Even though Inditex's third-quarter 2021 financial report said its sales "reached new historical heights", under this seemingly good prospect is the fact that the fast fashion dividend is disappearing and Zara brand growth is slowing.
On December 15, Zara's parent company Inditex reported for the first three quarters of 2021.Inditex reported that sales, pretax profit and net income all reached all-time highs in the third quarter of 2021, accelerated by the transformation of digital and sustainable business models.
Sna chéad naoi mí de 2021, thuill Inditex Group 19.33 billiún euro i ndíolacháin ghlana, suas 37 faoin gcéad bliain ar bhliain, b'ionann an brabús comhlán 11.41 billiún euro, méadú 40 faoin gcéad bliain ar bhliain, agus b'ionann brabús réamhchánach agus 3.23 billiún euro, suas 277 faoin gcéad. bliain ar bhliain.
Míníodh na torthaí sna chéad naoi mí, a bhuíochas le hathoscailt siopa agus fás ar líne. Bhí díolacháin ar líne suas 28 faoin gcéad ón tréimhse chéanna anuraidh, agus suas 124 faoin gcéad ón tréimhse chéanna i 2019.Tá Inditex dóchasach go mbeidh díolacháin ar líne cuntas níos mó ná 25 faoin gcéad in 2021 fioscach.
Inditex's third-quarter growth was particularly prominent in the third quarter, with strict epidemic control and store reduction, its net sales were 7.39 billion euros, up 6 percent year on year, gross profit was 4.50 billion euros, up 6 percent year on year, pretax profit was 1.59 billion euros, up 7 percent year on year, and net revenue was 1.23 billion euros, up 5 percent year on year.
The Inditex may not be able to remain "optimistic"
In the eyes of analysts, Inditex has reached a record high or stems from the "lipstick effect" under the outbreak.Under the impact of the epidemic, the demand for wearing masks has increased significantly, stimulating consumers' demand for fast fashion brands with "new fast, many styles and low prices". However, it is unknown how long this increase will last, and the "lipstick effect" brought by the epidemic may only be a short-term effect.
On the other hand, when Inditex Group's global stores fell by 11 percent in 2021, store sales were "hot" more than the same period in 2019.
By the end of October, the Inditex Group had 6,657 stores worldwide.Among them, Zara remains the main driver of growth, with 1,975 stores during the reporting period, including 72 children's clothing stores and 507 home stores during the reporting period.
Cé gur tháinig méadú suntasach ar dhíolacháin, ar bhrabús réamhchánach agus ar ghlanioncam ó 2020, níor shroich siad an leibhéal céanna tréimhse in 2019. Shroich glandíolacháin i lár na naoi mí de 2019. 19 EUR 19.8 billiún, brabús comhlán de 11.5 billiún, shroich corrlach comhlán 58.2 faoin gcéad, ioncam glan de 2.726 billiún, brabús réamhchánach de 3.473 billiún, tuilleamh in aghaidh na scaire de 0.874.
In May this year, Zara added makeup business sale beauty series, trying to use "affordable" makeup and more consumption to "bundle" —— from 159 yuan of 6 color disc eye shadow to 99 yuan of lipstick, but from the overall revenue, makeup business support did not bring significant growth to the brand.
Thosaigh Zara i 2020, nuair a sheol Zara agus Jo Malone 159 yuan i mí na Bealtaine chun a íomhá coimeádach a bhriseadh mar bhranda faisin tapa.
With almost no publicity, Zara's makeup business has not made waves in the market, even on social media, Zara hasn't caused a "phenomenal" planting boom.
It is worth noting that the "recovery" of 2021 performance may result from proper cost control and the implementation of the digital transformation strategy, but in the post-epidemic era, in addition to measures to reduce costs such as store closure and layoffs, fast fashion brands are the most important to maintain the healthy operation of their own cash flow.
