| | | | | | | |
| | | China Business Report (up to 3/10/2021) |
| |
| |
| | | | | | | | | | | | | | | | | | | | | | | | | | | China Brand Product GP, GP margin, ASP and ATV performance by Brand | | | Week | MTD | QTD | YTD | | | GP | GP% | Shop GP | | ASP | ATV | GP | GP% | Shop GP | | ASP | ATV | GP | GP% | Shop GP | | ASP | ATV | GP | GP% | Shop GP | | ASP | ATV | GM+GG | 85% | 7pp | 85% | 5pp | 11% | -8% | 94% | 9pp | 89% | 7pp | 17% | -16% | 16% | 4pp | 15% | 3pp | 2% | 7% | 16% | 4pp | 15% | 3pp | 2% | 7% | GW | 127% | 7pp | 124% | 5pp | 8% | -8% | 101% | 9pp | 96% | 7pp | 8% | -21% | 38% | 8pp | 36% | 6pp | -7% | -4% | 38% | 8pp | 36% | 6pp | -7% | -4% | GJ | 55% | -1pp | 66% | 2pp | 12% | 12% | 78% | 4pp | 86% | 5pp | 10% | 12% | -6% | 0pp | -5% | 0pp | -6% | -6% | -6% | 0pp | -5% | 0pp | -6% | -6% | BS | 325% | 31pp | 698% | 31pp | 38% | 59% | 16% | 17pp | 14% | 15pp | 42% | 0% | -56% | -2pp | -56% | -3pp | 12% | 3% | -56% | -2pp | -56% | -3pp | 12% | 3% | GL | 204% | 16pp | 204% | 16pp | -15% | 18% | 154% | 17pp | 154% | 17pp | -19% | 0% | -4% | 0pp | -4% | 0pp | -32% | -9% | -4% | 0pp | -4% | 0pp | -32% | -9% | BM | 62% | 4pp | 58% | 2pp | -3% | 19% | 42% | 7pp | 38% | 6pp | -2% | -16% | 25% | 7pp | 24% | 6pp | 0% | 12% | 25% | 7pp | 24% | 6pp | 0% | 12% | EM | -45% | -6pp | -45% | -6pp | 59% | -36% | -57% | -9pp | -57% | -9pp | 82% | -46% | 8% | -6pp | 8% | -6pp | 54% | 27% | 8% | -6pp | 8% | -6pp | 54% | 27% | EW | 238% | 12pp | 239% | 12pp | 16% | 120% | 164% | 14pp | 165% | 14pp | 22% | 57% | 71% | 6pp | 71% | 6pp | 26% | 41% | 71% | 6pp | 71% | 6pp | 26% | 41% | EB | 1000% | 42pp | 1000% | 42pp | 1000% | 1000% | 1000% | 41pp | 1000% | 41pp | 1000% | 1000% | 1000% | 48pp | 1000% | 48pp | 1000% | 1000% | 1000% | 48pp | 1000% | 48pp | 1000% | 1000% | ALL Brand | 94% | 7pp | 94% | 6pp | 15% | -7% | 90% | 10pp | 85% | 7pp | 19% | -19% | 17% | 4pp | 16% | 3pp | 0% | 4% | 17% | 4pp | 16% | 3pp | 0% | 4% |
|
| |
| | | | | | | | | | | | | | | | | | | | | | | | | | | China Brand Product GP, GP margin, ASP and ATV performance by Region | | | Week | MTD | QTD | YTD | | | GP | GP% | | Shop GP% | ASP | ATV | GP | GP% | Shop GP | Shop GP% | ASP | ATV | GP | GP% | Shop GP | Shop GP% | ASP | ATV | GP | GP% | Shop GP | Shop GP% | ASP | ATV | Southern China | 91% | 7pp | 86% | 4pp | 13% | 19% | 89% | 5pp | 83% | 2pp | 5% | 16% | 7% | 3pp | 5% | 2pp | 1% | 8% | 7% | 3pp | 5% | 2pp | 1% | 8% | Shendong | 253% | 12pp | 251% | 9pp | 34% | 14% | 206% | 8pp | 192% | 4pp | 21% | 12% | 20% | 5pp | 15% | 1pp | 2% | 0% | 20% | 5pp | 15% | 1pp | 2% | 0% | Northern China | 139% | 7pp | 149% | 8pp | 8% | -4% | 173% | 10pp | 181% | 9pp | 7% | -4% | 22% | 7pp | 23% | 6pp | 2% | 6% | 22% | 7pp | 23% | 6pp | 2% | 6% | Eastern China | 164% | 10pp | 195% | 13pp | 3% | 23% | 175% | 14pp | 194% | 14pp | 7% | 16% | 14% | 2pp | 12% | 1pp | -14% | -10% | 14% | 2pp | 12% | 1pp | -14% | -10% | Western China | 217% | 10pp | 318% | 19pp | 17% | 12% | 273% | 6pp | 374% | 15pp | 10% | 14% | 36% | 2pp | 41% | 3pp | -19% | -12% | 36% | 2pp | 41% | 3pp | -19% | -12% | E-shop | 29% | 1pp | 29% | 1pp | 1% | 26% | 11% | 4pp | 11% | 4pp | 4% | 0% | 21% | 5pp | 21% | 5pp | 1% | 7% | 21% | 5pp | 21% | 5pp | 1% | 7% | China total | 94% | 7pp | 94% | 6pp | 15% | -7% | 90% | 10pp | 85% | 7pp | 19% | -19% | 17% | 4pp | 16% | 3pp | 0% | 4% | 17% | 4pp | 16% | 3pp | 0% | 4% |
