試播集 EP1 - 2024年還買得到便宜的球鞋嗎 - 從品牌的財務報表觀點

[Music] Hello everyone, how are you all doing? Welcome to the YouTube channel, SpeakUp, the new podcast I made. Are there still nine and a half? So, I've been thinking about the new single for a very long time, including when I was thinking about whether or not I should use the live stream. Then will it be like this? In the end, I can't see it. Or the subscription number of the channel to a certain extent, I will start to make it again. However, because I really have too many things to talk about, I feel that if I put it in my YouTube channel's unboxing program, it will make people feel like there is a feeling of wasting time, so I think I put some things to talk about and some people's things to share with you in the podcast program. As for this program, will the future change? Then I still have to do the live stream. After all this, I will say it. Because if I do this, the first episode of the live stream will be the last episode. Then today, I chose a theme to talk to you all. It's the intelligence of the sports company. Let's look at it from the intelligence side. It's these sports companies this year, what changes will they have in the form or form sales strategy? Because this is my first time recording a podcast program, considering the time and my theme, some people may think it's boring. So this episode, we will simply share with you what kind of changes will the sports company Nike and its competitor Adidas will have in the near future. First of all, Nike is a non-annual newspaper. The so-called non-annual newspaper is the year of its delivery, not from January to December. It may be from March to the end of February next year. So according to its 2014 Q2 report on November, the information it received received $133.9 billion in revenue. YOY increased by 1%. YOY is the annual growth rate, which is compared to last year. In the EPS part, it is $1.03. YOY is 21%. The毛利率 is 44.6%. YOY is 1.7%. I think the毛利率 is actually quite strong. You can all know that Nike is mainly designed to design some football shoes. Then through the way of packaging, it is sent to Taiwan to protect or seal these football shoes factories to make football shoes. Overall, we look at the distribution area of its wealth and income. The North American region is its only drop-off market. This is quite high compared to the main market of more than 40%. In this season, it dropped by 4%. It reached $56.25 billion. However, YOY is a little above the market. As for the Asian-Taian, Latin America, the performance is quite good. The revenue is 13%. I think the Asian-Taian region has always been the main market for Nike. After all, you can see that it has been doing very well in this area for the past few years. As for the Latin America region, I may not know much about it. I don't know if it is because there was a World Cup last year. So it caused the increase in revenue in this region. The performance in other regions is also relatively stable. Including Europe, Middle East, Africa, and Central Asia. The difference is increased by 2% to 4%. The revenue in Central Asia was reduced by 16% last year. This year, both Q1 and Q2 have been significantly reduced. Also, the market is expected to decrease. I want to talk about it with Q1 last year. If you often go to these shoe stores, you can know that the new product is going to be released last year. Maybe it will be released first. If you go to the online market, you may have only just entered the online market for the first 8, 2, 7, 3, 6, 5, and 5. In short, the discount is exaggerated. After this plan, I think there is a little bit of a rebound. Because the consumer can't buy shoes every day. This is a normal person. It should not be possible to buy shoes every day. It would be nice to have 2-3 days. I don't have much persuasion to talk about it. So from this data, it seems like there is a little bit of an increase in the market for China's economic prospects. But their CEO can regain confidence in China's market. And emphasize that in the future, people will expand the market in China. In fact, we saw some other information. They have the so-called direct face-off sales. I think this is the so-called retail sales. The profit is 57% compared to last year's total increase of 6%. It didn't reach 58.8 billion in the market. The market profit is too high. In the business part of the store, it is 4% per year growth. The other contents of the retail market are a little bit lower. So overall, I think that according to Q2's report, It seems that after it has passed a recovery plan, it has adjusted its situation very well. I believe that everyone has just mentioned it in front of me. Everyone has experienced that recovery plan. If you go to pick up shoes last year, That shoe's discount is really quite direct and quite strong. There are some stock stocks. You can see that the stock stock price is probably higher than that of the retail store. So I want to repeat the plan. We will talk about the stock part later. Then we will talk about the stock power part. Overall, we can see that the stock power is 1.7% per year. It is 