마지막날
May 13, 2026 17:55
· 47:51
· English
· Whisper Turbo
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0:22
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Speaker 1 (마지막날)
How long have you guys been? Did you come over the weekend?
0:54
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Speaker 1 (마지막날)
They have done a lot of work on bringing in new,
0:59
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Speaker 1 (마지막날)
yeah.
1:01
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Speaker 1 (마지막날)
I went to Soho to look around at our new store and
1:05
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Speaker 1 (마지막날)
remodel the store.
1:06
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Speaker 1 (마지막날)
So that's amazing.
1:08
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Speaker 1 (마지막날)
And I saw all the brands that we see in
1:12
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Speaker 1 (마지막날)
World of America,
1:13
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Speaker 1 (마지막날)
like Elo,
1:14
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Speaker 1 (마지막날)
Fiori,
1:16
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Speaker 1 (마지막날)
all the active brands.
1:18
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Speaker 1 (마지막날)
They've done a good job with the infrastructure and the decor.
1:22
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Speaker 1 (마지막날)
They've redone a lot.
1:24
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Speaker 1 (마지막날)
It looks much nicer.
1:27
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Speaker 1 (마지막날)
It looks nice too.
1:28
S…
Speaker 1 (마지막날)
I think they've made some of that.
1:29
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Speaker 1 (마지막날)
That corner.
1:29
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Speaker 1 (마지막날)
Athleta.
1:30
S…
Speaker 1 (마지막날)
A lot of the performance is all kind of in one area.
1:32
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Speaker 1 (마지막날)
Lulu.
1:33
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Speaker 1 (마지막날)
Yeah.
1:34
S…
Speaker 1 (마지막날)
Even critical movement.
1:38
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Speaker 1 (마지막날)
Yes.
1:38
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Speaker 1 (마지막날)
Yes.
1:38
S…
Speaker 1 (마지막날)
Yeah, we do critical movement.
1:40
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Speaker 1 (마지막날)
Oh, really?
1:41
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Speaker 1 (마지막날)
Okay.
1:41
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Speaker 1 (마지막날)
Actually, I'm doing.
1:43
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Speaker 1 (마지막날)
It's a side job.
1:44
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Speaker 1 (마지막날)
But not a big amount,
1:47
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Speaker 1 (마지막날)
but we're doing like 10 million.
1:50
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Speaker 1 (마지막날)
We're going to do like 12 million.
1:52
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Speaker 1 (마지막날)
Their movement is doing really great.
1:54
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Speaker 1 (마지막날)
What type of products?
1:55
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Speaker 1 (마지막날)
Like layering tops and stuff.
1:58
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Speaker 1 (마지막날)
I love free people movement.
2:00
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Speaker 1 (마지막날)
Oh, really?
2:00
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Speaker 1 (마지막날)
Yeah, I do.
2:01
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Speaker 1 (마지막날)
Do you know my time tea?
2:02
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Speaker 1 (마지막날)
Yes.
2:03
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Speaker 1 (마지막날)
That's yours?
2:04
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Speaker 1 (마지막날)
Okay.
2:05
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Speaker 1 (마지막날)
The interesting thing is they're really great,
2:08
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Speaker 1 (마지막날)
especially leveraging yarn and fabric.
2:11
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Speaker 1 (마지막날)
So you may think they must have like a
2:15
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Speaker 1 (마지막날)
really a lot of different fabrics.
2:17
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Speaker 1 (마지막날)
But yes,
2:18
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Speaker 1 (마지막날)
but for the one items,
2:20
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Speaker 1 (마지막날)
they use only one or two basic jorge and basic
2:24
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Speaker 1 (마지막날)
jorge with the slop.
2:25
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Speaker 1 (마지막날)
Okay.
2:26
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Speaker 1 (마지막날)
They do a lot of variation,
2:28
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Speaker 1 (마지막날)
like my tiny teeth.
2:29
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Speaker 1 (마지막날)
Yeah. Showsleeve,
2:30
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Speaker 1 (마지막날)
they're making tunic as well.
2:31
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Speaker 1 (마지막날)
Makes too much sense.
2:32
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Speaker 1 (마지막날)
Yeah, long sleeve.
2:33
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Speaker 1 (마지막날)
yeah so they their strategy is utilizing the same
2:37
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Speaker 1 (마지막날)
fabric in different silos and sometimes those styles are
2:42
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Speaker 1 (마지막날)
approved they utilize other fabric or oh yeah
2:46
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Speaker 1 (마지막날)
yeah but you could see some of the little jacquette fabric in
2:50
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Speaker 1 (마지막날)
my tiny silos sometimes yeah for example in the winter season
2:54
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Speaker 1 (마지막날)
or some different cycles so that i
2:58
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Speaker 1 (마지막날)
think they're really smart they do
3:01
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Speaker 1 (마지막날)
initial trials testing online because their online concentration
3:06
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Speaker 1 (마지막날)
is really high.
3:06
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Speaker 1 (마지막날)
More than 50%.
