Anta PEAK'S Share Price Fell &Nbsp, And Its Growth Rate Hit A New Low Of 09 Years.
On the 18 day, sporting goods companies generally fell sharply.
Anta
Sports shares fell 16.96%, PEAK sports, 31st degree and XTEP international fell 8.57%, 8.24% and 12.27% respectively.
In an interview with reporters yesterday, some analysts said that in 2011, there was a large stock of sporting goods brands, and sporting goods manufacturers adopted a radical market strategy to improve their market share.
market
The sales estimate is too optimistic, resulting in a sales deviation, resulting in partial inventory, which will slow the growth of performance.
At present, the domestic sports goods industry is in a period of adjustment. Not only is the leader Li Ning Co's performance growth slowing, but Anta's performance has also hit the lowest level since 2009.
Anta said in a notice recently that orders for orders in the second quarter of 2012 have not been finalized, but the growth rate is expected to be lower than in the first quarter of 2012.
According to public information, the order volume of Anta in the first quarter of 2012 increased by 15% over the same period. According to the above announcement, the order amount in the second quarter of 2012 was less than 15%, which is the smallest increase in Anta's 11 orders since 2009.
Anta also announced that according to the unaudited operation data, the same quarter sales growth of Anta retail stores in the third quarter of this year is expected to slow down compared with the previous quarter. Anta also acknowledged that the retail discount policy offered by the retailer in the third quarter of this year will be more flexible and flexible.
The slowdown in performance has also been announced by PEAK and PEAK.
data
It showed that the order volume in the second quarter of 2012 increased by 9.5% compared with the same quarter in 2011. This is the lowest increase in PEAK's orders since 2009. After that, PEAK's orders increased by 20% over the same period.
Meanwhile, PEAK's same store sales in the third quarter increased by 6.2% compared with the same period last year.
Insiders told reporters that domestic sports brands, including Anta, are paying the price for a substantial increase in a short period of time.
This person pointed out that because of the domestic inflation environment, consumers have the tendency to reduce the consumption of sporting goods, while domestic sports brands have substantially increased their prices, which has increased the pressure of sales.
In 2007, the factory price of Anta footwear and clothing was 88 yuan and 53.6 yuan respectively, up to 99.5 yuan and 65.8 yuan in 2010, with an increase of 13.1% and 22.8% respectively.
After entering 2011, Anta announced that in February and May the two order meeting announced that footwear and clothing products were raised by two digit margin. The price increase in the first half of this year was almost the same as the cumulative increase in the past four years.
Almost at the same time, PEAK's products also showed a two digit increase.
PEAK announced in July that the price range of footwear and clothing rose by 15% and 17% respectively.
Analysts say Anta, in the market below 250 yuan a piece,
product
The competitiveness is almost lost. Nike and Adidas are gradually eroding the market through factory stores.
In some Nike factory stores in Shanghai, the price of some running shoes after discount is only about 240 yuan, which is lower than that of Anta's similar products.
Market participants said that domestic sporting goods companies had been growing faster than before, but they also hid a lot of problems, including inventories. These problems are emerging gradually this year.
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