Dynamics of large chain stores and imported high-end supermarkets
Caijing.com Technology News, Hema's community group buying Hema Bazaar has entered the WeChat Mini Program.
On April 29, Yonghui disclosed the results for the full year of 2020 and the first quarter of 2021. Data Display,
1. In 2020, Yonghui Supermarket achieved a total operating income of 93.199 billion yuan, a year-on-year increase of 9.8%, and the net profit attributable to shareholders of listed companies was 1.794 billion yuan, a year-on-year increase of 14.76%.
2. In the first quarter of 2021, Yonghui Supermarket achieved operating income of 26.334 billion yuan, a year-on-year decrease of 9.99%. The net profit attributable to shareholders of listed companies was 23.318 million yuan, a year-on-year decrease of 98.51%.
On April 28, Wal-Mart’s Sam’s Club announced that its own brand Member’s Mark has launched 8 new wines to achieve more competitive prices through direct sourcing and winery packages.
In 2020, the retail sales of supermarkets in retail units above designated size increased by 3.1% over the previous year, while department stores, specialty stores and specialty stores fell by 9.8%, 5.4% and 1.4% respectively. The 2020 performance reports of some listed retailers are as follows:
1. Wal-Mart’s 2021 revenue was 559.151 billion U.S. dollars, and its net profit dropped by 9.8% year-on-year.
2. RT-Mart will have revenue of 95.4 billion yuan in 2020, and 24 new RT-Mart will be opened.
3. Lianhua Supermarket has a net loss of 319 million yuan in 2020.
4. Hongqi Chain plans to open 350 new stores in 2021.
5. Renrenle will achieve a revenue of 5.981 billion in 2020 and a net profit of 35 million.
6. Beijing Jingkelong's 2020 revenue was 11.984 billion, and its net profit increased by 6.36% year-on-year.
7. Zhongbai Group's 2020 revenue is 13.129 billion, and supermarkets account for over 90%.
8. Xinhuadu has a net profit of 180 million yuan in 2020, turning losses into profits.
9. Sanjiang Shopping's 2020 revenue is 4.3 billion yuan.
10. Jiangxi Guoguang Chain's 2020 net profit dropped by 7.41%.
11. Rainbow's net profit in 2020 has dropped by 70% year-on-year, and 7 shopping malls have been added.
12. Chongqing Department Store's 2020 net profit is 1.034 billion, a year-on-year increase of 4.91%.
13. Dashang's 2020 revenue is 8.117 billion, and its net profit is down 44% year-on-year.
14. The revenue of Shirbao Department Store in 2020 is 480 million, a year-on-year decrease of 39.5%.
15. Ginza shares will have a net loss of 390 million in 2020, a year-on-year decrease of 831%.
16. Maoye International's 2020 revenue is 8 billion yuan, and the net loss is 250 million yuan.
17. Golden Eagle's net profit in 2020 increased by 31.8%, and the annual passenger flow reached 150 million.
18. Parkson Group's sales in 2020 fell by 20.8%, with a net loss of 250 million.
Authoritative release
On April 16, the National Bureau of Statistics released the latest data showing that the total retail sales of consumer goods in the first quarter of 2021 was 10,522.1 billion yuan, a year-on-year increase of 33.9%. Among them, the total retail sales of cosmetics was 93.3 billion yuan, a year-on-year increase of 41.4%.
Compared with the same period in 2020, the total retail sales of cosmetics in the first quarter of 2021 increased by 29.7 billion yuan; compared with the year-on-year growth rate of cosmetics retail sales in the same period in 2019, the growth rate in 2021 is four times that of 2019.
On April 27, Onechance released its 2020 annual report and 2021 quarterly report. The data shows,
1. In 2020, Onechance will generate revenue of 1.298 billion, a year-on-year decrease of 10.49%.
2. The financial report for the first quarter of 2021 shows that the company's revenue and profit have both increased year-on-year. After the release of the financial report, as of the close of the market on April 28, Onechance ‘s share price rose 6.33%, the stock price was 80.49 yuan per share, and the total market value was 11.615 billion yuan.