B’ionann an sreabhadh airgid ó oibríochtaí sa chéad naoi mí de 2021 agus EUR 5.431 billiún, i gcomparáid le EUR 5.702 billiún sa tréimhse chéanna in 2019. Cé gur tháinig méadú 62.89 faoin gcéad ar 2021 ó 2020, níl an tréimhse chéanna 2019 bainte amach aige fós in ainneoin dúnadh siopaí móra. ar fud an domhain.
Faoin boilsciú de bharr maolú cainníochtúil domhanda sa ré eipidéim, is léir nach bhfuil go leor táscairí airgeadais in 2021 chomh maith leis an tréimhse chéanna in 2019. Fiú má tá torthaí airgeadais 2021 Q3 dóchasach, is féidir a fheiceáil go ndearna Inditex gan filleadh ar an leibhéal réamh-eipidéime, agus níl a hionchais díolacháin chomh dóchasach agus a nochtfar a thorthaí airgeadais.
Trí chomparáid a dhéanamh ar rátaí grúpa do 2019-2021, fuaireamar amach go raibh rátaí Grúpa Inditex 30.8 faoin gcéad i 2021,34.16 faoin gcéad i 2020,29.31 faoin gcéad in 2019 agus laghdaigh siad in 2021 ó 2020, fiú le méadú suntasach ar rialú costais ach nár shroich siad leibhéil 2019. .
I dtéarmaí dímheasa agus amúchadh, léiríonn 2021 meán níos ísle 2019,2020 freisin rialú feabhsaithe costais (riaráiste fardail ard i 2020 nó mar gheall ar an eipidéim, a bhfuil tionchar níos mó aige ar an tionscal faisin tapa le láimhdeachas fardail sách ard).
The current ratio of Inditex Group was 1.58 in the first nine months of 2018,1.34 in 2019,1.4812 in 2020, and 1.4896 in 2021, indicating that from the decline in 2019 (1.34) to basically unchanged during the epidemic period (1.48), the company's solvency has not been significantly improved after adopting the digital transformation strategy and cost control.
Déanann díolacháin ar líne níos mó cogaí praghais a chomhrac, rud a fhágann go bhfuil Inditex ag tabhairt aghaidh ar an mbrú dúbailte ó líne agus as líne. Le neamhchinnteacht leanúnach an eipidéime, níl anaithnid ar aisghabháil sreabhadh paisinéirí as líne.
Tá go leor neamhchinnteachtaí fós ag Inditex, a fhorbraíonn gnó ar líne go bríomhar, i gcath mhargadh na n-óg óg.
Ar 6 Nollaig, seoladh go hoifigiúil an tsraith comhair idir ADER ERROR agus an branda faisin tapa Zara. Díoladh na stíleanna coitianta go tapa ar an láithreán gréasáin oifigiúil, cliant, siopa príomhthionscadal Tmall agus mionchlár WeChat.
Ina dhiaidh sin d’fhógair Zara comhpháirtíocht leis an app sóisialta ZEPETO: is féidir le tomhaltóirí trealamh comhpháirteach ADER ERROR X Zara a cheannach ar ZEPETO.
In ionad an dearthóra HM agus an seoladh domhanda, roghnaigh Zara seoladh mar Drop; Gan mórán poiblíochta, maraíodh an tsraith láithreach.
Dealraíonn sé a bheith ina ainm comhpháirteach ar an dá brandaí, a bhfuil i ndáiríre gnáth, ach le haghaidh an branda Zara, tá sé ag oscailt caibidil nua den óige.Díreach lá roimh seoladh an tsraith, d'fhógair Zara tuismitheoir Inditex Group go bunaitheoir Amancio Ortega. Tiocfaidh iníon Amancio Ortega Marta Ortega i gcomharbacht ar Pablo Isla mar chathaoirleach nua i mí Aibreáin, agus tiocfaidh Oscar Garcia Maceiras i gcomharbacht ar Carlos Crespo mar Phríomhfheidhmeannach nua.
This attempt can be said to be the beginning of the group's younger transformation.