3:08
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Speaker 1 (마지막날)
Well,
3:09
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Speaker 1 (마지막날)
because they don't have that,
3:10
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Speaker 1 (마지막날)
I mean, their in -store footprint,
3:13
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Speaker 1 (마지막날)
like they're...
3:14
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Speaker 1 (마지막날)
200, 300.
3:15
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Speaker 1 (마지막날)
Yeah, it's not high.
3:16
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Speaker 1 (마지막날)
You know what?
3:16
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Speaker 1 (마지막날)
The difference with the other active brands is they have a wholesale.
3:20
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Speaker 1 (마지막날)
Yes,
3:21
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Speaker 1 (마지막날)
yes.
3:22
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Speaker 1 (마지막날)
And then they enter the Nordstrom.
3:26
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Speaker 1 (마지막날)
department last year yeah and also sporting goods okay
3:31
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Speaker 1 (마지막날)
really expanded yes right okay yeah
3:35
S…
Speaker 1 (마지막날)
there's only a handful i know of free movement stores in the cities
3:40
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Speaker 1 (마지막날)
There's one in Galleria.
3:42
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Speaker 1 (마지막날)
There's another mall you should go to.
3:45
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Speaker 1 (마지막날)
I used to go there to see the LO,
3:50
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Speaker 1 (마지막날)
but now Emway has everything.
3:53
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Speaker 1 (마지막날)
They're also redoing to Galleria and Southdale.
3:57
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Speaker 1 (마지막날)
They've been doing a lot to that mall as well.
4:02
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Speaker 1 (마지막날)
Now we know the M .O .A.
4:04
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Speaker 1 (마지막날)
is one of the hot shopping stores.
4:06
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Speaker 1 (마지막날)
Yeah. It's pretty good.
4:07
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Speaker 1 (마지막날)
We take it for granted.
4:09
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Speaker 1 (마지막날)
Most of our competition from an inactive work standpoint would be that.
4:13
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Speaker 1 (마지막날)
Is there a barley store?
4:14
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Speaker 1 (마지막날)
No.
4:16
S…
Speaker 1 (마지막날)
I'm looking barley.
4:17
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Speaker 1 (마지막날)
No.
4:18
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Speaker 1 (마지막날)
No, there was no.
4:19
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Speaker 1 (마지막날)
Okay. But you can find it.
4:21
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Speaker 1 (마지막날)
Oh, yeah.
4:22
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Speaker 1 (마지막날)
Yeah, yeah,
4:23
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Speaker 1 (마지막날)
yeah. What else are you guys working on?
4:26
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Speaker 1 (마지막날)
What else have you been seeing as you've been shopping around?
4:29
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Speaker 1 (마지막날)
Actually,
4:30
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Speaker 1 (마지막날)
I'm doing the women's.
4:33
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Speaker 1 (마지막날)
even babies okay oh how's the
4:37
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Speaker 1 (마지막날)
you know even total of business doing for all emotion because i
4:42
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Speaker 1 (마지막날)
was quite curious and interesting because we already have cat and jack
4:46
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Speaker 1 (마지막날)
and cloud island yeah then we are launching but
4:51
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Speaker 1 (마지막날)
our kids and girls are doing really great
4:55
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Speaker 1 (마지막날)
especially girls in all emotions yeah right
5:05
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Speaker 2 (마지막날)
yeah so we're expanding in a toddler and then we're also doing like even like uniforms it's
5:09
S…
Speaker 2 (마지막날)
going to be all in motion like instead of cat and jack and things like that so
5:13
S…
Speaker 2 (마지막날)
we'll start to see us more on their floor pad as well i
5:18
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Speaker 1 (마지막날)
think the important thing is like how are we going to keep delineating between the
5:22
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Speaker 1 (마지막날)
two and you see that even in joy lab
5:25
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Speaker 1 (마지막날)
and aim and then you walk to the ready to work ready to wear floor pad when you start
5:29
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Speaker 1 (마지막날)
to get into more of the lifestyle product types not your true
5:34
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Speaker 1 (마지막날)
performance you start to see a little bit of um
5:38
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Speaker 1 (마지막날)
what could be competition across the floor pads and so we're trying to do a better
5:42
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Speaker 1 (마지막날)
job of understanding what everyone is doing so it's an experience it doesn't
5:46
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Speaker 1 (마지막날)
really matter where it is but it'll be interesting to watch in
5:50
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Speaker 1 (마지막날)
toddler because we're just starting to see the toddler business turn
5:54
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Speaker 1 (마지막날)
on and we're doing a lot of work on just like revamping
5:59
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Speaker 1 (마지막날)
and refreshing cat and jack and that experience so it'll
6:04
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Speaker 1 (마지막날)
be interesting to see how they stack up
6:06
S…
Speaker 2 (마지막날)
So I think for your team it's important to also kind of have an
6:10
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Speaker 2 (마지막날)
understanding of what they're doing in Cat and Jack.