44.6%. It is due to the same period last year. It is also due to a preview of the external analyst. In short, they have been in the same period for the past six seasons. I want to save its entire financial information. Mainly, it is due to its price strategy. We have just mentioned it in front of us. In fact, if you have been working hard last year in the shopping mall or the retail store, Or even the marketing route, The discount that they gave is actually quite strong. There will be even 1.8%, 2.7%, 3.6%, 5.6%, etc. Or the new products are on sale, and they will be sold out directly. This situation is also true. In fact, it is due to the reduction of shipping fees under the epidemic. I think these two factors may increase the profit. Of course, there is also a mention that it has received some profit. And the increase in raw material cost and so on. But I think that the decrease in raw material costs will make its profit 1.7% per year. In terms of marketing cost, The main thing is to promote the profits of the industry and increase the profits. But the increase in the profit will not be less than 1% per year. I think this is a very important point of observation. I will explain the small conclusion later. Finally, its profit is $15.8 billion. According to the same period last year, $13.3 billion was obviously raised. As we mentioned earlier, In fact, at this time last year, Nike's stock has increased a lot. So it used a lot of strategy to expand the stock. According to the same period last year, The stock price of last year was 43%. Therefore, under this total pressure, In fact, under the past few seasons, It continues to use the discount strategy of a large service to consume the stock. In this season, I think in this stock, In terms of raw material data, Some solutions and progress have been achieved. The stock price of Q2 base is $80 billion. According to the same period last year, It has reduced by about 14%. That reflects the trend of the stock price decline. But I think that this year, If you go to some shoe shops in January, Or when it's out, In fact, I feel that this 14% is still quite a few. Because in January this year, I went a little crazy. In fact, there are still quite a lot of things that were not sold last year. Take it to sell this year. Or this shoe may not be sold last year. I'll collect it first. He changed a batch first. It's probably some of the popular styles. Then come and do the discount, Come and do the return plan. So I think that this stock has always been All sports brands have met from last year to this year. A big challenge. Because last year really did too much. In fact, you can observe that Last year really made a lot of shoes. Reward, then the evaluation Or the leisure Change the color again Change the style again Under such circumstances, The consumer is not likely to buy shoes every day. And buy new shoes. So I think in this case, In fact, this stock collection Indeed for them, The current stage is still quite a lot of pressure. Then I think if you want to solve this at all, There are indeed only some retail strategies. Then it's just that Maybe in this year, I think it should be on this side Make some adjustment of the production quantity. Ok, then the part of the financial roadmap He mentioned that it is for the change in the market. Nike announced that it is going to be organized. Including the three major strategies Is the first one to reduce the number of products Then the second one to reduce the management cost The third one is to introduce more automated technology And to improve the supply chain. So this whole project's goal In the future, it is to eliminate the cost of $ 200 million in the next three years. This is really pretty high. I think it's my own observation. First of all, the reduction in the number of products is necessary. Because in the last year, We all know that in fact, There should be too many large brands. There are too many types, And then there are too many reviews, There are too many people. So you are pushing the chain like this It will cause consumption problems. That is to say, The consumer may not always go to buy shoes. Always go to pursue these people. Because we usually say In fact, you have one to two pairs of shoes per month. Or at least three pairs. It's a pretty tight level. Think about it. Last year, a sales strategy. One month or even a week I'll give you a new product. With a new brand of Jordan Brewer. Oh, my god. I really can't eat it. The consumer really can't eat it. So in fact, he mentioned the reduced management cost. I think the reduction in this area will not be so obvious. Maybe it's mainly some staff Or some middle-level management personnel. Because high-end management personnel He mainly still has to go and collect some Uh, money for innovation, Change, or design. So I think this part of him He may be for some of the managers in the middle and lower grades. Or the staff to do it. Finally, in terms of digitalization technology and industrial chain reform, I think this may all be transferred to the factory. My own judgment may be transferred to the factory. Because this is the most