CD products will IPO roadshow PPT (Chinese annotation Edition)Chinese brand discount site only product will be ongoing IPO road show, the company's offering price range of the offering price range of $ 8.5-10.5, valuation of about $ 463 million, to raise about $ 100 million, will be landing in New York Stock Exchange on Friday. The following senior management team for the company Roadshow PPT (i stocks do Chinese NOTES Depending English PPT), the only product road show is divided into five parts: First, CEO Asia Shen explained only product market opportunities and business models; second, Shen Asia Nike Zoom Soldier VII show the only product made achievements clubs; third, COO Jiang Jing shows only product operational capability; four, Jiang Air Jordan Outlet Jing share only product will future growth strategy; Fifth, the only product CFO Yangdong Hao demonstrates a company's financial position, CEO Shen Wei Asian elaborate product will be market opportunities and business models 1, China discount retail market opportunity Core: strong consumer demand + supply + a lot of stock market opportunities several data lines under extremely imperfect Chinese retail discount = discount retail: China clothing stock 50% of the total market; China discount retail market size in 2011 was $ 15 billion (0.5 percent of retail), 2011-2015 compound annual growth rate of 56.8%. 2, the prospects for China's online discount retail industry: 1 \u0026 gt; Chinese consumers are price-sensitive, like they can afford the branded goods; 2 \u0026 gt; At present, China only four cities north of Guangzhou-Shenzhen-wired at discount retail stores; there Chengdu and other 27 cities have very limited line discount retail stores; and 252 other cities do not have the line discount retail stores; 3 \u0026 gt; compared to the United States, China is still underdeveloped retail discounts, TJX did not like this kind of large-scale discount store, the number of outlets is also very small sum, mean online brand discount industry has a great opportunity. 3, Chinese electricity supplier industry market is large, fast-growing online shopping industry flash next five years will maintain 104.5% compound growth in 2011 $ 1.3 billion the size of 2015 will reach $ 16.8 billion 4, Chinese electricity supplier industry structure divided into two categories, one platform-level companies, Air Lebron Slide including: 1, a large platform electricity supplier: Taobao, Lynx; 2, General B2C: Jingdong Mall; 3, online discount: the only product; the second is a vertical type electric providers, including : 3C Lebron James class of Suning Tesco, good music to buy shoes, bags and wheat bags, cosmetics Le Bee Network and the United States together superior products, general merchandise category No. 1 store, clothing of all passengers and Moonbasa like. 5, with respect to the line discounters and traditional electricity suppliers, the benefits of the only product advantage will online flash sales model to brand suppliers to bring: 1 \u0026 gt; inventory turns fast; 2 \u0026 gt; small brand dilution effect: only in specialized discount stores sell discounted goods so as not to affect genuine sales; 3 \u0026 gt; expansion no geographical restrictions; the benefits to consumers: 1 \u0026 Women Lebron Hyperdunk 2013 gt; discount high; 2 \u0026 gt; shopping experience is good; 3 \u0026 gt; 'curatorial' (curation) good; 4 \u0026 gt; easy for consumers to seek and find discounted merchandise; 5 \u0026 gt; Available ability Mode comprehensive advantages: ceiling limit, a large amount of high-frequency, high discount brands, low down payment, inventory retreat of June, China's online discount retail industry more competitive 1 \u0026 gt ; market positioning: China market position in the mass market fashion brands; US focuses on high-end luxury 2 \u0026 gt; compete offline channels: China lacks well-known discount retailer offline; US discount retail outlets, etc. is developed ; 3 \u0026 gt; brands own online channels: Most brands online sales in China by the third party to do; American brands online has done a very good working capital requirements: China's flash sales as long as the advance of the deposit and many can be returned to the supplier; the United States need to pay a deposit, but most can not be returned integrated: greater market space, better ecological chain Second, Shen Asia show results only product made by a club, amazing growth: orders and The explosive growth in revenue 2, rapid growth, high viscosity and high viscosity: 2011 added 1.33 million active users; users in 2011 accounted for active users repeat purchase 60.6%; in 2011 the proportion of users repeat purchase orders was 91.9%. and these three indicators are improving in recent years 3, fashion brands to discount the preferred channel: the market leader in high inventory turnover, the small brand dilution effect, the brand's one-stop solution service, professional team of the brand's deep understanding of 4 snowball effect winner-take-all brands tend to choose the largest chamber of commerce sites to cooperate, and consumers will consider the types of goods can provide more comprehensive discount sites between brand suppliers and consumers intermediate channel exists discounts snow ball effect, winner takes all. More brands suppliers to provide more products - 'more affordable prices and product choices -' to attract more consumers - 'to generate more orders -' to increase sales for the brand suppliers - ' to attract more brands to Supra Skytop IV the only product will - 'to attract more brand suppliers ...... 