Specialist
Executive at an E-commerce development company
Agenda
- Hoka – market positioning, sales scale, growth drivers, core competencies and comparison of strengths and weaknesses with competitors
- Product portfolio, category expansion, membership operations, average transaction value and repurchase rate
- Channel mix structure, distributor management, channel price and merchandise management, plus channel expansion strategy
Questions
1.
Could you brief us on the development trajectory and market positioning of Hoka One One (Hoka) in the Chinese market?
2.
According to the financial report of Hoka’s parent company in 2021-22, Hoka’s revenue has increased by more than 55% YoY over the past three years. As you have observed, what is Hoka’s growth rate in the Chinese market, and what are the underlying growth drivers?
3.
How is Hoka’s sales performance YTD?
4.
Will Hoka maintain an annual growth rate of over 50% in the coming 2-3 years?
5.
Which players and brands are Hoka’s major competitors in the Chinese market? Could you compare Hoka with its competitors in terms of their strengths and weaknesses?
6.
In the road running shoe segment, which players do you think Hoka will mainly compete with?
7.
Could you analyse the competencies of Hoka’s trail running shoes? What are their strengths and weaknesses?
8.
We can tell that Hoka is developing towards a sporty and trendy style from the change of its spokesperson. You mentioned the competition in the stylish segment is fierce now. What is the competency of Hoka’s stylish shoes?
9.
Does Hoka’s expansion of other product categories such as clothing meet expectations?
10.
What is the customer profile of Hoka?
11.
What are Hoka’s methods for customer acquisition and its sales per unit area?
12.
You mentioned Hoka’s current store quantity, so in which cities are those stores located? What are the penetration rates of Hoka across city tiers?
13.
What are Hoka’s cooperation model with partners and the profit margin for its partners?
14.
What is Hoka’s location selection strategy for directly operated stores in terms of store sizes and density?
15.
Could you elaborate on Hoka’s store unit economics?
16.
What are the potential risks that Hoka may encounter in the course of development?
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