Group 1: Pricing and Strategy - The company maintains its pricing strategy for children's clothing, focusing on brand positioning and slight adjustments based on market sales and promotional activities [3] - Online channels are prioritized for brand image establishment, despite a slowdown in online traffic growth [3] - The company plans to enhance the product upgrade and brand image for Hush Puppies men's and women's clothing in 2025 [3] Group 2: Business Development and Market Position - The company aims to celebrate the 30th anniversary of the Water Babies brand with a series of marketing and channel upgrade activities to increase market share and brand awareness [3] - The company will continue to improve store efficiency and expand quality channels for Hush Puppies and Haggis children's clothing while maintaining brand positioning and profit margins [3] - The company sees significant market potential in children's clothing, with a relatively low number of stores compared to competitors [4] Group 3: Licensing and Import Business - Licensing fees are expected to grow, influenced by the number of licensed categories and the performance of licensed merchants [3] - The company does not plan to focus on high-end children's clothing imports due to the limited audience, instead opting for refined management of buyer stores [4] Group 4: Market Trends and Consumer Behavior - Despite declining birth rates, the company believes that the large base of children aged 3-14 will continue to drive demand for children's clothing [4] - The company anticipates a shift in consumer behavior towards brand and quality consumption, especially in lower-tier cities [4]
嘉曼服饰(301276) - 2025年2月25日投资者关系活动记录表