|
It is learned that recently, Amazon announced that it will launch a physical retail store analysis service to collect shopping data from various offline stores of Amazon, including Amazon Go and Amazon Fresh stores. Amazon also said that the new service will enable brand sellers to obtain information about how their products are discovered, considered and purchased, providing sellers with performance indicators to help them make informed decisions about promotions and advertising campaigns. This is great news for brand sellers. However, if sellers want to share Amazon’s preferential treatment data, in addition to being brand sellers, compliance operations are also essential. Recently, Shenzhen’s largest seller Yibai Network announced a rectification plan for third-party online stores in order to avoid the risk of non-compliance operations. The rectification plan was announced and Huakai Yibai’s profits rebounded! It is learned that Huakai Yibai recently issued an announcement regarding the rectification plan for Yibai Network's third-party online stores . The announcement stated that in order to improve the efficiency of rectification of third-party online stores and ensure the effective implementation of rectification work, Huakai Yibai has formulated a corresponding rectification plan and plans to complete the rectification before August 31, 2022 , and change 100% of the equity of the third-party online store entity to Yibai Network or its subsidiaries, and close or transfer third-party online stores that cannot complete the industrial and commercial registration of equity changes. ▲ The picture comes from Huakai Yibai’s announcement According to statistics, at the end of 2021, Yibai Network operated 535 online stores under the name of third parties , with operating income of 576 million yuan , accounting for 12.12% of the main business income in 2021 . The announcement also mentioned that Mang Liduo, Chaoran Mailun and Nanjing Yisheng promised that if there are still third-party online stores that have not been changed to Yibai Network as of August 31, 2022, the income/net profit generated by the corresponding online stores will not be included in the assessment of Huakai Yibai's corresponding 2022 and 2023 promised performance. It is understood that when Huakai Creative acquired Yibai Network, the two parties signed a profit betting agreement and made performance commitments: from 2019 to 2023, the net profit attributable to the parent company's owners after deducting non-recurring gains and losses from the consolidated financial statements of Yibai Network will be no less than 141 million yuan, 170 million yuan, 204 million yuan, 251 million yuan and 290 million yuan respectively. As of 2021, Yibai Network has completed this bet agreement for three consecutive years. Recently, Huakai Yibai disclosed that from January to May 2022, Yibai Network achieved operating income of approximately 1.592 billion yuan and net profit of approximately 91.0427 million yuan. Affected by factors such as falling freight rates and reduced clearance efforts, Yibai Network's operating performance has been on an upward trend month by month since 2022. Assuming that freight rates continue to fall and the net profit in June is the same as in May, the net profit in the first half of 2022 is expected to be approximately 118 million yuan, an increase of approximately 1%. According to this performance growth trend, after the rectification of Yibai Network’s third-party outlets is successfully completed, there is still great hope that Yibai Network will be able to complete the performance bet as required within the next two years. Recently, in addition to Yibai Network, it was learned that another big seller in Shenzhen also completed the performance bet for 2021. With 100 million yuan in financing, Zhengniao Chuhai completed the bet! It is learned that in January this year, Shenzhen cross-border retailer Zhengniao Chuhai received a 100 million investment from Guangdong Insai Group and signed a five-year profit betting agreement: from 2021 to 2025, Zhengniao Chuhai needs to achieve the parent company's after-tax net profit operating targets of: 52 million yuan, 71 million yuan, 93 million yuan, 121 million yuan, and 156 million yuan respectively. ▲ The picture comes from the announcement of Insai Group Recently, Insai Group issued an announcement with a special explanation on the realization of the performance commitments of its equity-holding subsidiaries in 2021. Cross-border navigation , like 22 ▲ Video account focuses on cross-border navigation The announcement stated that according to the 2021 audit report of Zhengniao Chuhai, the net profit achieved by Zhengniao Chuhai in 2021 was 53.7 million yuan , which has achieved the performance commitment for 2021, with a commitment completion rate of 103.31%. ▲ The picture comes from the announcement of Insai Group Judging from the target amount of performance commitment, if Zhengniao Chuhai wants to complete the performance bet in the next four years, it needs to achieve a three-fold increase in net profit. In this regard, Zhengniao Chuhai also predicted the performance data for 2022 to the first three quarters of 2026 in its previously disclosed performance data. It is expected that the net profit in the first three quarters of 2022 will reach 63 million yuan, an increase of 14.4% compared with the first three quarters of 2021. ▲ The picture comes from the announcement of Insai Group According to these performance data forecasts, within the next four years, Zhengniao Chuhai may be able to complete the five-year profit betting agreement with Insai Group. It is learned that Zhengniao Chuhai is confident that it can complete the remaining four years of the profit betting agreement under the recent trend of declining profits in the cross-border e-commerce industry, which is closely related to its overseas expansion strategy: 1. Increase product research and development and innovation to adapt to market demand Zhengniao Chuhai mainly deals in household daily necessities and owns dozens of independent brands. Many of its products rank high in their categories, and its products are the core of its market competitiveness. In 2022, Zhengniao Chuhai stated that it will further increase the speed of product research and development, from an average of 147 models launched per month in 2020 and 165 models launched per month in 2021 to an average of more than 300 models launched per month in 2022, in order to adapt to market demand and increase the barriers to building this core competitiveness. 2. Actively develop new channels to create new growth points So far, more than 70% of Zhengniao's revenue comes from Amazon and the European and American markets. In the future, Zhengniao said it will further enrich the company's sales channels, actively explore Asian markets such as Japan, South Korea, and Southeast Asia, and cover new markets by launching suitable product combinations. In 2022, Zhengniao Chuhai plans to set up a new department to specifically operate multiple platforms including Walmart, Wayfair, Japan's Rakuten, South Korea's Coupang, Poland's Allegro, and France's Cdiscount. Attaching importance to product research and development and deploying on multiple platforms have become "old sayings" under the current trend of increasing risks in operating on a single platform, but it is undeniable that these measures are still effective ways to solve the current bottleneck in profit growth. As the saying goes, a gentleman keeps his abilities to himself and waits for the right time to act. We would also like to remind all sellers that product development and multi-platform layout require preparations that cannot be accomplished overnight. In this turbulent market situation, if cross-border sellers want to maintain their position or even break out, it is still the primary thing to make plans and deepen the compliance operations of the current platforms. What do you think about this? Welcome to discuss in the comment area~
|