6:13
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Speaker 2 (마지막날)
even if you're not working in it but like knowing what that brand is doing what the product is
6:17
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Speaker 2 (마지막날)
like shopping it in store same thing with like women's and ready to wear you know good example
6:21
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Speaker 2 (마지막날)
is like our fleece we had the core fleece and everybody was trying to do the
6:25
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Speaker 2 (마지막날)
same core fleece and then you brought us the one with stretch I saw it yesterday we felt it yesterday
6:30
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Speaker 2 (마지막날)
it's like I knew that it's amazing so it has like it's like the fleece with
6:34
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Speaker 2 (마지막날)
stretch which is and so I think like how can we differentiate but
6:38
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Speaker 1 (마지막날)
we really
6:39
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Speaker 2 (마지막날)
Need our partners help with that too because a lot of the ideas are coming from
6:43
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Speaker 2 (마지막날)
vendor partners and so you have to really know Not only our
6:47
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Speaker 2 (마지막날)
competition, but also what's happening in our stores to help us make sure that we're giving another
6:51
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Speaker 2 (마지막날)
reason to buy not just
6:58
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Speaker 1 (마지막날)
I have two good news.
6:59
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Speaker 1 (마지막날)
We like good news,
7:01
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Speaker 1 (마지막날)
no bad news.
7:01
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Speaker 1 (마지막날)
The one thing is,
7:04
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Speaker 1 (마지막날)
we just had a meeting with the RTWIC brand.
7:07
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Speaker 1 (마지막날)
So last time in...
7:09
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Speaker 2 (마지막날)
They don't want that place,
7:10
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Speaker 1 (마지막날)
do they? Don't give it to them.
7:12
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Speaker 1 (마지막날)
They want it.
7:14
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Speaker 1 (마지막날)
We were invited to two brands,
7:17
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Speaker 1 (마지막날)
A &D and White Fable.
7:19
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Speaker 1 (마지막날)
But you know, the only motion is our number one account,
7:23
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Speaker 1 (마지막날)
a handful.
7:24
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Speaker 1 (마지막날)
And then the widely stable.
7:25
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Speaker 1 (마지막날)
The widely stable is,
7:26
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Speaker 1 (마지막날)
I don't know, their business is doing great,
7:28
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Speaker 1 (마지막날)
but they're expanding so much with different
7:32
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Speaker 1 (마지막날)
categories and different vendors.
7:34
S…
Speaker 2 (마지막날)
And it changes so fast.
7:37
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Speaker 2 (마지막날)
Yeah,
7:37
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Speaker 1 (마지막날)
they're not stable at all.
7:39
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Speaker 1 (마지막날)
But the last time we were invited...
7:42
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Speaker 1 (마지막날)
to A &D meeting,
7:44
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Speaker 1 (마지막날)
and we started some production.
7:46
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Speaker 1 (마지막날)
We're at C3 this year.
7:48
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Speaker 1 (마지막날)
And then this time,
7:49
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Speaker 1 (마지막날)
but everything was thanks to Old Emotional and Wildly Fable,
7:53
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Speaker 1 (마지막날)
so our performance in those two brands helped us really...
7:57
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Speaker 2 (마지막날)
Yeah, I've been telling Danielle,
7:58
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Speaker 2 (마지막날)
I was like, you need to give them a chance in a new day,
8:01
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Speaker 2 (마지막날)
because I think that you guys bring a lot of design innovation.
8:05
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Speaker 1 (마지막날)
So this time,
8:07
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Speaker 1 (마지막날)
we were invited for...
8:10
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Speaker 1 (마지막날)
two additional brands,
8:11
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Speaker 1 (마지막날)
Universal Thread and M &B.
8:13
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Speaker 1 (마지막날)
So the strong point from
8:17
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Speaker 1 (마지막날)
our team is actually,
8:19
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Speaker 1 (마지막날)
you know,
8:20
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Speaker 1 (마지막날)
we are doing a lot of,
8:22
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Speaker 1 (마지막날)
for example,
8:23
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Speaker 1 (마지막날)
Active Comforts.
8:24
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Speaker 1 (마지막날)
They are getting really closer to the ET.
8:27
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Speaker 1 (마지막날)
So by owning all those categories.
8:32
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Speaker 1 (마지막날)
we can avoid any possible carnivalization.
8:37
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Speaker 1 (마지막날)
So adding more active the hint to
8:41
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Speaker 1 (마지막날)
the active comfort to protect our program.
8:45
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Speaker 1 (마지막날)
The thing we should
8:49
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Speaker 1 (마지막날)
not do,
8:50
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Speaker 1 (마지막날)
never ever,
8:50
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Speaker 1 (마지막날)
is make our guests choose one out of
8:54
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Speaker 1 (마지막날)
the options.
8:55
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Speaker 1 (마지막날)
That's the worst scenario.
8:58
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Speaker 1 (마지막날)
So what we really tried to do is giving them the different reasons,
9:01
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Speaker 1 (마지막날)
my own job at the same time.