Bhí Zara ag fanacht i gcónaí-agus-féach ar dhearcadh ar an gcomhshraith; ag obair le healaíontóirí nideoige ar phriontaí aonair amháin. I gcodarsnacht leis sin, tá HM rival aibí sa réimse comhbhrandála.
Tá sé 17 mbliana ó sheol HM an tsraith chomhpháirteach dearthóra, agus i mbliana, níor sheol HM an tsraith chomhpháirteach dearthóra trom san fhómhar agus sa gheimhreadh, bhuail Zara bearna ama, spreag díograis na dtomhaltóirí go tapa.
I go leor hype gimmick, tá an tsraith comhpháirteach dosheachanta, ach freisin gearr.
For consumers who are increasingly pursuing personality, solving the problem of "food and clothing" is not the rigid need of consumers now. The clothes of these three brands lack of innovation in design, lack of stickiness and loyalty.
Suaitheadh faisin tapa ar feadh 3 bliana
D'imigh díbhinn an tionscail faisin go tapa, tá moilliú fáis Zara ina fíric bunaithe.
Around 2018, the fast fashion industry fell into a cold winter of sluggish growth. With Topshop, New Look, Forever 21 and other brands announcing bankruptcy, Inditex Group's strategy of aggressive expansion of stores in the early years pushed up maintenance costs, and the overall profit growth rate showed signs of slowing down in recent years.
In fiscal 2018, Inditex Group sales increased by 3 percent to 26.1 billion euros, comparable sales increased by 4 percent , further slowing from the 9 percent sales growth in fiscal 2017, gross margin was 56.7 percent , net profit rose 12 percent year on year to 3.4 billion euros, the most "worst" profit growth in nearly five years.
Tar éis an líonra stórais a bharrfheabhsú, an slabhra soláthair agus an leictreachas a neartú agus sraith de choigeartú straitéiseach, téarnamh Zara i 2019, díolacháin bhliantúla grúpa Inditex i ngnó leictreachais 23 faoin gcéad fás láidir de 8 faoin gcéad go 28.3 billiún euro, i gcomparáid leis an méadú 4 faoin gcéad ar an. bhliain fhioscach roimhe seo, d'ardaigh leas a bhaint as ioncam leictreachais go príomha 23 faoin gcéad go 3.9 billiún euro, d'ardaigh brabús comhlán grúpa 7 faoin gcéad go 15.8 billiún euro, corrlach comhlán de 55.9 faoin gcéad.
In 2019, laghdaigh an Grúpa Inditex táirgeadh 17 faoin gcéad go 450,000 tonna éadaí ag deireadh 2020.Inditex tar éis coigeartuithe suntasacha a choigeartú freisin, ag laghdú líon na soláthróirí sa tSín den chéad uair le cúig bliana.
Roinneann an grúpa a sholáthar domhanda i 12 braisle, nó 97 faoin gcéad den táirgeadh iomlán. Is í an tSín an ceann is mó de na braislí seo.
Inditex managed to reduce inventory, especially centralized systems could keep more easy track of each item from entry to warehouse to sale.It also addresses a 77 percent surge in online sales by serving store orders. —— each of its nearly 7,000 stores acts as a small distribution center, where its e-commerce and physical store inventory were two completely separate systems.
While most fashion and sportswear companies rely on Asian manufacturing for most products, Inditex is working on streamlining supplier quantity and optimizing quality, with more than half of the products produced in its so-called "adjacent" market —— primarily Spain, Portugal, Morocco, as well as Turkey.
Tá Inditex stoptha anois ag obair le 65 soláthraí sa tSín.
By the end of 2020, the group's Chinese suppliers remained at 412, down 13.6 percent year-over-year.The company has reduced the number of suppliers in China for the first time in five years.The company reduced the number of suppliers, but was actually working with larger companies, as reflected in the company recording a 26 percent increase in the number of manufacturing workers in 2020 to up to 635,532 employees.
Ar a phraghas deiridh de 16.24 ar 14 Nollaig, bhí Inditex 15.59, nó 4 faoin gcéad, go 87.687 billiún euro.
