Who Will Break Through O2O First?

< p > > the world's < a href= "//www.sjfzxm.com/" target= "_blank" > clothing < /a > a href= "//www.sjfzxm.com/" target= "//www.sjfzxm.com/".

< p > aiming at the critical change period of the domestic apparel industry development, this volume is the essence of our O2O pformation at home and abroad.

The Next in the UK can be regarded as the most classic case of O2O in the world. It shows that our traditional brand still has a great advantage in the O2O era, and can also become the boss in the field of e-commerce. And the development of online business will help to improve the overall profit margin.

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< p > domestic O2O is still hard to push forward, mainly because of two difficult problems, such as the difficulty of online and offline prices and the benefits of franchised channels.

Therefore, O2O is a huge system renovation project for domestic apparel enterprises.

The domestic apparel industry is still in the process of quantitative change of O2O, and the company that can sort out and control the channel profit distribution pattern will obviously take the lead in quantitative change, and can take the lead in waiting for the qualitative change to take off.

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< p > the stones from other hills can be used to attack jade: case analysis of overseas classics < a href= "//www.sjfzxm.com/news/index_s.asp" > O2O < /a >.

Entering the era of consumer centric need to provide seamless service experience, so the integration of online and offline development is a more competitive approach.

The O2O of the international Brand Company is also called the full channel, because most of them are mainly directly operated stores, and the price of the products is not very different on line and under the line, so it is natural to have the foundation to operate O2O.

At present, the main international brand typical channel mode can be divided into online and offline integration development mode and online mainly for offline diversion mode.

Next is the most classic case of the pformation of the whole channel, giving us some inspiration: the traditional brand still has great advantages in the O2O era, and the electricity supplier can also become the boss; online development helps to shrink the smooth line, and helps to improve the overall profit margin.

Several overseas cases deserve to be savored! < /p >

< p > brand industry: who is the O2O breakout? Well controlled stakeholders will lead in quantitative change.

Domestic O2O is still difficult to push forward, mainly because of two difficult problems, such as the difficulty of online and offline prices and the benefits of joining channels.

Therefore, O2O is a huge system renovation project for domestic apparel enterprises. It needs to cooperate with the "five links": system communication, commodity communication, membership communication, interest communication and payment, and the core of interest is communication.

In the short term, under the background of different goods online and offline, the implementation of online and offline two legged walking strategies is more consistent with China's national conditions in recent years.

Generally speaking, the domestic apparel industry is currently in the process of quantitative change of O2O, and the company that can first sort out and control the distribution pattern of channel benefits will be ahead of the quantitative change obviously, and can take the lead in waiting for the qualitative change to take off.

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< p > Investment Strategy: long term grasp of O2O leading companies, phased holding hot topic companies and fundamentals of bottoming out companies.

It is expected that demand will still have a higher probability of bottom shocks in the second half of the year, but there is little risk in the industry valuation, but there is a lack of bright spots.

We suggest that we choose opportunities based on the fundamentals and themes, and combine the valuation, the rhythm of performance recovery and the possible promotion of events. The main recommended targets in the second half of 14 years are Pathfinder, Semir and fuanna.

Among them, Pathfinder and Semir are mainly looking for flexibility in event catalysis. Fuanna is the highest security margin, and the O2O pformation is most likely to stand out.

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In addition, Hai Lan's performance can continue to grow at a high level next year. However, attention should be paid to its "a href=" //www.sjfzxm.com/news/index_c.asp "supply chain < /a > mode of continuity. If P wants to push ahead with the reform of state-owned enterprises in the second half of the year, we can focus on it.

Manufacturing industry: the leading enterprises with strong bargaining power are relatively stable, but the elasticity of earnings decreases and the price trend of internal and external cotton decreases.

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