9:04
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Speaker 1 (마지막날)
Yeah. How about the meeting?
9:06
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Speaker 1 (마지막날)
I know. The other thing,
9:08
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Speaker 1 (마지막날)
yeah. Was the meeting good,
9:09
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Speaker 1 (마지막날)
though? I think so.
9:11
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Speaker 1 (마지막날)
Sure,
9:12
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Speaker 1 (마지막날)
sure.
9:13
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Speaker 1 (마지막날)
Yeah, but they liked,
9:15
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Speaker 1 (마지막날)
especially layering tops and fleece as well.
9:18
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Speaker 1 (마지막날)
And the second thing I want to share is last year,
9:21
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Speaker 1 (마지막날)
it was really challenging for everyone,
9:23
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Speaker 1 (마지막날)
for retailers and vendors,
9:25
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Speaker 1 (마지막날)
every part of supply chain suffered from
9:30
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Speaker 1 (마지막날)
the uncertainties and trade situation.
9:32
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Speaker 1 (마지막날)
And finally,
9:33
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Speaker 1 (마지막날)
the war situation is getting more difficulties throughout
9:38
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Speaker 1 (마지막날)
the supply chain.
9:39
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Speaker 1 (마지막날)
But last year,
9:40
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Speaker 1 (마지막날)
we had the business growth by 8%.
9:43
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Speaker 1 (마지막날)
Wow.
9:44
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Speaker 1 (마지막날)
Before Target,
9:45
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Speaker 1 (마지막날)
we had the wheat.
9:46
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Speaker 1 (마지막날)
We struggled quite a lot,
9:48
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Speaker 1 (마지막날)
but we had a great result relatively compared
9:52
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Speaker 1 (마지막날)
to other brands in Olimotion.
10:00
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Speaker 2 (마지막날)
80 % of business growth.
10:01
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Speaker 2 (마지막날)
That was driven from some key
10:05
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Speaker 2 (마지막날)
retailers like Arigia,
10:08
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Speaker 2 (마지막날)
ANF,
10:09
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Speaker 1 (마지막날)
Victoria's Secret,
10:10
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Speaker 2 (마지막날)
Walmart,
10:11
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Speaker 2 (마지막날)
Free People,
10:12
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Speaker 1 (마지막날)
and Cutters.
10:16
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Speaker 2 (마지막날)
especially Aritzia and A &F,
10:18
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Speaker 2 (마지막날)
our key product is fleece and
10:23
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Speaker 2 (마지막날)
also some layering tops.
10:24
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Speaker 2 (마지막날)
So we can leverage our expertise in fleece category.
10:28
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Speaker 3 (마지막날)
I bought the Aritzia fleece for my niece for Christmas.
10:32
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Speaker 1 (마지막날)
A &F has amazing fleece too.
10:34
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Speaker 1 (마지막날)
Take a look at the production country.
10:36
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Speaker 2 (마지막날)
I bought her the half sip.
10:40
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Speaker 2 (마지막날)
Cargo pants.
10:43
S…
Speaker 3 (마지막날)
I did buy her the pants.
10:44
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Speaker 3 (마지막날)
She didn't want the stuff.
10:45
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Speaker 3 (마지막날)
She just wanted the top.
10:46
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Speaker 1 (마지막날)
So the all mushroom grew last year,
10:50
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Speaker 1 (마지막날)
right? Yeah.
10:50
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Speaker 1 (마지막날)
Okay.
10:52
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Speaker 2 (마지막날)
So one of the secret sauce for Archa fleece is that they have
10:56
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Speaker 2 (마지막날)
a really interesting model.
10:57
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Speaker 2 (마지막날)
For example,
10:59
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Speaker 2 (마지막날)
if you want to do some speed and flexibility,
11:02
S…
Speaker 2 (마지막날)
we reserve some yarn or grudge
11:06
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Speaker 1 (마지막날)
fabric and bamboo mill.
11:07
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Speaker 2 (마지막날)
But what they do is tripping a big chunk
11:11
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Speaker 2 (마지막날)
of the fabric quantity to sewing
11:15
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Speaker 1 (마지막날)
mill.
11:16
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Speaker 2 (마지막날)
So they set all the body
11:20
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Speaker 2 (마지막날)
and trim in fleece.
11:22
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Speaker 1 (마지막날)
at the February,
11:23
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Speaker 2 (마지막날)
but they don't expand the factories.
11:25
S…
Speaker 2 (마지막날)
So we are doing like a more than 40 million
11:30
S…
Speaker 2 (마지막날)
with the IREGIA.
11:33
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Speaker 2 (마지막날)
The majority is fleece.
11:35
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Speaker 2 (마지막날)
They utilize only one single factory in Vietnam.
11:38
S…
Speaker 3 (마지막날)
Wow.
11:38
S…
Speaker 2 (마지막날)
So imagine how we
11:43
S…
Speaker 2 (마지막날)
can handle all the speedy and small units.
