to 1 billion 550 million euros, again exceeding Hermes.

Estee Lauder group (NYSE:EL)

Stock price change: +64.5%

The market value is about $46 billion 850 million.

In the first quarter of September 30th, Estee Lauder Group sales surged 14% to $3 billion 270 million compared to the same period last year, while net profit surged 45% to 294 million dollars over the same period.

The group said that the growth of its performance in the period was not only driven by the high-end brands such as Estee Lauder and La Mer, but also influenced by the newly acquired brands such as Too Faced and Becca.

Moncler (BIT: MONC)

Stock price change: +55.2%

The market value is about 6 billion 640 million euros.

In the nine months ended September 30th, Moncler sales surged 15% to 736 million 800 thousand euros, including sales of brands in Italy increased by 4% to 113 million 800 thousand euros, while sales in the international market rose 18% to 622 million euros.

For the 2018 fiscal year, CEO Remo Ruffini also said it plans to expand shoe business.

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Amazon (NASDAQ: AMZN)

Stock price change: +55.2%

The market value is about $563 billion 500 million.

Some analysts pointed out that, in view of Amazon's frequent efforts in the field of fashion in recent years, while introducing Calvin Klein, Nike and Drew Barrymore and other brands, it is also setting up its own fashion brand. Amazon's clothing business will usher in a period of rapid growth.

Thanks to this, Amazon founder Jeff Bezos remained as high as 98 billion 300 million dollars at the end of 2017, holding the throne of the richest man.

PVH group (NYSE:PVH)

Stock price change: +50.8%

The market value is about $10 billion 550 million.

In the third quarter ended October 29th, sales of Calvin Klein parent PVH group increased 4.7% to 2 billion 220 million US dollars compared to the same period last year, and net profit surged nearly 2 times to 238 million 700 thousand US dollars in the same period last year.

Among them, Calvin Klein sales rose 6% to 943 million U.S. dollars over the same period, while Tommy Hilfiger's revenue rose 10% to 1 billion US dollars over the same period last year.

(Michael Kors (NYSE:KORS))

Stock price change: +46.3%

The market value is about $9 billion 570 million.

In the second quarter ended September 30, 2017, Michael Kors sales rose 5.4% to $1 billion 150 million compared to the same period last year, with a net profit of $202 million 900 thousand.

Among them, retail channel sales increased by 8% to US $645 million over the same period last year, mainly due to the growth of 56 new stores during the period and the growth of e-commerce channel business in Europe and Asia, while the same store sales recorded a 1.8% decline.

(Puma) (ETR:PUM)

Stock price change: +45.7%

The market value is about 5 billion 500 million euros.

In the three months ended September 30th, Puma sales rose 17% to 1 billion 122 million euros, a double-digit growth in all regions, and net profit surged 57% to 62 million 100 thousand euros in the same period.

During the period, sales growth of Puma in Europe, Middle East and Africa was 23%, 16% in the Americas and 10% in the Asia Pacific region.

(Gap) (NYSE:GPS)

Stock price change: +45%

The market value is about $13 billion 200 million.

In the three months ended September 30th, Gap group's performance recorded an increase, while sales increased by 1% to $3 billion 840 million.

Core brand Gap sales increased 1% year-on-year, while Old Navy sales recorded an increase of 4%, while Banana Republic sales were down by 1%.

Net profit increased to US $229 million from 204 million US dollars in the same period last year.

Walmart (NYSE: WMT)

Stock price change: +44%

The market value is about $292 billion 500 million.

In the face of Amazon's strong offensive, WAL-MART also expanded its fashion sector through acquisitions and mergers and acquisitions in 2017. In March and April last year, it bought women's clothing retailer ModCloth and online menswear brand Bonobos.

In the future, WAL-MART will provide exclusive private shopping services for wealthy consumers.

Informed sources said, WAL-MART has issued a total of $6 billion of unsecured claims, formally declared war on Amazon.

A&F (NYSE: ANF)

Stock price change: +44%

The market value is about $1 billion 180 million.

In the three months ended October 28th, the net profit of Abercrombie&Fitch for young apparel brands increased by 2.8% to $10 million 100 thousand, and sales rose 4.5% to $859 million.

During the period, Hollister brand sales increased 8% compared to the same period, while core Abercrombie brand sales recorded a 2% decline.

VF group (NYSE:VFC)

Stock price change: +39%

The market value is about $29 billion 200 million.

In the third quarter ended September 30th, the group's sales rose 5.4% to $3 billion 510 million compared to the same period last year, while net profit dropped 22.5% to $386 million a year, but exceeded Wall Street analysts' expectations.

Among them, sales of outdoor sports departments including brands such as Vans, Timberland, Wrangler and The North Face increased by 8% to US $2 billion 503 million over the same period.

(GUESS) (NYSE:GES)

Stock price change: +37%

The market value is about $1 billion 400 million.

In the three months ended October 28th, Guess Group sales rose 3.3% to 528 million US dollars compared with the same period last year, adjusted profits rose 8.1% to 10 million 400 thousand US dollars, and net losses narrowed to 2 million 900 thousand US dollars.

Since this year, Guess has closed 45 stores, and now there are 411 stores in the world, and plans to continue to reduce to 300.

Here are 13 fashion brands and retail businesses with the worst performance last year:

Ascena (NASDAQ: ASNA)

Stock price change: -62%

The market value is about $460 million.

As of the third quarter of October 28th, Ascena Retail sales in North America's largest women's clothing group decreased by 5.3% to 1 billion 589 million 700 thousand US dollars compared with the same period last year, while the same store sales recorded a 5% decline.

During the period, the hurricane had a negative impact on the group's sales of US $11 million.