|
| |
| | | | | | | | | | | | | | | | | | | | | | | | | | | China Brand Product GP, GP margin, ASP and ATV performance by DOS and AD | DOS | Week | MTD | QTD | YTD | | | GP | GP% | | Shop GP% | ASP | ATV | GP | GP% | Shop GP | Shop GP% | ASP | ATV | GP | GP% | Shop GP | Shop GP% | ASP | ATV | GP | GP% | Shop GP | Shop GP% | ASP | ATV | Southern China | 140% | 9pp | 140% | 9pp | 6% | 6% | 113% | 7pp | 113% | 7pp | -5% | -1% | 0% | 6pp | 0% | 6pp | -1% | 5% | 0% | 6pp | 0% | 6pp | -1% | 5% | Shendong | 259% | 15pp | 259% | 15pp | 47% | 17% | 176% | 8pp | 176% | 8pp | 23% | 14% | 5% | 3pp | 5% | 3pp | -2% | -3% | 5% | 3pp | 5% | 3pp | -2% | -3% | Northern China | 234% | 15pp | 234% | 15pp | 17% | 4% | 272% | 16pp | 272% | 16pp | 16% | 12% | 17% | 13pp | 17% | 13pp | 0% | 15% | 17% | 13pp | 17% | 13pp | 0% | 15% | Eastern China | 257% | 16pp | 257% | 16pp | -13% | 2% | 230% | 19pp | 230% | 19pp | -3% | 0% | 2% | 1pp | 2% | 1pp | -18% | -9% | 2% | 1pp | 2% | 1pp | -18% | -9% | Western China | 772% | 31pp | 772% | 31pp | 54% | 46% | 628% | 21pp | 628% | 21pp | 31% | 36% | 26% | 2pp | 26% | 2pp | -26% | -15% | 26% | 2pp | 26% | 2pp | -26% | -15% | E-shop | 29% | 1pp | 29% | 1pp | 1% | 26% | 11% | 4pp | 11% | 4pp | 4% | 0% | 21% | 5pp | 21% | 5pp | 1% | 7% | 21% | 5pp | 21% | 5pp | 1% | 7% | Sub-total | 96% | 8pp | 96% | 8pp | 15% | -29% | 75% | 10pp | 75% | 10pp | 18% | -39% | 12% | 5pp | 12% | 5pp | -2% | 8% | 12% | 5pp | 12% | 5pp | -2% | 8% |
| |
| |
| | | | | | | | | | | | | | | | | | | | | | | | | | | AD | Week | MTD | QTD | YTD | | | GP | GP% | | Shop GP% | ASP | ATV | GP | GP% | Shop GP | Shop GP% | ASP | ATV | GP | GP% | Shop GP | Shop GP% | ASP | ATV | GP | GP% | Shop GP | Shop GP% | ASP | ATV | Southern China | 76% | 6pp | 61% | 0pp | 14% | 22% | 81% | 5pp | 67% | 0pp | 7% | 21% | 10% | 2pp | 8% | 1pp | 1% | 9% | 10% | 2pp | 8% | 1pp | 1% | 9% | Shendong | 245% | 6pp | 231% | 2pp | 14% | 9% | 254% | 6pp | 236% | 2pp | 13% | 7% | 38% | 5pp | 38% | 2pp | 4% | 0% | 38% | 5pp | 38% | 2pp | 4% | 0% | Northern China | 104% | 4pp | 105% | 3pp | 5% | -9% | 135% | 7pp | 131% | 4pp | 4% | -12% | 23% | 4pp | 26% | 3pp | 1% | 0% | 23% | 4pp | 26% | 3pp | 1% | 0% | Eastern China | 87% | 5pp | 105% | 6pp | 9% | 26% | 120% | 7pp | 130% | 6pp | 16% | 26% | 28% | 2pp | 30% | 2pp | -8% | -8% | 28% | 2pp | 30% | 2pp | -8% | -8% | Western China | 87% | -1pp | 131% | 8pp | -5% | -11% | 157% | -1pp | 224% | 9pp | -1% | 0% | 45% | 1pp | 61% | 5pp | -11% | -8% | 45% | 1pp | 61% | 5pp | -11% | -8% | Sub-total | 92% | 5pp | 91% | 3pp | 11% | 11% | 114% | 5pp | 110% | 3pp | 10% | 13% | 20% | 3pp | 21% | 2pp | 2% | 5% | 20% | 3pp | 21% | 2pp | 2% | 5% |
| |
| |