11:47
S…
Speaker 2 (마지막날)
To save the lead time,
11:49
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Speaker 2 (마지막날)
they send,
11:49
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Speaker 2 (마지막날)
they let us.
11:51
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Speaker 2 (마지막날)
keep the dyed fabric,
11:53
S…
Speaker 2 (마지막날)
fleece fabric,
11:54
S…
Speaker 2 (마지막날)
and they reduce the fabric lead
11:58
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Speaker 1 (마지막날)
time.
11:58
S…
Speaker 2 (마지막날)
But their order unit is small,
12:01
S…
Speaker 2 (마지막날)
so we cannot do that model for wallets or targets,
12:05
S…
Speaker 2 (마지막날)
but for small units.
12:07
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Speaker 2 (마지막날)
If we have some demand signal,
12:10
S…
Speaker 2 (마지막날)
then we can have that model.
12:14
S…
Speaker 2 (마지막날)
So my second news is our business was overall.
12:18
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Speaker 1 (마지막날)
Yeah, that was great.
12:18
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Speaker 1 (마지막날)
Corporate level,
12:19
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Speaker 1 (마지막날)
company level was great.
12:21
S…
Speaker 2 (마지막날)
And the natural part would definitely contribute to our
12:25
S…
Speaker 3 (마지막날)
business. So when you look at your target business today and you look at your portfolio
12:29
S…
Speaker 3 (마지막날)
of business with other brands and retailers,
12:32
S…
Speaker 3 (마지막날)
where do you feel like we're under utilizing you?
12:36
S…
Speaker 3 (마지막날)
Like where do you think the biggest opportunity is for us to take advantage of your people?
12:40
S…
Speaker 2 (마지막날)
That's an amazing question.
12:42
S…
Speaker 1 (마지막날)
Let me share.
12:43
S…
Speaker 1 (마지막날)
Sure.
12:46
S…
Speaker 1 (마지막날)
So what I really want to share is...
12:48
S…
Speaker 1 (마지막날)
Can you plug into this?
12:49
S…
Speaker 1 (마지막날)
You have that?
12:50
S…
Speaker 1 (마지막날)
Okay.
12:50
S…
Speaker 1 (마지막날)
I know.
12:51
S…
Speaker 3 (마지막날)
No, I was just making sure that you had the right...
12:55
S…
Speaker 2 (마지막날)
So for Wildly Fabled,
12:59
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Speaker 2 (마지막날)
we started collaborative forecasting
13:04
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Speaker 2 (마지막날)
since October last year.
13:06
S…
Speaker 2 (마지막날)
So actually that is what I really suggest
13:10
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Speaker 1 (마지막날)
you guys.
13:12
S…
Speaker 2 (마지막날)
But I heard during OBPS last week in New York,
13:15
S…
Speaker 2 (마지막날)
so everyone was talking about the collaborative planning and forecasting
13:19
S…
Speaker 2 (마지막날)
with the vendors.
13:21
S…
Speaker 2 (마지막날)
That would be one of the must -go
13:25
S…
Speaker 2 (마지막날)
area for everyone.
13:27
S…
Speaker 2 (마지막날)
Because if we own the only signal of demand,
13:31
S…
Speaker 2 (마지막날)
sometimes it's very positive and sometimes very negative.
13:34
S…
Speaker 2 (마지막날)
So we can do something even before they tell us
13:38
S…
Speaker 2 (마지막날)
something or ask us something.
13:43
S…
Speaker 2 (마지막날)
So I thought,
13:45
S…
Speaker 2 (마지막날)
we started this stuff since October last year.
13:49
S…
Speaker 2 (마지막날)
And then we are doing this program,
13:51
S…
Speaker 2 (마지막날)
this activity for all the Border Bliss programs,
13:55
S…
Speaker 2 (마지막날)
core Border Bliss programs.
13:57
S…
Speaker 2 (마지막날)
So I thought...
14:00
S…
Speaker 2 (마지막날)
We could do differently,
14:02
S…
Speaker 2 (마지막날)
like with only like a collaborative forecasting or something by Zillow,
14:06
S…
Speaker 2 (마지막날)
but I was wrong.
14:08
S…
Speaker 2 (마지막날)
So I realized that we could do as a whole,
14:10
S…
Speaker 2 (마지막날)
I mean,
14:11
S…
Speaker 2 (마지막날)
whole package or whole integrated solution.
14:14
S…
Speaker 2 (마지막날)
Let me share the flow,
14:17
S…
Speaker 2 (마지막날)
what we did.
14:18
S…
Speaker 2 (마지막날)
First, we suggested exclusively develop the fabric Butter
14:22
S…
Speaker 2 (마지막날)
Bliss for Wild Fable.
14:24
S…
Speaker 2 (마지막날)
And then they liked the fabric,
14:26
S…
Speaker 2 (마지막날)
and the guests really reacted to that program.