J.C.Penney (NYSE: JCP)

Stock price change: -60.7%

The market value is about $980 million.

In the three months to the end of October, J.C. Penny department store net sales fell 1.7% to 2 billion 810 million US dollars over the same period, but exceeded the expected $2 billion 760 million, while the same store sales grew 1.7%.

Group chief executive Marvin Ellison said its team is actively developing marketing campaigns and price cutting strategies to stimulate performance recovery as soon as possible.

AVON (NYSE: AVP)

Stock price change: -57.6%

The market value is about $950 million.

In the nine months ending September 30th, AVON AVON's losses narrowed from $96 million 900 thousand last year to $70 million 400 thousand, while sales were basically $4 billion 30 million last year.

Group CEO Sheri McCoy will leave in March next year, and its replacement is still pending.

(Under Armour (NYSE:UAA))

Stock price change: -51%

The market value is about $6 billion.

According to the third quarter earnings report released by Under Armour, sales fell by 4.08% to 1 billion 410 million US dollars, less than FactSet's expected US $1 billion 490 million, and net profit slumped 57.7% to 54 million 200 thousand US dollars. This is the first time that Under Armour has seen a decline in sales since its listing in 2005, and its market value evaporated more than 5 billion US dollars last year.

Chico's (NYSE: CHS)

Stock price change: -39%

The market value is about $1 billion 100 million.

Chico's, a clothing brand in the United States, has launched a new official website to provide consumers with 24 hours of service. Consumers can choose the special style that they sell in the Chico Outlet store through the website.

Lori Shaffer, senior vice president of Chico's Outlet, said that today's consumers have high demand for the timeliness of products and information. The launch of the official website will stimulate further growth in brand performance.

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H&M group (STO:HM-B)

Stock price change: -31%

The market value is about 247 billion 300 million kronor.

H&M group released its fourth quarter earnings report in 2017, which showed that sales dropped 4% to 58 billion 450 million Swedish kronor about 6 billion 900 million US dollars, and sales after tax amounted to 503.9 billion Swedish kronor about US $6 billion.

The group said sales were much lower than expected, mainly due to poor physical stores.

Messi NYSE: (M)

Stock price change: -28.5%

The market value is about $7 billion 700 million.

Messi Lundgren chairman Terry J. Lundgren will formally resign in January 31st and withdraw from the board of directors. Chief executive Jeffrey Gennette will take over as chairman of the board.

In the third quarter ended October 28th, sales of Messi's Department decreased by 6.13% to $5 billion 281 million, and net profit surged 126.6% to $34 million.

Revlon group (NYSE:REV)

Stock price change: -27.7%

The market value is about $1 billion 150 million

In the third quarter ended September 30th, Revlon net loss amounted to US $32 million 400 thousand.

Sales increased by 10.2% to $666 million over the same period.

Revlon sales fell 10.5% to $306 million 700 thousand, while Elizabeth Arden surged 83.5% to 248 million 100 thousand dollars over the same period.

(Hudson's Bay) (TSE: HBC)

Stock price change: -15.2%

The market value is about 2 billion 60 million Canadian dollars.

In the three months ended October 28th, Hudson's Bay sales of Canadian chain store group fell 4.2% to 3 billion 200 million Canadian dollars, and net loss increased to 125 million yuan from last year's corresponding period to 243 million US dollars, about 119 million 800 thousand US dollars, a decrease of 3.2% compared with sales.

Richard Baker, chairman and interim CEO of the board, said the group is restructuring and restructuring its retail business to restore profitability as soon as possible.

Target (NYSE: TGT)

Stock price change: -10.2%

The market value is about $35 billion 500 million.

In order to attract more young consumers and meet the challenges of strong rivals such as Amazon and WAL-MART, Target Department has sharply reduced commodity prices in the past year, which has oppressed its profitability.

As of the three quarter of October 28th, Target department store net profit fell 21% to $480 million, and management expects its fourth quarter ending January 2018 to be less than Wall Street analysts expected.

Inditex group (BME:ITX)

Stock price change: -10%

The market value is about 90 billion euros.

In the nine months ending October, Inditex group's net profit rose 6% to 2 billion 340 million euros compared with the same period last year, a sharp slowdown compared with 9% in the same period last year, while sales rose nearly 10% to 17 billion 960 million euros in the same period last year, all in line with Wall Street's forecast and gross margin further down to 57.4%.

(L Brands (NYSE:LB))

Stock price change: -9%

The market value is about $17 billion.

In the third quarter of September 30th, after a period of decline, its sales performance bottomed out in October, and the sales volume and two important indicators of same store sales were re recorded growth.

During the period, its parent company L Brands sales increased by 1% to US $2 billion 618 million compared to the same period, and same store sales decreased by 1%.

Among them, the same store sales increased by 1%, which is better than the expected decline of 3.4%. The annual annual exhibition of "Wei Mei" was held at Mercedes Benz center in Shanghai in November 20th.

LON: MKS

Stock price change: -8.7%

The market value is about 5 billion 100 million pounds.

Up to the end of September, the income of Marsha's Department increased 2.6% to 5 billion 126 million pounds, and the pre tax profit increased 3.71 times to 118 million yuan.

During the period, sales of clothing and home products increased by 5.3% year on year, mainly due to the reduction of sales activities, and the sales revenue of food increased by 4.4% year on year, mainly driven by new stores.

At present, Martha has officially withdrawn from the Chinese market, retaining only online channel business.

Note: the earnings data mainly come from the public disclosure of listed companies. The above ranking is based solely on the stock price movements of the companies last year, and has nothing to do with scale, financial performance or market value.

More interesting reports, please pay attention to the world clothing shoes and hats net.

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