5, the management team Shen Asia Founder, Chairman and CEO, 18 years experience in consumer electronics products, Guangzhou, China import and export company before NEM former chairman, Cheung Kong EMBA Hong Xiaobo founder, vice chairman and 12 years of experience in consumer electronics products, Societe Europe Pacifique Distrbution former chairman Jiang Jing COO, 20 years of experience in the Chinese retail industry, Dangdang senior vice president, who has worked for Vice President Tang leaning Chi Chongqing Carrefour, Carrefour China Headquarters and Vanguard, etc., 10 years of experience in China's logistics, Kyrie Irving Tesco Logistics Director in northern China, before Dangdang senior director of logistics, Yangdong Hao CFO, San Yuan former vice president of international CFO 洪美娟, 20 years of experience in retailing, Cai Xianfeng former president of Shanghai-Jun, vice president of Pacific Mall, 19 years of experience in the retail industry, three former IGA CEO, COO Jiang Jing shows only product operational capacity of 100, excellent procurement capacity 188 procurement staff responsible for 1, and brand suppliers maintain relations; 2, understand and study the consumer; 3, maintaining business intelligence systems. Including brand selection, promotion management, insight into consumer behavior, custom marketing, optimizing promotional activities, etc., up to now has more than 1,900 co-branded, interactive promotion held 11,500, there are many brands to cooperate repeated 2, flash sales unique logistics system and compared to traditional electricity Nike Air Max 2011 Women suppliers, the Nike Hyperchaos Shoes 2013 only product will be shorter sales cycle, sales process faster, SKU is not fixed, commodity throughput (personal feeling is due to the flash purchase this model and large Kuaijinkuaichu that lead into large), due to flash purchase this particular custom business model led to its logistics system more complex, the need to do 'custom' management. 3, for the flash sales model customized IT systems (author note: only product will emphasize different logistics systems and IT systems and traditional electricity supplier, is Nike Air Max to explain the only product built logistics and IT systems and their flash sales model is a combination of traditional electricity supplier SKU is relatively fixed, 'throughput' is relatively small, the order is relatively stable, if the traditional electricity suppliers involved in this field, you need to re-create different logistics and IT systems.) 4. High barriers to entry 1 \u0026 gt; scale advantages 2 \u0026 gt; into the market timing 3 \u0026 gt; Business Model 4 \u0026 gt; execution: operational excellence sum up: the only product will occupy a favorable position four in China online retail discount market, Jiang Jing share only product will be the future Nike Kobe 9 The growth strategy 1, regional expansion 1 \u0026 gt; with storage expansion opened regional website; 2 \u0026 gt; improve new urban penetration; 2, product expansion 1 \u0026 gt; to increase cooperation brands, enhance brands and sales; 2 \u0026 gt; expand into new product categories; Nike Lebron 11 Low 3 \u0026 gt; and brand suppliers to establish exclusive partnerships 3, channel expansion 1 \u0026 gt; expansion in the mobile terminal; 2 \u0026 gt; and social networking platforms like Twitter everybody to cooperate further five, the only product CFO Yangdong Hao demonstrates the company's financial situation 1, annual and quarterly camp Rapid income growth of 2, 3 gross margin improvement in warehousing and logistics providers can drive sustained long-term growth investments 4, significant operational leverage and lower marketing costs 5, net profit margin improved cash flow from operations in the enhancement 6, working capital require low cash flow quickly prepaid deposit due to inventory low, sell merchandise can not be returned to the supplier, inventory turnover is quick, so the only product will require a relatively low working capital, cash flow quickly, cash conversion cycle (= inventory turnover the number of days accounts receivable turnover days + in advance - prepaid receivable turnover in days) in the shortened 2009, 2010 were 67 days, eight days, -14 days. 7, approaches the future profitability of the 1 \u0026 Cheap Nike Free Outlet gt; gross margin improvement: the adoption and improved bargaining power supply to enhance pricing power; 2 \u0026 gt; reduce the cost of warehousing and logistics: With the construction and utilization of storage centers increase, the fee will be reduced ; 3 \u0026 gt; reduce marketing costs: the spread increase ROI through word of mouth; 4 \u0026 gt; administrative costs: cost control, increased operating Womens Nike Hyperchaos Shoes 2013 Nike Lunar Hyperdunk Low leverage four-pronged approach in order to achieve a profit only product investment benefits summed up: 1 \u0026 gt; China's leading brands 3 \u0026 gt;; preferred fashion brand flash sales channels; discount sites; 2 \u0026 gt; high customer loyalty 4 \u0026 gt; first-mover advantage and scale advantages, is expected to form a snowball effect; 5 \u0026 gt; operational excellence; 6 \u0026 gt; excellent management team; ( the above excerpt from i stocks: http: //news.imeigu.com/a/1332300121250.html click to download the original PPT)