14:29
S…
Speaker 2 (마지막날)
So we expanded our collection,
14:31
S…
Speaker 2 (마지막날)
and then we started collaborative forecasting,
14:35
S…
Speaker 2 (마지막날)
actually for past years.
14:37
S…
Speaker 2 (마지막날)
one decade we been doing that job but last
14:41
S…
Speaker 2 (마지막날)
year we developed our internal platform engine by AI so
14:46
S…
Speaker 2 (마지막날)
imagine we used to do by oh yeah Excel grid by
14:50
S…
Speaker 2 (마지막날)
hand so there was some conflict so I pushed my team
14:54
S…
Speaker 2 (마지막날)
real hard we gotta get this data data really makes a
14:58
S…
Speaker 2 (마지막날)
difference but
15:08
S…
Speaker 1 (마지막날)
So that we can read the chat.
15:11
S…
Speaker 1 (마지막날)
So if you are doing okay or not.
15:14
S…
Speaker 1 (마지막날)
And then with that,
15:16
S…
Speaker 1 (마지막날)
the internal platform development,
15:17
S…
Speaker 1 (마지막날)
you can imagine that now they don't need to pull all the data from
15:21
S…
Speaker 1 (마지막날)
the target system and then input and then doing extra stuff,
15:25
S…
Speaker 1 (마지막날)
but they just open certain internal platform and then they can track.
15:29
S…
Speaker 2 (마지막날)
So you're connected through Targets API?
15:31
S…
Speaker 1 (마지막날)
Yeah.
15:33
S…
Speaker 1 (마지막날)
We are kind of pulling all the data automatically and loading
15:38
S…
Speaker 1 (마지막날)
them into our system.
15:41
S…
Speaker 1 (마지막날)
So our managers,
15:42
S…
Speaker 1 (마지막날)
they need to see some of the high -level trend or going more
15:46
S…
Speaker 1 (마지막날)
deeper.
15:47
S…
Speaker 1 (마지막날)
So with that,
15:49
S…
Speaker 1 (마지막날)
plus since after two months,
15:53
S…
Speaker 1 (마지막날)
we started the collaborative forecasting.
15:55
S…
Speaker 1 (마지막날)
Stephanie from sourcing of Wiley Fable asked us to control fabric
15:59
S…
Speaker 1 (마지막날)
as well because we have the demand.
16:03
S…
Speaker 1 (마지막날)
information through the website,
16:05
S…
Speaker 1 (마지막날)
through the target selling data.
16:08
S…
Speaker 1 (마지막날)
So you do your job to secure the
16:12
S…
Speaker 1 (마지막날)
grease fabric at the fabric mill and for some
16:16
S…
Speaker 1 (마지막날)
key colors like a black and white we are keeping for grease
16:20
S…
Speaker 1 (마지막날)
we are keeping 200k.
16:25
S…
Speaker 1 (마지막날)
100k yards and then for dyed fabric 50k yards
16:29
S…
Speaker 1 (마지막날)
in black and then another 50k yards in white you're
16:33
S…
Speaker 1 (마지막날)
keeping a fabric mill so and we once we see some signals
16:39
S…
Speaker 1 (마지막날)
we we could ship it that those fabric to the fabric mill.
16:42
S…
Speaker 2 (마지막날)
So are you doing that without Target saying signaling you you
16:46
S…
Speaker 2 (마지막날)
do it based off the data?
16:48
S…
Speaker 1 (마지막날)
okay we reach it to the agreement with our stefani and the planners
16:52
S…
Speaker 1 (마지막날)
and wide available and then if we use up some of the units for
16:56
S…
Speaker 1 (마지막날)
very urgent chase order or whatever then we just automatically
17:01
S…
Speaker 1 (마지막날)
replenish got it but and we share those data how how
17:06
S…
Speaker 1 (마지막날)
much of that we are keeping so owning
17:10
S…
Speaker 1 (마지막날)
that that
17:11
S…
Speaker 1 (마지막날)
that fabric responsibility makes everything more streamlined.
17:15
S…
Speaker 1 (마지막날)
And then as a next step,
17:18
S…
Speaker 1 (마지막날)
we are suggesting the warm door testing.
17:21
S…
Speaker 1 (마지막날)
called the hot door and warm door testing.
17:24
S…
Speaker 1 (마지막날)
Our major product is fleece,
17:28
S…
Speaker 1 (마지막날)
but we could do some of the light t -shirts for men,
17:32
S…
Speaker 1 (마지막날)
especially from out of Central America.
17:34
S…
Speaker 1 (마지막날)
But,
17:35
S…
Speaker 1 (마지막날)
you know, what we want to try to do is setting some summer units
17:39
S…
Speaker 1 (마지막날)
to hot doors.
17:40
S…
Speaker 1 (마지막날)
Hot door store is like between 100 to 200
17:45
S…
Speaker 1 (마지막날)
stores in the state.