On April 27, Lily & Beauty released the first quarter of 2021 financial report. The financial report showed:
1. In the first quarter of this year, the company achieved revenue of 755 million yuan, a year-on-year increase of 15.51%, and realized deduction of non-net profit of 43,584,300 yuan, a year-on-year increase of 18.06%;
2. As of March 31, 2021, there are 103 stores in operation.
On April 26, Shanghai Jahwa reported 58.70 yuan per share, with a total market value of 39.8 billion, breaking through its highest market value in history.
On April 25, Shuiyang Group Co., Ltd., the parent company of Yunifang, disclosed its 2020 financial report. The financial report shows that during the period, the company achieved revenue of 3.715 billion yuan, an increase of 54.02% year-on-year, and the net profit attributable to shareholders of listed companies was 140 million yuan, an increase of 415.28% year-on-year.
On the evening of April 21, Yixian E-commerce, the parent company of Perfect Diary, disclosed its 2020 annual performance report. The report shows:
1. The company's scale and efficiency have achieved rapid growth: revenue reached 5.23 billion yuan, a year-on-year increase of 72.6%;
2. Achieve gross profit of 3.36 billion yuan, a year-on-year increase of 74.5%; the scale of DTC consumers reached approximately 32.3 million, a year-on-year increase of 38.0%;
3. The annual customer unit price of DTC consumers has also increased from 114.1 yuan in 2019 to 139.9 yuan in 2020.
A few days ago, Wuling Automobile’s official Xiaohongshu account revealed that Wuling Hongguang MINIEV and ELLE launched the "Wuling Macaron Gift Box." The gift box contains a cosmetic bag, a "Sweetheart Confetti Twelve Color Eyeshadow Palette", and three macarons eye shadow brushes.
On the evening of April 28, Mingchen Health Products Co., Ltd. disclosed the 2020 annual report and the first quarter report of 2021. The annual report shows,
1. Mingchen Health will achieve operating income of 681 million yuan in 2020, a year-on-year increase of 31.52%; net profit attributable to shareholders of listed companies is 102 million yuan, a year-on-year increase of 343.04%.
2. The report for the first quarter of 2021 shows that Mingchen Health achieved operating income of 217 million yuan from January to March, a year-on-year increase of 135.55%; net profit attributable to shareholders of listed companies was 62.676 million yuan, a year-on-year increase of 937.66%.
On the evening of April 28, Betteni released the 2020 annual report and the 2021 quarterly report. The data shows,
1. Betteni’s revenue last year was 2.636 billion yuan, a year-on-year increase of 35.64%; net profit attributable to the parent was 543 million yuan, a year-on-year increase of 31.94%.
2. In the first quarter of 2021, the operating income was 507 million yuan, and the net profit deducted from the parent was 76.898 million yuan, achieving a year-on-year increase of 59.32% and 61.11% respectively.
3. The average growth rate of Betteni's revenue and net profit in three years is nearly 50%.
According to the Guoyuan Securities Research Report, among the top 20 cosmetic products on Tmall in 2020, Huaxizi, a cutting-edge domestic brand, surpassed Perfect Diary with a turnover of 2.754 billion yuan, ranking first.
According to the Wanlian Securities Research Report, Huaxizi ranked first among the beauty brands of non-listed companies in March 2021 with sales of 280 million yuan. Sales increased by 54% year-on-year, sales reached 1.8165 million pieces, and sales increased by 27% year-on-year. The unit price is 154 yuan, an increase of 21% year-on-year, making it the new leader in domestic products.
Recently, SEVEN·JULY, a domestic cosmetics brand, completed a seed round financing of millions of yuan, invested by the well-known skin care brand Huayin, and Chessboard Capital served as the exclusive financial advisor.
