- (Charles Huang) 1
? LKK? ()? ()? ( )? ()? ()? ( )? () (*) 2
S.C.O.P.A.B. 330 120 nike ke adidas NB puma puma 3
?? Reference: All the pictures are from the websites of nike, adidas, new balance, asics, puma. 4
- ( ) ( by pairs ) 2008: 158 Ref: SATRA world footwear market 5
- ( ) ( by pairs ) Ref: SATRA world footwear market 6
- ( ) USA ( ) CHINA CHINA China: from production to consumption Ref: SATRA world footwear market 7
2009 値 (ref.4) ( 2009 ) 50% 8
2009 値 ( ) ~330 USD USA ~120 USD 9
Reebok 1895 New Balance Converse adidas PUMA asics NIKE skechers crocs 1906 1908 1928 1928 1949 1972 1992 2002 (2006 adidas ) (2003 NIKE ) (2007 PPR ) - 2007 2006 2003.!!!??? 10
NIKE GOLF 11
18.9% (2009) 38.1% (2009) () :SGI report 2009 12
Michael Jordan 1985 13
Air Jordan 14
CEO Mark Parker - Futura - Kobe Bryant Tiger Woods 720 60 15
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:. : : - - -!!! 20
?!.! - 1-2 - 1-2 HP + + nike +? adidas +? + + ( ) Inter North + ( ) 21
! - - - - (total solution)? vs NEC vs 22
(Louis V. Gerstner)? 23
Think Different link. Design is how it works. (Jobs & Cook) PEOPLE 24
1 + 1 =? 1 + 1 = 1.5 + A + B + C + D + E + F + G. = 1.5 + 0.99 X 746 79 25
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2009 2009 Global Production Bases 211 3 112 100 Total: 426 2007 ( ) ( ) 4,114.1 359.4 2008 2009 4,919.9 5,016.9 468.7 464.7 (Update: 09-2009) 27
708 276,285 Shanghai Jiangsu Anhui Jiangxi Hubei Guangdong Zhuhai 2,026 1,129 90,993 125,601 4,303 Total number of employees: 501,585 (Update: 2010. 08) Turnover USD Million 7,000 6,000 5,000 4,000 3,000 2,000 1,000 Compound Annual Growth Rate : 12 % 2003 2004 2005 2006 2007 2008 2009 28
Brands Design Developing Marketing & Sales R&D Actualization Production 29
IT 30
Exclusive production & developing facilities for customers. Economies of production scale an flexible production arrangement. Vertical integration: - 90% of sole units made in house. Dedicate in footwear materials development and production. RB/Plastic compounds PU resin natural leather PU synthetic leather fabrics and adhesive are all consolidated into the group. 31
產業垂直整合架構 藉由垂直整合 水平分工的策略成功地統合 各地知識與技術 組構成一種花瓣型產業 創造出無法取代的獨特競爭力 與客戶形成 聯盟 使國際品牌可以全力投入於消費端產 品的行銷工作 在垂直整合之外 集團也同 時致力於產業升級 持續引進新科技加強生 產流程自動化及電腦化 不但降低大量人工 成本 更大幅精進產品品質 使製鞋產業進 入電腦科技的自動化時代 垂直整合 水平分工 是本集團重要的發 展策略 透過自行發展投資或購併產業內相 關廠商 以掌握上下游材料及關鍵零組件之 供應 藉以進一步提升整體品質 穩定供貨 來源 成功垂直整合製鞋上 中 下游 形 成一個完整的產業供應鏈 寶成花瓣型製鞋產業統合圖 32
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/ 1 st Division Tyrone Kuo 2 nd Division J.J. Lu 3rd Division Andy Gung 34
2 nd Division J.J. Lu adidas - PCa new balance - PCNB PU PU : Join Venture : Pou Chen subsidiary 35
Heilongjiang Jilin Xinjiang Inner Mongolia Liaoning Tibet Gansu Qinghai Sichuan Ningxia Shaanxi Chongqing Beijing Tianjin Shanxi Hebei Zhejiang Guizhou Fujian Shanghai Adidas nike, NB Yunnan Guangxi Taiwan Hainan Hong Kong Puma 36
Pou Sheng International (Holding) Limited 37
Retail Business Brand Licensee Business Manufacturing Business Leading sportswear retailer in the China market. Distributes products through: Exclusive rights to design, develop, manufacture, market and distribute sportswear products for CONVERSE, WOLVERINE and Hush Puppies Production base in Taicang, Jiangsu. 2009 Capacity: 10 million pairs. Description Directly operated retail outlets: 4,583 Retail sub-distributors on a wholesale basis: 5,154 (FY2009) Distributes through retail distributors and retail sub-distributors Facilitates our rollout of the end-to-end supply chain solution POS : 1,245 (FY2009) Major Brand Suppliers / Licensors / Customers 38
We and Our Regional Joint Ventures are One of the Largest Sportswear Retailers in the China (1) We have a Nationwide Presence with Leading Market Position in Many Key Regions Heilongjiang 3,500 3,341 Number of Directly Operated Retail Outlets (2) #1 Jilin #1 3,000 2,500 2,000 #1 2,358 Xinjiang Gansu Qinghai Ningxia Shanxi Inner Mongolia Liaoning Beijing #1 #1 Tianjin Hebei Shandong 1,500 1,000 500 0 Belle 562 Shanghai Really 425 Sichuan High-ware 220 Shenzhen LongHao Tibet Operating Region Operating Region with Leading Marketing Share Sichuan Yunnan Shaanxi Chongqing Guizhou Guangxi Hainan Hubei Hunan Henan Jiangxi Guangdong Hong Kong We have a strong market presence and are well-positioned to be a consolidator in the China sportswear industry #1 #1 #1 #1 #1 #1 Anhui Jiangsu Zhejiang Fujian #1 #1 Taiwan Shanghai (1) According to analysis conducted by Frost & Sullivan. (2) As at December 31, 2007, numbers include POS by Pou Sheng direct operating and partners. 39
Nike Store Beijing Nike Store Beijing PUMA Store - Shanghai adidas store Beijing adidas Store Shanghai Reebok Store - Shanghai 40
YYSPORTS Mall - Kunming YYSPORTS Mall - Shanghai YYSPORTS Mall - Chengdu 41
CASE STUDY charles.huang@pouchen.com 42
Q & A From skill to style. Stay hungry Stay foolish Conquer yourself (*) 43
Thanks for your attention! charles.huang@pouchen.com charles13579@pchome.com.tw 44