17:46
S…
Speaker 1 (마지막날)
So, reading all the data in November with the hot weather
17:51
S…
Speaker 1 (마지막날)
stores,
17:51
S…
Speaker 1 (마지막날)
that really helps which part of the guests have
17:57
S…
Speaker 1 (마지막날)
the preference and then we add those units for the second delivery
18:01
S…
Speaker 1 (마지막날)
of the C1 and C2.
18:04
S…
Speaker 1 (마지막날)
And the warm door model is the same kind of setting warm door styles first
18:08
S…
Speaker 1 (마지막날)
and then reflecting those results after reading the results to the
18:12
S…
Speaker 1 (마지막날)
late C2 and C3 as well.
18:16
S…
Speaker 1 (마지막날)
So that's the extension of what we want to do.
18:19
S…
Speaker 1 (마지막날)
So definitely we could do that model for.
18:22
S…
Speaker 1 (마지막날)
We would like to do that model for all in motion.
18:25
S…
Speaker 2 (마지막날)
So do you have like a monthly routine with the Wild Fable
18:30
S…
Speaker 2 (마지막날)
team and with the planning team and the inventory team?
18:32
S…
Speaker 1 (마지막날)
Yes, right. Monthly regular meeting with the planner,
18:37
S…
Speaker 1 (마지막날)
merge,
18:38
S…
Speaker 1 (마지막날)
designer.
18:39
S…
Speaker 1 (마지막날)
But sometimes design and they don't need it.
18:41
S…
Speaker 1 (마지막날)
And also sourcing.
18:43
S…
Speaker 1 (마지막날)
And our team and Hong Kong sourcing team.
18:46
S…
Speaker 1 (마지막날)
So everything is at the same page and we are sharing the data
18:50
S…
Speaker 1 (마지막날)
that we analyze.
18:51
S…
Speaker 2 (마지막날)
Yep, with recommendations and then make a decision.
18:54
S…
Speaker 1 (마지막날)
And then we give them the...
18:57
S…
Speaker 1 (마지막날)
call date for the decision making.
19:00
S…
Speaker 1 (마지막날)
And then if we see,
19:02
S…
Speaker 1 (마지막날)
we urgently need,
19:04
S…
Speaker 1 (마지막날)
for example,
19:04
S…
Speaker 1 (마지막날)
extra small and small size for these colors.
19:07
S…
Speaker 1 (마지막날)
And then if you make a call by tomorrow,
19:10
S…
Speaker 1 (마지막날)
you're going to ship it by some time.
19:12
S…
Speaker 1 (마지막날)
We are giving the solution at the same time so that they are
19:16
S…
Speaker 1 (마지막날)
coming back.
19:18
S…
Speaker 1 (마지막날)
Yeah,
19:19
S…
Speaker 1 (마지막날)
that thing makes everything really helpful.
19:22
S…
Speaker 1 (마지막날)
Since we started the model,
19:25
S…
Speaker 1 (마지막날)
we adjusted.
19:26
S…
Speaker 1 (마지막날)
We got one million pieces of shifting or
19:30
S…
Speaker 1 (마지막날)
extra chassis unit,
19:32
S…
Speaker 1 (마지막날)
and we adjusted,
19:34
S…
Speaker 1 (마지막날)
corrected the sizes of buying by
19:38
S…
Speaker 1 (마지막날)
7 ,700.
19:43
S…
Speaker 1 (마지막날)
K pieces.
19:44
S…
Speaker 1 (마지막날)
So it really works.
19:46
S…
Speaker 2 (마지막날)
Yeah, it matters.
19:47
S…
Speaker 2 (마지막날)
How often when you're going into those meetings and
19:51
S…
Speaker 2 (마지막날)
you're bringing your recommendations based on all the analysis that you've done,
19:55
S…
Speaker 2 (마지막날)
is it pretty often that Target is agreeing with the recommendation?
20:00
S…
Speaker 1 (마지막날)
Actually,
20:00
S…
Speaker 1 (마지막날)
what we do is the regular meeting is on a monthly basis.
20:04
S…
Speaker 1 (마지막날)
And if we see any very critical signals or
20:08
S…
Speaker 1 (마지막날)
any trend,
20:09
S…
Speaker 1 (마지막날)
which is quite urgent to react,
20:12
S…
Speaker 1 (마지막날)
we reach out to them anytime.
20:14
S…
Speaker 1 (마지막날)
Sure.
20:15
S…
Speaker 2 (마지막날)
But usually are we saying like,
20:17
S…
Speaker 2 (마지막날)
you're right,
20:17
S…
Speaker 2 (마지막날)
we're going to...
20:20
S…
Speaker 1 (마지막날)
Yeah, because the trend does not change.
20:23
S…
Speaker 1 (마지막날)
If we launch a certain style and it's
20:27
S…
Speaker 1 (마지막날)
really on fire,
20:29
S…
Speaker 1 (마지막날)
there should be some of the different ways to react,
20:32
S…
Speaker 1 (마지막날)
but normally it is quite slow to see the trend.
