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.
U prvih devet mjeseci 2021. Grupa Inditex ostvarila je 19,33 milijarde eura neto prodaje, što je 37 posto više u odnosu na prethodnu godinu, bruto dobit iznosi 11,41 milijardu eura, 40 posto više u odnosu na prethodnu godinu, a dobit prije oporezivanja iznosi 3,23 milijarde eura, što je 277 posto. godina za godinom.
Objašnjeni su rezultati u prvih devet mjeseci, zahvaljujući ponovnom otvaranju trgovina i online rastu. Online prodaja porasla je za 28 posto u odnosu na isto razdoblje prošle godine, te za 124 posto u odnosu na isto razdoblje 2019. Inditex je optimističan da će online prodaja uračunati za više od 25 posto u fiskalnoj 2021.
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.
Iako su prodaja, dobit prije{0}}značajno porasli od 2020. godine, nisu dosegli istu razinu razdoblja u 2019. Neto prodaja sredinom-devet mjeseci 2019. dosegla je 19 19,8 milijardi eura, bruto dobit od 11,5 milijardi, bruto marža je dosegla 58,2 posto, neto prihod od 2,726 milijardi, dobit prije oporezivanja od 3,473 milijarde, zarada po dionici 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.
Zara je započela 2020., kada su Zara i Jo Malone u svibnju lansirali 159 juana kako bi razbili njen konzervativni imidž brenda brze mode.
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.
Novčani tok iz poslovanja u prvih devet mjeseci 2021. iznosio je 5,431 milijardu eura, u usporedbi s 5,702 milijarde eura u istom razdoblju 2019. Iako je 2021. porasla za 62,89 posto u odnosu na 2020., još uvijek nije dosegnula isto razdoblje 2019. unatoč velikim zatvaranjima trgovina u cijelom svijetu.
Pod inflacijom uzrokovanom globalnim kvantitativnim popuštanjem u eri epidemije, očito je da mnogi financijski pokazatelji u 2021. nisu tako dobri kao u istom razdoblju 2019. Čak i ako su financijski rezultati u trećem tromjesečju 2021. optimistični, može se vidjeti da je Inditex uspio neće se vratiti na razinu prije{4}}epidemije, a izgledi za prodaju nisu tako optimistični kao što su objavili njezini financijski rezultati.
Uspoređujući grupne stope za 2019.-2021., otkrili smo da su stope Inditex Grupe bile 30,8 posto u 2021., 34,16 posto u 2020., 29,31 posto u 2019. i smanjene u 2021. u odnosu na 2020., čak i uz značajno povećanje kontrole troškova, ali ne dosežući razine 2 .
Što se tiče amortizacije, niži prosjek 2021. 2019., 2020. također ukazuje na pojačanu kontrolu troškova (veliki zaostatak zaliha u 2020. ili zbog epidemije, koja ima veći utjecaj na industriju brze mode s relativno visokim prometom zaliha).
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.
Online prodaja vodi više cjenovnih ratova, zbog čega se Inditex suočava s dvostrukim pritiskom online i offline. Uz kontinuiranu neizvjesnost epidemije, oporavak izvanmrežnog protoka putnika nije poznat.
Inditex, koji snažno razvija online poslovanje, još uvijek ima mnogo neizvjesnosti u borbi za tržište mladih mladih.
6. prosinca službeno je pokrenuta serija suradnje ADER ERROR i brenda brze mode Zara. Popularni stilovi brzo su rasprodani na službenoj web stranici, klijentu, Tmall flagship trgovini i WeChat mini programu.
Slijedila je Zara koja je najavila partnerstvo s društvenom aplikacijom ZEPETO: potrošači mogu kupiti ADER ERROR X Zara zajedničku opremu na ZEPETO.
Umjesto HM dizajnera i globalnog lansiranja, Zara je odlučila lansirati kao Drop; Uz malo publiciteta, serija je odmah ubijena.
Čini se da je riječ o zajedničkom nazivu dvaju brendova, što je zapravo obično, ali za brend Zara otvara novo poglavlje mladosti. Samo nekoliko dana prije lansiranja serije, Zara matična Inditex grupa objavila je da je osnivač Amancio Ortega kćer Amancio Ortega Marta Ortega naslijedit će Pabla Islu na mjestu novog predsjednika u travnju, a Oscar Garcia Maceiras će naslijediti Carlosa Crespa kao novi izvršni direktor.
This attempt can be said to be the beginning of the group's younger transformation.
Zara je oduvijek imala stav-i-pogledajte prema zajedničkoj seriji; radeći samo s nišnim umjetnicima na pojedinačnim grafikama. Nasuprot tome, konkurentski HM sazrijeva na polju ko-brendiranja.
Prošlo je 17 godina otkako je HM lansirao seriju dizajnerskih spojeva, a ove godine HM nije lansirao tešku dizajnersku joint seriju u jesen i zimu, Zara je pogodila vremenski razmak, brzo je zapalila entuzijazam potrošača.
U dovoljnom đirskom hypeu, zajednička serija je neizbježna, ali i kratka.
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.
Brza modna previranja već 3 godine
Dividenda brze modne industrije je nestala, usporavanje rasta Zare postalo je utvrđena činjenica.
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.
Nakon optimizacije mreže trgovina, jačanja opskrbnog lanca i električne energije te niza strateških prilagodbi, Zara oporavak u 2019., Inditex grupa godišnja prodaja u poslovanju s električnom energijom 23 posto snažan rast od 8 posto na 28,3 milijarde eura, u usporedbi s povećanjem od 4 posto u poslovanju s električnom energijom. prethodne fiskalne godine, uglavnom koristi od električne energije, prihodi su porasli 23 posto na 3,9 milijardi eura, bruto dobit grupe porasla je 7 posto na 15,8 milijardi eura, bruto marža od 55,9 posto.
Grupa Inditex je 2019. smanjila proizvodnju za 17 posto na 450000 tona odjeće na kraju 2020. Inditex je također prilagodio značajne prilagodbe, smanjivši broj dobavljača u Kini po prvi put u pet godina.
Grupa svoju globalnu ponudu dijeli u 12 klastera, ili 97 posto ukupne proizvodnje. Kina je najveći od tih klastera.
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.
Inditex je sada prestao raditi sa 65 dobavljača u Kini.
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.
Po zaključnoj cijeni od 16,24 14. prosinca Inditex je bio 15,59 ili 4 posto, na 87,687 milijardi eura.