direct way I want to do this shoe But the design and structure of this shoe Need to be made through the latest technical So there is no doubt that it will be called industrial chain. That is to say, hey, you are in the factory. You may need to buy such equipment. What kind of method do you need to do? So that I can cooperate with me to make this shoe design plan. I think these three levels He has a lot of regrets. It's worth pushing us Actually in the next year Or should I say this year What kind of changes and strategies will he make? In fact, we see a lot of information on the report. Including him saying In fact, the second season of Nike A lot of goods have been moved to the transfer point. So the sales of the upper season in the central China region Is 186 million dollars Increase by 4% The first season is About 5% It shows that the demand for the entire Chinese market Actually is not very stable. So the company is expected 4 to 4.5 million dollars in total Including the loss of employees Is what we just mentioned Economic management Although the company has been exposed They seem to have made some resources But Nike actually doesn't have These specific resources to make a response Then I think Nike is about to do It should be the type of product that will be reduced Because the company may think These products can't improve the high rate of profit And can't bring a reliable income In the last season, some European and Middle East regions It's not as expected as the market But in the North America, Asia-Pacific, the Latin region There are market expectations So during this period I want to face quite a lot of challenges and changes And some of the adjustments to the real-time products of the cost reduction plan Are the challenges that he will face in 2024 I want to say my own observation The first one will definitely reduce the development of the product So next in this year You will see a relatively small product launch Except for the record, it has been expected Maybe it was left out accidentally But some of these It has been expected or left out I believe that its number will be reduced If you show up in January this year You will find that some of the shoes have to be taken out It's mysterious to start taking money again So in fact In terms of the whole price In terms of the amount of shoes For these investors Or even a private shop I think the number has been reduced So they have to start doing some drawbacks To meet the needs of these players These players have our needs That's what I'm talking about I think Under these number reduction From the current stock exchange People are a big challenge In fact, there are not many 14% reduction Then next is what I just mentioned Let's take a look at the actual shop Many last year did not sell it He put it to the stock price this year And the stock is more serious Of course, some shoes will be collected first Take it out for a while and sell it Or say he went to the other market to test the temperature To take it to other markets Outlay market to do market things I don't know But in terms of the strategy last year If you clearly notice HyperDunk low shoes In the Chinese market Outlay couldn't sell it Finally, all the whole batch Nikke lost to Taiwan's Outlay market Then the original price Simply hit an 8% Then it didn't sell Use the Outlay price directly Outlay price again hit 7% Start to do it slowly Of course, I went to the store a while ago Can still cut to the 9th class So actually I want to take it down The challenge he has to face is His product The innovative product has been reduced But his original storage Can be effective This is next He will face in 2024 A quite big challenge Then I think this is Our shoes friends or Qiu friends On the choice of products I think it should be less Or the purchase difficulty will be increased a little There may be drawbacks Maybe the price of shoes is expensive The discount method and speed Won't be as fast as the past If you really want to cut cheap You really have to be patient Let's do a wait Let's take a look Adidas is in the third season Then Adidas It's different from Nike It's mainly year-end That's from January 1 to December 31 So the third season of the report is until September 30 Then from the third season of the report Highlight a few key points Including his income growth About 1% Then the 1% income growth In fact, it also reflects The overall sales strategy Is more conservative Then add the cost of the goods And the discount strategy of stock The overall profit rate is 0.2% Coming to 49.3% This discount is still in progress so far Because it can be seen that its stock level Has always been From last year to this year I think it should have a lot of impact The profit profit came to 4.09 billion yuan I think the overall situation is The whole stock situation In fact, there is a big improvement than the second season The economic improvement is 4.8 billion yuan In fact, it's a lot That's 23% at the end of the year I think overall It looks like this strategy has received some reports But relatively Under such a strong force In fact, more and less Lossed the profit