20:35
S…
Speaker 1 (마지막날)
But in case of warm -door testing,
20:39
S…
Speaker 1 (마지막날)
the order unit is small.
20:40
S…
Speaker 1 (마지막날)
So in two to three
20:44
S…
Speaker 1 (마지막날)
weeks, we can see the only reaction.
20:47
S…
Speaker 2 (마지막날)
Yep, got it.
20:49
S…
Speaker 2 (마지막날)
And what I will share more generally just about collaborative forecasting and collaborative planning.
20:53
S…
Speaker 2 (마지막날)
You heard from Joe at OBPS and he shared that as like a total
20:57
S…
Speaker 2 (마지막날)
ANA priority.
20:58
S…
Speaker 2 (마지막날)
What we're trying to figure out is like there's a lot of businesses doing
21:03
S…
Speaker 2 (마지막날)
this in different ways through different systems or different capabilities.
21:07
S…
Speaker 2 (마지막날)
And so the global supply planning team,
21:10
S…
Speaker 2 (마지막날)
so Danny Langseth and his team are working on a handful of like
21:14
S…
Speaker 2 (마지막날)
initial pilots to try to build a more um streamlined
21:18
S…
Speaker 2 (마지막날)
process where it makes sense so that our teams understand
21:23
S…
Speaker 2 (마지막날)
the process the tools how we're going to go about this who's going to be responsible who
21:27
S…
Speaker 2 (마지막날)
needs to be in the meeting so what we've said is we don't want to slow any businesses down
21:32
S…
Speaker 2 (마지막날)
that are doing it and where it's working so like we wouldn't want to stop the wild cable team and what
21:36
S…
Speaker 2 (마지막날)
they're doing um but we want to be are they that's what i'm looking are you in
21:40
S…
Speaker 2 (마지막날)
the pet they might be
21:41
S…
Speaker 2 (마지막날)
i remember seeing hansel on a list but so there's certain businesses where we're like
21:45
S…
Speaker 2 (마지막날)
watching how things are happening um with the goal of then adding more
21:50
S…
Speaker 2 (마지막날)
businesses to a similar process um so i
21:54
S…
Speaker 2 (마지막날)
think that's something we should definitely talk about within the performance space if it's working how
21:58
S…
Speaker 2 (마지막날)
do we leverage what is already working with your team in wild fable and then think about how that
22:02
S…
Speaker 1 (마지막날)
could work that's right and i just forgot to mention that the gsp is also
22:06
S…
Speaker 2 (마지막날)
oh great so i bet you they are if gsp's in it i bet they are
22:13
S…
Speaker 3 (마지막날)
I know you said all in motion.
22:14
S…
Speaker 3 (마지막날)
I think it would be good just for you guys to take back and
22:19
S…
Speaker 3 (마지막날)
see where do you think.
22:19
S…
Speaker 3 (마지막날)
Because we don't,
22:21
S…
Speaker 3 (마지막날)
what do you recommend in terms of which products or categories?
22:25
S…
Speaker 3 (마지막날)
Most of our stuff with you,
22:26
S…
Speaker 3 (마지막날)
we don't have.
22:27
S…
Speaker 1 (마지막날)
Yeah, I know.
22:28
S…
Speaker 1 (마지막날)
That's the problem.
22:29
S…
Speaker 3 (마지막날)
But that's why we use you,
22:31
S…
Speaker 3 (마지막날)
though, because we need newness.
22:32
S…
Speaker 1 (마지막날)
We never run the same one.
22:35
S…
Speaker 1 (마지막날)
We never run the same one. Especially women's fleece has
22:40
S…
Speaker 1 (마지막날)
a larger volume,
22:41
S…
Speaker 1 (마지막날)
and it is really fashion -driven,
22:43
S…
Speaker 1 (마지막날)
so quite tough to react within
22:47
S…
Speaker 1 (마지막날)
the season.
22:47
S…
Speaker 2 (마지막날)
But,
22:48
S…
Speaker 1 (마지막날)
for example, this type of...
22:50
S…
Speaker 1 (마지막날)
We
22:56
S…
Speaker 1 (마지막날)
are doing boys' mesh shorts.
23:00
S…
Speaker 1 (마지막날)
And then also men's men's shirt.
23:04
S…
Speaker 1 (마지막날)
For example,
23:05
S…
Speaker 1 (마지막날)
we can leverage the fabric for those two bodies because they
23:09
S…
Speaker 1 (마지막날)
share some of the color pad,
23:11
S…
Speaker 1 (마지막날)
right?
23:11
S…
Speaker 1 (마지막날)
So we can book the grayish and also the
23:16
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Speaker 1 (마지막날)
dyed fabric,
23:16
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Speaker 1 (마지막날)
for example.
23:17
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Speaker 1 (마지막날)
You see here the medium and
23:21
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Speaker 1 (마지막날)
large size takes 60 percent,
23:23
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Speaker 1 (마지막날)
and the black takes 50 percent.
23:26
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Speaker 1 (마지막날)
And then for kids,
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