On The Other Hand, The H&M Recall Order Was Issued Again.

The weather in dog days makes people drowsy. In this midsummer, the clothing industry is still dynamic. What are the major events in the clothing industry last week?

　 Major events in China: July 29~8 4

　　 La Natsu Bell made a net loss of more than 2400 points in the first half of the year, reaching 540 million lines.

La Natsu Bell (603157, SH) issued a semi annual performance loss notice in 2019, announcements that the net profit attributable to shareholders of Listed Companies in the first half of 2019 was -4.4 billion ~-5.4 yuan, while the net non profits were estimated to be 490 million yuan to minus 590 million yuan, down by 364.5% to 418.5% over the first half of 2018.

　 Zhongfu said: Compared with the past annual reports, La Natsu Bell's sales of clothing products from the overall growth in 2017 to the decline in 2018 has already had a downward trend in performance. The reason La Natsu Bell gave is because of the downturn in the retail market and the influence of the channel structure under the optimization of the company, but it is also unknown whether La Natsu Bell paid no attention to the quality of the product in the early expansion process.

　 Urban beauty in the first half net profit decreased by more than 80%, share price plummeted 40.34%

Last week, urban beauty released a profit warning. It is expected that net profit will decline more than 80% in the first half of the year, and gross profit margin will also decline due to the rising cost of raw materials. At the same time, reporters noted that as of July 26th closing, urban beauty received HK $1.51, the market value of HK $3 billion 397 million, stock prices fell 40.34% this year.

　　 Zhongfu said: Recently, urban beauty moves frequently, employing a new chief executive officer and opening up a new brand image spokesperson, Guan Xiaotong. The image of the national girl makes the urban beauty appear closer to the young market. In the transition to embrace the turning point of young people, the performance of urban beauty is not ideal. Whether the performance of the future can be satisfied with the answer, but also whether the new image of urban beauty can be accepted by the younger generation.

　 Daphne's performance has been declining continuously, and its self salvation has become increasingly difficult.

Last week, Daphne International Holdings Ltd (Daphne) 00210-HK was reduced by Wellington Management GroupLLP to HK $0.1750 per share, HK $8 million 454 thousand and 500, with a total price of HK $1 million 479 thousand and 500.

　 Zhongfu said: In addition to the decline in performance, Daphne also showed a large discount on the status quo. The "shoe king", which has been favored by many people, has been presenting the news of Customs stores, and Daphne has been trying to save itself in constant losses. But judging from the current situation, Daphne is not out of the woods.

　 Semir launched a new strategy to force children's wear Barbara to expand the age line.

Zhejiang Semir apparel Limited by Share Ltd (hereinafter referred to as Semir) issued a bulletin of investor relations records, saying that Semir's children's wear brand Barbara will expand its age line in the future, to create a one-stop shop of all kinds; THECHILDREN 'S PLACE brand will do some shop downsizing in the past year's operation process; Ma card brand will realize the localization of products in the future.

　　 Zhongfu said: In recent years, the children's wear market has ushered in a blue sea. Semir's children's wear brand balbala has shown a good trend at the beginning of the children's wear market. With the growing market of children's wear, it is also an inevitable trend to vigorously develop children's wear line in the future. In terms of adjusting the store to suit local conditions, continuous efforts to develop the brand in all categories and channels will also enable the brand to develop in the longer term.

　　 International events: July 29~8 4

　　 2019, where is the outlet for the underwear market?

Last week, supermodel ShaninaShaik confirmed in a foreign media interview that the secret show of Vitoria would no longer be held this year. She said, "unfortunately, there is no secret show this year. It also makes me a little unaccustomed, because at this time in the past, I started training for the" Secret Angel ". But I believe there will be more in the future. I am sure they are trying to build up the secret and continue to do the program in a new way. Because it's the best. "

　 Zhongfu said: The "sexy angels" in the underwear industry every year will become a hot topic of the season. With the development of society and the change of people's taste, the ratings of Wei Mei show continued to slide. This year's Vic show has been abolished. It is whether the brand starts to adapt itself to the market, or does the brand unilaterally stop losses depend on the future development of the brand.

　　 H&M recall 9000 sets of children's pajamas due to the risk of child burns

H&M's parent company issued a recall order for children's pajamas in the United States, because they may cause a risk of burns. According to the US Consumer Product Safety Commission, the Swedish fashion retailer is recalling about 9000 children's pajamas because they do not meet the flammability standards of federal children's pajamas. But so far no reports of incidents or injuries involving these pajamas have been reported.

　　 Zhongfu said: The improvement of the living standard of modern people makes everyone pay more attention to the quality of clothes. H&M this is not the first time that quality has been a problem. As a common disease of fast fashion products, quality has always been a public concern. With the transformation of the economic situation in recent years, fast fashion has not been easy in the Chinese market. Can H&M regain consumer trust in the market or focus on products?

　 Andrew's two quarter of mixed feelings, long recovery still needs to persist.

NYSE:UA, the sportswear brand, announced its earnings in the second quarter of fiscal 2019 in the first session of the US stock market on Tuesday. According to the financial instruments data of Investing.com, the market is now generally expected that Andrew will fall into a loss this quarter, and EPS fell from $0.05 in the previous quarter to $-0.05, compared with a loss of $0.08 per share in the same period last year. Revenue is expected to grow by 2% over the same period last year, at a level of 1 billion 200 million dollars.

　　 Zhongfu said: As a successful example of market segmentation, Andemar has always portrays a tough guy image for everyone. But market segmentation is not only a development opportunity, but also a development problem. In recent years, the stability of Andrew's performance is also a sign of maturity. Whether we can make progress in performance or need constant innovation and change.

　 Underwear giant Wacoal bought the US internet underwear brand for 4 years

Wacoal Holdings Corp, Japan's underwear and textile giant, announced that it had reached an agreement that it would buy Intimates Online Inc. of the American underwear company operating Lively brand for us $85 million for us $Holdings.

　　 Zhongfu said: In the current development of electricity providers, Intimates OnlineInc, which owns its own e-commerce platform, was bought by Wacoal, an underwear giant. It not only brought a channel for Wacoal's development, but also accelerated Wacoal's strategic development in globalization.