rate We just heard The profit rate part In fact, it only increases 0.2% In fact, it's relatively less I think we just highlighted some of the key points Come to analyze the main step Ida said In fact, the discount rate for the goods in the last season Is faster than expected It is less than 23% in the same period last year Coming to 48.5 billion yuan One of them is easy That is, with the song The joint series of Kanye West cooperation The total is about 3.5 billion yuan But there are still quite a lot of stocks in many retail stores in the United States So for now Through a way to cancel the discount Think of a way to do these stocks Make a plan And then with Kanye West After a series of business talks In fact, Ida was in the end of October last year The cooperation between EZ and this brand that was created with him It has caused about 12 billion yuan for the stock exchange Look at this 12 billion yuan I don't know how long it's going to take But under the leadership of the new leader who was saved by the original bulletin this year They gradually went out last year Some of the e-commerce problems Ida since May Already out of about 7.5 billion yuan These products related to EZ brand There are currently about 3 billion yuan In the stock market I think in this part I think in Taiwan this part of my feeling is relatively small That is not surprising, isn't it? Because I may have not followed these EZ brand in the past But I just Whether it's Outlet or the voice shop I really didn't see any EZ brand doing a discount Maybe the price of Taiwan is relatively low Or maybe the amount of these brands May have gone up to the market or something But if they describe this part I think it's really smaller than our Taiwan Asia region From the financial report We are closer to Ida It means that the last season's profit rate has grown to 0.2% It's 9.3% Mainly due to the lower cost of the profit And the reduction of the discount Then the overall revenue After the exchange rate adjustment Including Europe, Middle East and Africa These sales growth are 2% The Middle East region is more likely to have 5.7% Of course, the North American region is lower 8.8% You see, from these sales areas The Middle East region has increased the most I don't know if everyone in the past period Will it be compared to Adidas and Nike on the discount Then I myself am quite emotional Because I think Adidas is especially at Outlet store His discount is really awkward As long as it's almost Well, maybe the average price is just to enter an Outlet store And then cooperate with the activity So you may actually purchase the price It may be between about six or five In fact, this overall Of course, the consumers can buy it very happily But for their own profit or profit It may have a very big impact From the financial report We found that Adidas is also There are some profits on the stock But the manager said in the third season He still thinks it's a good progress And it's a better result than expected Especially since they have expanded some Like in the past Maybe there are some areas that have not been promoted Maybe some of the original blood funds Have been made again And then in the global run-up It also has a good progress Especially in the run-up Last year, if you have an impression That pair of blood that was launched by Boris Marason RDZero Adios Pro EVO-1 This run-up is directly Next time you won't run the second time This kind of run-up The price is more than $10,000 Still, when it was launched It caused a boom Whether it's the way to draw money Or the market of the second level It's all pretty hot That's actually because this year There is also the launch of this AE-1 It's Anthony Edwards The first pair of individual signature shoes that was launched In Taiwan, I think it's really good to observe His sales status is really good The official website is directly linked Almost now it doesn't have any size Then in the physical shop I see that there are people on the price But I don't know if the size is so flagship Then everyone should pay special attention That is to say, such blood funds are launched It has no discount when it was launched just now So the effort to produce the effect It's actually quite exciting So I think the future of Adidas Whether it's running shoes or basketball Even in the football field I think it's even the latest in the exhibition When there is the first season of the fourth season You can observe the series of retro shoes I'm starting to do some retro push-ups I think there will be quite a few contributions to their future luck Okay, so let's make a short summary of Adidas here I personally think that in 2020 Adidas Still very fierce in the early stages So no matter if you are in Australia Or you are in the physical shop First of all, you are in the physical shop You can see that there is a basic discount on the new products Then you don't have to say it in Australia Maybe there is an Australian price And then it goes with what? 1.8折, 2.85折 Such a digital discount I think in 2020 Adidas is a very good person It's quite a high chance that you can pick up very cheap shoes That's