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JNBY Design Announces Registrar Name Change
[Brokerage Focus] Huaxi initially rated JNBY (03306) as a "Buy", pointing out its leading performance in direct sales stores while noting that there is still room for improvement in franchise stores.
Jinwu Financial News | Huaxi Research indicated that JNBY (03306) increased investment after FY21, and in FY24, highlights its performance resilience in a sluggish consumer environment. The analysis mainly comes from: (1) The main brand's revenue accounts for over half, maintaining double-digit growth, primarily from the contribution of off-site sales from the fan economy, with high-priced fan sales accounting for over 60% offline, driving the main brand's 10-year store-effect CAGR of 8%. (2) The children's clothing brand has the highest compound growth rate in the past 10 years (mainly from new store openings), while the women's LESS brand has shown the highest growth rate in the past 4 years (driven by both new store openings and improvements in store effectiveness).
JNBY Design (HKG:3306) Sheds 4.8% This Week, as Yearly Returns Fall More in Line With Earnings Growth
Is JNBY Design Limited's (HKG:3306) Recent Stock Performance Tethered To Its Strong Fundamentals?
Outfit brands return to offline to attract customers, still viewing outdoor sports as the key to traffic | Year-end review.
① This year, outfit brands are focusing on the establishment of offline channels, with some accelerating the opening of offline stores; ② Online is facing a traffic bottleneck, with low stock price competition, high return rates, and declining quality leading to a poor online ecosystem; ③ Outdoor sports are still regarded as a high-traffic area, with professionals believing that competition will intensify.
Chao News | The Breitling boutique in Taikoo Li, Shanghai opens; JNBY "Art Education" launches its first class in Shanghai; Tickets for the 2025 F1 Heineken NV Sponsored ADR Chinese Grand Prix are now on sale; GENTLE MONSTER's flagship store in Xintiandi,
The new Breitling store invites Consumers to experience the diversity presented by "land, sea, and air," as well as the adventurous spirit and vitality of breaking conventions.