China Business Report (up to 3/25/2021)
China Brand Product GP, GP margin, ASP and ATV performance by Brand
 
Week
MTD
QTD
YTD
 
GP
GP%
Shop 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
GM+GG
8%
6pp
9%
6pp
12%
-2%
72%
8pp
72%
6pp
8%
-1%
20%
4pp
20%
4pp
1%
7%
20%
4pp
20%
4pp
1%
7%
GW
-4%
3pp
-4%
2pp
6%
-12%
76%
6pp
73%
4pp
0%
-9%
41%
7pp
40%
6pp
-7%
-4%
41%
7pp
40%
6pp
-7%
-4%
GJ
-13%
5pp
-13%
4pp
26%
13%
101%
6pp
99%
4pp
18%
19%
1%
1pp
1%
1pp
-5%
-4%
1%
1pp
1%
1pp
-5%
-4%
BS
-38%
13pp
-39%
12pp
-17%
-51%
-11%
7pp
-14%
5pp
23%
2%
-54%
-3pp
-55%
-4pp
9%
1%
-54%
-3pp
-55%
-4pp
9%
1%
GL
86%
19pp
86%
19pp
-12%
34%
124%
14pp
124%
14pp
-9%
16%
6%
2pp
6%
2pp
-29%
-6%
6%
2pp
6%
2pp
-29%
-6%
BM
-14%
3pp
-19%
1pp
-1%
25%
52%
7pp
41%
4pp
-4%
-8%
30%
7pp
27%
6pp
-2%
11%
30%
7pp
27%
6pp
-2%
11%
EM
-70%
-11pp
-71%
-13pp
27%
-58%
-51%
-13pp
-52%
-13pp
28%
-30%
-1%
-7pp
-1%
-8pp
42%
21%
-1%
-7pp
-1%
-8pp
42%
21%
EW
87%
10pp
78%
9pp
20%
26%
102%
5pp
100%
5pp
15%
65%
69%
4pp
69%
4pp
21%
47%
69%
4pp
69%
4pp
21%
47%
EB
1000%
40pp
1000%
40pp
1000%
1000%
1000%
43pp
1000%
43pp
1000%
1000%
1000%
47pp
1000%
47pp
1000%
1000%
1000%
47pp
1000%
47pp
1000%
1000%
ALL Brand
4%
6pp
4%
5pp
12%
-3%
71%
8pp
70%
6pp
8%
-4%
22%
5pp
21%
4pp
0%
4%
22%
5pp
21%
4pp
0%
4%
China Brand Product GP, GP margin, ASP and ATV performance by Region
 
Week
MTD
QTD
YTD
 
GP
GP%
Shop 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
1%
2pp
2%
2pp
-1%
18%
92%
7pp
86%
3pp
6%
17%
14%
4pp
11%
2pp
1%
8%
14%
4pp
11%
2pp
1%
8%
Shendong
36%
10pp
29%
5pp
13%
12%
193%
12pp
186%
8pp
40%
25%
28%
5pp
23%
2pp
4%
1%
28%
5pp
23%
2pp
4%
1%
Northern China
25%
8pp
34%
10pp
8%
7%
86%
7pp
92%
7pp
5%
7%
26%
7pp
27%
6pp
2%
6%
26%
7pp
27%
6pp
2%
6%
Eastern China
33%
9pp
37%
8pp
21%
17%
68%
8pp
80%
10pp
14%
19%
17%
3pp
16%
2pp
-10%
-6%
17%
3pp
16%
2pp
-10%
-6%
Western China
80%
-2pp
128%
9pp
4%
51%
162%
4pp
220%
12pp
9%
25%
45%
2pp
52%
4pp
-16%
-8%
45%
2pp
52%
4pp
-16%
-8%
E-shop
-26%
1pp
-28%
0pp
2%
-28%
17%
2pp
17%
2pp
-5%
11%
21%
4pp
21%
4pp
-2%
9%
21%
4pp
21%
4pp
-2%
9%
China total
4%
6pp
4%
5pp
12%
-3%
71%
8pp
70%
6pp
8%
-4%
22%
5pp
21%
4pp
0%
4%
22%
5pp
21%
4pp
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
 
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
21%
8pp
21%
8pp
-8%
14%
120%
10pp
120%
10pp
1%
3%
8%
7pp
8%
7pp
0%
5%
8%
7pp
8%
7pp
0%
5%
Shendong
10%
11pp
10%
11pp
10%
1%
162%
13pp
162%
13pp
51%
26%
13%
5pp
13%
5pp
2%
-2%
13%
5pp
13%
5pp
2%
-2%
Northern China
80%
17pp
80%
17pp
15%
15%
139%
12pp
139%
12pp
9%
15%
26%
13pp
26%
13pp
0%
15%
26%
13pp
26%
13pp
0%
15%
Eastern China
61%
12pp
61%
12pp
20%
12%
126%
11pp
126%
11pp
-2%
8%
10%
2pp
10%
2pp
-17%
-8%
10%
2pp
10%
2pp
-17%
-8%
Western China
497%
10pp
497%
10pp
25%
132%
479%
17pp
479%
17pp
32%
72%
45%
3pp
45%
3pp
-24%
-9%
45%
3pp
45%
3pp
-24%
-9%
E-shop
-26%
1pp
-28%
0pp
2%
-28%
17%
2pp
17%
2pp
-5%
11%
21%
4pp
21%
4pp
-2%
9%
21%
4pp
21%
4pp
-2%
9%
Sub-total
6%
7pp
5%
7pp
13%
-20%
71%
8pp
71%
8pp
8%
-21%
19%
5pp
19%
5pp
-3%
7%
19%
5pp
19%
5pp
-3%
7%
AD
Week
MTD
QTD
YTD
 
GP
GP%
Shop 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
-6%
0pp
-8%
-1pp
2%
19%
83%
5pp
68%
0pp
7%
21%
16%
3pp
13%
1pp
1%
9%
16%
3pp
13%
1pp
1%
9%
Shendong
82%
6pp
92%
5pp
5%
25%
237%
7pp
255%
6pp
13%
21%
47%
5pp
48%
3pp
3%
0%
47%
5pp
48%
3pp
3%
0%
Northern China
2%
4pp
7%
5pp
4%
2%
67%
4pp
67%
3pp
3%
2%
25%
3pp
28%
3pp
1%
1%
25%
3pp
28%
3pp
1%
1%
Eastern China
13%
6pp
9%
2pp
18%
16%
27%
7pp
26%
4pp
19%
15%
24%
3pp
25%
2pp
-2%
-4%
24%
3pp
25%
2pp
-2%
-4%
Western China
-9%
1pp
0%
5pp
3%
0%
71%
0pp
96%
6pp
1%
-1%
45%
1pp
61%
5pp
-8%
-7%
45%
1pp
61%
5pp
-8%
-7%
Sub-total
2%
3pp
3%
2pp
5%
12%
73%
5pp
69%
2pp
6%
11%
24%
3pp
24%
2pp
2%
6%
24%
3pp
24%
2pp
2%
6%