relative to the new product combination I still think there is But I think he will focus his strength on running shoes And then it's basketball shoes Because he may observe that Anthony Edwards The shoes that this A1 launched are so good in sales And so much attention So I think that next he is especially looking for this aspect in basketball For example, James Harden Or some of the past, some of the other players I think it may be a little bit more time to buy new shoes But like new shoes This kind of shoes He may launch new accessories very soon Then come to take advantage of this period This kind of new or new price So it's still an old saying That is to say, if you have patience with Adidas Or you don't care You have to buy new shoes In fact, go to Outlet You go down and take a look more There may be a chance that you can dig up the treasure And especially the part of running shoes I think I can try to pick up the part of basketball shoes Like Danny Linnor or James Harden These shoes may not be launched in a short period of time Next generation shoes Although there is a significant trend But I think in terms of promotion They will definitely adjust their strategy again If you are not in a hurry to buy Try to wear old shoes I believe that this year in Outlet Adidas You can pick up some good shoes Okay, at the end of the show I want to compete with these two big brands Just now we analyzed his recent financial reports Some of the marketing strategies that came out And for us in 2024 What kind of influence will there be on the purchase of shoes? The first point is that the choice will be reduced That's why it's actually very simple It's because his stock is still very big Because he got something that he didn't sell last year He may still continue to sell it So I think this is the first point That's because of the new product's promotion There may be more or less influence Because think about it At this point in time The third and fourth quarter have not yet sold shoes He may still have to find a way to change it to a certain extent He can only put it in Outlet Everyone knows that the shoes in Outlet There must be some Outlet discount prices Then these discount prices come from Their strength may be affected by some damage It will have some impact So in general, such shoe developers They really don't like to say Uh, my new product is going to be discounted immediately Or how long does it take to get into Outlet immediately? This is for some of the product推出 strategies Or on sales I think there will be some strikes But in this year I think it's the same because it still has an influence on the stock But the product development will not decrease But the time point should be delayed What's the time delay? Well, I think Uh, the third and fourth quarter It's all very likely to happen Then in the end, I think it's In the two big brands On the discount rate I still think Adidas will win against Nike The reason is very simple In fact, people who went to Outlet shop last year know I think Adidas His discount is really worth giving him That kind of digital discount How many pairs? How many pairs? How many pairs of three pairs? That's equivalent to Nike The number of times on this side is less Even on his pricing strategy It's more of a classic Oh, it's over 3,600 How many are more In the discount That's one-on-one In fact, I think the difference is It's actually very different So I believe the consumer is also Very smart In The choice Hey, I clearly have a stronger discount Of course, I may go quietly to the other side to see if there is anything I like to buy So I want the profit of the discount It will also be the next year in 2024 Is it possible for them to The past period of time to produce storage plans It's totally possible to have a Quite good standard This is a Quite important observation mark So 2020 My summary is probably like this Because buying shoes and such things In fact, it's about I bought it early, I enjoyed it early, I bought it at a discount This is the reason why it always doesn't change What about today's four-line series I just want to go through these information on the newspaper And then share it with everyone That's what I think this year In some We are choosing the shopping cart We may see the situation and the situation Maybe with Last year or the previous year It's a little bit different Ah, I don't know if you like the content of this four-line series If If you don't like it or the score is not very high Very likely this This four-line series will directly become the last one This is quite possible I don't think I'm going to do anything about it Because sharing is the most important thing to be happy about If the next time I say Uh, if the response is not bad Then the next time I might pick one Uh, I'm thinking about what kind of theme I can come up with Share with everyone Come and chat Then I think this podcast Can be shared here I may be on the opening show It's not going to talk much Or some content that won't be mentioned So above Is made by Spigar's channel There is still a 9-hour podcast program That's all for today See you next time Bye bye