On April 15th, Yixian e-commerce first publicized the "secret weapon" of product development and innovation-Yixian Open Lab. Yixian Open Lab is an open system, which is different from the traditional closed R&D model. Business as the leading core, including the world's top partners such as raw materials, R&D, and production.
On April 15th, the annual grand ceremony of the 2020 Amoy Makeup Merchants Association hosted by Amoy Beauty and exclusively titled by the EVM brand kicked off in Shanghai.
On April 17, the China Day of "Start 2021, Embrace the New Economy and Integrate into the New Pattern-New Opportunities in the Era of Big Consumption of Daily Chemicals and National Products" co-sponsored by the China Daily Chemical Advanced Research Institute and High Net Worth Research Institute of Shanghai Jiaotong University Education Group The opening ceremony of the Chemical Industry Conference and "China Daily Chemical Advanced Research Institute" was grandly opened in Shanghai Jinmao Building.
On April 18, the Hangzhou office of Chuangyuan Group officially opened in Xiaoshan District, Hangzhou.
On April 16, Shiseido Group's well-known high-end anti-aging skin care brand Yuewei REVITAL held a new product launch conference in Zhoushan, Zhejiang, and officially launched the new product Royal Light Revitalizing series, bringing consumers a brand-new and upgraded anti-photoaging solution.
Recently, Japan's PRPOMO list announced that the plant doctor Japan-made Dendrobium soothing eye cream won the first prize in the eye cream department.
On April 18th, Winona Research Institute, together with the Dermatology and Venereology Professional Committee of the Chinese Integrative Medicine Society and other institutions, held the 2021 "Scientific Repair and Fight against Sensitive" 2nd China Sensitive Skin Summit Forum at the Anadi Hotel in Shanghai . And at the scene, in conjunction with the Tmall Black Box to release a new product-double repair and double anti-essence.
On the afternoon of April 21, Shanghai Jahwa released its financial report for the first quarter of 2021. The financial report shows:
1. The company achieved double-digit growth in both operating income and net profit in the first quarter.
2. Among them, operating income was 2.11 billion yuan, a year-on-year increase of 27%; net profit attributable to the parent was 169 million yuan, a year-on-year increase of 41.9%; net profit attributable to the parent after deduction was 199 million yuan, a year-on-year increase of 53%.
International Group News
A few days ago, Johnson & Johnson Consumer Products China announced that it will bring its 8 major brands, including Dr. City, Neutrogena, Aveeno, Peijian, and Listerine to participate in the first China International Consumer Goods Expo to be held in Hainan, China from May 7-10.
Procter & Gamble (137.75, 1.14, 0.83%) fiscal 2021 Q3 revenue of 18.1 billion U.S. dollars, the market is expected to 17.915 billion U.S. dollars, 17.214 billion U.S. dollars in the same period last year.
According to the Wall Street Journal (blog, Weibo) Chinese website, Procter & Gamble will begin to increase the price of daily necessities from diapers to toilet paper in September this fall. Procter & Gamble is the latest consumer goods company to announce price increases, and it is also the largest.
South Korean beauty giant Amore Pacific Group released its first quarter 2021 financial report. The report shows that Amore’s first-quarter revenue increased by 10.8% to 122.8 billion won (about 7.313 billion yuan), operating profit reached 176.2 billion won (about 1.028 billion yuan), and the group’s net profit rose 105.5% year-on-year to 137.6 billion won (approximately 803 million yuan).
Johnson & Johnson Holdings (600662.SH) disclosed the first quarter report of 2021. During the reporting period, it achieved revenue of 647 million yuan, a year-on-year decrease of 3.16%; the net profit loss attributable to the parent was 11.66 million yuan, and the loss in the same period last year was 92.23 million yuan. Basic earnings per share -0.0111 yuan.
It is reported that in the Hainan Consumption Promotion Month event, from May 1st to 31st, the Provincial Department of Commerce will organize 9 outlying island duty-free shops to provide each outlying island passenger with a set of 865 yuan vouchers, with a total of 1 million vouchers. The total amount exceeds 50 million yuan.